Cota Capital Management, LLC
Cota Capital invests in net new by combining knowledge capital with financial expertise to drive innovative enterprise solutions.
In the firm's own words, from its website.
22 additional team members, 10 additional co-investors and affiliates, 2 additional investments, funds and LPs, 9 events, 32 verified contacts (29 professional url, 2 general firm email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days. Last change: 14 Oct 2025, Latest round Movandi round ($40M round) on 14 Oct 2025.
People to know
View all people- Founder & Managing PartnerWhy: Managing partner: runs the firmProfile
- Member And ManagerWhy: Named with investment responsibilityNo route on file yet
- Member And ManagerWhy: Named with investment responsibilityNo route on file yet
Relationship network
45 connected entities3 observed rounds1 repeat counterpartyrounds 2020 to 2025
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Cota Capital Management, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Cota Capital Management, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
2 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“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.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Cookiedatabase | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Firm website |
| Movandi Corp | Form D equity offering | unknown · board | Bobby Yazdani (strongly supported) | $41.2M form d sold | unknown | Nov 14, 2025 | Inference Form D |
Stated thesis versus observed behaviour
- Sectors
- ai, enterprise software, energy, hardware, robotics, space, crypto, devtools, logistics, industrial
- Stages
- early
- Geography
- austin, global, miami, new york
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
26 current, 3 departed
Decision makers
- Bobby Yazdani · Founder & Managing PartnerWhy this person: Managing partner: runs the firm; Named with investment responsibility; Confirmed current on the firm's own site 2026-10-01LinkedIn or profile link on file (firm website, their bio on the firm's website), confirmed 2026-10-01, confidence 90%
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 1 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Founder & Managing Partner · 2 deals attributed
- Member And Manager
- Member And Manager
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
Contacts
2 general firm email, 1 firm phone, 29 professional url on record, each with its source. Values open with the complete profile.
Funds and LPs
4 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Cota Opportunities IX, LLC | Opportunity fund | 2024 form d first sale | Early deployment | unknown | unknown | $3.5M of $3.5M | Mar 7, 2024 |
| Cota Enterprise Ventures II, LP | Fund | 2023 adv first reported | Active deployment | $266M Mar 31, 2026 | 174 | unknown | unknown |
| Cota Enterprise Ventures III, LP | Fund | 2023 form d first sale | Active deployment | $97.2M Mar 31, 2026 | 73 | $82.3M of $250M | Mar 14, 2025 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Abdolhossein and Guitty Ejtemai Foundation | FOUNDATION | Cota Enterprise Ventures III, LP | $1.2M fair value on the foundation's return | reported as of Jun 30, 2025 | Fact IRS Form 990 / 990-PF e-file returns |
Relationships across DFX
13 co-investors · on 4 other DFX graphs
Co-investors
- 2026-09-141 shared deal · one time
- 2026-09-141 shared deal · one time
- 2026-09-131 shared deal · one time
Across DFX and the capital chainon 4 other DFX graphs · 1 capital path ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Allocators, Independent Sponsors, Private Equity, RIA and Wealth, matched by identifier. See which records
Cota Capital Management, LLC is the same institution as 4 records in Allocators, Independent Sponsors, Private Equity and RIA and Wealth.
DFX found 4 relationships across 4 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Cota Capital Management, LLC sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Evidence and history
14 dated events, 71 observations from 4 sources
Timeline
- Mar 31, 2026Cota Enterprise Opportunities Fund I, LP first reported on Form ADV by Cota Capital Management, LLC (Venture Capital Fund), GAV $33,420,168
- Mar 27, 2024Cota Enterprise Ventures III, LP first reported on Form ADV by Cota Capital Management, LLC (Venture Capital Fund), GAV $31,185,000
- Mar 31, 2023Cota Ventures II, LP no longer reported on Form ADV by Cota Capital Management, LLC
- Mar 31, 2023Cota Enterprise Ventures II, LP first reported on Form ADV by Cota Capital Management, LLC (Venture Capital Fund), GAV $156,065,789
- Mar 1, 2023Faie Reiko Dorin joined Schedule A of Cota Capital Management, LLC as Chief Compliance Officer
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 17 private fundsShowHide
- Headquarters
- San Francisco, CAadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- COTACAPITAL.COM
- 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, adviser total
- $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
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 23% of 17 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 24% of 17 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 24% of 12 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 27, 2024 | Fact | Form ADV |
| First Form ADV filing | 2016-03-29 | Mar 31, 2026 | Fact | Form ADV |
| First Form ADV filing | 2016-03-29 | Mar 27, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-27 | Mar 27, 2024 | Fact | Form ADV |
| SEC status | Approved | Mar 31, 2026 | Fact | Form ADV |
| SEC status effective | 2018-07-11 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Mar 27, 2024 | Fact | Form ADV |
| Business phone | Mar 31, 2026 | Fact | Form ADV | |
| Business phone | Mar 27, 2024 | Fact | Form ADV | |
| Contact page url | Sep 30, 2026 | Fact | ||
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Sep 30, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 13, 2026 | Fact | ||
| Employees | 16 | Mar 31, 2026 | Fact | Form ADV |
| Employees | 20 | Mar 27, 2024 | Fact | Form ADV |
| Headquarters | San Francisco, CA | Mar 31, 2026 | Fact | Form ADV |
| Headquarters | San Francisco, CA | Mar 27, 2024 | Fact | Form ADV |
| Office address | Mar 31, 2026 | Fact | Form ADV | |
| Office address | Mar 27, 2024 | Fact | Form ADV | |
| Legal form | Limited Liability Company | Mar 31, 2026 | Fact | Form ADV |
| Other funds reported | 8 | Mar 31, 2026 | Fact | Form ADV |
| PE funds reported | 5 | Mar 31, 2026 | Fact | Form ADV |
| Portfolio page | Sep 30, 2026 | Fact | ||
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 13, 2026 | Fact | ||
| Private funds reported | 17 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 17 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 12 | Mar 27, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.8B | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.8B | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.9B | Mar 27, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $1.2B | Mar 31, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $1.2B | Mar 27, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Mar 31, 2026 | Fact | Form ADV |
| Stated geography | Austin, global, miami, new york “geography words on the home page” | Sep 30, 2026 | Fact | |
| Stated geography | Austin, global, miami, new york “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | Austin, global, miami, new york “geography words on the home page” | Sep 13, 2026 | Fact | |
| Stated sectors | AI, enterprise software, energy, hardware, robotics, space, crypto, devtools, logistics, industrial “sector words on the home page” | Sep 30, 2026 | Fact | |
| Stated sectors | AI, enterprise software, energy, space, crypto, devtools, logistics “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | AI, enterprise software, energy, space, crypto, devtools, logistics “sector words on the home page” | Sep 13, 2026 | Fact | |
| Stated stages | early “stage words on the home page” | Sep 30, 2026 | Fact | |
| Stated stages | early “stage words on the home page” | Sep 16, 2026 | Fact | |
| Stated stages | early “stage words on the home page” | Sep 13, 2026 | Fact | |
| Team page | Sep 30, 2026 | Fact | ||
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 13, 2026 | Fact | ||
| Venture funds reported | 4 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 4 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 3 | Mar 27, 2024 | Fact | Form ADV |
| Website | Mar 27, 2024 | Fact | Form ADV | |
| Site title | Sep 30, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 13, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Registered adviser; venture funds are 23% of 17 private funds
- importance
- gav: 0.49 · funds: 0.33 · people: 0.68 · investments: 0.22 · scale basis: Venture-typed funds only (Private equity with venture activity): 4 funds, $426M of $426M reported · co investors: 0.45
- active deployment
- investments 12m: 0.13 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2025-10-14
- emerging manager
- fund count: 5 · reported gav: $426M · first adv filing: 2016-03-29 · years since first filing: 10.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Fund refused2026-09-14
- Fund refused2026-09-14
- Fund refused2026-09-14
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.