Fundraising Fox

Counterpart Holdings

Covina, US · Founded 2021 · Texas corporation · 2 known investors

Founders & leadership

Counterpart Holdings was founded in 2021 by Tanner Hackett.

TH
Tanner HackettFounder
PM
Pablo MendozaNamed on SEC filing

Board

JSJon Shulkin
Jon ShulkinBoard directorPartner and Co-President at Valor Equity Partners
JH
John HeringBoard director
MS
Michael SapnerBoard director

Investors · 2

Valor Equity Partnersreported · 2 sourcesChicago
Vy Capitalreported · 2 sourcesDubai

Reported raises · per SEC filings

Form D private placements

$86M disclosed across 3 rounds · 2021–2026

▶$50MraisedMay 2026 · 7 investors · Other Technology
Rule 506(b)
Counterpart Raises $50 Million to Expand Small Business Specialty Insuranceharianbasis.co · May 2026Counterpart raises $50m in Series C roundfinance.yahoo.com · Apr 2026
Officers, directors & promoters on the filing
  • Jon ShulkinDirector
  • John HeringDirector
  • Tanner HackettExecutive Officer, Director
  • Michael SapnerDirector
Offering amount
$50M
Amount sold
$50M
First sale
Apr 2026
Incorporated
Corporation, Texas, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$16MraisedMay 2023 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Tanner HackettExecutive Officer, Director
  • Jon ShulkinDirector
  • Pablo MendozaDirector
Offering amount
$16M
Amount sold
$16M
First sale
May 2023
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$20MraisedJan 2022 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Tanner HackettExecutive Officer, Director
  • Pablo MendozaDirector
  • Jon ShulkinDirector
Offering amount
$30M
Amount sold
$20M
First sale
Dec 2021
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Counterpart Raises $50 Million to Expand Small Business Specialty Insuranceharianbasis.co · May 2026Counterpart Raises $50.0M Series C | Signalbasetrysignalbase.com · Apr 2026Counterpart raises $50m in Series C roundfinance.yahoo.com · Apr 2026Counterpart raises $50m Series C to tackle AI-era business risksfintech.global · Apr 2026

Frequently asked questions

Who founded Counterpart Holdings?
Counterpart Holdings was founded by Tanner Hackett in 2021.
Who are Counterpart Holdings's investors?
Counterpart Holdings's investors include Valor Equity Partners, Vy Capital.
How much funding has Counterpart Holdings raised?
Counterpart Holdings has disclosed $86M raised across 3 rounds.
Where is Counterpart Holdings headquartered?
Counterpart Holdings is headquartered in Covina, US.