Fundraising Fox

CU Direct

Irvine, US · Nevada corporation

Founders & leadership

PD
Phil DupreeExecutive
BH
Brian HendricksExecutive
NB
Neetu BhagatExecutive
JS
Jeffrey ShoodExecutive
BC
Bob ChildExecutive
EW
Erin WilsonExecutive
KS
Keith SultemeierNamed on SEC filing
SN
Sterling NielsenNamed on SEC filing
AB
Anthony BoutelleNamed on SEC filing
BP
Benson PorterNamed on SEC filing

Board

BC
Bill CheneyBoard director
SS
Sandra Sagehorn-ElliotBoard director

Reported raises · per SEC filings

Form D private placements

$2.2M disclosed across 2 of 3 rounds · 2018–2026

▶$7MofferedMar 2026 · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Bill CheneyDirector
  • Jessica SumikawaExecutive Officer
  • Ron NeumannDirector
  • Robert McKayDirector
  • Don ClarkDirector
  • Thayne ShafferDirector
  • Linda ArmynDirector
  • Karen RochDirector
  • Chad GravesDirector
  • Phil DupreeExecutive Officer
  • Bob ChildExecutive Officer
  • Anthony BoutelleExecutive Officer
  • Sandra Sagehorn-ElliottDirector
  • Steph SherroddDirector
  • Neetu BhagatExecutive Officer
  • Laurel LevineExecutive Officer
  • Brian HendricksExecutive Officer
  • Jeffrey ShoodExecutive Officer
  • April ClobesDirector
Offering amount
$7M
Minimum investment
$1
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.2MraisedDec 2025 · 1 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Phil DupreeExecutive Officer
  • Bill CheneyDirector
  • Brian HendricksExecutive Officer
  • Neetu BhagatExecutive Officer
  • Sandra Sagehorn-ElliotDirector
  • Robert McKayDirector
  • Chad GravesDirector
  • Ron NeumannDirector
  • April ClobesDirector
  • Jeffrey ShoodExecutive Officer
  • Bob ChildExecutive Officer
  • Erin WilsonExecutive Officer
  • Thayne ShafferDirector
  • Laurel LevineExecutive Officer
  • Anthony BoutelleExecutive Officer
  • Linda ArmynDirector
  • Don ClarkDirector
  • Steph SherroddDirector
  • Karen RochDirector
Offering amount
$21.1M
Amount sold
$1.2M
Minimum investment
$585K
First sale
Dec 2025
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1MraisedAug 2018 · 2 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Keith SultemeierDirector
  • Sterling NielsenDirector
  • Anthony BoutelleExecutive Officer
  • Benson PorterDirector
  • Neetu BhagatExecutive Officer
  • Robert ChildExecutive Officer
  • Donna BlandDirector
  • Phil DuPreeExecutive Officer
  • John LundDirector
  • Nader MoghaddamDirector
  • Brett MartinezDirector
  • Chuck PurvisDirector
  • Roger HullExecutive Officer
  • Brian HendricksExecutive Officer
  • Jeff MarchDirector
  • Jim LaffoonDirector
  • Erin MendezDirector
  • Robert McKayDirector
Offering amount
$15.5M
Amount sold
$1M
Minimum investment
$517.5K
First sale
Jul 2018
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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

Frequently asked questions

How much funding has CU Direct raised?
CU Direct has disclosed $2.2M raised across 2 of its 3 known rounds.
Where is CU Direct headquartered?
CU Direct is headquartered in Irvine, US.