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

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Josh Stein

Named as an officer, director or promoter on SEC Form D filings · CA · Apr 28, 2009 → May 2, 2025

18deals (issuers)
$1.7Breported sold
344investors
39Form D filings
2009–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:18 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Josh Stein is listed as an executive officer and director on 39 SEC Form D filings by 18 issuers between Apr 2009 and May 2025. Largest by amount reported sold: BOX INC (Redwood City, CA — other technology — 2009–2014; $500M reported sold to 30 investors), DFJ Venture XII, L.P. (Menlo Park, CA — pooled investment fund — 2016; $329M reported sold to 45 investors), DFJ Venture XI, L.P. (Menlo Park, CA — pooled investment fund — 2014; $292.5M reported sold to 37 investors), Threshold Ventures III, L.P. (Menlo Park, CA — pooled investment fund — 2019–2020; $146.6M reported sold to 20 investors), Talkdesk, Inc. (San Francisco, CA — other technology — 2020; $143.3M reported sold to 13 investors) and 13 more (all listed below).

What this means That is a lot of deals — 18 separate companies raised money with this person listed as executive officer and director, over about 16 years. Across those companies the filings report $1.7B sold in total.

Listed alongside Aaron Levie (11 shared filings), Dylan Smith (11 shared filings), Dan Levin (9 shared filings), Rory O'Driscoll (9 shared filings), Emily Melton (6 shared filings) and 59 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Josh. 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, 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 bankruptcy cases matching the name listed in Key records below.

What this means 2 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 39 public filings for Josh Stein and found 10 differences, 2 worth asking the sponsor about: Investor count went down between filings; 10 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 Josh Stein has not run yet — it is joining a line of 31,919 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: 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, 2:18 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 Josh Stein..

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)

Josh A Stein and Laura R Stein closed
United States Bankruptcy Court, E.D. Texas · No. 07-40396 · Filed Feb 28, 2007 · Closed Nov 8, 2007
Role of Josh A Stein and Laura R Stein: Debtor · Outcome: Case closed 2007-11-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in TX (not a filing state)
Josh Stein closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 96-17442 · Filed Aug 7, 1996 · Closed Feb 15, 2000
Role of Josh Stein: Debtor · Outcome: Case closed 2000-02-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in PA (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, 2:18 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

10 differences found between the filings for Josh Stein — 2 worth asking about (compared 39 filings on Oct 24, 2026)

Note · Jun 9, 1988 – Feb 3, 2004

4 bankruptcy cases name the subject or team members

Bankruptcy case: Kern Valley Plaza Partners, L.P. v. Rostad — filed Oct 27, 2003 · Bankruptcy case: Steve R Valenzuela — filed Apr 21, 2000 · Bankruptcy case: Bank of New England - West, The v. Siegelman — filed Jul 27, 1988 · Bankruptcy case: Connecticut Bank and Trust Co., The v. Siegelman — filed Jun 9, 1988

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 ↗Oyvind Rostad — PartnerFacts page ↗Docket · United States Bankruptcy Court, C.D. California ↗Steve Valenzuela — PartnerFacts page ↗
Sources
Worth asking · Jun 3, 2009 – Sep 4, 2009

Investor count went down between filings — YARDBARKER INC

The Jun 3, 2009 filing reports 8 investors; the Sep 4, 2009 Form D/A reports 5 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Jun 3, 2009 ↗Form D/A (later) · Sep 4, 2009 ↗YARDBARKER INC — PartnerFacts page ↗
Sources
Note · Oct 14, 2021 – Jan 27, 2022

Josh Stein appears on 2 deals that stopped filing before reaching their target

Threshold Ventures IV, L.P. (last filing Jan 27, 2022; $0 sold of $350,000,000); Threshold Ventures Select I, L.P. (last filing Oct 14, 2021; $0 sold of $100,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Threshold Ventures IV, L.P. — PartnerFacts page ↗Threshold Ventures Select I, L.P. — PartnerFacts page ↗
Sources
Worth asking · Feb 13, 2008 – Jun 30, 2022

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

Form D filed 65 days after the first sale — Sanity, Inc. · Form D filed 118 days after the first sale — Sanity, Inc. · Form D filed 482 days after the first sale — SugarCRM Inc · Form D filed 485 days after the first sale — SugarCRM Inc · Form D filed 393 days after the first sale — SugarCRM Inc · and 5 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.

Form D · Jun 30, 2022 ↗Sanity, Inc. — PartnerFacts page ↗Form D · Oct 19, 2020 ↗Form D · May 28, 2015 ↗
Sources
Note · Apr 17, 2009 – Jun 30, 2021

10 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 — Sanity, Inc. (latest filing Jun 30, 2021) · No amendment in the last 12 months on an offering that may still be open — Sanity, Inc. (latest filing Oct 19, 2020) · No amendment in the last 12 months on an offering that may still be open — Threshold Ventures III, L.P. (latest filing Jul 23, 2020) · No amendment in the last 12 months on an offering that may still be open — BOX INC (latest filing Jul 17, 2014) · No amendment in the last 12 months on an offering that may still be open — Selligy, Inc. (latest filing Dec 20, 2013) · and 5 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 · Jun 30, 2021 ↗Sanity, Inc. — PartnerFacts page ↗Form D · Oct 19, 2020 ↗Form D/A · Jul 23, 2020 ↗
Sources
Note · Apr 28, 2009 – Aug 4, 2020

6 offerings changed their target amount between filings

Offering amount changed between filings — Talkdesk, Inc. · Offering amount changed between filings — BOX INC · Offering amount changed between filings — Redfin CORP · Offering amount changed between filings — BOX INC · Offering amount changed between filings — BOX INC · and 1 more

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Jul 29, 2020 ↗Form D/A (later) · Aug 4, 2020 ↗Talkdesk, Inc. — PartnerFacts page ↗Form D (earlier) · Aug 14, 2012 ↗
Sources
Note · Oct 14, 2009 – Apr 8, 2010

Minimum investment changed between filings — BOX INC

The Oct 14, 2009 filing lists a minimum of $69,999; the Apr 8, 2010 Form D lists $21,999.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Oct 14, 2009 ↗Form D (later) · Apr 8, 2010 ↗BOX INC — PartnerFacts page ↗
Sources
Note · Jun 3, 2009 – Sep 4, 2009

Minimum investment changed between filings — YARDBARKER INC

The Jun 3, 2009 filing lists a minimum of $10,775; the Sep 4, 2009 Form D/A lists $17,391.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jun 3, 2009 ↗Form D/A (later) · Sep 4, 2009 ↗YARDBARKER INC — PartnerFacts page ↗
Sources
Note · Aug 12, 2011 – Dec 11, 2019

Same name, different state: "Josh Stein" (NY) is a separate record

This page covers filings where the address state is CA. A separate record, "Josh Stein" with address state NY, is listed on 9 filings — most recently by LendKey Technologies, Inc. (Dec 11, 2019). Both records have filings in the same period (Aug 12, 2011 to Dec 11, 2019).

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.

Josh Stein (NY) — PartnerFacts page ↗Form D · Dec 11, 2019 ↗LendKey Technologies, Inc. — PartnerFacts page ↗Josh Stein (CA) — this page ↗
Sources
Note · Oct 14, 2009 – May 2, 2025

4 address changes between filings

Address moved from Palo Alto, CA to San Francisco, CA — Sanity, Inc. · Address moved from Cupertino, CA to Cuperinto, CA — SugarCRM Inc · Address moved from Palo Alto, CA to Los Altos, CA — BOX INC · Address moved from Menlo Park, CA to Palo Alto, CA — BOX INC

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D · Jun 30, 2022 ↗Form D · May 2, 2025 ↗Sanity, Inc. — PartnerFacts page ↗Form D · Jan 29, 2015 ↗
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

0 of 33 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 2, 2025 D
Sanity, Inc.
File 021-545090
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 22, 2025 D
Threshold Ventures V, L.P.
File 021-544251
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2022 D
Sanity, Inc.
File 021-450752
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 4, 2022 D
Threshold Ventures Founders, L.P.
File 021-444373
$0$0$0None listed on this filingEDGAR ↗
Feb 16, 2022 D
Databook Labs, Inc.
File 021-433829
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2022 D
Threshold Ventures IV, L.P.
File 021-431149
$0$0$0Hollister Associates, LLC BrokerCheck CRD 173366 ↗EDGAR ↗
Oct 14, 2021 D
Threshold Ventures Select I, L.P.
File 021-416838
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2021 D
Sanity, Inc.
File 021-404761
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 3, 2021 D
Databook Labs, Inc.
File 021-397902
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2020 D
Sanity, Inc.
File 021-378211
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 4, 2020 D/A
Talkdesk, Inc.
File 021-372076
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2020 D/A
Threshold Ventures III, L.P.
File 021-344896
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2016 D
DFJ Venture XII Partners Fund, LLC
File 021-257047
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2016 D
DFJ Venture XII, L.P.
File 021-257046
$0$0$0None listed on this filingEDGAR ↗
May 28, 2015 D
SugarCRM Inc
File 021-240726
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2015 D
SugarCRM Inc
File 021-233112
$0$0$0None listed on this filingEDGAR ↗
Nov 17, 2014 D
BOX INC
File 021-228494
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2014 D
BOX INC
File 021-221296
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2014 D
BOX INC
File 021-221311
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2014 D
SugarCRM Inc
File 021-212284
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2014 D
DFJ Venture XI, L.P.
File 021-211732
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2014 D
DFJ Venture XI Partners Fund, LLC
File 021-211736
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2013 D
Selligy, Inc.
File 021-208391
$0$0$0None listed on this filingEDGAR ↗
Mar 29, 2013 D
SugarCRM Inc
File 021-194194
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2013 D/A
BOX INC
File 021-182647
$0$0$0None listed on this filingEDGAR ↗
Oct 17, 2011 D
BOX INC
File 021-167369
$0$0$0None listed on this filingEDGAR ↗
Aug 26, 2011 D
GOODGUIDE INC
File 021-164999
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 16, 2011 D
BOX INC
File 021-164509
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2011 D
SugarCRM Inc
File 021-158370
$0$0$0None listed on this filingEDGAR ↗
Mar 2, 2011 D
BOX INC
File 021-156112
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2010 D/A
Redfin CORP
File 021-97237
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2010 D
BOX INC
File 021-93658
$0$0$0None listed on this filingEDGAR ↗
Sep 4, 2009 D/A
YARDBARKER INC
File 021-117250
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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 18

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

S
Other Technology

Sanity, Inc.

San Francisco, CA · Oct 19, 2020 → May 2, 2025 · 4 filings
  • May 2, 2025 · D · $87,184,637 sold of $87,184,637 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 30, 2022 · D · $35,000,000 sold of $35,000,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 30, 2021 · D · $33,912,815 sold of $33,999,993 · 9 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 19, 2020 · D · $9,317,158 sold of $10,000,000 · 12 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $87.2M from 12 investors (100% of the $87.2M target) as of the latest filing. Josh is listed as director on 4 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.

TV
Pooled Investment Fund

Threshold Ventures V, L.P.

Palo Alto, CA · Apr 22, 2025
  • Apr 22, 2025 · D · $0 sold of $350,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Josh is listed as executive officer.

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: Pooled Investment Fund / 506(b) (83,801 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.

TV
Pooled Investment Fund

Threshold Ventures Founders, L.P.

Menlo Park, CA · May 4, 2022
  • May 4, 2022 · D · $2,600,000 sold of $2,600,000 · 19 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

Raised $2.6M from 19 investors (100% of the $2.6M target) as of the latest filing. Josh is listed as executive officer.

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: Pooled Investment Fund / 506(b) (83,801 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.

DL
Other Technology

Databook Labs, Inc.

Palo Alto, CA · May 3, 2021 → Feb 16, 2022 · 2 filings
  • Feb 16, 2022 · D · $49,999,670 sold of $49,999,670 · 12 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 3, 2021 · D · $15,999,996 sold of $15,999,996 · 13 investors · min. $14,998 · role: Director EDGAR ↗

Raised $50M from 35 investors (100% of the $50M target) as of the latest filing. Josh 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.

TV
Pooled Investment Fund

Threshold Ventures IV, L.P.

Menlo Park, CA · Jan 27, 2022
  • Jan 27, 2022 · D · $0 sold of $350,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Josh is listed as executive officer.

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: Pooled Investment Fund / 506(b) (83,801 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.

TV
Pooled Investment Fund

Threshold Ventures Select I, L.P.

Menlo Park, CA · Oct 14, 2021
  • Oct 14, 2021 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Josh is listed as executive officer.

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: Pooled Investment Fund / 506(b) (83,801 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.

T
Other Technology

Talkdesk, Inc.

San Francisco, CA · Jul 29, 2020 → Aug 4, 2020 · 2 filings
  • Aug 4, 2020 · D/A · $143,250,005 sold of $143,250,005 · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 29, 2020 · D · $14,325,005 sold of $14,325,005 · 13 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $143.3M from 13 investors (100% of the $143.3M target) as of the latest filing. Josh 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.

TV
Pooled Investment Fund

Threshold Ventures III, L.P.

Menlo Park, CA · Jul 23, 2019 → Jul 23, 2020 · 2 filings
  • Jul 23, 2020 · D/A · $146,575,000 sold of $250,000,000 · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 23, 2019 · D · $0 sold of $250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $146.6M from 20 investors (59% of the $250M target) as of the latest filing. Josh is listed as executive officer 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: Pooled Investment Fund / 506(b) (83,801 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.

DV
Pooled Investment Fund

DFJ Venture XII Partners Fund, LLC

Menlo Park, CA · Feb 9, 2016
  • Feb 9, 2016 · D · $21,000,000 sold of $21,000,000 · 25 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $21M from 25 investors (100% of the $21M target) as of the latest filing. Josh is listed as executive officer.

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: Pooled Investment Fund / 506(b) (83,801 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.

DV
Pooled Investment Fund

DFJ Venture XII, L.P.

Menlo Park, CA · Feb 9, 2016
  • Feb 9, 2016 · D · $329,000,000 sold of $329,000,000 · 45 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $329M from 45 investors (100% of the $329M target) as of the latest filing. Josh is listed as executive officer.

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: Pooled Investment Fund / 506(b) (83,801 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

SugarCRM Inc

Cupertino, CA · Apr 14, 2011 → May 28, 2015 · 5 filings
  • May 28, 2015 · D · $222,554 sold of $222,554 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 29, 2015 · D · $3,568,960 sold of $3,568,960 · 10 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 21, 2014 · D · $8,919,533 sold of $8,919,533 · 16 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 29, 2013 · D · $15,161,307 sold of $15,161,307 · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 14, 2011 · D · $110,240 sold of $110,240 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $15.2M from 16 investors (100% of the $223K target) as of the latest filing. Josh 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 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.

B
Other Technology

BOX INC

Redwood City, CA · Apr 28, 2009 → Nov 17, 2014 · 11 filings
  • Nov 17, 2014 · D · $3,849,750 sold of $3,849,750 · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 17, 2014 · D · $150,000,000 sold of $150,000,000 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 17, 2014 · D · $8,172,320 sold of $10,953,403 · 21 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 29, 2013 · D/A · $150,000,000 sold of $150,000,000 · 17 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 14, 2012 · D · $99,999,989 sold of $125,000,000 · 5 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 17, 2011 · D · $29,999,997 sold of $30,000,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 16, 2011 · D · $18,671,977 sold of $35,000,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 2, 2011 · D · $37,249,999 sold of $37,750,000 · 12 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 8, 2010 · D · $15,000,001 sold of $18,000,001 · 7 investors · min. $21,999 · role: Director EDGAR ↗
  • Oct 14, 2009 · D/A · $7,109,999 sold of $7,109,999 · 5 investors · min. $69,999 · role: Director EDGAR ↗
  • Apr 28, 2009 · D · $5,109,999 sold of $5,109,999 · 5 investors · min. $69,999 · role: Director EDGAR ↗

Raised $500M from 30 investors (100% of the $3.85M target) as of the latest filing. Josh is listed as director on 11 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.

DV
Pooled Investment Fund

DFJ Venture XI Partners Fund, LLC

Menlo Park, CA · Feb 11, 2014
  • Feb 11, 2014 · D · $32,500,000 sold of $32,500,000 · 31 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $32.5M from 31 investors (100% of the $32.5M target) as of the latest filing. Josh is listed as executive officer.

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: Pooled Investment Fund / 506(b) (83,801 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.

DV
Pooled Investment Fund

DFJ Venture XI, L.P.

Menlo Park, CA · Feb 11, 2014
  • Feb 11, 2014 · D · $292,500,000 sold of $292,500,000 · 37 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $292.5M from 37 investors (100% of the $292.5M target) as of the latest filing. Josh is listed as executive officer.

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: Pooled Investment Fund / 506(b) (83,801 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

Selligy, Inc.

Belmont, CA · Dec 20, 2013
  • Dec 20, 2013 · D · $2,824,307 sold of $3,026,821 · 12 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.82M from 12 investors (93% of the $3.03M target) as of the latest filing. Josh is listed as director.

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.

G
Other Technology

GOODGUIDE INC

San Francisco, CA · Aug 26, 2011
  • Aug 26, 2011 · D · $4,999,998 sold of $4,999,998 · 6 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $5M from 6 investors (100% of the $5M target) as of the latest filing. Josh is listed as director.

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.

RC
Other Real Estate

Redfin CORP

Seattle, WA · Nov 17, 2009 → Sep 30, 2010 · 2 filings
  • Sep 30, 2010 · D/A · $10,269,496 sold of $10,269,496 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 17, 2009 · D · $9,999,999 sold of $9,999,999 · 10 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $71M from 35 investors (100% of the $10.3M target) as of the latest filing. Josh 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.

Y
Other Technology

YARDBARKER INC

San Francisco, CA · Sep 4, 2009
  • Sep 4, 2009 · D/A · $1,513,615 sold of $1,560,000 · 5 investors · min. $17,391 · role: Director EDGAR ↗

Raised $1.51M from 8 investors (97% of the $1.56M target) as of the latest filing. Josh is listed as director.

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.

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.

  • Josh Stein — NY, 2 issuers, Aug 12, 2011 → Dec 11, 2019 · no shared issuer

People around Josh 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.

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

Aaron Levie

Executive Officer, Director, Promoter · 11 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Rory O'Driscoll

Director · 9 shared filings (1 issuer) · also on 13 other issuers

Rory O'Driscoll is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Dan Levin

Director, Executive Officer · 9 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Mamoon Hamid

Director · 6 shared filings (1 issuer) · also on 35 other issuers

Mamoon Hamid is on 36 issuers in total — a repeat sponsor. Their page lists every one.

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

Emily Melton

Executive Officer · 6 shared filings (5 issuers) · also on 9 other issuers

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

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

Larry Augustin

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

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

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

Mary Coleman

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

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

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

Mark Leslie

Director · 5 shared filings (1 issuer) · also on 11 other issuers

Mark Leslie is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Gary Reiner

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Dana Evan

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Steve Jurvetson

Executive Officer · 4 shared filings (4 issuers) · also on 27 other issuers

Steve Jurvetson is on 31 issuers in total — a repeat sponsor. Their page lists every one.

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

Brooke Seawell

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Andreas Stavropoulos

Executive Officer · 4 shared filings (4 issuers) · also on 8 other issuers

Andreas Stavropoulos is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Magnus Hillestad

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Simen Svale Skogsrud

Director · 4 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Steven M Krausz

Director · 3 shared filings (1 issuer) · also on 10 other issuers

Steven M Krausz is on 11 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

Doug Pepper

Director · 3 shared filings (1 issuer) · also on 9 other issuers

Doug Pepper is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Antoine Munfa

Director · 3 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Peter McGoff

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Graham Younger

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Padmasree Warrior

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Glenn Kelman

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

James Slavet

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

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

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

Stephen Hall

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Winston Fu

Director · 2 shared filings (1 issuer) · also on 7 other issuers

Winston Fu is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Paul Goodrich

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

Paul Goodrich is on 5 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

Alice Royster

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

James D. Marks Jr.

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Marc Singer

Director · 2 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Michael Daly

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Alex Coon

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Sarah Masey

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Mark Reitman

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Andrew Chmyz

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Chirag Shah

Director · 2 shared filings (1 issuer) · also on 6 other issuers

Chirag Shah is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Steve Valenzuela

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Anand Shah

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

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

Tiago Paiva

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

Listed on the same filings as Josh Stein. Their page shows their other deals.

The team behind the deals

Same business address

51 other issuers file from the same address (first 50 shown)

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 18 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 Josh Stein 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 18 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Josh Stein is listed on: none on file. No website or social profile named in DFJ Venture XII, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #291,217 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 ↗Washington Courts case search (dw.courts.wa.gov) ↗

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 ↗Washington Secretary of State business search ↗OpenCorporates ↗

Change history

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