CoCatalyst Capital Holdings LLC raised $7,500,000 (Saratoga, CA)
LIVE PUBLIC DATA Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) · Last refreshed: Wed, 04 Nov 2026 15:17:01 GMT
CoCatalyst Capital Holdings LLC plus every comparable record, with all columns and source links, as one CSV.
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78 / 100 vendor spend propensity
Estimated post-raise budget for CPA / Tax / Audit services: $150,000 (heuristic)
- Operating company: new capital typically funds hiring, facilities and vendors.
- Raised $7,500,000 so far.
- Financial Services companies are a strong fit for CPA / Tax / Audit services.
- New filing (not an amendment): the raise is fresh.
- Incorporated in the last five years: likely still building out finance and insurance.
| Field | Value |
|---|---|
| Industry | Investing (Financial Services) |
| Operating company | Yes |
| Exemption | 506(b) |
| Amount sold | $7,500,000 |
| Total offering | $7,500,000 |
| Investors so far | 19 |
| First sale | 2026-10-14 |
| Filed | 2026-10-28 |
| Entity | Limited Liability Company, incorporated 2026 |
Executives and related persons (from the filing)
- Piyush Pandey: Executive Officer, Director
- Dave Carver: Director
- Peter Flick: Director
CoCatalyst Capital Holdings LLC vs. top 3 peers
| Organization | Location | Capital raised | Record date |
|---|---|---|---|
| CoCatalyst Capital Holdings LLC | Saratoga | $7,500,000 | 2026-10-28 |
| Panacea Financial Holdings, Inc. | Little Rock | $7,999,975 | 2026-11-02 |
| Water & Power Community Credit Union | Los Angeles | $8,000,000 | 2026-10-27 |
| Bottleneck Specialty Finance LLC | Lake Forest | $5,991,666 | 2026-11-03 |
Related records
- CORGI INSURANCE SERVICES, INC.
- Water & Power Community Credit Union
- ARKIE FAI LLC
- Panacea Financial Holdings, Inc.
- Bottleneck Specialty Finance LLC
- Global Atlantic Insurance Opportunities Vehicle (General) LLC
- Global Atlantic Insurance Opportunities TopCo LLC
- EPHOD SECURITIES CO LTD
- TONGYI LTD
- FXPLM MARKETS LTD
- DIMECO INC
- NEXROC Group, Inc.
Newly funded companies in California (SEC Form D) Newly funded Financial Services companies (SEC Form D)
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