Forge Equity Partners, LLC raised $10,643,782 (Brownsburg, IN)
LIVE PUBLIC DATA Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) · Last refreshed: Wed, 04 Nov 2026 01:28:40 GMT
Forge Equity Partners, 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: $212,876 (heuristic)
- Operating company: new capital typically funds hiring, facilities and vendors.
- Raised $10,643,782 so far.
- Financial Services companies are a strong fit for CPA / Tax / Audit services.
- New filing (not an amendment): the raise is fresh.
- Filed 6 days ago.
| Field | Value |
|---|---|
| Industry | Investing (Financial Services) |
| Operating company | Yes |
| Exemption | 506(b) |
| Amount sold | $10,643,782 |
| Total offering | $10,643,782 |
| Investors so far | 14 |
| First sale | 2026-10-22 |
| Filed | 2026-10-29 |
| Entity | Limited Liability Company |
Executives and related persons (from the filing)
- Taylor Davidson: Executive Officer, Director
- Grant Schafle: Executive Officer, Director
Forge Equity Partners, LLC vs. top 3 peers
| Organization | Location | Capital raised | Record date |
|---|---|---|---|
| Forge Equity Partners, LLC | Brownsburg | $10,643,782 | 2026-10-29 |
| HIG Holdings, LLC | Fort Worth | $8,500,000 | 2026-11-02 |
| Panacea Financial Holdings, Inc. | Little Rock | $7,999,975 | 2026-11-02 |
| CoCatalyst Capital Holdings LLC | Saratoga | $7,500,000 | 2026-10-28 |
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Newly funded companies in Indiana (SEC Form D) Newly funded Financial Services companies (SEC Form D)
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