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CNote

Fintech · Oakland, United States · Founded 2016

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

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. Keywords: economic inclusion, impact investing, CDFIs, underserved communities, affordable housing, small business funding, social impact, women-owned businesses, minority-owned businesses, financial technology.

Valuation $100–500M
Revenue $1–10M
Headcount <100
Total funding $10–50M
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Company overview

CNote company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2016
Headquarters
Oakland, United States
Employees
29
Open positions
None listed
Dealroom signal
65.5
client focusb2bsub industryFinancial Management Solutionssub industryWealth Managementbusiness modelSaaSindustryFintechsectorSustainable Development GoalssectorClimate FintechsectorImpact InvestingsectorB Corpsectorfinancial inclusion

Valuation & funding

CNote funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES AEquity / VC Sep 2022 $7.3M $100M Commerce Ventures · Golden Seeds · Lateral Frontiers · The Artemis Fund
EARLY VCEquity / VC Dec 2020 $3M $100M Lateral Frontiers · SixThirty Ventures · Clearstone · ManchesterStory
EARLY VCEquity / VC Oct 2020 $20M $80M MasterCard
SEEDEquity / VC Jul 2020 $25K $100K The Artemis Fund
SEEDEquity / VC Oct 2019 $0 Undisclosed
SEEDEquity / VC Jan 2019 ONE WORLD Training & Investments
SEEDEquity / VC Dec 2017 37 Angels · InvestHER Ventures · Golden Angels Investors · Band of Angels
DEBTDebt Feb 2017 Undisclosed
DEBTDebt Aug 2016 Undisclosed
Showing 9 recorded eventsUnlock the complete deal history →

Financials

Revenue and workforce over time

Available revenue and workforce history. Fields without reported data are omitted.

YearRevenueGrowthEmployees
2026 $4.1M 0% 29
2025 $4.1M 0% 32
2024 $4.1M 0% 30
2023 $4.1M +36.7% 40
2022 $3M 33
Company filings, research estimates and Dealroom dataOpen the full financial model →

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 visits77 observations · Jan 2020–Jul 2026
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Comparisons

CNote compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Talent graph

CNote's talent

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Team profiled 19 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

32 investors on CNote's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 8 investors entered at this stage
37 Angels
InvestHER Ventures
Golden Angels Investors
Band of Angels
Pipeline Angels
Oxonian Ventures
ONE WORLD Training & Investments
The Artemis Fund
Series A 14 investors entered at this stage
MasterCard
Lateral Frontiers
SixThirty Ventures
Clearstone
ManchesterStory
H/L Ventures
American Family Institute
Commerce Ventures
Golden Seeds
CityRock Venture Partners
BankTech Ventures
BLD Ventures
Astia
Rebalance Capital
Other known 10 additional known investors
Berkeley Angel Network
Evolutionary Ventures
Garrett Gilbertson.
KYTO Technology & Life Science
Lisha Bell
Shalini Sardana
Sharon Vosmek
Silicon Valley Social Venture Fund - SV2
Tara Greco
TBD Angels

Global footprint

Where CNote has talent and traffic

Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

In the news

Latest news about CNote

Recent press, funding announcements, and product moves mentioning CNote — open to read from the original sources.

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Market sentiment

What the market is saying about CNote

An AI-synthesized read of the highest-engagement posts about CNote on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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