Cota
SelectiveSan Francisco, CAHardware, Healthcare, RetailingLast fund filed June 2025
2 on a current fund
last 24 months
across filed funds
| Vehicle | Filed | Target | Sold to date | Investors |
|---|---|---|---|---|
| Cota Opportunities XII | June 2025 | $4M | $4M | 5 |
| Cota Opportunities XI | April 2025 | $5M | $5M | 6 |
| Cota Enterprise Opportunities Fund I | October 2024 | $50M | $22M | 28 |
| Cota Opportunities X | April 2024 | $1.6M | $1.6M | 9 |
| Cota Opportunities IX | February 2024 | $3.5M | $3.5M | 7 |
| Cota Opportunities VIII | 2023 | $1.5M | $1.5M | 5 |
| Cota Opportunities VII | July 2021 | $5.4M | $5.4M | 14 |
| Cota Opportunities VI | March 2020 | $3.5M | $3.5M | 8 |
| Cota Opportunities V | December 2019 | $3.8M | $3.8M | 10 |
| Cota Opportunities IV | April 2019 | $3.3M | $3.3M | 10 |
| Cota Opportunities III | 2019 | $5.5M | $5.5M | 13 |
| Cota Opportunities II | May 2018 | $1.8M | $1.8M | 8 |
| Cota Opportunities I | April 2018 | $2.1M | $2.1M | 6 |
| Cota Capital Institutional Partners | May 2015 | Indefinite | $125M | 127 |
| Cota Capital Offshore Fund | May 2015 | Indefinite | $179M | 108 |
Amounts are Item 13 as filed: the target is the whole offering, and the amount sold is cumulative across amendments rather than a final close. The filing carries no per-investor amount, so a firm’s own cheque is not recoverable here.
7 partners are named across this firm’s filings, 2 of them on a fund it is deploying now.
| Partner | Activity | Categories | Board seats | Last 24mo |
|---|---|---|---|---|
| Babak Yazdani | Selective | Enterprise software, Fintech, Sales & marketing tech | 18 | 2 |
| Bobby YazdaniNot on the current fund | Slowing | Enterprise software, Robotics & hardware, Telecom & networking | 7 | 1 |
| Aditya Singh | Quiet | Crypto & web3, Developer tools & infrastructure, Fintech | 4 | 0 |
| Albert AzoutNot on the current fund | Quiet | Enterprise software, Fintech, Robotics & hardware | 4 | 0 |
| Babak PoushanchiNot on the current fund | Quiet | None listed | 0 | 0 |
| Peter WilliamsNot on the current fund | Quiet | Data & analytics, Education | 4 | 0 |
| Ullas NaikNot on the current fund | Quiet | Enterprise software, Sales & marketing tech, Aerospace & defense | 11 | 0 |
Activity is filed board seats in the last 24 months: 4+ Active, 2–3 Selective, 1 Slowing, none Quiet. A firm's tier totals its partners, so an active firm may be four partners with one seat each. It undercounts partners who invest without taking a board seat, and filings lag a closing by weeks, so Quiet means the paperwork is quiet, not the person.
Classified sectors of Cota’s own portfolio companies, based on 39 with a verified or cited source.
Not a filing value: this is Lev’s own classification of each company, one company one vote regardless of how many of Cota’s partners are named on its board, shown only when we found a specific, checkable source. Companies with no source read as unclassified and are left out of the shares above.
| Firm | Shared boards | Companies |
|---|---|---|
| Cota Capital Institutional Partners | 38 | ACTIV Surgical, adRise, Anoki, Antaris, App0, ARCTIC Semiconductor, Atheer, BaseHealth, Bigstream Solutions, BINA Technologies, BOOMTRAIN, CAST AI Group, Censia, ClearScholar, CLOUD LENDING, Cloudleaf, Eino, Elemental Royalties, Farther Finance, FLYR, Gate Labs, Humans, LaylaTex Holdings, Monica & Andy, Movandi, Neural Propulsion Systems, Ninja Metrics, Optaros, Pronto Technology, Recvue, Roostify, Savant Labs, SEABRIDGE GOLD, Truebill, WealthEngine, Wealthminder, YouEye, Zero Cognitive Systems |
| Cota Capital Partners | 27 | ACTIV Surgical, adRise, Anoki, Antaris, App0, ARCTIC Semiconductor, Atheer, BaseHealth, Bigstream Solutions, BINA Technologies, BOOMTRAIN, CAST AI Group, Censia, CLOUD LENDING, Cloudleaf, Farther Finance, FLYR, Humans, LaylaTex Holdings, Monica & Andy, Optaros, Pronto Technology, Recvue, Savant Labs, WealthEngine, Wealthminder, Zero Cognitive Systems |
| Cota Enterprise Ventures | 21 | ACTIV Surgical, adRise, App0, ARCTIC Semiconductor, Atheer, Auditoria.AI, BaseHealth, Bigstream Solutions, BINA Technologies, CAST AI Group, Ciphertrace., CLOUD LENDING, Cloudleaf, Farther Finance, Monica & Andy, Pronto Technology, Recvue, Savant Labs, Team Mobot, WealthEngine, Wealthminder |
| Cota Fintech Ventures | 19 | ACTIV Surgical, adRise, App0, ARCTIC Semiconductor, Atheer, BaseHealth, Bigstream Solutions, BINA Technologies, CAST AI Group, CLOUD LENDING, Cloudleaf, Farther Finance, Monica & Andy, Pronto Technology, Recvue, Savant Labs, Truebill, WealthEngine, Wealthminder |
| Wrvi Capital | 2 | Cloudleaf, Movandi |
| Absolute Return | 1 | ACTIV Surgical |
| Balcera Fund Ltd | 1 | ACTIV Surgical |
| Bold Capital | 1 | Cloudleaf |
| Buckeye Fund Ltd | 1 | ACTIV Surgical |
| Cadence Alternative Investments | 1 | ACTIV Surgical |
| Cascade Fund Ltd | 1 | ACTIV Surgical |
| Cedar Investments Ltd | 1 | ACTIV Surgical |
| Charles2 Fund Ltd | 1 | ACTIV Surgical |
| Chilton | 1 | ACTIV Surgical |
| Chilton Investment Partners | 1 | ACTIV Surgical |
A shared board seat: a company where filings name a Cota partner and a partner at the other firm, both with a clean identity match. Not a claim either firm led or co-led the round, only that both are named on the same board.