Form D · Other Technology
Balance Theory Inc.
Fulton, MD · CIK 0001946732
Offering snapshot reported Sep 4, 2026 · SEC filing
- Reported sold
- $12M Offering amount: $12M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $700K Reported outside-investor minimum
- First sale
- Jul 8, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 4, 2026 | Initial | $12,000,000 | No comparison | 3 | SEC filing |
| Jan 15, 2026 | Amendment | $2,300,000 | $1,550,000vs Jun 11, 2025 | 5 | SEC filing |
| Jun 11, 2025 | Initial | $750,000 | No comparison | 1 | SEC filing |
| Dec 9, 2022 | Initial | $3,006,000 | No comparison | 2 | SEC filing |
| Sep 14, 2022 | Initial | $500,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-596462
Source: Form D, filed Sep 4, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Gregory Baker | Director, Executive |
| Daniel Burns | Director |
| Dan Burns | Director |
| John Funge | Director |
| Lisa Mathias | Director, Executive |
| Nathan Necaise | Director, Executive |
| Alex Tosheff | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
8110 Maple Lawn Blvd Suite 200
Fulton, MD, 20759
Fulton, MD, 20759