About Collective Financial Services
Collective Financial Services is a private company based in San Francisco, California. It has reported $8,789,992 raised in three offerings on Form D since November 2020. Its chief executive is Christopher Lotz.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Dec 28, 2023 | Jan 11, 2024 | $200,000of $2.1M target | 3 | $66,667 | Securities on exercise, Simple Agreement for Future EquityRule 506(b) | Form D ↗ |
| Jun 28, 2023 | Jul 14, 2023 | $1,200,000of $4.0M target | 4 | $300K | Securities on exercise, Simple Agreement for Future EquityRule 506(b) | Form D ↗ |
| Oct 21, 2020 | Nov 2, 2020 | $7,389,992of $10.0M target | 9 | $821K | EquityRule 506(b) | Form D ↗ |
| Total, three offerings | $8,789,992 | |||||
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 Collective Financial Services's Form D filed Jan 11, 2024.
EK
Eric Kim
Director
CL
Christopher Lotz
Chief Executive Officer and director
DS
Daniel Di Spaltro
Executive officer and director