Form D · Other Technology
Cherwell Software, LLC
Colorado Springs, CO · CIK 0001636779
Offering snapshot reported May 27, 2020 · SEC filing
- Reported sold
- $83.3M Indefinite offering
- Investors reported
- 76 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 5, 2015 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$80,564,256 → $83,252,139
- Reported investors63 → 76
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 27, 2020 | Amendment | $83,252,139 | $2,687,883vs May 21, 2019 | 76 | SEC filing |
| May 21, 2019 | Amendment | $80,564,256 | $51,465,844vs May 24, 2018 | 63 | SEC filing |
| May 24, 2018 | Amendment | $29,098,412 | $10,394,680vs May 24, 2017 | 50 | SEC filing |
| May 24, 2017 | Amendment | $18,703,732 | $10,524,623vs May 20, 2016 | 32 | SEC filing |
| May 20, 2016 | Amendment | $8,179,109 | $5,008,414vs Apr 14, 2015 | 18 | SEC filing |
| Apr 14, 2015 | Initial | $3,170,695 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Equity, Option to acquire, Security to be acquired, Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-237916
Total amount sold includes options granted times exercise price, and the per unit amount that would need to be distributed before other securities entitling recipients to a pro rata portion of the appreciation (Continued in item 15 clarification box)
Interests in a Membership Interest Option Plan, Profits Interests
(Continued from item 13 box above) in the Issuer's value above the value on the grant date would receive a distribution and also are intended to qualify as profits interests for U.S. tax purposes, and have no value for U.S. tax purposes on the grant date.
Source: Form D, filed May 27, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Jaye Alison Alfers | Executive |
| Vance Brown | Director |
| Andre Cuenin | Executive |
| Arlen Feldman | Director |
| Scott Gainey | Executive |
| Michael (Sam) Gilliland | Director, Executive |
| Garrett (Gary) K. Golden | Executive |
| Andrew Harman | Director |
| Craig Harper | Director, Executive |
| Vincent Letteri | Director |
| Kevin Morgan | Executive |
| Richard A. Mueller | Director |
| Ron Muns | Director |
| Jean Patrick | Executive |
| Timothy G. Pfeifer | Director |
| Steve Rodda | Executive |
| Rob Salvagno | Director |
| Peter Segall | Director |
| John Spiliotis | Director |
| Richard Wells | Director |
| Dave Welsh | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
10125 Federal Drive Suite 100
Colorado Springs, CO, 80908
Colorado Springs, CO, 80908