Sponsor Check › Person
Related person on Form D filings · address states as listed: GA, 2Q, TN, ID, IL, VA · listed Apr 14, 2009 → Oct 20, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. 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.
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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
Not yet searched.
Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
4 of 114 offerings report sales commissions totalling $12,064,500; 0 report finder's fees; 1 reports proceeds to related persons totalling $350,000. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 20, 2026 D/A File 021-491037 | $50,000 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ |
| EDGAR ↗ | Sep 10, 2026 D File 021-597021 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 16, 2026 D File 021-587549 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 16, 2026 D File 021-587557 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 29, 2026 D/A File 021-544657 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 18, 2026 D File 021-573886 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 26, 2025 D File 021-565247 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 26, 2025 D File 021-565254 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 5, 2025 D File 021-553688 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 1, 2025 D File 021-550415 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 1, 2025 D File 021-550416 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 25, 2025 D File 021-544516 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 25, 2025 D File 021-544515 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 24, 2025 D File 021-536135 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 24, 2025 D File 021-536138 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 19, 2024 D File 021-529876 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 24, 2024 D File 021-527710 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 24, 2024 D File 021-527680 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 11, 2024 D File 021-523759 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 26, 2024 D File 021-522386 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 11, 2024 D/A File 021-514378 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 11, 2024 D/A File 021-514358 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 5, 2024 D File 021-515195 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 14, 2024 D File 021-513240 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 14, 2024 D File 021-513226 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2024 D File 021-509692 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2024 D File 021-509685 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 13, 2023 D File 021-499596 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 13, 2023 D File 021-499604 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 18, 2023 D File 021-479136 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 18, 2023 D File 021-479137 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2023 D File 021-475823 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2023 D File 021-475836 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2023 D File 021-475797 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2023 D File 021-475805 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2023 D File 021-475753 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2023 D File 021-475763 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 17, 2023 D File 021-473821 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2022 D File 021-469069 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2022 D File 021-469058 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 9, 2022 D File 021-466994 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2022 D File 021-463798 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2022 D File 021-463816 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462210 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 29, 2022 D File 021-457317 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 23, 2022 D File 021-456679 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 22, 2022 D File 021-456584 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 11, 2022 D File 021-455704 | $0 | $0 | $350,000 Proceeds from the offering may be used to fund the issuer's payroll, including the salaries of executive officers. | None listed on this filing |
| EDGAR ↗ | Jun 13, 2022 D File 021-449031 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2022 D File 021-437817 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 17, 2021 D File 021-425483 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 14, 2021 D File 021-424802 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 8, 2021 D File 021-420282 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 15, 2021 D File 021-413471 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 10, 2021 D File 021-413009 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 3, 2021 D File 021-412301 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 14, 2021 D File 021-406121 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2021 D File 021-392935 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2021 D File 021-392919 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 29, 2021 D File 021-387863 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 29, 2021 D File 021-387853 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 14, 2021 D File 021-386330 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 14, 2021 D File 021-386366 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2020 D File 021-377622 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 29, 2020 D File 021-376563 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 29, 2020 D File 021-376566 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 15, 2020 D File 021-368918 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 15, 2020 D File 021-368919 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 2, 2020 D File 021-364163 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 2, 2020 D File 021-364161 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 8, 2020 D File 021-357489 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2020 D File 021-357211 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 9, 2019 D File 021-348257 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 9, 2019 D File 021-348254 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 24, 2019 D File 021-340351 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 24, 2019 D File 021-340341 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 3, 2019 D/A File 021-311734 | $12,000 (est.) | $0 | $0 | Frontier Solutions, LLC BrokerCheck CRD 136102 ↗ |
| EDGAR ↗ | Apr 8, 2019 D File 021-336725 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 15, 2019 D File 021-330629 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 13, 2018 D File 021-327895 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 13, 2018 D File 021-327907 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 20, 2018 D File 021-326277 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 30, 2018 D File 021-320438 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 4, 2018 D File 021-311731 | $2,500 | $0 | $0 | Frontier Solutions, LLC BrokerCheck CRD 136102 ↗ |
| EDGAR ↗ | Dec 18, 2017 D File 021-300993 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 22, 2017 D File 021-295207 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2017 D File 021-283937 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 30, 2017 D File 021-283743 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 19, 2017 D File 021-278735 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2016 D File 021-272844 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 15, 2016 D File 021-267101 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 25, 2015 D File 021-251948 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 26, 2015 D File 021-240544 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 10, 2015 D File 021-235573 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 29, 2014 D File 021-223893 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 18, 2014 D/A File 021-214887 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 25, 2013 D File 021-205287 | $0 | $0 | $0 The Issuer will pay BIP Early Stage Management I, LLC a management fee based upon a percentage of committed capital, as further set forth in the Issuer's offering documents. | None listed on this filing |
| EDGAR ↗ | Oct 25, 2013 D File 021-205288 | $0 | $0 | $0 The Issuer will pay BIP Early Stage Management I, LLC a management fee based upon a percentage of committed capital as further set forth in the Issuer's offering documents. | None listed on this filing |
| EDGAR ↗ | Sep 24, 2013 D File 021-203421 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 1, 2013 D File 021-200582 | $12,000,000 (est.) | $0 | $0 | GP Bullhound Inc. BrokerCheck CRD 147794 ↗ |
| EDGAR ↗ | Jan 3, 2013 D File 021-189357 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 3, 2013 D File 021-189347 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 20, 2012 D File 021-188745 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 28, 2012 D File 021-183361 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 15, 2012 D File 021-178259 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2012 D File 021-176067 | $0 | $0 | $0 The issuer will pay customary advisory fees to the investment advisor and repay any organizational and initial offering expenses advanced by the general partner and as provided for in the issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 3, 2012 D File 021-176076 | $0 | $0 | $0 The issuer will pay customary advisory fees to the investment advisor and repay any organization and initial offering expenses advanced by the general partner and as provided for in the issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 6, 2012 D File 021-174421 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 27, 2012 D File 021-172581 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 7, 2011 D File 021-165462 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 13, 2011 D File 021-159750 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 3, 2010 D File 021-145863 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 21, 2010 D/A File 021-130208 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 14, 2009 D File 021-91778 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | BIP Ventures Evergreen BDC group: Bip | Executive Officer, Director Chairman of Board of Trustees, Chief Executive Officer | Oct 20, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $146,737,940 | 1503 similar: 2–28 | $10,000 similar: $5,000–$100,000 |
| EDGAR ↗ | BIP Ventures Mediafly Senior Note I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Sep 10, 2026 | D | $3,625,000 similar: $155,000–$5,250,000 | $3,625,000 | 57 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures ChartSpan Equity I-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Jun 16, 2026 | D | $15,100,000 similar: $155,000–$5,250,000 | $6,890,000 | 54 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures ChartSpan Equity I-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Jun 16, 2026 | D | $15,100,000 similar: $155,000–$5,250,000 | $1,300,000 | 12 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LAGO Evergreen Credit group: Bip | Director | Apr 29, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $73,568,700 | 597 similar: 2–28 | $10,000 similar: $5,000–$100,000 |
| EDGAR ↗ | BIP Ventures Wealth Alliance Equity II, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Feb 18, 2026 | D | $807,607 similar: $155,000–$5,250,000 | $807,607 | 14 similar: 4–27 | $5,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Mediafly Convertible Note III-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Nov 26, 2025 | D | $15,050,000 similar: $155,000–$5,250,000 | $1,975,000 | 15 similar: 4–27 | $75,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Mediafly Convertible Note III-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Nov 26, 2025 | D | $15,050,000 similar: $155,000–$5,250,000 | $550,000 | 7 similar: 4–27 | $75,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Evergreen BDC group: Bip | Executive Officer Chairman of Board of Trustees, Chief Executive Officer | Oct 14, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $108,758,118 | 1167 similar: 2–28 | $10,000 similar: $5,000–$100,000 |
| EDGAR ↗ | CareSave Technologies, Inc. | Director | Aug 5, 2025 | D | $20,000,507 similar: $829,831–$9,999,998 | $4,247,670 | 7 similar: 2–15 | No minimum reported similar: $10,000–$54,310 |
| EDGAR ↗ | LAGO Evergreen Credit group: Bip | Director | Jul 11, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $28,786,750 | 304 similar: 2–28 | $10,000 similar: $5,000–$100,000 |
| EDGAR ↗ | BIP Ventures Acceleration Fund-QP, LP group: Bip | Executive Officer CEO of the Manager of the General Partner | Jul 1, 2025 | D | $68,000,000 similar: $155,000–$5,250,000 | $12,825,000 | 73 similar: 4–27 | $150,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Acceleration Fund-AI, LP group: Bip | Executive Officer CEO of the Manager General Partner | Jul 1, 2025 | D | $68,000,000 similar: $155,000–$5,250,000 | $3,415,000 | 27 similar: 4–27 | $150,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LAGO Evergreen Credit group: Bip | Director | Apr 28, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $16,260,250 | 176 similar: 2–28 | $10,000 similar: $5,000–$100,000 |
| EDGAR ↗ | BIP Ventures ShiftMed Convertible Debt I-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Apr 25, 2025 | D | $6,150,000 similar: $155,000–$5,250,000 | $6,150,000 | 54 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures ShiftMed Convertible Debt I-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Apr 25, 2025 | D | $900,000 similar: $155,000–$5,250,000 | $900,000 | 17 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Mediafly Convertible Note II-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Jan 24, 2025 | D | $10,050,000 similar: $155,000–$5,250,000 | $2,850,000 | 17 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Mediafly Convertible Note II-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Jan 24, 2025 | D | $10,050,000 similar: $155,000–$5,250,000 | $305,000 | 5 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Case Status Equity I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Nov 19, 2024 | D | $2,050,000 similar: $155,000–$5,250,000 | $2,050,000 | 33 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LynkCare, Inc. | Director | Oct 24, 2024 | D | $14,964,529 similar: $1,100,015–$10,001,163 | $12,864,527 | 15 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Ventures Velocity Convertible Note I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Oct 24, 2024 | D | $2,500,000 similar: $155,000–$5,250,000 | $2,230,000 | 42 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Proem Convertible Note I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Sep 11, 2024 | D | $1,050,000 similar: $155,000–$5,250,000 | $1,050,000 | 29 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Joymo Equity II, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Aug 26, 2024 | D | $120,000 similar: $155,000–$5,250,000 | $120,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Evergreen BDC group: Bip | Executive Officer Chairman of Board of Trustees, Chief Executive Officer | Aug 15, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $74,076,819 | 842 similar: 2–28 | $10,000 similar: $5,000–$100,000 |
| EDGAR ↗ | BIP Ventures Annex Fund 5-AI, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | Jul 11, 2024 | D/A | $36,000,000 similar: $155,000–$5,250,000 | $7,422,183 | 81 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Annex Fund 5-QP, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | Jul 11, 2024 | D/A | $36,000,000 similar: $155,000–$5,250,000 | $19,565,000 | 149 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Wealth Alliance Equity I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Jun 5, 2024 | D | $6,768,000 similar: $2,144,500–$20,220,000 | $6,768,000 | 118 similar: 2–24 | $100,000 similar: $10,000–$100,000 |
| EDGAR ↗ | BIP Ventures Annex Fund 5-AI, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | May 28, 2024 | D | $2,360,000 similar: $155,000–$5,250,000 | $2,360,000 | 24 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Annex Fund 5-QP, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | May 28, 2024 | D | $9,015,000 similar: $155,000–$5,250,000 | $9,015,000 | 69 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Rhyme Equity III-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | May 14, 2024 | D | $4,770,653 similar: $155,000–$5,250,000 | $4,770,653 | 63 similar: 4–27 | $55,172 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Rhyme Equity III-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | May 14, 2024 | D | $606,892 similar: $155,000–$5,250,000 | $606,892 | 12 similar: 4–27 | $55,172 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures ShiftMed Equity III-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Apr 4, 2024 | D | $27,805,000 similar: $155,000–$5,250,000 | $27,805,000 | 159 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures ShiftMed Equity III-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Apr 4, 2024 | D | $6,995,000 similar: $155,000–$5,250,000 | $6,995,000 | 57 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures 2080 Media Equity XII-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Dec 13, 2023 | D | $7,990,000 similar: $155,000–$5,250,000 | $7,990,000 | 78 similar: 4–27 | $125,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures 2080 Media Equity XII-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Dec 13, 2023 | D | $14,175,000 similar: $155,000–$5,250,000 | $14,175,000 | 101 similar: 4–27 | $125,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Ventures Evergreen BDC group: Bip | Executive Officer Chairman of Board of Trustees, Chief Executive Officer | Aug 30, 2023 | D | Indefinite similar: $500,000–$16,420,250 | $34,738,548 | 363 similar: 2–28 | $10,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Panoramic 2080 Media Equity XI-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Apr 18, 2023 | D | $16,035,000 similar: $155,000–$5,250,000 | $16,035,000 | 109 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic 2080 Media Equity XI-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Apr 18, 2023 | D | $5,315,000 similar: $155,000–$5,250,000 | $5,315,000 | 64 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Annex Fund 4, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | Mar 14, 2023 | D | $6,900,000 similar: $155,000–$5,250,000 | $6,900,000 | 53 similar: 4–27 | $125,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Annex Fund 4-QP, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | Mar 14, 2023 | D | $28,905,000 similar: $155,000–$5,250,000 | $28,905,000 | 142 similar: 4–27 | $125,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PANORAMIC ANNEX FUND 4b, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | Mar 14, 2023 | D | $15,760,000 similar: $155,000–$5,250,000 | $15,760,000 | 113 similar: 4–27 | $30,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PANORAMIC ANNEX FUND 4b-QP, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | Mar 14, 2023 | D | $32,440,000 similar: $155,000–$5,250,000 | $32,440,000 | 176 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Trella Acquisition I, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | Mar 14, 2023 | D | $8,320,000 similar: $155,000–$5,250,000 | $8,320,000 | 76 similar: 4–27 | $15,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Trella Acquisition I-QP, LP group: Bip | Executive Officer Chief Executive Officer of the General Partner | Mar 14, 2023 | D | $21,680,000 similar: $155,000–$5,250,000 | $21,680,000 | 140 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic JoyMo Equity I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Feb 17, 2023 | D | $505,000 similar: $155,000–$5,250,000 | $505,000 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic ShiftMed Equity II-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Dec 29, 2022 | D | $60,000,000 similar: $155,000–$5,250,000 | $40,243,300 | 265 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic ShiftMed Equity II-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Dec 29, 2022 | D | $60,000,000 similar: $155,000–$5,250,000 | $6,275,000 | 82 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Supply Chain Wizard, Inc. | Director | Dec 9, 2022 | D | $6,799,997 similar: $500,000–$7,000,000 | $6,799,997 | 5 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Panoramic Connexpay Equity II-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Nov 3, 2022 | D | $16,353,000 similar: $155,000–$5,250,000 | $16,353,000 | 169 similar: 4–27 | $75,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Connexpay Equity II-AI, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Nov 3, 2022 | D | $2,897,500 similar: $155,000–$5,250,000 | $2,897,500 | 67 similar: 4–27 | $75,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic EmpowHR Equity I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Oct 19, 2022 | D | $2,025,000 similar: $155,000–$5,250,000 | $1,370,000 | 24 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Shiftmed Equity I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Aug 29, 2022 | D | $429,410 similar: $155,000–$5,250,000 | $429,410 | 62 similar: 4–27 | $5,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Mediafly Equity I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Aug 23, 2022 | D | $3,200,000 similar: $155,000–$5,250,000 | $2,435,000 | 34 similar: 4–27 | $30,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PANORAMIC SHIFTMED EQUITY I-QP, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Aug 22, 2022 | D | $2,759,860 similar: $155,000–$5,250,000 | $2,759,860 | 236 similar: 4–27 | $5,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Acclivity Health Solutions, Inc. | Director | Aug 11, 2022 | D | $13,099,999 similar: $1,100,015–$10,001,163 | $13,099,999 | 5 similar: 2–14 | $74,998 similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Capital 2080 Media Equity X, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Jun 13, 2022 | D | $13,158,000 similar: $155,000–$5,250,000 | $13,158,000 | 72 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Wellview Sentry Merger I, LLC group: Bip | Executive Officer Chief Executive Officer of the Manager | Mar 17, 2022 | D | $3,200,000 similar: $155,000–$5,250,000 | $3,200,000 | 79 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | UserIQ, Inc. | Director | Dec 17, 2021 | D | $1,799,999 similar: $1,100,015–$10,001,163 | $1,799,999 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Panoramic UserIQ Equity II, LLC group: Bip | Executive Officer Manager of the Manager | Dec 14, 2021 | D | $1,830,000 similar: $155,000–$5,250,000 | $1,830,000 | 25 similar: 4–27 | $30,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Nview Health, Inc. | Director | Nov 8, 2021 | D | $3,234,265 similar: $829,831–$9,999,998 | $3,234,265 | 5 similar: 2–15 | No minimum reported similar: $10,000–$54,310 |
| EDGAR ↗ | BIP Capital EmpowHR Convertible Note II, LLC group: Bip | Executive Officer Manager of the Manager | Sep 15, 2021 | D | $1,350,000 similar: $155,000–$5,250,000 | $1,350,000 | 44 similar: 4–27 | $15,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Acclivity Health Solutions, Inc. | Director | Sep 10, 2021 | D | $2,800,059 similar: $1,100,015–$10,001,163 | $2,800,059 | 13 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Capital Wellview Senior Debt II, LLC group: Bip | Executive Officer Manager of the Manager | Sep 3, 2021 | D | $2,200,000 similar: $155,000–$5,250,000 | $2,200,000 | 63 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Wellview, Inc. group: Bip | Director | Jul 14, 2021 | D | $3,620,888 similar: $829,831–$9,999,998 | $2,345,885 | 14 similar: 2–15 | No minimum reported similar: $10,000–$54,310 |
| EDGAR ↗ | Panoramic Venture Fund 5-QP, LP group: Bip | Executive Officer Manager of Panoramic Venture GP 5, LLC, its General Partner | Mar 19, 2021 | D | $200,000,000 similar: $155,000–$5,250,000 | $35,950,000 | 109 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Panoramic Venture Fund 5, LP group: Bip | Executive Officer Manager of Panoramic Venture GP 5, LLC, its General Partner | Mar 19, 2021 | D | $200,000,000 similar: $155,000–$5,250,000 | $16,330,000 | 67 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital 2080 Senior Debt Fund III-QP, LLC group: Bip | Executive Officer Manager of the Manager | Jan 29, 2021 | D | $42,150,000 similar: $155,000–$5,250,000 | $42,150,000 | 151 similar: 4–27 | $150,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital 2080 Senior Debt Fund III, LLC group: Bip | Executive Officer Manager of the Manager | Jan 29, 2021 | D | $15,350,000 similar: $155,000–$5,250,000 | $15,350,000 | 97 similar: 4–27 | $150,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital 2080 Media Equity VIII, LLC group: Bip | Executive Officer Manager of the Manager | Jan 14, 2021 | D | $2,300,000 similar: $155,000–$5,250,000 | $2,300,000 | 24 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Jan 14, 2021 | D | $10,000,000 similar: $1,100,015–$10,001,163 | $10,000,000 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Capital Huddle Equity II, LLC group: Bip | Executive Officer Manager of the Manager | Oct 13, 2020 | D | $2,139,334 similar: $155,000–$5,250,000 | $2,139,334 | 26 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Mini Fund IIIb-QP, LP group: Bip | Executive Officer Manager of the Manager | Sep 29, 2020 | D | $10,380,000 similar: $155,000–$5,250,000 | $10,380,000 | 67 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Mini Fund IIIb, LP group: Bip | Executive Officer Manager of the Manager | Sep 29, 2020 | D | $7,070,000 similar: $155,000–$5,250,000 | $7,070,000 | 73 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Wellview Senior Debt I, LLC group: Bip | Executive Officer Manager of the Manager | Jun 15, 2020 | D | $2,000,000 similar: $155,000–$5,250,000 | $2,000,000 | 57 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital EmpowHR Convertible Note I, LLC group: Bip | Executive Officer Manager of the Manager | Jun 15, 2020 | D | $1,000,000 similar: $155,000–$5,250,000 | $622,500 | 20 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital 2080 Media Sub Debt Fund I-QP, LLC group: Bip | Executive Officer Manager of the Manager | Apr 2, 2020 | D | $8,245,000 similar: $155,000–$5,250,000 | $8,245,000 | 64 similar: 4–27 | $75,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital 2080 Media Sub Debt Fund I, LLC group: Bip | Executive Officer Manager of the Manager | Apr 2, 2020 | D | $4,305,000 similar: $155,000–$5,250,000 | $4,305,000 | 55 similar: 4–27 | $75,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital 2080 Media Equity VII, LLC group: Bip | Executive Officer Manager of the Manager | Jan 8, 2020 | D | $7,201,779 similar: $155,000–$5,250,000 | $7,201,779 | 98 similar: 4–27 | $75,000 similar: $1,000–$100,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Jan 6, 2020 | D | $12,500,000 similar: $1,100,015–$10,001,163 | $9,148,222 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Capital Mini Fund III-QP, LP group: Bip | Executive Officer Manager of the General Partner | Sep 9, 2019 | D | $20,000,000 similar: $155,000–$5,250,000 | $5,655,000 | 34 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Mini Fund III, LP group: Bip | Executive Officer Manager of the General Partner | Sep 9, 2019 | D | $20,000,000 similar: $155,000–$5,250,000 | $1,505,000 | 14 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital 2080 Senior Debt Fund II-QP, LLC group: Bip | Executive Officer Manager of the Manager | May 24, 2019 | D | $9,000,000 similar: $155,000–$5,250,000 | $9,000,000 | 66 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital 2080 Senior Debt Fund II, LLC group: Bip | Executive Officer Manager of the Manager | May 24, 2019 | D | $6,000,000 similar: $155,000–$5,250,000 | $6,000,000 | 95 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Venture Fund IV-QP, LP group: Bip | Executive Officer Manager of the General Partner | May 3, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,940,000 | 112 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | UserIQ, Inc. | Director | Apr 8, 2019 | D | $3,649,999 similar: $1,100,015–$10,001,163 | $3,649,999 | 13 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Excel Health, LLC | Director | Jan 15, 2019 | D | $4,809,539 similar: $829,831–$9,999,998 | $4,809,539 | 10 similar: 2–15 | $10,200 similar: $10,000–$54,310 |
| EDGAR ↗ | BIP Capital Mini Fund II-QP, LP group: Bip | Executive Officer Manager of the General Partner | Dec 13, 2018 | D | $18,000,000 similar: $155,000–$5,250,000 | $5,100,000 | 32 similar: 4–27 | $125,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Mini Fund II, LP group: Bip | Executive Officer Manager of the General Partner | Dec 13, 2018 | D | $18,000,000 similar: $155,000–$5,250,000 | $2,950,000 | 29 similar: 4–27 | $125,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Mini Fund, LP group: Bip | Executive Officer Manager of the General Partner | Nov 20, 2018 | D | $9,000,000 similar: $155,000–$5,250,000 | $9,000,000 | 94 similar: 4–27 | $60,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Wellview, Inc. group: Bip | Director | Aug 30, 2018 | D | $1,138,330 similar: $829,831–$9,999,998 | $938,327 | 3 similar: 2–15 | No minimum reported similar: $10,000–$54,310 |
| EDGAR ↗ | BIP Capital Venture Fund IV-QP, LP group: Bip | Executive Officer Manager of the General Partner | May 4, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $20,650,000 | 59 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Venture Fund IV, LP group: Bip | Executive Officer Manager of the General Partner | May 4, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $13,390,000 | 70 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | UserIQ, Inc. | Director | Dec 18, 2017 | D | $1,500,000 similar: $1,100,015–$10,001,163 | $1,500,000 | 7 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Sep 22, 2017 | D | $8,187,615 similar: $1,100,015–$10,001,163 | $5,027,615 | 2 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Capital Growth Fund III, LP group: Bip | Executive Officer Managing Member of BIP Capital Equity Partners III, LLC, which is the general partner of the issuer | Apr 3, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $18,625,704 | 73 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Capital Growth Fund III-QP, LP group: Bip | Executive Officer Managing Member of BIP Capital Equity Partners III, LLC, which is the general partner of the issuer | Mar 30, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $23,634,296 | 61 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | mLevel, Inc. | Director | Jan 19, 2017 | D | $1,500,000 similar: $500,000–$7,000,000 | $750,000 | 3 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | UserIQ, Inc. | Director | Oct 19, 2016 | D | $2,000,000 similar: $1,100,015–$10,001,163 | $1,928,755 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | QASymphony, Inc. | Director | Jul 15, 2016 | D | $45,001 similar: $1,100,015–$10,001,163 | $1 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Nov 25, 2015 | D | $18,244,132 similar: $1,100,015–$10,001,163 | $8,014,132 | 11 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | May 26, 2015 | D | $6,000,000 similar: $1,100,015–$10,001,163 | $2,507,046 | 3 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | REACH Health, Inc. | Director | Mar 10, 2015 | D | $1,500,000 similar: $829,831–$9,999,998 | $750,000 | 8 similar: 2–15 | No minimum reported similar: $10,000–$54,310 |
| EDGAR ↗ | GREAT PARENTS ACADEMY, LLC group: Bip | Executive Officer, Director | Aug 29, 2014 | D | $4,000,000 similar: $1,100,015–$10,001,163 | $3,995,369 | 60 similar: 2–14 | $25,000 similar: $5,000–$50,000 |
| EDGAR ↗ | REACH Health, Inc. | Director | Apr 18, 2014 | D/A | $2,250,000 similar: $829,831–$9,999,998 | $2,140,271 | 7 similar: 2–15 | No minimum reported similar: $10,000–$54,310 |
| EDGAR ↗ | REACH Health, Inc. | Director | Apr 3, 2014 | D | $2,250,000 similar: $829,831–$9,999,998 | $2,140,271 | 7 similar: 2–15 | No minimum reported similar: $10,000–$54,310 |
| EDGAR ↗ | BIP Early Stage Fund I-QP LP group: Bip Early Stage | Executive Officer, Promoter Managing Director of the General Partner | Oct 25, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $3,179,445 | 21 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Early Stage Fund I LP group: Bip Early Stage | Executive Officer, Promoter Managing Director of the General Partner | Oct 25, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $6,520,555 | 57 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AchieveIt Online LLC | Director | Sep 24, 2013 | D | $1,500,000 similar: $1,100,015–$10,001,163 | $1,500,000 | 2 similar: 2–14 | $250,000 similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Aug 1, 2013 | D | $26,271,123 similar: $1,100,015–$10,001,163 | $26,271,123 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Ingenious Med Inc | Director | Jan 3, 2013 | D | $1,000,000 similar: $1,100,015–$10,001,163 | $1,000,000 | 3 similar: 2–14 | $240,000 similar: $5,000–$50,000 |
| EDGAR ↗ | AchieveIt Online LLC | Director | Jan 3, 2013 | D | $1,500,000 similar: $1,100,015–$10,001,163 | $1,500,000 | 2 similar: 2–14 | $700,000 similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Dec 20, 2012 | D | $5,000,000 similar: $1,100,015–$10,001,163 | $4,300,000 | 4 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | AchieveIt Online LLC | Director | Aug 28, 2012 | D | $600,000 similar: $1,100,015–$10,001,163 | $600,000 | 2 similar: 2–14 | $250,000 similar: $5,000–$50,000 |
| EDGAR ↗ | Ingenious Med Inc | Director | May 15, 2012 | D | $1,300,000 similar: $1,100,015–$10,001,163 | $1,300,000 | 7 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Opportunities Fund II - QP, LP group: Bip | Executive Officer Managing Member of BIP Equity Partners II, LLC, which is the general partner of the issuer | Apr 3, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $16,100,000 | 43 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Opportunities Fund II, LP group: Bip | Executive Officer Managing Member of BIP Equity Partners II, LLC, which is the general partner of the issuer | Apr 3, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $12,650,000 | 58 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Mar 6, 2012 | D | $100,000 similar: $1,100,015–$10,001,163 | $100,000 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Jan 27, 2012 | D | Indefinite similar: $1,100,015–$10,001,163 | $0 | 2 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Sep 7, 2011 | D | $7,200,000 similar: $1,100,015–$10,001,163 | $7,200,000 | 4 similar: 2–14 | $84,000 similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | May 13, 2011 | D | $1,000,000 similar: $1,100,015–$10,001,163 | $1,000,000 | 1 similar: 2–14 | $1,000,000 similar: $5,000–$50,000 |
| EDGAR ↗ | 2080 MEDIA INC | Director | Aug 3, 2010 | D | $2,500,000 similar: $1,100,015–$10,001,163 | $2,179,999 | 4 similar: 2–14 | $365,000 similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Opportunities Fund, LP | Director Manager of BIP Equity Partners, LLC, which is general partner of Issuer | Apr 21, 2010 | D/A | $30,000,000 similar: $155,000–$5,250,000 | $12,730,000 | 86 similar: 4–27 | $10,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BIP Opportunities Fund, LP | Director Manager of BIP Equity Partners, LLC, which is general partner of Issuer | Dec 17, 2009 | D/A | $30,000,000 similar: $155,000–$5,250,000 | $11,955,000 | 75 similar: 4–27 | $10,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Ingenious Med Inc | Director | Jul 14, 2009 | D | $900,000 similar: $480,782–$5,000,000 | $900,000 | 2 similar: 1–9 | $25,000 similar: $5,000–$50,000 |
| EDGAR ↗ | BIP Opportunities Fund, LP | Director Manager of BIP Equity Partners, LLC, which is general partner of Issuer | Apr 14, 2009 | D | $30,000,000 similar: $155,000–$5,250,000 | $9,505,000 | 55 similar: 4–27 | $500,000 similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (7 industry/exemption sets on this page); 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.
Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as Mark Buffington. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
Export this report as PDF (members · included free during the launch period)
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
Members get an email when Mark Buffington appears on a new Form D, or when a court case or SEC action is matched to them. See plans →