Form D · Other Banking and Financial Services

CNote Group, Inc.

Oakland, CA · CIK 0001683145

Offering snapshot reported Apr 27, 2026 · SEC filing

Reported sold: $7.97M
Investors reported: 29
Minimum accepted: $1
First sale: Jun 11, 2024

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$3,729,999 → $7,969,999
Reported investors15 → 29

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 27, 2026	Amendment	$7,969,999	$4,240,000vs Jun 16, 2025	29	SEC filing
Apr 27, 2026	Initial	$8,000,000	No comparison	1	SEC filing
Apr 27, 2026	Amendment	$17,442,547	$5,476,366vs Jun 16, 2025	74	SEC filing
Jun 16, 2025	Amendment	$11,966,181	$11,889,012vs Jul 11, 2024	59	SEC filing
Jun 16, 2025	Amendment	$3,729,999	$3,629,999vs Aug 13, 2024	15	SEC filing
Aug 26, 2024	Initial	$500,000	No comparison	1	SEC filing
Aug 13, 2024	Initial	$100,000	No comparison	1	SEC filing
Jul 11, 2024	Initial	$77,169	No comparison	1	SEC filing
May 30, 2024	Initial	$1,101,646	No comparison	3	SEC filing
Apr 23, 2024	Initial	$301,991	No comparison	5	SEC filing
Mar 11, 2024	Initial	$212,545	No comparison	2	SEC filing
Jan 23, 2024	Initial	$263,458	No comparison	3	SEC filing
Sep 16, 2022	Initial	$7,249,999	No comparison	24	SEC filing
Sep 15, 2020	Initial	$3,004,600	No comparison	13	SEC filing
Jul 14, 2020	Amendment	$1,725,660	$625,000vs Jan 24, 2020	25	SEC filing
Jan 30, 2020	Amendment	$13,521,385	$13,470,385vs Feb 16, 2017	307	SEC filing
Jan 24, 2020	Initial	$1,100,660	No comparison	22	SEC filing
Oct 9, 2018	Amendment	$1,619,500	$1,514,500vs Dec 23, 2016	41	SEC filing
Feb 16, 2017	Initial	$51,000	No comparison	2	SEC filing
Dec 23, 2016	Initial	$105,000	No comparison	4	SEC filing
Aug 31, 2016	Initial	$75,000	No comparison	5	SEC filing

Offering details

Securities: Debt, Other
Exemptions: 06c
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-521369

Adjustable Promissory Notes

Source: Form D, filed Apr 27, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MCF SPACEX LLC

Investment adviser: FORGE GLOBAL ADVISORS LLC

Gross asset value: $72.2M
Beneficial owners: 63
ADV minimum commitment: $250K

Reported in Form ADV on Apr 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor COHEN & COMPANY, LTD CLEVELAND, Ohio, United States

Custodian UMB BANK SAN FRANCISCO, California, United States Related to adviser: No

Marketer FORGE SECURITIES LLC SAN FRANCISCO, California, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

COHEN & COMPANY, LTD
PCAOB 925

FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846

Filing source

Form ADV 2092059 · Apr 6, 2026 · Schedule D 7.B.(1), fund 805-3865485062

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Catherine Berman	Director, Executive
Melani Gordon	Director
Robert Komblum	Director
Robert Kornblum	Director
Marc Miele	Director
David Miles	Director
Amber Porter	Director
Yuliya Tarasava	Director, Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:

2323 Broadway
Oakland, CA, 94612