Solana Growth Ventures LLC

Allbirds, Inc. (NASDAQ: BIRD) / NewBird AI
6 findings 6 connections 0 entities

All Connections

6 total

SGV is sole investor in $500M senior secured convertible note facility (SPA dated May 30, 2025). Initial $11M closing June 6, 2025. $7,775,000 outstanding as of Dec 31, 2025. Chardan Capital Markets as placement agent (1%). SOL Collateral Management LLC as collateral agent.

SOL Collateral Management LLC serves as collateral agent for SGV's convertible note facility with KIDZ, per SPA Section 4(k). Both entities appear exclusively in KIDZ filings. Likely share common principals or are under common control.

Steven Oliveira corporate strong

Steven Oliveira serves as Manager of both Solana Growth Ventures LLC and SOL Collateral Management LLC, effectively controlling the investor position and the collateral enforcement mechanism in the KIDZ SPA. This dual role means a single individual controls whether to convert notes, enforce security interests, and amend deal terms.

Steven Oliveira controls both SGV (lender) and SOL Collateral Management LLC (collateral agent) on the KIDZ note deal. This is a structural conflict of interest — the same person serves as both the creditor and the custodian/agent responsible for protecting the borrower's collateral.

Chaince Securities LLC corporate medium

SGV provided KIDZ a $500M note purchase facility ($11M drawn Jun 2025); Chaince served as KIDZ's treasury advisor on the same strategy. The SGV notes were placed via Chardan Capital Markets. Oliveira (SGV) and Chaince converged on the same issuer with a coordinated deal structure.

Chaince Securities LLC corporate circumstantial

Chaince Securities LLC and Solana Growth Ventures LLC both operate within the same Classover Holdings (KIDZ) Solana treasury transaction ecosystem. Chaince advises; SGV funds. The common deal structure and naming convention suggest Chaince may have sourced or structured SGV.

All Findings

6 total
financial high 2025-05-30
confirmed

Solana Growth Ventures LLC is sole investor in $500M KIDZ convertible note facility, Chardan placement agent

Classover Holdings (KIDZ) and Solana Growth Ventures LLC entered into a Securities Purchase Agreement for up to $500M in senior secured convertible notes. Initial $11M closing on June 6, 2025. Chardan Capital Markets Inc. is sole placement agent at 1% of net proceeds. SOL Collateral Management LLC serves as collateral agent. Conversion price $7.36/share (200% of prior day close). 4.99% beneficial ownership blocker. 80% of proceeds mandated for SOL/BTC/USDC purchase. As of Dec 31, 2025: $7,775,000 outstanding.

financial confirmed 2025-05-30
verified

Solana Growth Ventures LLC is named 'Required Holder' in the KIDZ $500M SPA, giving it unilateral authority to amend all Transaction Documents including the Pledge and Security Agreement.

SPA Section 8(e): 'Required Holder means Solana Growth Ventures LLC.' This designation means SGV controls all waivers, amendments, and collateral agent instructions — structurally more powerful than a passive convertible investor. EDGAR accession 0001477932-25-004289 EX-10.1.

financial high 2025-06-06
confirmed

KIDZ Note confirms SGV as Holder; SOL Collateral Management LLC as collateral agent

The Note issued June 6, 2025 reads: 'FOR VALUE RECEIVED, Classover Holdings, Inc., a Delaware corporation (the 'Company'), hereby promises to pay to the order of Solana Growth Ventures LLC or its affiliates or registered assigns ('Holder') the amount set forth above as the Original Principal Amount ($11,000,000).' SOL Collateral Management LLC named as collateral agent in the SPA (Section 4(k)).

financial medium 2026-04-16

Sol* LLC naming pattern is KIDZ-specific: three Solana-branded entities formed in 36 days for KIDZ deal roles; LGHL used ATW-branded SPV (ATW Digital Asset Opportunities VI LLC); BIRD investor entity name remains unknown — may be either a new Sol* LLC or an ATW-branded vehicle

KIDZ (Classover Holdings) deal used three 'Sol/Solana'-branded LLCs formed in a 36-day window: (1) Solana Growth Ventures LLC as sole investor in the $500M convertible facility, (2) SOL Collateral Management LLC as collateral agent per the Note agreement, and (3) Chaince Securities LLC as pre-deal Solana strategy advisor (Mercurity Fintech subsidiary). All three served deal-specific roles and had no prior documented history. LGHL used a different SPV naming pattern: ATW Digital Asset Opportunities VI LLC (an ATW-branded entity, not Sol-branded), confirmed by Schedule 13G filing July 9, 2025. For BIRD, the $50M convertible investor is completely unnamed in all April 15, 2026 filings. The divergence suggests either: (a) the Sol-branded entity pattern is KIDZ-specific and a different ATW-branded SPV will appear in BIRD filings, or (b) a new Sol* entity was recently formed for BIRD and has not yet surfaced in Delaware or SEC filings. The 4.99% beneficial ownership blocker in both KIDZ and BIRD prevents mandatory Schedule 13D/G filing.

regulatory medium 2025-05-30

No Schedule 13D or 13G filed by SGV for KIDZ — 4.99% conversion blocker prevents threshold trigger

SGV has NOT filed any Schedule 13D or 13G for KIDZ. The 4.99% beneficial ownership cap in the Note prevents conversion-driven reporting threshold from being breached: $11M / $7.36 = ~1.495M shares, vs ~23.8M shares outstanding = ~6.3% potential ownership, blocked by the cap. SGV would need to acquire shares outside conversion or increase the cap to trigger 13D/G obligations.

regulatory medium 2025-06-30

KIDZ proxy flags SGV's full $500M facility as potential change-of-control event under Nasdaq Rule 5635(b)

KIDZ DEF 14A (June 30, 2025) confirms no other company needed to vote to approve the EPFA and SPA proposals because Hui Luo (CEO/Chairwoman) held ~91% of voting power. SGV's convertible note represented a potential change-of-control requiring Nasdaq Rule 5635(b) shareholder approval — SGV could have received common shares exceeding 19.99% threshold if all tranches were drawn. Suggests SGV is treated as a potential control-level investor.

Full Timeline

6 events
Solana Growth Ventures LLC is sole investor in $500M KIDZ convertible note facility, Chardan placement agent
2025-05-30
No Schedule 13D or 13G filed by SGV for KIDZ — 4.99% conversion blocker prevents threshold trigger
2025-05-30
Solana Growth Ventures LLC is named 'Required Holder' in the KIDZ $500M SPA, giving it unilateral authority to amend all Transaction Documents including the Pledge and Security Agreement.
2025-05-30
KIDZ Note confirms SGV as Holder; SOL Collateral Management LLC as collateral agent
2025-06-06
KIDZ proxy flags SGV's full $500M facility as potential change-of-control event under Nasdaq Rule 5635(b)
2025-06-30
Sol* LLC naming pattern is KIDZ-specific: three Solana-branded entities formed in 36 days for KIDZ deal roles; LGHL used ATW-branded SPV (ATW Digital Asset Opportunities VI LLC); BIRD investor entity name remains unknown — may be either a new Sol* LLC or an ATW-branded vehicle
2026-04-16