45
Beneficient raises $7.4M under Reg D
Company raise · Closed · Offering $7.4M · Sold $7.4M · DALLAS, TX · filed 2026-07-24
Placement agent engaged
45
Beneficient raises $1.4M under Reg D
Company raise · Closed · DALLAS, TX · Form D filed 2025-01-16
First raise on EDGARPlacement agent engaged
Why now — by persona
Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO. Lead card pending.
People on the filing
| Karen Wendel | Director |
| Scott Wilson | Chief Underwriting Officer |
| Patrick Donegan | Director |
| Jeff Welday | Global Head of Originations & Distribution |
| Derek Fletcher | Chief Fiduciary Officer, Director |
| Brad Heppner | Chief Executive Officer and Director |
| Maria Rutledge | Chief Technology Officer |
| Thomas Hicks | Director |
| Peter Cangany, Jr. | Director |
| Bruce Schnitzer | Director |
| Greg Ezell | Chief Financial Officer |
Signed by David B. Rost, General Counsel.
Placement agents / sales compensation: AltAccess Securities Company, L.P.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.
Other filings by this issuer
45
Beneficient raises $8.8M under Reg D
Company raise · Closed · Offering $8.8M · Sold $8.8M · DALLAS, TX · filed 2026-04-17
Placement agent engaged
45
Beneficient raises $3M under Reg D
Company raise · Closed · Offering $3M · Sold $3M · DALLAS, TX · filed 2026-01-20
Placement agent engaged
40
Beneficient raises $1.9M under Reg D
Company raise · Closed · Offering $1.9M · Sold $1.9M · DALLAS, TX · filed 2025-07-02
Placement agent engaged
30
Beneficient raises $233K under Reg D
Company raise · Closed · Offering $233K · Sold $233K · DALLAS, TX · filed 2025-05-06
Placement agent engaged
45
Beneficient raises $9.7M under Reg D
Company raise · Closed · Offering $9.7M · Sold $9.7M · DALLAS, TX · filed 2025-04-18
Placement agent engaged