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Five Elms Capital

Five Elms portfolio company Opus1 names CEO and announces Series B financing

March 31, 2026 primary Manager profile

Summary: Five Elms published an Opus1 announcement naming Sharad Mohan as CEO and announcing Series B financing. The item treats financing, product, and growth claims as source-attributed and uses ADV context only for Five Elms adviser identity/background.

Why it matters: The update may matter to diligence readers as a public signal of Five Elms portfolio-company governance and financing activity in vertical software.

9AT filing context: Public ADV/profile context maps Five Elms Capital to CRD 163548 / SEC file 801-110914, with about $3.1B in reported regulatory AUM/profile scale, 69 employees, 58 advisory employees, 28 private funds, and public domain fiveelms.com. No usable 13F context was returned for this run.

Summary

Five Elms published an Opus1 announcement naming Sharad Mohan as Chief Executive Officer and announcing a Series B financing. The announcement says founder Sam Lellouche is moving to Chief Strategy Officer and will remain on the executive team and board.

The source is hosted on Five Elms’ official site and is dated March 31, 2026, with the underlying announcement text dated March 26, 2026. The post should be read as a portfolio-company governance and financing update, not as independent validation of Opus1’s market position or future results.

Why it matters

For due-diligence readers, the combination of a CEO transition and new financing can be relevant because it may mark a portfolio company’s next operating phase, leadership handoff, and capital-formation activity. In Five Elms’ case, the update is also a public signal of continued activity around software and vertical operating platforms.

The signal remains limited. The announcement does not provide full financing terms, ownership percentages, fund-level exposure, or independent evidence of future performance. Those points should not be inferred from the source or from ADV context.

Source notes

9AT filing context

Public ADV/profile context reviewed for this cycle maps Five Elms Capital to CRD 163548 / SEC file 801-110914, with Kansas City-area Missouri adviser identity, fiveelms.com as the public domain, and last ADV submission date of 2026-03-30. The returned profile showed about $3.1 billion in reported regulatory AUM/profile scale, 69 employees, 58 advisory employees, 28 private funds, and no separately managed account flag.

That filing context supports adviser identity and broad software-growth platform background only. The Opus1 CEO and Series B facts, including financing details and management-transition details, must come from the Five Elms/Opus1 source rather than ADV fund rows. No usable 13F or Form 5500 context was recommended for this item.

What to watch

Watch for Opus1 follow-on disclosures about financing participants, product expansion, school/customer adoption, executive-team additions, and any later Five Elms commentary that places Opus1 within a broader software-growth strategy. Also monitor whether Five Elms publishes additional current portfolio-company updates that would be better handled as a roundup rather than separate same-manager posts.

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