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CNote Group, Inc.

CNote offers cash management and fixed-income investments to institutions and individuals.

Updated Nov 10, 2026·Latest SEC filing Apr 27, 2026·Suggest an edit

About CNote

CNote is a private company based in Oakland, California. It has reported $62,988,330 raised in 14 offerings on Form D since August 2016. Its chief executive is Catherine Berman.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Apr 16, 2026Apr 27, 2026$8,000,000target not set1$8.0MDebt, Adjustable Promissory NotesRule 506(c)Form D ↗
Aug 17, 2024Aug 26, 2024$500,000fully sold1$500KPromissory NoteRule 506(c)Form D ↗
Jun 11, 2024Aug 13, 2024amended Apr 27, 2026$7,969,999target not set29$274KDebt, Adjustable Promissory NotesRule 506(c)Form D/A ↗2 earlier filings
Jan 8, 2024Jul 11, 2024amended Apr 27, 2026$17,442,547target not set74$235KDebt, Adjustable Promissory NotesRule 506(c)Form D/A ↗2 earlier filings
May 17, 2024May 30, 2024$1,101,646target not set3$367KDebt, Adjustable Promissory NotesRule 506(c)Form D ↗
Apr 14, 2024Apr 23, 2024$301,991target not set5$60,398Debt, Adjustable Promissory NotesRule 506(c)Form D ↗
Mar 6, 2024Mar 11, 2024$212,545target not set2$106KEquity, Adjustable-Rate Promissory NotesRule 506(c)Form D ↗
Jan 8, 2024Jan 23, 2024$263,458target not set3$87,819Debt, Adjustable-Rate Promissory NotesRule 506(c)Form D ↗
Aug 31, 2022Sep 16, 2022$7,249,999fully sold24$302KEquityRule 506(b)Form D ↗
Aug 25, 2020Sep 15, 2020$3,004,600of $3.5M target13$231KEquityRule 506(b)Form D ↗
Dec 18, 2018Jan 24, 2020amended Jul 14, 2020$1,725,660fully sold25$69,026Convertible NotesRule 506(b)Form D/A ↗1 earlier filing
Feb 1, 2017Feb 16, 2017amended Jan 30, 2020$13,521,385target not set307$44,044DebtRule 506(b)Form D/A ↗1 earlier filing
Oct 5, 2016Dec 23, 2016amended Oct 9, 2018$1,619,500target not set41$39,500Convertible security through Simple Agreement for Future Equity (SAFE)Rule 506(b)Form D/A ↗1 earlier filing
Aug 22, 2016Aug 31, 2016$75,000target not set5$15,000DebtRule 506(c)Form D ↗
Total, 14 offerings$62,988,330

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 CNote's Form D filed Apr 27, 2026.

DM
David Miles
Director
AP
Amber Porter
Director
Also a director at Honeycomb Credit.
CB
Catherine Berman
President and Chief Executive Officer, director
YT
Yuliya Tarasava
Chief Operating Officer, Treasurer and Secretary, director

Earlier filings also listed Marc Miele (director, last listed Aug 2024), Robert Komblum (director, last listed Apr 2024) and Robert Kornblum (director, last listed Jan 2024).

Sources

  1. SECCNote Group, Inc. Form D/A, filed Jun 16, 2025
  2. SECCNote Group, Inc. Form D/A, filed Jun 16, 2025
  3. SECCNote Group, Inc. Form D, filed Aug 13, 2024
  4. SECCNote Group, Inc. Form D, filed Jul 11, 2024
  5. SECCNote Group, Inc. Form D, filed Jan 24, 2020
  6. SECCNote Group, Inc. Form D, filed Feb 16, 2017
  7. SECCNote Group, Inc. Form D, filed Dec 23, 2016
  8. SECCNote Group, Inc. filing history
  9. CompanyCNote privacy policy
  10. CompanyCNote impact investors
  11. CompanyCNote ImpactFlex Investing
  12. CompanyFlagship Fund private placement memorandum