PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:53 AM ET

Sponsor Check › Person

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

Jim Davidson

Named as an officer, director or promoter on SEC Form D filings · CA, Cayman Islands (as filed: E9) · Oct 8, 2014 → Aug 22, 2025

4deals (issuers)
$1.11Breported sold
301investors
22Form D filings
2014–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:32 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jim Davidson is listed as a director on 22 SEC Form D filings by 4 issuers between Oct 2014 and Aug 2025: Katerra Inc. (Menlo Park, CA — industry reported as "Other" — 2016–2018; $998.9M reported sold to 56 investors), MCE Social Capital (San Francisco, CA — industry reported as "Other" — 2018–2025; $68.5M reported sold to 80 investors), VIRTUAL INSTRUMENTS Corp (San Jose, CA — computers — 2014; $27.5M reported sold to 36 investors) and Schoola, Inc. (San Francisco, CA — other technology — 2015–2016; $18.5M reported sold to 129 investors).

What this means A repeat sponsor — 4 separate companies raised money with this person listed as director, over about 11 years. Across those companies the filings report $1.11B sold in total.

Listed alongside Catherine Covington (13 shared filings), Dan Brunner (13 shared filings), Gary Ford (13 shared filings), John Ayliffe (13 shared filings), Justin Morales (13 shared filings) and 60 others.

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

1 of the issuers belongs to the sponsor group Mce (2 issuers, $20.9M reported sold, 2016–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Mce has 2 companies on file and $20.9M reported sold in total — the group page shows the whole track record in one place.

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) — 2 court cases matching the name, 1 state regulator order, 2 bankruptcy cases matching the name listed in Key records below.

What this means 5 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 22 public filings for Jim Davidson and found 14 differences, 5 worth asking the sponsor about: 11 bankruptcy cases name the subject or team members; 2 court cases name Jim Davidson; 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 Jim Davidson has not run yet — it is #18,822 of 42,988 in line; 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

2 cases: 2 dismissed

Solutionz Videoconferencing, Inc. v. Jim Davidson dismissed
District Court, C.D. California · No. 8:19-cv-01132 · Filed Jun 6, 2019 · Closed Apr 14, 2020 · Nature of suit: 190 Other contract actions
Role of Jim Davidson: Defendant · Outcome: Terminated 2020-04-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same full name (a name found in 6 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
Textron Financial Corporation v. Jim Davidson dismissed
District Court, C.D. California · No. 5:07-cv-00842 · Filed Jul 11, 2007 · Closed Oct 3, 2008 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Jim Davidson: Defendant · Outcome: Terminated 2008-10-03 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same full name (a name found in 6 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
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, 2:32 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

1 state regulator order

Summary Order WI · Wisconsin Department of Financial Institutions, Division of Securities
Order date Dec 21, 2001 · Regulator: Wisconsin Department of Financial Institutions, Division of Securities · S-00195 (EX) · Parties (regulator's caption): E-Views Safety Systems, Inc.; Dennis Harshman; Paul J. Davidson aka Jim Davidson; Dan Sharon aka Ed Blair; Lewis Davies
Outcome: not stated in the index entry we read; see the order. Order / docket ↗ Regulator's list ↗
same full name in the order; 3 people with this name in Form D filings; regulator in WI (not a filing state)
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 Jim Davidson..

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

2 cases: 2 closed (disposition not in docket feed)

Jim L. Davidson closed
United States Bankruptcy Court, D. Oregon · No. 02-61783 · Filed Mar 18, 2002 · Closed Jun 27, 2002
Role of Jim L. Davidson: Debtor · Outcome: Case closed 2002-06-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 6 federal dockets); 3 people with this name in Form D filings; court in OR (not a filing state)
Jim Davidson closed
United States Bankruptcy Court, E.D. California · No. 99-11951 · Filed Mar 4, 1999 · Closed Jun 17, 1999
Role of Jim Davidson: Debtor · Outcome: Case closed 1999-06-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 6 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
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, 2:32 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

14 differences found between the filings for Jim Davidson — 5 worth asking about (compared 22 filings on Oct 24, 2026)

Worth asking · Mar 4, 1999 – Nov 30, 2018

11 bankruptcy cases name the subject or team members

Bankruptcy case: Jim Davidson — filed Mar 4, 1999 · Bankruptcy case: White Dove Church Inc, a California nonprofit corp — filed Aug 1, 2018 · Bankruptcy case: DDD Pham LLC v. White Dove Church, Inc — filed Aug 14, 2018 · Bankruptcy case: DDD Pham LLC v. White Dove Church Inc, a California nonprofit corp — filed Aug 14, 2018 · Bankruptcy case: White Dove Church Inc, a California nonprofit corp — filed Aug 1, 2018 · and 6 more

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.

Docket · United States Bankruptcy Court, E.D. California ↗Docket · United States Bankruptcy Court, C.D. California ↗VIRTUAL INSTRUMENTS Corp — PartnerFacts page ↗Docket · United States Bankruptcy Court, C.D. California ↗
Sources
Worth asking · Jul 11, 2007 – Jun 6, 2019

2 court cases name Jim Davidson — 2 as defendant

By role: defendant in 2. Newest: "Solutionz Videoconferencing, Inc. v. Jim Davidson" (District Court, C.D. California, Jun 6, 2019); "Textron Financial Corporation v. Jim Davidson" (District Court, C.D. California, Jul 11, 2007). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Solutionz Videoconferencing, Inc. v. Jim Davidson ↗Docket · Textron Financial Corporation v. Jim Davidson ↗
Sources
Worth asking · May 11, 2015 – Aug 27, 2021

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

Form D filed 106 days after the first sale — MCE Social Capital · Form D filed 62 days after the first sale — Katerra Inc. · Form D filed 32 days after the first sale — Schoola, Inc. · Form D filed 16 days after the first sale — Schoola, Inc.

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

Form D · Aug 27, 2021 ↗MCE Social Capital — PartnerFacts page ↗Form D · Mar 28, 2016 ↗Katerra Inc. — PartnerFacts page ↗
Sources
Note · Sep 24, 2014 – Sep 20, 2018

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 — Katerra Inc. (latest filing Sep 20, 2018) · No amendment in the last 12 months on an offering that may still be open — Katerra Inc. (latest filing Dec 27, 2017) · No amendment in the last 12 months on an offering that may still be open — Schoola, Inc. (latest filing May 20, 2016) · No amendment in the last 12 months on an offering that may still be open — Katerra Inc. (latest filing Mar 28, 2016) · No amendment in the last 12 months on an offering that may still be open — Schoola, Inc. (latest filing May 27, 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.

Form D/A · Sep 20, 2018 ↗Katerra Inc. — PartnerFacts page ↗Form D · Dec 27, 2017 ↗Form D · May 20, 2016 ↗
Sources
Worth asking · Aug 22, 2025 – Sep 17, 2026

Jim Davidson is no longer listed on the Sep 17, 2026 amendment — MCE Social Capital

Jim Davidson appears on the Aug 22, 2025 Form D/A (director) but not on the Sep 17, 2026 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.

Form D/A · Aug 22, 2025 ↗Form D/A · Sep 17, 2026 ↗Jim Davidson — PartnerFacts page ↗MCE Social Capital — PartnerFacts page ↗
Sources
Worth asking · Aug 22, 2025 – Sep 17, 2026

Jim Davidson is no longer listed on the Sep 17, 2026 amendment — MCE Social Capital

Jim Davidson appears on the Aug 22, 2025 Form D/A (director) but not on the Sep 17, 2026 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.

Form D/A · Aug 22, 2025 ↗Form D/A · Sep 17, 2026 ↗Jim Davidson — PartnerFacts page ↗MCE Social Capital — PartnerFacts page ↗
Sources
Note · Aug 29, 2019 – Aug 28, 2020

Offering amount changed between filings — MCE Social Capital

The Aug 29, 2019 filing says $25,000,000 offered; the Aug 28, 2020 Form D/A says $100,000,000.

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.

Form D/A (earlier) · Aug 29, 2019 ↗Form D/A (later) · Aug 28, 2020 ↗MCE Social Capital — PartnerFacts page ↗
Sources
Note · Feb 7, 2018 – Sep 20, 2018

Offering amount changed between filings — Katerra Inc.

The Feb 7, 2018 filing says $805,000,000 offered; the Sep 20, 2018 Form D/A says $1,008,899,600.

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.

Form D (earlier) · Feb 7, 2018 ↗Form D/A (later) · Sep 20, 2018 ↗Katerra Inc. — PartnerFacts page ↗
Sources
Note · May 27, 2015 – May 20, 2016

Industry group changed between filings — Schoola, Inc.

"Retailing" (May 27, 2015); then "Other Technology" (May 20, 2016).

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.

Form D · May 27, 2015 ↗Form D · May 20, 2016 ↗Schoola, Inc. — PartnerFacts page ↗
Sources
Note · Aug 29, 2018 – Aug 22, 2025

Reported revenue range changed between filings — MCE Social Capital

"$1,000,001 - $5,000,000" (Aug 29, 2018); then "$5,000,001 - $25,000,000" (Aug 22, 2025).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Aug 29, 2018 ↗Form D/A · Aug 22, 2025 ↗MCE Social Capital — PartnerFacts page ↗
Sources
Note · Oct 11, 2017

Same name, different state: "Jim Davidson" (FL) is a separate record

This page covers filings where the address state is CA or E9. A separate record, "Jim Davidson" with address state FL, is listed on 1 filing — most recently by Vology, Inc. (Oct 11, 2017). Both records have filings in the same period (Oct 11, 2017).

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.

Jim Davidson (FL) — PartnerFacts page ↗Form D · Oct 11, 2017 ↗Vology, Inc. — PartnerFacts page ↗Jim Davidson (CA,E9) — this page ↗
Sources
Note · Aug 11, 2010

Same name, different state: "Jim Davidson" (GA) is a separate record

This page covers filings where the address state is CA or E9. A separate record, "Jim Davidson" with address state GA, is listed on 1 filing — most recently by American BioSurgical, LLC (Aug 11, 2010). The two records do not overlap in time: this page runs Oct 8, 2014 to Aug 22, 2025; the other has one filing dated Aug 11, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Jim Davidson (GA) — PartnerFacts page ↗Form D · Aug 11, 2010 ↗American BioSurgical, LLC — PartnerFacts page ↗Jim Davidson (CA,E9) — this page ↗
Sources
Note · Apr 14, 2017 – Dec 27, 2017

Address moved from Grand Cayman, Cayman Islands (as filed: E9) to Menlo Park, CA — Katerra Inc.

The people listed on the Apr 14, 2017 filing give Grand Cayman, Cayman Islands (as filed: E9); on the Dec 27, 2017 filing they give Menlo Park, 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.

Form D · Apr 14, 2017 ↗Form D · Dec 27, 2017 ↗Katerra Inc. — PartnerFacts page ↗
Sources
Note · Oct 8, 2014 – Aug 22, 2025

Jim Davidson is listed with 2 different address states: CA, E9

CA on 20 filings (Oct 8, 2014 to Aug 22, 2025); Cayman Islands (as filed: E9) on 2 filings (Mar 28, 2016 to Apr 14, 2017).

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.

Form D · Oct 8, 2014 ↗Form D · Mar 28, 2016 ↗
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 9 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 22, 2025 D/A
MCE Social Capital
File 021-320329
$0$0$0None listed on this filingEDGAR ↗
Aug 22, 2025 D/A
MCE Social Capital
File 021-411562
$0$0$0None listed on this filingEDGAR ↗
Sep 20, 2018 D/A
Katerra Inc.
File 021-305025
$0$0$0None listed on this filingEDGAR ↗
Dec 27, 2017 D
Katerra Inc.
File 021-301730
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2017 D
Katerra Inc.
File 021-284812
$0$0$0None listed on this filingEDGAR ↗
May 20, 2016 D
Schoola, Inc.
File 021-263593
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2016 D
Katerra Inc.
File 021-260070
$0$0$0None listed on this filingEDGAR ↗
May 27, 2015 D
Schoola, Inc.
File 021-240562
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2014 D/A
VIRTUAL INSTRUMENTS Corp
File 021-225998
$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 4

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

MS
Other · group: Mce

MCE Social Capital

San Francisco, CA · Aug 29, 2018 → Aug 22, 2025 · 13 filings
  • Aug 22, 2025 · D/A · $1,450,000 sold of Indefinite · 4 investors · min. $50,000 · role: Director EDGAR ↗
  • Aug 22, 2025 · D/A · $58,960,000 sold of $100,000,000 · 69 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 23, 2024 · D/A · $50,620,000 sold of $100,000,000 · 62 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 23, 2024 · D/A · $550,000 sold of Indefinite · 4 investors · min. $50,000 · role: Director EDGAR ↗
  • Aug 25, 2023 · D/A · $45,535,000 sold of $100,000,000 · 54 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 25, 2023 · D/A · $450,000 sold of Indefinite · 4 investors · min. $50,000 · role: Director EDGAR ↗
  • Aug 26, 2022 · D/A · $350,000 sold of Indefinite · 3 investors · min. $50,000 · role: Director EDGAR ↗
  • Aug 26, 2022 · D/A · $39,255,000 sold of $100,000,000 · 48 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 27, 2021 · D · $350,000 sold of Indefinite · 3 investors · min. $50,000 · role: Director EDGAR ↗
  • Aug 27, 2021 · D/A · $30,075,000 sold of $100,000,000 · 37 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 28, 2020 · D/A · $24,825,000 sold of $100,000,000 · 24 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 29, 2019 · D/A · $14,550,000 sold of $25,000,000 · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 29, 2018 · D · $3,000,000 sold of $25,000,000 · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $68.5M from 80 investors as of the latest filing. Jim is listed as director on 13 filings for this deal.

Latest filing on EDGAR ↗
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(c) (1,881 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.

K
Other

Katerra Inc.

Menlo Park, CA · Mar 28, 2016 → Sep 20, 2018 · 5 filings
  • Sep 20, 2018 · D/A · $998,899,613 sold of $1,008,899,600 · 56 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 7, 2018 · D · $755,996,028 sold of $805,000,000 · 27 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 27, 2017 · D · $27,798,219 sold of $30,000,000 · 30 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 14, 2017 · D · $130,000,000 sold of $130,000,000 · 33 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 28, 2016 · D · $75,573,028 sold of $85,000,000 · 14 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $998.9M from 56 investors (99% of the $1.01B target) as of the latest filing. Jim is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
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.

S
Other Technology

Schoola, Inc.

San Francisco, CA · May 27, 2015 → May 20, 2016 · 2 filings
  • May 20, 2016 · D · $3,631,262 sold of $10,000,000 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 27, 2015 · D · $18,515,772 sold of $23,100,000 · 129 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $18.5M from 129 investors (100% of the $10M target) as of the latest filing. Jim is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
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.

VI
Computers

VIRTUAL INSTRUMENTS Corp

San Jose, CA · Oct 8, 2014 → Nov 20, 2014 · 2 filings
  • Nov 20, 2014 · D/A · $10,610,043 sold of $11,000,000 · 24 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 8, 2014 · D · $9,999,999 sold of $11,000,000 · 11 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $27.5M from 36 investors (100% of the $11M target) as of the latest filing. Jim is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Computers / 506(b) (499 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 (2)

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

  • Jim Davidson — GA, 1 issuer, Aug 11, 2010 → Aug 11, 2010 · no shared issuer
  • Jim Davidson — FL, 1 issuer, Oct 11, 2017 → Oct 11, 2017 · no shared issuer

People around Jim 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.

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

John Ayliffe

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

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Dan Brunner

Director · 13 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Nancy Swanson

Director · 13 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

William G. Way

Director · 13 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Justin Morales

Director · 13 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Gary Ford

Executive Officer, Director · 13 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Catherine Covington

Executive Officer · 13 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Kevin Carnahan

Executive Officer, Director · 13 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Eric McCallum

Director · 11 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Ayesha Wagle

Director · 10 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Jay Dunn

Director · 10 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Sayuri Sharper

Director · 10 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Jim Chu

Director · 10 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Camilla Nestor

Executive Officer, Director · 10 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Karen Keating Ansara

Director · 9 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Leah Bradford Francis

Director · 8 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Elena Pons

Executive Officer · 8 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Ginny Reyes Llamzon

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Kanini Mutooni

Director · 8 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

David S. Lambert

Director · 6 shared filings (1 issuer) · also on 11 other issuers

David S. Lambert is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Laura De Vere

Director · 6 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Meg Stallard

Director · 6 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Michael Marks

Director, Executive Officer, Promoter · 5 shared filings (1 issuer) · also on 32 other issuers

Michael Marks is on 33 issuers in total — a repeat sponsor. Their page lists every one.

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

Wendy Turman

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Pierre Berard

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Fritz Wolff

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

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Neil Mehta

Director · 4 shared filings (1 issuer) · also on 52 other issuers

Neil Mehta is on 53 issuers in total — a repeat sponsor. Their page lists every one.

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

Paal Kibsgaard

Director · 4 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Marcia Myers

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

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Amy Bell

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Sam Hicks

Director · 4 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Mark Blaufuss

Director · 4 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

John Hui

Director · 3 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Joanne Solomon

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Armeane Choksi

Director · 3 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Cary Hart

Director · 3 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

Robert Taylor

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Jim Davidson. Their page shows their other deals.

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

John Thompson

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

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

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

Adam Fisher

Director · 2 shared filings (1 issuer) · also on 48 other issuers

Adam Fisher is on 49 issuers in total — a repeat sponsor. Their page lists every one.

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.

The team behind the deals

M
Sponsor group

Mce

2 issuers · 17 filings · $20.9M reported sold · 2016–2026

One team, 2 deal companies. Jim Davidson 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 Jim Davidson.

Same business address

12 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 4 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 Jim Davidson 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 4 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jim Davidson is listed on: none on file. No website or social profile named in Katerra Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #247,434 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 (Menlo Park, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Jim Davidson appears on a new Form D, or when a court case or SEC action is matched to them. See plans →