Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Cota Capital Management, LLC

Cota Capital Management, LLC

Private equity with venture activity · probableSan Francisco, CAcotacapital.comSEC registered investment adviser

Cota Capital invests in net new by combining knowledge capital with financial expertise to drive innovative enterprise solutions.

registered adviser; venture funds are 24% of 17 private funds

Importance
33
moderate
Active deployment
33
moderate
Emerging
0
low
Completeness
75
high
Freshness
100
high
Research priority
12
low
Identity and regulatory footprint
Headquarters
San Francisco, CAadviserinfo.sec.gov
Office address
555 MISSION STREET, SUITE 1800, San Francisco, CA, 94105adviserinfo.sec.gov
Business phone
415-689-5600adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2026
Private funds reported
17 (4 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1.8Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.2Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
16
business email
info@cotacapital.comcotacapital.compublished by the subject
business email
ir@cotacapital.comcotacapital.compublished by the subject
business phone
415-689-5600adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
2 observed deals
Stated (the firm’s website)
Sectors
ai, enterprise software, energy, space, crypto, devtools, logistics
Stages
early
Geography
austin, global, miami, new york
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 50%Other Technology 50%
lead rate 0%follow-on rate 0%new logos, 12 months 2
Funds and vehicles
4 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Cota Opportunities IX, LLCOpportunity fund2024 form d first saleEarly deploymentunknownunknown$3.5M
of $3.5M
Mar 7, 2024
Cota Enterprise Ventures II, LPFund2023 adv first reportedActive deployment$197M
Mar 27, 2024
175unknownunknown
Cota Enterprise Ventures III, LPFund2023 form d first saleActive deployment$31.2M
Mar 27, 2024
29$82.3M
of $250M
Mar 14, 2025
Cota Fintech Ventures II, LPFund2022 adv first reportedActive deployment$64.4M
Mar 27, 2024
77$0
of $100M
Jun 28, 2021
Cota Ventures II, LPFund2021 adv first reportedWound down$127M
Mar 30, 2022
150unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
24 current, 3 departed
Faie Dorin
General Counsel & Chief Compliance Officer
Platform and operations
Pete Williams
Partner & Chief Operating Officer
Platform and operations
Peter E Williams
Member And Chief Operating Officer · since Oct 1, 2016
Platform and operations
3 departed (kept with end dates)
  • Albert Azout · Member · Jul 1, 2016 to Mar 30, 2021 Inference
  • Marcella Mccoll · Chief Financial Officer · Jan 1, 2020 to Mar 30, 2022 Inference
  • Virginia Yee · Chief Operating Officer · Jan 1, 2015 to Nov 29, 2016 Inference
Investments on record
2 edges, 2 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Cookiedatabaseportfolio listingunknownunknownunknownunknownSep 13, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Movandi CorpFunding roundparticipantunknown$40.0MunknownOct 14, 2025Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
13 relationships from shared deals, counted for the whole firm
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
13 dated events
  1. Mar 27, 2024
    Cota Enterprise Ventures III, LP first reported on Form ADV by Cota Capital Management, LLC (Venture Capital Fund), GAV $31,185,000
  2. Mar 31, 2023
    Cota Ventures II, LP no longer reported on Form ADV by Cota Capital Management, LLC
  3. Mar 31, 2023
    Cota Enterprise Ventures II, LP first reported on Form ADV by Cota Capital Management, LLC (Venture Capital Fund), GAV $156,065,789
  4. Mar 1, 2023
    Faie Reiko Dorin joined Schedule A of Cota Capital Management, LLC as Chief Compliance Officer
  5. Mar 30, 2022
    Marcella Mccoll (Chief Financial Officer) no longer on Schedule A of Cota Capital Management, LLC
  6. Mar 30, 2022
    Cota Fintech Ventures II, LP first reported on Form ADV by Cota Capital Management, LLC (Venture Capital Fund), GAV $52,472,396
  7. Mar 30, 2021
    Albert Azout (Member) no longer on Schedule A of Cota Capital Management, LLC
  8. Mar 30, 2021
    Cota Ventures II, LP first reported on Form ADV by Cota Capital Management, LLC (Venture Capital Fund), GAV $12,463,656
  9. Jan 1, 2020
    Marcella Mccoll joined Schedule A of Cota Capital Management, LLC as Chief Financial Officer
  10. Nov 29, 2016
    Virginia Yee (Chief Operating Officer) no longer on Schedule A of Cota Capital Management, LLC
  11. Oct 1, 2016
    Peter E Williams joined Schedule A of Cota Capital Management, LLC as Chief Operating Officer
  12. Jul 1, 2016
    Albert Azout joined Schedule A of Cota Capital Management, LLC as Member
  13. Mar 29, 2016
    Cota Capital Management, LLC first filed Form ADV (ERA)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 24% of 17 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 24% of 12 private funds
Evidence
57 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2016-03-29Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-31Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-03-27Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2018-07-11Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone415-689-5600Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone415-689-5600Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://www.cotacapital.com/contact-us/
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionCota Capital invests in net new by combining knowledge capital with financial expertise to drive innovative enterprise solutions.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionCota Capital invests in net new by combining knowledge capital with financial expertise to drive innovative enterprise solutions.
meta description
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees16Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees20Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSan Francisco, CAMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersSan Francisco, CAMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address555 MISSION STREET, SUITE 1800, San Francisco, CA, 94105Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address555 MISSION STREET, SUITE 1800, San Francisco, CA, 94105Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported8Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported5Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Portfolio pagehttps://www.cotacapital.com/companies/
0 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.cotacapital.com/companies/
1 entries read
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported17Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported12Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$1.8BMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$1.9BMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$1.2BMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$1.2BMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyaustin,global,miami,new york
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyaustin,global,miami,new york
geography words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai,enterprise_software,energy,space,crypto,devtools,logistics
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai,enterprise_software,energy,space,crypto,devtools,logistics
sector words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesearly
stage words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesearly
stage words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.cotacapital.com/team/
20 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.cotacapital.com/team/
20 name/title pairs read
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported4Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported3Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.COTACAPITAL.COMMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleCota Capital
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleCota Capital
title tag
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)