CNote Group, Inc.

Raising nowOperating

Fintech · Oakland, CA

CNote runs an online impact investment platform that lends to community finance organizations serving under-resourced communities. It also helps clients open interest-bearing deposits at those institutions through its Impact Cash service, and earns fees on deposits and consulting work.

Raising nowRaising now

This company has an open fundraising round.

$0 raised

View the live round

Estimated pre-money ⓘ

$201K

As of Aug 2020 · from Reg A Offering (2020) · our estimate: offering price × shares outstanding, not a stated valuation

Total raised

$66,333,490

Crowd $0 · Private $66.3M · 20 rounds since 2016

Financials

FY2015–FY2025 · from SEC filings · hover any figure for its source

$275K

−$890K

2018

$113K

−$1.2M

2019

$1.2M

−$1.4M

2020

$1.1M

−$1.6M

2021

$1.9M

−$2.4M

2022

$2.1M

−$3.8M

2023

$2.0M

−$2.5M

2024

$2.7M

−$1.2M

2025

RevenueNet income — beside revenue when positive, below the line when a loss

Chart shows the most recent 8 fiscal years; 3 earlier years are in the table below.

Metric

FY2015 audited

FY2016 audited

FY2017 audited

FY2018 audited

FY2019 audited

FY2020 audited

FY2021 audited

FY2022 audited

FY2023 audited

FY2024 audited

FY2025 audited

Income statement

Revenue

$600

$55,122

$275,139

$112,710

$1,163,699

$1,053,432

$1,912,082

$2,081,586

$2,031,643

$2,650,499

Cost of goods sold

$1,454

$231,276

$646,162

$781,422

—

$4,824,911

$7,141,973

—

$3,733,222

Gross margin

—

-142%

-320%

-135%

-593%

—

-152%

-243%

—

-41%

Net income

$14,152

-$56,556

-$484,349

-$890,162

-$1,162,921

-$1,449,900

-$1,640,322

-$2,443,885

-$3,777,836

-$2,469,235

-$1,161,828

Balance sheet

Cash

$20,000

$277,202

$410,276

$435,209

$1,360,834

$4,262,597

$3,719,438

$4,803,648

$1,434,123

$834,893

$592,350

Accounts receivable

—

$4,845

—

$87,097,838

$81,401,134

—

$70,417,922

Total assets

$20,000

$277,202

$5,020,146

$12,297,291

$19,989,896

$62,325,413

$110,132,715

$107,252,851

$83,207,898

$79,046,459

$71,135,165

Long-term debt

$57,000

—

$29,682,911

—

$83,812,494

$78,947,059

—

$68,523,513

Total liabilities

$5,788

$333,698

$5,560,991

$13,724,314

$22,566,332

$58,737,606

$108,053,961

$100,477,063

$80,103,408

$78,282,980

$70,315,043

Other

Headcount

—

Figures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.

Valuation over rounds

Pre-money — the valuation set before each round’s money came in

$201K

est. pre-money

Reg A+ · Debt · Aug 2020

Dotted grey bars are our estimate for rounds that didn't state one: the round's share price × the shares outstanding in its filings. Same measure as blue, but rougher.

Cap table

Share counts as of Jul 22, 2026

Preferred Stock · 74.9%Common stock · 25.1%

Class	Outstanding	Votes / share	Share of total	Last price
Preferred Stockpreferred	20,378,401	—	74.9%	—
Common stock	6,842,897	—	25.1%	—
Total	27,221,298		100%

Shares outstanding over timein today's share terms

27M14M0

Dec 2016Feb 2026

Common stockPreferred StockRound opened

Changes in named holdersshares in today's terms · % of all shares at the time

Catherine Berman3.2M (18.8%) Dec 2020 → 3.7M (21.0%) Apr 2022 → 3.8M (14.5%) May 2023 → 4.0M (15.6%) Nov 2023 → 4.3M (16.5%) Apr 2024 → 4.6M (16.9%) Apr 2025 → 5.1M (18.8%) Apr 2026 → 5.0M (18.4%) Jul 2026
ManchesterStory Venture Fund, L.P.1.0M (5.88%) Feb 2021 → 2.9M (11.3%) Oct 2023
Yuliya Tarasava2.8M (16.5%) Dec 2020 → 3.3M (18.7%) Apr 2022 → 3.4M (13.0%) May 2023 → 3.6M (14.0%) Nov 2023 → 3.9M (14.9%) Apr 2024 → 4.2M (15.4%) Apr 2025 → 4.7M (17.3%) Apr 2026 → 4.6M (16.9%) Jul 2026

Principal holders% as the filing states it, Jul 22, 2026

Catherine Berman5,006,250 common stock38.2%of common stock
Yuliya Tarasava4,606,250 common stock35.2%of common stock
ManchesterStory Venture Fund, L.P.2,946,369 preferred stock14.5%of preferred stock
ManchesterStory Venture Fund, L.P.1,000,000 common stock7.5%of common stock

From the company's SEC filings: share counts per class, each class's voting and conversion terms, and the holders of 20% or more that Form C requires (officers and 10%+ holders on Form 1-A). Filings name only large holders, so most owners — including crowd investors — are not listed, and a holder's percentage may be of its own class rather than of the whole company. Prices and crowd share counts are in today's share terms — adjusted for splits and conversions since they were sold. Hover a figure for its filing.

Fundraising history

Reg A+ · Debt · Aug 2026Open

Raised $0 / $50M

Rule 506(c) · Debt · Apr 2026Open

Raised $8MInvestors 1

Rule 506(c) · Debt · Jun 2024Open

Raised $8MInvestors 29

Rule 506(c) · Debt · Jan 2024Open

Raised $17.4MInvestors 74

Reg A+ · Debt · Oct 2023Closed

Raised $0 / $50M

Rule 506(c) · Debt · Aug 2024Closed

Raised $500KInvestors 1

Rule 506(c) · Debt · May 2024Closed

Raised $1.1MInvestors 3

Rule 506(c) · Debt · Apr 2024Closed

Raised $302KInvestors 5

Rule 506(c) · Debt · Mar 2024Closed

Raised $212.5KInvestors 2

Rule 506(c) · Debt · Jan 2024Closed

Raised $263.5KInvestors 3

Reg A+ · Debt · Aug 2020Closed

Raised $0 / $47.2MEst. pre-money $201.4K

Rule 506(b) · Equity · Aug 2022Closed

Raised $7.2MInvestors 24

Private · Convertible Note · Dec 2020Closed

Raised $1.7M

Private · SAFEs · Dec 2020Closed

Raised $1.6M

Reg A+ · Debt · Aug 2017Closed

Raised $0 / $50M

Rule 506(b) · Equity · Aug 2020Closed

Raised $3MInvestors 13

Rule 506(b) · Convertible Note · Dec 2018Closed

Raised $1.7MInvestors 25

Rule 506(b) · Debt · Feb 2017Closed

Raised $13.5MInvestors 307

Rule 506(b) · SAFE · Oct 2016Closed

Raised $1.6MInvestors 41

Rule 506(c) · Debt · Aug 2016Closed

Raised $75KInvestors 5

Team

2 people

Catherine BermanFounder

President, Chief Executive Officer, Co-Founder, Director

Yuliya TarasavaFounder

Chief Operating Officer, Co-Founder, Treasurer, Secretary, Director

Names and titles as disclosed on SEC Form 1-A. Bios and photos come from the platform campaign page and may be out of date.

SEC filings

View all 77 filings on EDGAR

Form 1-SASep 24, 20260001214659-26-011928
EDGAR
Form QUALIFAug 17, 20269999999994-26-000155
EDGAR
Form 1-AJul 22, 20260001214659-26-008810
EDGAR
Form D/AApr 27, 20260001683145-26-000002
EDGAR
Form DApr 27, 20260001683145-26-000001
EDGAR
Form D/AApr 27, 20260001683145-26-000003
EDGAR
Form 1-KApr 24, 20260001214659-26-005050
EDGAR
Form QUALIFMar 31, 20269999999994-26-000074
EDGAR

Source: SEC EDGARCIK 0001683145DELast synced Aug 16, 2026

About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.