Cota Capital Institutional Partners
SelectiveSan Francisco, CAHardware, Healthcare, RetailingLast fund filed May 2015
6 on a current fund
last 24 months
across filed funds
| Vehicle | Filed | Target | Sold to date | Investors |
|---|---|---|---|---|
| Cota Capital Institutional Partners | May 2015 | Indefinite | $125M | 127 |
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.
6 partners are named across this firm’s filings, 6 of them on a fund it is deploying now.
| Partner | Activity | Categories | Board seats | Last 24mo |
|---|---|---|---|---|
| Babak Yazdani | Selective | Enterprise software, Sales & marketing tech | 18 |
Classified sectors of Cota Capital Institutional Partners’s own portfolio companies, based on 4 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 Capital Institutional Partners’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 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 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 |
| Cota Enterprise Ventures |
| 2 |
| Bobby Yazdani | Slowing | None listed | 7 | 1 |
| Albert Azout | Quiet | None listed | 4 | 0 |
| Babak Poushanchi | Quiet | None listed | 0 | 0 |
| Peter Williams | Quiet | Education | 4 | 0 |
| Ullas Naik | Quiet | E-commerce & marketplaces | 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.
| 18 |
| 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, WealthEngine, Wealthminder |
| Wrvi Capital | 2 | Cloudleaf, Movandi |
| Absolute Return | 1 | ACTIV Surgical |
| Balcera Fund Ltd | 1 | ACTIV Surgical |
| 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 |
| Clear Box Investments Ltd | 1 | ACTIV Surgical |
| Corktown Fund Ltd | 1 | ACTIV Surgical |
A shared board seat: a company where filings name a Cota Capital Institutional Partners 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.