Form D · Other Banking and Financial Services
CoFi Inc
Holliston, MA · CIK 0001829565
Offering snapshot reported May 2, 2023 · SEC filing
- Reported sold
- $3.5M Offering amount: $3.5M
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 19, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 2, 2023 | Initial | $3,500,000 | No comparison | 12 | SEC filing |
| Sep 20, 2021 | Initial | $1,999,987 | No comparison | Not reported | SEC filing |
| Oct 22, 2020 | Initial | $200,000 | No comparison | 6 | SEC filing |
| Oct 22, 2020 | Initial | $575,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-480608
Source: Form D, filed May 2, 2023. 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 |
|---|---|
| Sean Hanlon | Director, Executive |
| Tal Raviv | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
23 Water Street Suite 301
Holliston, MA, 01746
Holliston, MA, 01746