Carbon Collective

$100 million in AUM - Sustainable Investing You Trust

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Security Type
Technology, Financial Services, Retail
Min Investment
Berkeley, , CA

Key Deal Facts

Over $100 million in assets under management (AUM)
Over $300k in annual recurring revenue (ARR)
24% Mo/M growth for 401(k) program
Rank #1 on Google for terms like "green 401(k), sustainable 401(k), and ESG 401(k)"
2023 winner of the Urban Futures Prize (>200 applicants, $50k in prize money)
Projecting profitability in early 2025

Management Team / Advisory Board Bios

Zach Stein Chief Investment Officer + 401(k) Team ManagerZach has raised millions from VC's and is responsible for managing the 401(k) program at Carbon Collective. He also writes a darn good newsletter., James RegulinskiChief Compliance Officer + Robo Team ManagerJames, an engineer by training, constructed and now oversees the individual investor experience at Carbon Collective while also running the compliance program., Brooke Tomasetti Director of Financial Education Brooke founded Money Life Mentor to help individuals reach their financial goals. She now does the same for our 401(k) clients., Breene Murphy President & Head of 401(k) SalesBefore CC, Breene's day job was helping scale a California-based investment advisor from $1 - $12b in AUM and on nights and weekends he volunteered with climate change orgs. Now he's combining both., Mari Browne Head of Client RelationsMari runs operations for our individual investor platform and is a consensus client favorite., Tavis Boise Head of 401(k) OperationsTavis is co-pilot with HR for our 401(k) clients. He gets in front of hotspots, answers participant questions, and generally helps steer clear of the many headaches that running a 401(k) plan can bring.
Amount Raised : $93,026
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Security Description

A CAFES (Contract and Future Equity Stake) can convert into different types of equity upon a Triggering Event, such as: common or preferred stock for a corporation, limited partnership interest for a limited partnership and membership interest for a limited liability company. At the time of the Triggering Event, the specific rights and limitations associated with the equity stake being issued to the investors will be determined and disclosed by the Entrepreneur.

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