Form D · Other Technology

EdgeIQ, Inc.

Boston, MA · CIK 0001789068

Offering snapshot reported Jun 8, 2023 · SEC filing

Reported sold
$150K
Offering amount: $3M
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 26, 2023
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 8, 2023Initial$150,000No comparison3SEC filing
Sep 13, 2022Initial$22,728No comparison1SEC filing
Apr 26, 2022Initial$4,805,178No comparison3SEC filing
Apr 28, 2020Initial$300,000No comparison1SEC filing
Sep 25, 2019Initial$387,699No comparison3SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-483674
Convertible promissory notes and the equity securities issuable upon conversion of such notes

Source: Form D, filed Jun 8, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WILLIAM BLAIR NEW ENERGY OPPORTUNITIES FUND LLC

Investment adviser: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Gross asset value
$0
Beneficial owners
0
ADV minimum commitment
$1M

Reported in Form ADV on Aug 7, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP CHICAGO, Illinois, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Marketer WILLIAM BLAIR & COMPANY L.L.C. CHICAGO, Illinois, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 42

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN57

WILLIAM BLAIR & COMPANY L.L.C.
CRD 1252 · SEC 801-688

Filing source

Form ADV 2008463 · Aug 7, 2025 · Schedule D 7.B.(1), fund 805-7871359101

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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.

People and organizations reported in Form D filings
NameReported role
Matthew Calhoun Director
Michael J. Campbell Director, Executive, Promoter
Sam George Director
Aaron Rasmussen Director
Howard S Smith Director
Mike Wills Director
Elliot Zeelander Director

Issuer details

Industry: Other Technology (See others in industry)

Address:
200 Portland Street Suite 500
Boston, MA, 02114