Form D · Venture Capital Fund

W23 Capitalize Fund I, a series of Capitalize Investments LLC

Sparks, NV · CIK 0001980831

Offering snapshot reported Jun 23, 2023 · SEC filing

Reported sold
$1.01M
Offering amount: $1.02M
Investors reported
109
Form D · investor count
Minimum accepted
$100
Reported outside-investor minimum
First sale
May 9, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 23, 2023Initial$1,014,600No comparison109SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-485030

Source: Form D, filed Jun 23, 2023. 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

W23 CAPITALIZE FUND I, A SERIES OF CAPITALIZE INVESTMENTS LLC

Investment adviser: CAPITALIZE ADVISORS LLC

Gross asset value
$1.01M
Beneficial owners
109
ADV minimum commitment
$100

Reported in Form ADV on Mar 29, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Marketer CAPITALIZE TECHNOLOGIES LLC SAN FRANCISCO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes
Filing source

Form ADV 1860899 · Mar 29, 2024 · Schedule D 7.B.(1), fund 805-7043415029

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
Nicholas Tommarello Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1152 Harbour Cove Court
Sparks, NV, 89434