Home›Companies›FinTech & Financial Services›Bonsai

Bonsai Companies, LLC

Bonsai provides financial planning tools to financial professionals.

Updated Nov 9, 2026·Latest SEC filing Aug 17, 2026·Suggest an edit

About Bonsai

Bonsai is a private company based in Boulder, Colorado, incorporated in 2021 in Delaware. It has reported $1,100,000 raised in four offerings on Form D since January 2024. Its chief executive is Robert DeChellis.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Aug 11, 2026Aug 17, 2026$850,000of $1.8M target1$850KDebt, Options, Convertible Promissory NotesRule 506(b)Form D ↗
Jul 7, 2025Jul 28, 2025$250,000of $5.0M target1$250KDebt, Options, Convertible Promissory NotesRule 506(b)Form D ↗
Jun 3, 2024Jun 5, 2024$0target not set2$0Equity, Profits InterestRule 506(b)Form D ↗
Not yetJan 5, 2024$0of $3.0M target0—Options, Simple Agreement for Future Equity (SAFE)Rule 506(b)Form D ↗
Total, four offerings$1,100,000

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Bonsai's Form D filed Aug 17, 2026.

RD
Robert DeChellis
Founder & CEO, director

Sources

  1. SECBonsai Companies, LLC filing history