Form D · Other Investment Fund

Upshift Capital I, a series of Upshift Capital Fund, LLC

San Francisco, CA · CIK 0001702094

Offering snapshot reported Apr 26, 2018 · SEC filing

Reported sold
$1.84M
Offering amount: $1.84M
Investors reported
24
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Apr 3, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$923K$1.85MApr 13, 2017: $700,000.00Apr 13, 2017Apr 26, 2017: $1,350,000.00Sep 27, 2017: $1,845,000.00Sep 27, 2017Apr 26, 2018: $1,840,000.00Apr 26, 2018

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$1,845,000 → $1,840,000
  • Reported investors18 → 24

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 26, 2018Amendment$1,840,000-$5,000vs Sep 27, 201724SEC filing
Sep 27, 2017Amendment$1,845,000$495,000vs Apr 26, 201718SEC filing
Apr 26, 2017Amendment$1,350,000$650,000vs Apr 13, 20179SEC filing
Apr 13, 2017Initial$700,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-284686

Source: Form D, filed Apr 26, 2018. 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.

People and organizations reported in Form D filings
NameReported role
Llc Assure Fund Management Ii Director
Jens Beyrich Executive
Mateo Johnson Executive
Jeremy Neilson Executive
Erin Rosenthal Executive
Richard Thoms Executive
Llc Upshift Manager Director
Llc Up Shift Manager Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
918 Kansas Street
San Francisco, CA, 91407