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
40
Beneficient raises $1.9M under Reg D
Company raise · Closed · DALLAS, TX · Form D filed 2025-07-02
Placement 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
| Peter T. Cangany, Jr. | Director |
| Maria T. Rutledge | Chief Technology Officer |
| Jeff T. Welday | Global Head of Originations & Distribution |
| Thomas O. Hicks | Director |
| Bruce T. Schnitzer | Director |
| Derek T. Fletcher | Chief Fiduciary Officer, Director |
| Patrick T. Donegan | Director |
| Karen T. Wendel | Director |
| Scott T. Wilson | Chief Underwriting Officer |
| Brad K Heppner | Former Chief Executive Officer and Former 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
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
45
Beneficient raises $1.4M under Reg D
Company raise · Closed · Offering $1.4M · Sold $1.4M · DALLAS, TX · filed 2025-01-16
Placement agent engaged