PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:18 AM ET

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Alex Bard

Named as an officer, director or promoter on SEC Form D filings · CA, WA, NJ · Aug 20, 2015 → May 12, 2022

7deals (issuers)
$749.2Mreported sold
154investors
20Form D filings
2015–2022years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:34 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Alex Bard is listed as a director on 20 SEC Form D filings by 7 issuers between Aug 2015 and Aug 2025. Largest by amount reported sold: Campaign Monitor Holdings (UK) Ltd (London, United Kingdom (as filed: X0) — industry reported as "Other" — 2015–2016; $398.6M reported sold to 60 investors), Commerce Fabric, Inc. (Seattle, WA — other technology — 2020–2022; $140M reported sold to 24 investors), Qualified.com, Inc. (San Francisco, CA — other technology — 2019–2022; $70M reported sold to 8 investors), Kustomer, Inc. (Short Hills, NJ — industry reported as "Other" — 2023–2025; $60M reported sold to 7 investors), AppZen, Inc. (San Jose, CA — other technology — 2017–2019; $50M reported sold to 27 investors) and 2 more (all listed below).

What this means A repeat sponsor — 7 separate companies raised money with this person listed as director, over about 10 years. Across those companies the filings report $749.2M sold in total.

Listed alongside Scott Beechuk (6 shared filings), Benjamin Richardson (5 shared filings), Daniel May (5 shared filings), David Greiner (5 shared filings), Deven Parekh (5 shared filings) and 40 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Alex. Each name links to their own page.

The issuers belong to 2 sponsor groups: Kustomer (2 issuers, $90M reported sold, 2019–2025) and Campaign Monitor (2 issuers, $9.42M reported sold, 2014–2018).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 20 public filings for Alex Bard and found 11 differences, 3 worth asking the sponsor about: Amount sold went down between filings; 11 Form Ds were filed more than 15 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Alex Bard has not run yet — it is joining a line of 51,126 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:34 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Alex Bard..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:34 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

11 differences found between the filings for Alex Bard — 3 worth asking about (compared 20 filings on Oct 24, 2026)

Note · Dec 15, 2020 – May 27, 2021

Bankruptcy case: Bradley W Birnbaum — filed Dec 15, 2020

United States Bankruptcy Court, E.D. New York docket "Bradley W Birnbaum" filed Dec 15, 2020, closed May 27, 2021. Bradley Birnbaum (listed on the same filings) is listed as Debtor ("Bradley W Birnbaum"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Note · Apr 11, 1989 – Jun 15, 1993

Bankruptcy case: Janmohamed v. Antelope West Group — filed Apr 11, 1989

United States Bankruptcy Court, E.D. California docket "Janmohamed v. Antelope West Group" filed Apr 11, 1989, closed Jun 15, 1993. Arif Janmohamed (listed on the same filings) is listed as Plaintiff ("Janmohamed"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Sep 9, 2016

Amount sold went down between filings — Campaign Monitor Holdings (UK) Ltd

The Sep 9, 2016 filing says $4,175,669 sold; the Sep 9, 2016 Form D/A says $3,735,730 sold — $439,939 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Mar 31, 2015 – Aug 25, 2022

11 Form Ds were filed more than 15 days after the first sale

Form D filed 182 days after the first sale — Commerce Fabric, Inc. · Form D filed 89 days after the first sale — Commerce Fabric, Inc. · Form D filed 171 days after the first sale — AppZen, Inc. · Form D filed 62 days after the first sale — BRAVADO NETWORK, INC. · Form D filed 96 days after the first sale — AppZen, Inc. · and 6 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Mar 31, 2015 – Sep 14, 2020

6 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Commerce Fabric, Inc. (latest filing Sep 14, 2020) · No amendment in the last 12 months on an offering that may still be open — BRAVADO NETWORK, INC. (latest filing Jul 23, 2019) · No amendment in the last 12 months on an offering that may still be open — AppZen, Inc. (latest filing Oct 30, 2018) · No amendment in the last 12 months on an offering that may still be open — Narvar, Inc. (latest filing Jun 24, 2016) · No amendment in the last 12 months on an offering that may still be open — Campaign Monitor Holdings (UK) Ltd (latest filing Aug 20, 2015) · and 1 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Worth asking · Sep 9, 2016 – Sep 13, 2017

Alex Bard is no longer listed on the Sep 13, 2017 amendment — Campaign Monitor Holdings (UK) Ltd

Alex Bard appears on the Sep 9, 2016 Form D/A (director) but not on the Sep 13, 2017 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · May 15, 2019 – Jul 1, 2026

Same name, different state: "Alex Bard" (TX) is a separate record

This page covers filings where the address state is CA or WA or NJ. A separate record, "Alex Bard" with address state TX, is listed on 11 filings — most recently by Wander.com, Inc. (Jul 1, 2026). Both records have filings in the same period (May 15, 2019 to May 12, 2022).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Feb 23, 2021 – Oct 6, 2021

Address moved from Bellevue, WA to Seattle, WA — Commerce Fabric, Inc.

The people listed on the Feb 23, 2021 filing give Bellevue, WA; on the Oct 6, 2021 filing they give Seattle, WA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Nov 1, 2017 – Oct 30, 2018

Address moved from Santa Clara, CA to San Jose, CA — AppZen, Inc.

The people listed on the Nov 1, 2017 filing give Santa Clara, CA; on the Oct 30, 2018 filing they give San Jose, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Aug 20, 2015

Address moved from Aberdeen, Scotland, United Kingdom (as filed: X0) to New York, NY — Campaign Monitor Holdings (UK) Ltd

The people listed on the Aug 20, 2015 filing give Aberdeen, Scotland, United Kingdom (as filed: X0); on the Aug 20, 2015 filing they give New York, NY.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Aug 20, 2015 – Aug 6, 2025

Alex Bard is listed with 3 different address states: CA, WA, NJ

CA on 14 filings (Aug 20, 2015 to May 12, 2022); WA on 4 filings (Sep 14, 2020 to Aug 25, 2022); NJ on 2 filings (May 30, 2023 to Aug 6, 2025).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 18 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 6, 2025 D
Kustomer, Inc.
File 021-553892
$0$0$0None listed on this filingEDGAR ↗
May 30, 2023 D
Kustomer, Inc.
File 021-482850
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2022 D
Commerce Fabric, Inc.
File 021-456957
$0$0$0None listed on this filingEDGAR ↗
May 12, 2022 D
Qualified.com, Inc.
File 021-445446
$0$0$0None listed on this filingEDGAR ↗
Oct 6, 2021 D
Commerce Fabric, Inc.
File 021-415888
$0$0$0None listed on this filingEDGAR ↗
May 27, 2021 D
Qualified.com, Inc.
File 021-400818
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2021 D
Commerce Fabric, Inc.
File 021-390186
$0$0$0None listed on this filingEDGAR ↗
Sep 14, 2020 D
Commerce Fabric, Inc.
File 021-375375
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 6, 2020 D
Qualified.com, Inc.
File 021-372684
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2019 D
AppZen, Inc.
File 021-348325
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 23, 2019 D
BRAVADO NETWORK, INC.
File 021-344885
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2019 D
Qualified.com, Inc.
File 021-342048
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2018 D
AppZen, Inc.
File 021-324702
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 1, 2017 D
AppZen, Inc.
File 021-297879
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 9, 2016 D/A
Campaign Monitor Holdings (UK) Ltd
File 021-246186
$0$0$0None listed on this filingEDGAR ↗
Jun 24, 2016 D
Narvar, Inc.
File 021-265770
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2015 D
Campaign Monitor Holdings (UK) Ltd
File 021-246184
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2015 D
Campaign Monitor Holdings (UK) Ltd
File 021-246185
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 7

Every issuer that named Alex Bard on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Other · group: Kustomer

Kustomer, Inc.

Short Hills, NJ · May 30, 2023 → Aug 6, 2025 · 2 filings
  • Aug 6, 2025 · D · $29,999,994 sold of $29,999,994 · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 30, 2023 · D · $60,000,000 sold of $60,000,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $60M from 7 investors (100% of the $30M target) as of the latest filing. Alex is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology

Commerce Fabric, Inc.

Seattle, WA · Sep 14, 2020 → Aug 25, 2022 · 4 filings
  • Aug 25, 2022 · D · $139,999,913 sold of $139,999,913 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 6, 2021 · D · $99,999,902 sold of $99,999,902 · 17 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 23, 2021 · D · $42,999,995 sold of $42,999,995 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 14, 2020 · D · $9,575,000 sold of $10,574,992 · 24 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $140M from 24 investors (100% of the $140M target) as of the latest filing. Alex is listed as director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology

Qualified.com, Inc.

San Francisco, CA · Jun 17, 2019 → May 12, 2022 · 4 filings
  • May 12, 2022 · D · $69,999,979 sold of $69,999,979 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 27, 2021 · D · $46,104,249 sold of $46,104,249 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 6, 2020 · D · $11,999,999 sold of $11,999,999 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 17, 2019 · D · $4,989,999 sold of $4,989,999 · 3 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $70M from 8 investors (100% of the $70M target) as of the latest filing. Alex is listed as director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology

AppZen, Inc.

San Jose, CA · Nov 1, 2017 → Sep 9, 2019 · 3 filings
  • Sep 9, 2019 · D · $50,000,000 sold of $50,000,000 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 30, 2018 · D · $34,999,992 sold of $35,000,000 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 1, 2017 · D · $12,700,000 sold of $12,700,000 · 3 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $50M from 27 investors (100% of the $50M target) as of the latest filing. Alex is listed as director on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology

BRAVADO NETWORK, INC.

San Francisco, CA · Jul 23, 2019
  • Jul 23, 2019 · D · $8,270,147 sold of $8,500,000 · 9 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $8.27M from 13 investors (97% of the $8.5M target) as of the latest filing. Alex is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other · group: Campaign Monitor

Campaign Monitor Holdings (UK) Ltd

London, United Kingdom (as filed: X0) · Aug 20, 2015 → Sep 9, 2016 · 5 filings
  • Sep 9, 2016 · D/A · $4,175,669 sold of Indefinite · 52 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 9, 2016 · D/A · $3,735,730 sold of Indefinite · 52 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 20, 2015 · D · $3,295,791 sold of Indefinite · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 20, 2015 · D · $398,574,622 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 20, 2015 · D · $398,574,623 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $398.6M from 60 investors as of the latest filing. Alex is listed as director on 5 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology

Narvar, Inc.

San Bruno, CA · Jun 24, 2016
  • Jun 24, 2016 · D · $22,399,647 sold of $22,754,994 · 15 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $22.4M from 15 investors (98% of the $22.8M target) as of the latest filing. Alex is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Alex Bard — TX, 2 issuers, May 15, 2019 → Jul 1, 2026 · no shared issuer

People around Alex 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

SB
No photo found yet (own website and image search run after this page is viewed)
Person

Scott Beechuk

Director · 6 shared filings (3 issuers) · also on 3 other issuers

Scott Beechuk is on 6 issuers in total — a repeat sponsor. Their page lists every one.

NK
No photo found yet (own website and image search run after this page is viewed)
Person

Nikitas Koutoupes

Director · 5 shared filings (1 issuer) · also on 15 other issuers

Nikitas Koutoupes is on 16 issuers in total — a repeat sponsor. Their page lists every one.

DP
No photo found yet (own website and image search run after this page is viewed)
Person

Deven Parekh

Director · 5 shared filings (1 issuer) · also on 119 other issuers

Deven Parekh is on 120 issuers in total — a repeat sponsor. Their page lists every one.

BR
No photo found yet (own website and image search run after this page is viewed)
Person

Benjamin Richardson

Director · 5 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

DG
No photo found yet (own website and image search run after this page is viewed)
Person

David Greiner

Director · 5 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

DM
No photo found yet (own website and image search run after this page is viewed)
Person

Daniel May

Director · 5 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Alex Bard. Their page shows their other deals.

BY
No photo found yet (own website and image search run after this page is viewed)
Person

Bing-Lian Yang

Executive Officer, Director · 4 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

SW
No photo found yet (own website and image search run after this page is viewed)
Person

Sean Whiteley

Executive Officer, Director · 4 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

KS
No photo found yet (own website and image search run after this page is viewed)
Person

Kraig Swensrud

Executive Officer, Director · 4 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

RB
No photo found yet (own website and image search run after this page is viewed)
Person

Ryan Bartley

Director, Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

TG
No photo found yet (own website and image search run after this page is viewed)
Person

Tim Guleri

Director · 4 shared filings (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

FM
No photo found yet (own website and image search run after this page is viewed)
Person

Faisal Masud

Executive Officer, Director · 4 shared filings (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

GP
No photo found yet (own website and image search run after this page is viewed)
Person

Gopal Patel

Executive Officer · 3 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Alex Bard. Their page shows their other deals.

AK
No photo found yet (own website and image search run after this page is viewed)
Person

Anant Kale

Executive Officer, Director · 3 shared filings (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

KV
No photo found yet (own website and image search run after this page is viewed)
Person

Kunal Verma

Executive Officer, Director · 3 shared filings (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

AJ
No photo found yet (own website and image search run after this page is viewed)
Person

Arif Janmohamed

Director · 2 shared filings (1 issuer) · also on 22 other issuers

Arif Janmohamed is on 23 issuers in total — a repeat sponsor. Their page lists every one.

NA
No photo found yet (own website and image search run after this page is viewed)
Person

Neeraj Agrawal

Director · 2 shared filings (1 issuer) · also on 13 other issuers

Neeraj Agrawal is on 14 issuers in total — a repeat sponsor. Their page lists every one.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Ron Shah

Director · 2 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Alex Bard. Their page shows their other deals.

NS
No photo found yet (own website and image search run after this page is viewed)
Person

Nevin Shetty

Executive Officer · 2 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Alex Bard. Their page shows their other deals.

BB
No photo found yet (own website and image search run after this page is viewed)
Person

Bradley Birnbaum

Executive Officer, Director, Promoter · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

JS
No photo found yet (own website and image search run after this page is viewed)
Person

Jeremy Suriel

Executive Officer, Director, Promoter · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

KS
No photo found yet (own website and image search run after this page is viewed)
Person

Krupa Shah

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

MC
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Chapin

Executive Officer, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

BM
No photo found yet (own website and image search run after this page is viewed)
Person

Brian O'Malley

Director · 1 shared filing (1 issuer) · also on 24 other issuers

Brian O'Malley is on 25 issuers in total — a repeat sponsor. Their page lists every one.

RL
No photo found yet (own website and image search run after this page is viewed)
Person

Roger Lee

Director · 1 shared filing (1 issuer) · also on 43 other issuers

Roger Lee is on 44 issuers in total — a repeat sponsor. Their page lists every one.

BF
No photo found yet (own website and image search run after this page is viewed)
Person

Blair Flicker

Executive Officer · 1 shared filing (1 issuer) · also on 88 other issuers

Blair Flicker is on 89 issuers in total — a repeat sponsor. Their page lists every one.

AR
No photo found yet (own website and image search run after this page is viewed)
Person

Anne Richards

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

MF
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Farlekas

Executive Officer · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Alex Bard. Their page shows their other deals.

JP
No photo found yet (own website and image search run after this page is viewed)
Person

Jim Pettigrew

Director · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

HY
No photo found yet (own website and image search run after this page is viewed)
Person

Hugh Young

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

RM
No photo found yet (own website and image search run after this page is viewed)
Person

Richard Mully

Director · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

JR
No photo found yet (own website and image search run after this page is viewed)
Person

Jutta af Rosenborg

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Alex Bard. Their page shows their other deals.

BR
No photo found yet (own website and image search run after this page is viewed)
Person

Bill Rattray

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

AS
No photo found yet (own website and image search run after this page is viewed)
Person

Akira Suzuki

Director · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

AS
No photo found yet (own website and image search run after this page is viewed)
Person

Amit Sharma

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

SM
No photo found yet (own website and image search run after this page is viewed)
Person

Sahil Mansuri

Executive Officer, Director, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

NB
No photo found yet (own website and image search run after this page is viewed)
Person

Naresh Bansal

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

MZ
No photo found yet (own website and image search run after this page is viewed)
Person

Matt Zelen

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

CH
No photo found yet (own website and image search run after this page is viewed)
Person

Christopher He

Director · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

ES
No photo found yet (own website and image search run after this page is viewed)
Person

Eric Sikola

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Alex Bard. Their page shows their other deals.

The team behind the deals

Sponsor group

Kustomer

2 issuers · 4 filings · $90M reported sold · 2019–2025

One team, 2 deal companies. Alex Bard is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Alex Bard.

Sponsor group

Campaign Monitor

2 issuers · 9 filings · $9.42M reported sold · 2014–2018

One team, 2 deal companies. Alex Bard is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Alex Bard.

Same business address

13 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 7 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Alex Bard by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 7 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Alex Bard is listed on: none on file. No website or social profile named in Campaign Monitor Holdings (UK) Ltd's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #251,059 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (London, X0). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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