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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:48 AM ET

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JE
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James Eberlin

Named as an officer, director or promoter on SEC Form D filings · MO, CA · Jul 9, 2012 → Mar 25, 2014

2deals (issuers)
$66.7Mreported sold
26investors
6Form D filings
2012–2014years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:26 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

James Eberlin is listed as an executive officer and director on 6 SEC Form D filings by 2 issuers between May 2009 and Mar 2014: Gainsight, Inc. (Redwood City, CA — other technology — 2013–2014; $51.7M reported sold to 19 investors) and HOST ANALYTICS INC (Redwood City, CA — other technology — 2009–2012; $15M reported sold to 7 investors).

What this means 2 separate companies raised money with this person listed as executive officer and director, over about 5 years. Across those companies the filings report $66.7M sold in total.

Listed alongside Ajay Agarwal (3 shared filings), Jonathan Kondo (3 shared filings), Jonathan Temple (3 shared filings), Nakul Mandan (3 shared filings), Nick Mehta (3 shared filings) and 8 others.

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 1 court case matching the name, 5 bankruptcy cases matching the name listed in Key records below.

What this means 6 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 6 public filings for James Eberlin and found 11 differences, 1 worth asking the sponsor about: Bankruptcy case: James Q Eberlin and Jacqueline M Eberlin; 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 James Eberlin has not run yet — it is joining a line of 27,730 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

1 case: 1 dismissed

CCO Investment Services Corp. v. Eberlin dismissed
District Court, N.D. Illinois · No. 1:12-cv-05915 · Filed Jul 27, 2012 · Closed Dec 7, 2012 · Nature of suit: 190 Other contract actions
Role of Eberlin: Defendant · Outcome: Terminated 2012-12-07 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 11 federal dockets); surname only in the caption; court in IL (not a filing state)
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, 2:26 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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: VA (crawled Oct 23, 2026)

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 James Eberlin..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

5 cases: 5 closed (disposition not in docket feed)

James Stephen Eberlin closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 4:21-bk-01615 · Filed Jul 21, 2021 · Closed Nov 5, 2021
Role of James Stephen Eberlin: Debtor · Outcome: Case closed 2021-11-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 11 federal dockets); different first name (stephen); court in PA (not a filing state)
James Stephen Eberlin closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 4:18-bk-04366 · Filed Oct 15, 2018 · Closed May 28, 2021
Role of James Stephen Eberlin: Debtor · Outcome: Case closed 2021-05-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 11 federal dockets); different first name (stephen); court in PA (not a filing state)
James Q Eberlin and Jacqueline M Eberlin closed
United States Bankruptcy Court, D. Massachusetts · No. 10-43893 · Filed Aug 3, 2010 · Closed Nov 22, 2010
Role of James Q Eberlin and Jacqueline M Eberlin: Debtor · Outcome: Case closed 2010-11-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 11 federal dockets); first name matches; court in MA (not a filing state)
Supernwe, Inc v. Eberlin closed
United States Bankruptcy Court, C.D. California · No. 2:98-ap-01675 · Filed Apr 3, 1998 · Closed Mar 12, 1999
Role of Eberlin: Defendant · Outcome: Case closed 1999-03-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 11 federal dockets); surname only in the caption; court in the person's filing state (CA)
Supernew Inc v. Eberlin closed
United States Bankruptcy Court, N.D. Illinois · No. 97-01681 · Filed Dec 16, 1997 · Closed Mar 17, 1998
Role of Eberlin: Defendant · Outcome: Case closed 1998-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 11 federal dockets); surname only in the caption; court in IL (not a filing state)
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, 2:26 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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 James Eberlin — 1 worth asking about (compared 6 filings on Oct 24, 2026)

Worth asking · Aug 3, 2010 – Nov 22, 2010

Bankruptcy case: James Q Eberlin and Jacqueline M Eberlin — filed Aug 3, 2010

United States Bankruptcy Court, D. Massachusetts docket "James Q Eberlin and Jacqueline M Eberlin" filed Aug 3, 2010, closed Nov 22, 2010. James Eberlin is listed as Debtor ("James Q Eberlin and Jacqueline M Eberlin"). Our match estimate: 50%.

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 3, 1998 – Mar 12, 1999

Bankruptcy case: Supernwe, Inc v. Eberlin — filed Apr 3, 1998

United States Bankruptcy Court, C.D. California docket "Supernwe, Inc v. Eberlin" filed Apr 3, 1998, closed Mar 12, 1999. James Eberlin is listed as Defendant ("Eberlin"). 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 · Dec 16, 1997 – Mar 17, 1998

Bankruptcy case: Supernew Inc v. Eberlin — filed Dec 16, 1997

United States Bankruptcy Court, N.D. Illinois docket "Supernew Inc v. Eberlin" filed Dec 16, 1997, closed Mar 17, 1998. James Eberlin is listed as Defendant ("Eberlin"). Our match estimate: 40%.

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 · Jun 29, 2012 – Jul 9, 2012

No amendment in the last 12 months on an offering that may still be open — HOST ANALYTICS INC (latest filing Jul 9, 2012)

The latest filing for this offering is dated Jul 9, 2012 (first sale Jun 29, 2012). It reports $3,250,000 sold of $6,500,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · May 15, 2009 – May 27, 2009

No amendment in the last 12 months on an offering that may still be open — HOST ANALYTICS INC (latest filing May 27, 2009)

The latest filing for this offering is dated May 27, 2009 (first sale May 15, 2009). It reports $8,649,998 sold of $8,650,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Jan 6, 2014 – Mar 25, 2014

James Eberlin's role changed at Gainsight, Inc.: executive officer, director → director

The Jan 6, 2014 filing lists James Eberlin as executive officer, director; the Mar 25, 2014 Form D/A lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jun 11, 2010 – Jul 9, 2012

James Eberlin's role changed at HOST ANALYTICS INC: executive officer, director → director

The Jun 11, 2010 filing lists James Eberlin as executive officer, director; the Jul 9, 2012 Form D lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jan 6, 2014 – Mar 25, 2014

Offering amount changed between filings — Gainsight, Inc.

The Jan 6, 2014 filing says $20,500,006 offered; the Mar 25, 2014 Form D/A says $21,386,054.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Nov 14, 2013 – Jan 6, 2014

Offering amount changed between filings — Gainsight, Inc.

The Nov 14, 2013 filing says $20,000,005 offered; the Jan 6, 2014 Form D/A says $20,500,006.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · May 27, 2009 – Jul 9, 2012

Industry group changed between filings — HOST ANALYTICS INC

"Other" (May 27, 2009 to Jun 11, 2010); then "Other Technology" (Jul 9, 2012).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · May 27, 2009 – Mar 25, 2014

James Eberlin is listed with 2 different address states: MO, CA

MO on 2 filings (May 27, 2009 to Jun 11, 2010); CA on 4 filings (Jul 9, 2012 to Mar 25, 2014).

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 4 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
Mar 25, 2014 D/A
Gainsight, Inc.
File 021-206315
$0$0$0None listed on this filingEDGAR ↗
Jul 9, 2012 D
HOST ANALYTICS INC
File 021-180910
$0$0$0None listed on this filingEDGAR ↗
Jun 11, 2010 D
HOST ANALYTICS INC
File 021-143367
$0$0$0None listed on this filingEDGAR ↗
May 27, 2009 D
HOST ANALYTICS INC
File 021-115030
$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 2

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

Other Technology

Gainsight, Inc.

Redwood City, CA · Nov 14, 2013 → Mar 25, 2014 · 3 filings
  • Mar 25, 2014 · D/A · $21,386,054 sold of $21,386,054 · 10 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 6, 2014 · D/A · $20,500,006 sold of $20,500,006 · 10 investors · min. No minimum reported · role: Executive Officer, Director (President) EDGAR ↗
  • Nov 14, 2013 · D · $20,000,005 sold of $20,000,005 · 9 investors · min. No minimum reported · role: Executive Officer, Director (President) EDGAR ↗

Raised $51.7M from 19 investors (100% of the $21.4M target) as of the latest filing. James is listed as director, executive officer 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

HOST ANALYTICS INC

Redwood City, CA · May 27, 2009 → Jul 9, 2012 · 3 filings
  • Jul 9, 2012 · D · $3,250,000 sold of $6,500,000 · 7 investors · min. $1 · role: Director EDGAR ↗
  • Jun 11, 2010 · D · $15,000,000 sold of $15,000,000 · 7 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • May 27, 2009 · D · $8,649,998 sold of $8,650,000 · 6 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $15M from 7 investors (100% of the $6.5M target) as of the latest filing. James is listed as director, executive officer 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.

People around James 13

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

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

Ajay Agarwal

Director · 3 shared filings (1 issuer) · also on 38 other issuers

Ajay Agarwal is on 39 issuers in total — a repeat sponsor. Their page lists every one.

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

Steve Baloff

Director · 3 shared filings (1 issuer) · also on 4 other issuers

Steve Baloff is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan Kondo

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

Listed on the same filings as James Eberlin. Their page shows their other deals.

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

Jonathan Temple

Director · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as James Eberlin. Their page shows their other deals.

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

Roger Lee

Director · 3 shared filings (1 issuer) · also on 43 other issuers

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

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

Nakul Mandan

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

Listed on the same filings as James Eberlin. Their page shows their other deals.

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

Nick Mehta

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

Listed on the same filings as James Eberlin. Their page shows their other deals.

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

Theodore Stann

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as James Eberlin. Their page shows their other deals.

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

Ronald Weissman

Director · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as James Eberlin. Their page shows their other deals.

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

Evangelos Simoudis

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

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

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

Deborah Farrington

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

Listed on the same filings as James Eberlin. Their page shows their other deals.

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

Craig Hanson

Director · 2 shared filings (1 issuer) · also on 4 other issuers

Craig Hanson is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Kelly Battles

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

Listed on the same filings as James Eberlin. Their page shows their other deals.

The team behind the deals

Registrations and other filings

Adviser registration (Form ADV)

None of the 2 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 James Eberlin 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 2 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers James Eberlin is listed on: none on file. No website or social profile named in Gainsight, Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #271,150 of 374,652 in line (1,344 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 (Redwood City, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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