Form D · Other Technology
Trilogy Mentors, Inc
Richmond, VA · CIK 0001690579
Offering snapshot reported Jan 14, 2026 · SEC filing
- Reported sold
- $7.76M Offering amount: $9.14M
- Investors reported
- 37 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 19, 2025 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 |
|---|---|---|---|---|---|
| Jan 14, 2026 | Initial | $7,760,943 | No comparison | 37 | SEC filing |
| Dec 10, 2024 | Initial | $2,500,000 | No comparison | 3 | SEC filing |
| Nov 10, 2022 | Initial | $500,000 | No comparison | 1 | SEC filing |
| Jul 6, 2022 | Amendment | $4,751,928 | $4,660,328vs Apr 6, 2021 | 54 | SEC filing |
| Apr 6, 2021 | Initial | $91,600 | No comparison | 3 | SEC filing |
| Jul 8, 2020 | Amendment | $1,114,400 | $1,089,400vs Jan 10, 2020 | 18 | SEC filing |
| Jan 10, 2020 | Initial | $25,000 | No comparison | 1 | SEC filing |
| Dec 13, 2018 | Initial | $5,000 | No comparison | 1 | SEC filing |
| Nov 7, 2017 | Initial | $25,000 | No comparison | 1 | SEC filing |
| Dec 9, 2016 | Initial | $5,000 | No comparison | 1 | 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
- 021-569963
The Total Offering Amount and the Total Amount Sold each include the conversion of certain convertible notes in the amount of $6,135,943. The new cash portion of the Total Offering Amount is $3,000,000, of which $1,625,000 was sold in the initial closing.
Source: Form D, filed Jan 14, 2026. 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 |
|---|---|
| Nate Casey | Executive |
| John D. Failla | Director, Executive |
| Jonathan Kelley | Executive |
| Michael Manne | Director |
| Don Scheeler | Director |
| Josh Welk | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
1717 East Cary Street
Richmond, VA, 23223
Richmond, VA, 23223