COMPANY PROFILE

CNote

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Specializes in impact investing, financial inclusion, investing, and foundations

Oakland, United StatesFounded 2016Fintech

Valuation $100–250M Last recorded · 2022

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About CNote

CNote is a financial technology company that facilitates impactful investments aimed at promoting economic inclusion and justice. The company leverages a nationwide network of federally certified Community Development Financial Institutions (CDFIs) to channel investments into underserved communities. These investments help fund small businesses, affordable housing, and community development projects, particularly those owned by women and people of color. CNote serves a diverse range of clients, including individual investors and institutions, who are interested in generating competitive financial returns while making a positive social impact. The company operates in the impact investing market, which focuses on generating both financial returns and social benefits. CNote's business model involves pooling investments from its clients and directing these funds to CDFIs, which then provide loans and financial services to underserved communities. The company earns revenue through management fees and other financial services provided to its investors. Since its inception, CNote has facilitated over $50 million in investments, creating or maintaining approximately 3,000 jobs and significantly contributing to community development.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2016
Headquarters: Oakland, United States
Employees: 29
Open positions: None listed
Dealroom signal: 65.5/100
Industry: Fintech
Sub-industry: Financial Management Solutions, Wealth Management
Sector: Fintech, Sustainable Development Goals, Climate Fintech, Impact Investing, B Corp, financial inclusion
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn X

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Funding history

9 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES A✓Equity / VC	Sep 2022	$7.3M	$100M	Commerce Ventures · Golden Seeds · Lateral Frontiers · The Artemis Fund	↗
EARLY VC✓Equity / VC	Dec 2020	$3M	$100M	Lateral Frontiers · SixThirty Ventures · Clearstone · ManchesterStory	—

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022		—

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Growth signals

CNote website traffic

Latest recorded traffic for CNote is 7.7K monthly website visits, up 10% over the last three months. CNote's team declined 9.4% over the past year.

Latest monthly visits7.7K 3-month web change+10% 1-year team growth-9.4%

Monthly website visitsJan 2020–Jul 2026

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