Form D · Other Technology
PlanSource Holdings, Inc.
Orlando, FL · CIK 0001651048
Offering snapshot reported Aug 21, 2015 · SEC filing
- Reported sold
- $40M Offering amount: $70M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 12, 2015 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 |
|---|---|---|---|---|---|
| Aug 21, 2015 | Initial | $40,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.7M
- Finders' fees
- $0
- Form D file number
- 021-246254
Based on current amount closed.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WILLIAM BLAIR & COMPANY LLC | 1252 | WILLIAM BLAIR & COMPANY L.L.C. · CRD 1252 |
Source: Form D, filed Aug 21, 2015. 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 |
|---|---|
| Christopher M Busby | Director |
| Scott Carver | Executive |
| Tony Miller | Director |
| Russell Newton | Director |
| John Riley | Director |
| Randall Schmidt | Director |
| Shane Streufert | Executive |
| Matthew T Vettel | Director |
| Dayne Williams | Director, Executive |
Issuer details
Industry: Other Technology (See others in industry)
Address:
101 South Garland Ave Suite 203
Orlando, FL, 32801
Orlando, FL, 32801