Form D · Private Equity Fund

Platform Ventures Opportunity Zone Fund I, LP

Kansas City, MO · CIK 0001781590

Offering snapshot reported Jul 15, 2021 · SEC filing

Reported sold
$19.1M
Offering amount: $300M
Investors reported
43
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 27, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.55M$19.1MJul 10, 2019: $852,660.00Jul 10, 2019Jun 30, 2020: $11,007,804.00Jun 30, 2020Jan 14, 2021: $14,032,804.00Jan 14, 2021Jul 15, 2021: $19,096,804.00Jul 15, 2021

Dates 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$14,032,804 → $19,096,804
  • Reported investors32 → 43

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 15, 2021Amendment$19,096,804$5,064,000vs Jan 14, 202143SEC filing
Jan 14, 2021Amendment$14,032,804$3,025,000vs Jun 30, 202032SEC filing
Jun 30, 2020Amendment$11,007,804$10,155,144vs Jul 10, 201925SEC filing
Jul 10, 2019Initial$852,660No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$324K (estimated)
Finders' fees
$0
Form D file number
021-343865
The total offering amount reflects an aggregate amount offered by Issuer and Platform Ventures Opportunity Zone Fund I A, LP, a parallel fund to Issuer.
40 basis points of amount sold to certain investors.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
VENTURE.co Brokerage Services LLC173924VENTURE.co Brokerage Services LLC · CRD 173924

Source: Form D, filed Jul 15, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PLATFORM VENTURES OPPORTUNITY ZONE FUND I, LP

Investment adviser: PLATFORM INVESTMENTS, LLC

Gross asset value
$54.7M
Beneficial owners
81
ADV minimum commitment
$100K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian ACADEMY BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No
Custodian UMB BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Filing source

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2410985263

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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.

People and organizations reported in Form D filings
NameReported role
Ryan Anderson Director, Executive
Terrence Anderson Director, Executive
Corey Biggs Director
. Platform Investments, Llc Executive
. Platform Oz Gp I, Llc Executive
. Platform Ventures, Llc Executive
Kyle Siner Director, Executive
Greg Steinberg Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1511 Baltimore Avenue Suite 300
Kansas City, MO, 64108