Form D · Other Technology
PatientFi, Inc.
Irvine, CA · CIK 0001716702
Offering snapshot reported Jun 15, 2026 · SEC filing
- Reported sold
- $13M Offering amount: $15M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 1, 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 15, 2026 | Initial | $13,000,000 | No comparison | 3 | SEC filing |
| Dec 15, 2025 | Initial | $0 | No comparison | 1 | SEC filing |
| Apr 28, 2025 | Initial | $15,000,000 | No comparison | 3 | SEC filing |
| Jul 23, 2024 | Amendment | $36,434,109 | $7,782,515vs Dec 21, 2023 | 10 | SEC filing |
| Dec 21, 2023 | Initial | $28,651,594 | No comparison | 3 | SEC filing |
| Jan 31, 2023 | Amendment | $32,131,583 | $6,429,064vs Oct 27, 2022 | 77 | SEC filing |
| Oct 27, 2022 | Amendment | $25,702,519 | $15,702,519vs Dec 23, 2021 | 36 | SEC filing |
| Dec 23, 2021 | Initial | $10,000,000 | No comparison | 1 | SEC filing |
| Feb 22, 2021 | Initial | $3,869,574 | No comparison | 21 | SEC filing |
| Mar 5, 2020 | Initial | $0 | No comparison | 3 | SEC filing |
| Jun 6, 2019 | Initial | $0 | No comparison | 1 | SEC filing |
| May 8, 2018 | Initial | $1,000,180 | No comparison | 14 | SEC filing |
| Sep 12, 2017 | Initial | $1,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Debt, Option to acquire, Security to be acquired
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-587374
Source: Form D, filed Jun 15, 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 |
|---|---|
| Louis Bucky | Director |
| Tom Cestare | Director |
| Gerard Cuddy | Director |
| Derrick Hoag | Executive |
| Scott Jorgensen | Director, Executive |
| Scott Jorgenson | Director |
| Joe Ranieri | Executive |
| Jon Roberts | Executive |
| Cory Ruell | Executive |
| H. Bradley Sloan | Director |
| Jonathan Sockol | Director |
| Glenn Stearns | Director |
| Todd Watts | Director, Executive |
Issuer details
Industry: Other Technology (See others in industry)
Address:
530 Technology Drive Suite 350
Irvine, CA, 92618
Irvine, CA, 92618