CNote was founded by Catherine Berman.

Who are CNote's investors?

CNote's investors include 37 Angels, American Family Insurance Institute for Corporate and Social Impact, Astia, Band of Angels, BankTech Ventures, Berkeley Angel Network, Blue Haven Initiative, CMFG Ventures Discovery Fund and 15 more.

CNote

also invests · investor profile

29 known investors

Find your way into CNote

Paths you didn't know you had: your email and LinkedIn already hold routes to the CNote team. We find them for you
2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

CNote is a cash management and fixed-income investing platform that channels deposits and investments into mission-driven financial institutions such as CDFIs, MDIs, and low-income designated banks and credit unions. It serves individual investors, corporations, and foundations across the US seeking FDIC- and NCUA-insured returns alongside measurable community impact.

Fintech Impact & Social Good

Founders & leadership

Catherine BermanFounder & CEOCatherine Berman is a finance and fintech executive who previously held roles as Managing Director at Charles Schwab and Senior Vice President at Astia, a venture capital firm, and helped scale Global Brigades into a multimillion-dollar organization. She is founder and CEO of CNote, a cash management platform connecting investors with mission-driven financial institutions.

Investors · 29

37 Angelslisted by 37 AngelsNew York · $50K – $200K

How we know: 37 Angels's portfolio page · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

American Family Insurance Institute for Corporate and Social Impactlisted by American Family Insurance Institute for Corporate and Social ImpactMadison

How we know: newswire.com · Not right? Tell us

Astialisted by AstiaSilicon Valley

Band of Angelslisted by Band of AngelsSan Francisco · $3.3M

How we know: Band of Angels's portfolio page · Not right? Tell us

BankTech Ventureslisted by BankTech VenturesSandy

How we know: BankTech Ventures's portfolio page · newswire.com · Not right? Tell us

Berkeley Angel Networklisted by Berkeley Angel NetworkBerkeley

How we know: Berkeley Angel Network's portfolio page · Not right? Tell us

Blue Haven Initiativelisted by Blue Haven Initiative$250K – $1M

How we know: Blue Haven Initiative's portfolio page · Not right? Tell us

CMFG Ventures Discovery Fundlisted by CMFG Ventures Discovery FundMadison · $1M

How we know: CMFG Ventures Discovery Fund's portfolio page · Not right? Tell us

Commerce Ventureslisted by Commerce VenturesSan Francisco · $1M – $5M

How we know: Commerce Ventures's portfolio page · newswire.com · the VCSheet dataset · Not right? Tell us

Forefront Venturelisted by Forefront VentureSeattlevia Phil Nadel · inferred

How we know: Forefront Venture's portfolio page · open dataset · 5k.vc investor directory · Not right? Tell us

Golden Seedslisted by Golden SeedsFlushing · $250K – $2M

How we know: Golden Seeds's portfolio page · newswire.com · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

InvestHER Ventureslisted by InvestHER VenturesChicago

How we know: InvestHER Ventures's portfolio page · Not right? Tell us

ManchesterStory Group, LLClisted by ManchesterStory Group, LLCWest Des Moines

How we know: ManchesterStory Group, LLC's portfolio page · newswire.com · Not right? Tell us

MAVA Ventureslisted by MAVA VenturesNew Yorkvia David Mortamais · inferred

How we know: MAVA Ventures's portfolio page · Not right? Tell us

Oxonian Ventureslisted by Oxonian VenturesPalo Alto

How we know: Oxonian Ventures's portfolio page · the VCSheet dataset · Not right? Tell us

Rebalance Capital Ventureslisted by Rebalance Capital VenturesNew York

How we know: Rebalance Capital Ventures's portfolio page · newswire.com · Not right? Tell us

Silicon Valleylisted by Silicon ValleyRedwood City · $25K – $50K

SixThirty Ventureslisted by SixThirty VenturesSt. Louis · $100K – $250K

How we know: SixThirty Ventures's portfolio page · newswire.com · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

TBD Angelslisted by TBD AngelsNew York

The Artemis Fundlisted by The Artemis FundHouston · $1.5M

How we know: The Artemis Fund's portfolio page · newswire.com · Not right? Tell us

CityRock Venture PartnersreportedNew York

How we know: newswire.com · Not right? Tell us

Lateral Capitalreported$100K – $1M

How we know: newswire.com · Not right? Tell us

Oxford Angel FundreportedSan Francisco

How we know: newswire.com · Not right? Tell us

Also in the syndicate · 6

Artemis FundAstia FundBLD VenturesClearstone CapitalH/L VenturesManchesterStorylead

Funding

SEC filings, press & company announcements

Undisclosed amountSeries AOct 2022
American Family Insurance Institute for Corporate and Social Impact (lead), Astia Fund, BankTech Ventures, BLD Ventures, CityRock Venture Partners, Commerce Ventures, Golden Seeds, Lateral Capital V LP, ManchesterStory Venture Fund, Oxford Angel Fund, Rebalance Capital, The Artemis Fund
Source ↗

Source: company announcements and press reports — follow each round's link for the claim.

Related companies · 4

IndustriesJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.

Urban InstituteThe Urban Institute is a research and policy organization that produces data-driven analysis on social and economic issues such as housing, disaster response, early childhood education, healthcare access, and financial behavior. It partners with state and local leaders to translate evidence into policy action.

CorporatefinanceinstituteCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.

CapShiftCapShift is an impact investing platform that helps individuals, families, and financial advisors identify and manage charitable investments aligned with their goals. The company serves families, donor-advised fund providers, and wealth advisors seeking simplified access to rigorously researched impact investment opportunities.

Companies working in the same space as CNote.

In the news

CNote Closes Series A Investment, Cementing the Women-Led Impact Platform's Leadership in Closing the US Wealth Gap Through Financial Innovationnewswire.com · Oct 2022

CNote Raises $3 Million to Scale Technology-Enabled Investment Into America's Most Underserved Communitiesnewswire.com · Feb 2021

Frequently asked questions

What does CNote do?: CNote is a cash management and fixed-income investing platform that channels deposits and investments into mission-driven financial institutions such as CDFIs, MDIs, and low-income designated banks and credit unions. It serves individual investors, corporations, and foundations across the US seeking FDIC- and NCUA-insured returns alongside measurable community impact.
Who founded CNote?: CNote was founded by Catherine Berman.
Who are CNote's investors?: CNote's investors include 37 Angels, American Family Insurance Institute for Corporate and Social Impact, Astia, Band of Angels, BankTech Ventures, Berkeley Angel Network, Blue Haven Initiative, CMFG Ventures Discovery Fund and 15 more.