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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:15 AM ET

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Mark Buffington

Named as an officer, director or promoter on SEC Form D filings · GA, Georgia (as filed: 2Q), TN, ID, IL, VA · Apr 14, 2009 → Oct 20, 2026

93deals (issuers)
$1.12Breported sold
7,576investors
125Form D filings
2009–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: Oct 24, 2026, 1:38 AM ET

The short version

Mark Buffington is listed as an executive officer, director, and promoter on 125 SEC Form D filings by 93 issuers between Apr 2009 and Oct 2026. Largest by amount reported sold: BIP Ventures Evergreen BDC (Atlanta, GA — pooled investment fund — 2023–2026; $146.7M reported sold to 1,503 investors), CareSave Technologies, Inc. (Mclean, VA — other health care — 2025; $86.6M reported sold to 41 investors), LAGO Evergreen Credit (Chicago, IL — pooled investment fund — 2025–2026; $73.6M reported sold to 597 investors), BIP Capital Venture Fund IV-QP, LP (Atlanta, GA — pooled investment fund — 2018–2019; $46.9M reported sold to 112 investors), BIP Capital 2080 Senior Debt Fund III-QP, LLC (Atlanta, GA — pooled investment fund — 2021; $42.1M reported sold to 151 investors) and 88 more (all listed below).

What this means That is a lot of deals — 93 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $1.12B sold in total.

Listed alongside Paul Iaffaldano (64 shared filings), Todd Knudsen (55 shared filings), Mark Flickinger (50 shared filings), BIP Capital, LLC (49 shared filings, management entity), Dan Drechsel (23 shared filings) and 117 others.

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

The issuers belong to 2 sponsor groups: Bip (125 issuers, $1.35B reported sold, 2010–2026) and Bip Early Stage (2 issuers, $9.7M reported sold, 2013).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 4 bankruptcy cases matching the name listed in Key records below.

What this means 4 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 the newest 50 of 125 public filings for Mark Buffington and found 13 differences, 2 worth asking the sponsor about: Bankruptcy case: Mark J Buffington; 15 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 Mark Buffington has not run yet — it is #38,025 of 50,039 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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, 2:16 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 (checked Oct 24, 2026) · 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 + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 24, 2026, 1:38 AM ET.

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

4 cases: 4 closed (disposition not in docket feed)

Mark T. Buffington closed
United States Bankruptcy Court, W.D. New York · No. 1-17-11790 · Filed Aug 25, 2017 · Closed Apr 24, 2020
Role of Mark T. Buffington: Debtor · Outcome: Case closed 2020-04-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); 4 people with this name in Form D filings; court in NY (not a filing state)
Mark C. Buffington closed
United States Bankruptcy Court, D. New Jersey · No. 98-61410 · Filed Dec 10, 1998 · Closed Mar 31, 1999
Role of Mark C. Buffington: Debtor · Outcome: Case closed 1999-03-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); 4 people with this name in Form D filings; court in NJ (not a filing state)
Mark C. Buffington closed
United States Bankruptcy Court, D. New Jersey · No. 94-14297 · Filed Sep 16, 1994 · Closed Jan 18, 1995
Role of Mark C. Buffington: Debtor · Outcome: Case closed 1995-01-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); 4 people with this name in Form D filings; court in NJ (not a filing state)
Mark J Buffington closed
United States Bankruptcy Court, S.D. Florida. · No. 92-21993 · Filed May 5, 1992 · Closed May 18, 1994
Role of Mark J Buffington: Debtor · Outcome: Case closed 1994-05-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (FL)
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, 2:16 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

13 differences found between the filings for Mark Buffington — 2 worth asking about (compared the newest 50 of 125 filings on Oct 24, 2026; older filings not covered)

Worth asking · May 5, 1992 – May 18, 1994

Bankruptcy case: Mark J Buffington — filed May 5, 1992

United States Bankruptcy Court, S.D. Florida. docket "Mark J Buffington" filed May 5, 1992, closed May 18, 1994. Mark Buffington is listed as Debtor ("Mark J Buffington"). Our match estimate: 44%.

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

Sources
Note · Jan 7, 2015 – Mar 6, 2015

Bankruptcy case: Roedl v. Wells Fargo Bank, N.A. — filed Jan 7, 2015

United States Bankruptcy Court, S.D. Illinois docket "Roedl v. Wells Fargo Bank, N.A." filed Jan 7, 2015, closed Mar 6, 2015. Frank E. Roedl (listed on the same filings) is listed as Plaintiff ("Roedl"). Our match estimate: 70%.

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

Sources
Note · Dec 29, 2022 – Jul 11, 2024

Mark Buffington appears on 2 deals that stopped filing before reaching their target

BIP Ventures Annex Fund 5-AI, LP (last filing Jul 11, 2024; $7,422,183 sold of $36,000,000); Panoramic ShiftMed Equity II-AI, LLC (last filing Dec 29, 2022; $6,275,000 sold of $60,000,000). 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.

Sources
Worth asking · Sep 1, 2021 – Feb 18, 2026

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

Form D filed 61 days after the first sale — BIP Ventures Wealth Alliance Equity II, LLC · Form D filed 80 days after the first sale — BIP Ventures Joymo Equity II, LLC · Form D filed 517 days after the first sale — Panoramic Trella Acquisition I, LP · Form D filed 517 days after the first sale — Panoramic Trella Acquisition I-QP, LP · Form D filed 270 days after the first sale — PANORAMIC ANNEX FUND 4b, LP · and 10 more

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

Sources
Note · Dec 20, 2022 – Aug 5, 2025

11 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 — CareSave Technologies, Inc. (latest filing Aug 5, 2025) · No amendment in the last 12 months on an offering that may still be open — BIP Ventures Acceleration Fund-QP, LP (latest filing Jul 1, 2025) · No amendment in the last 12 months on an offering that may still be open — BIP Ventures Acceleration Fund-AI, LP (latest filing Jul 1, 2025) · No amendment in the last 12 months on an offering that may still be open — BIP Ventures Mediafly Convertible Note II-QP, LLC (latest filing Jan 24, 2025) · No amendment in the last 12 months on an offering that may still be open — BIP Ventures Mediafly Convertible Note II-AI, LLC (latest filing Jan 24, 2025) · and 6 more

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

Sources
Note · Oct 14, 2025 – Oct 20, 2026

Mark Buffington's role changed at BIP Ventures Evergreen BDC: executive officer → executive officer, director

The Oct 14, 2025 filing lists Mark Buffington as executive officer; the Oct 20, 2026 Form D/A lists executive officer, director.

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

Sources
Note · May 28, 2024 – Jul 11, 2024

Offering amount changed between filings — BIP Ventures Annex Fund 5-QP, LP

The May 28, 2024 filing says $9,015,000 offered; the Jul 11, 2024 Form D/A says $36,000,000.

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

Sources
Note · May 28, 2024 – Jul 11, 2024

Offering amount changed between filings — BIP Ventures Annex Fund 5-AI, LP

The May 28, 2024 filing says $2,360,000 offered; the Jul 11, 2024 Form D/A says $36,000,000.

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

Sources
Note · Nov 3, 2022 – Dec 9, 2022

Mark Buffington is written 2 different ways on the filings

listed as "Mark A. Buffington" on 4 filings (from Nov 3, 2022), and "Mark Buffington" on 46 filings (from Dec 9, 2022).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jun 29, 2026

Same name, different state: "Mark A. Buffington" (SC) is a separate record

This page covers filings where the address state is GA or 2Q or TN or ID or IL or VA. A separate record, "Mark A. Buffington" with address state SC, is listed on 1 filing — most recently by ChartSpan Medical Technologies, Inc. (Jun 29, 2026). Both records have filings in the same period (Jun 29, 2026).

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

Sources
Note · Nov 8, 2022

Same name, different state: "Mark Buffington" (FL) is a separate record

This page covers filings where the address state is GA or 2Q or TN or ID or IL or VA. A separate record, "Mark Buffington" with address state FL, is listed on 1 filing — most recently by CONNEXPAY LLC (Nov 8, 2022). Both records have filings in the same period (Nov 8, 2022).

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

Sources
Note · Oct 6, 2020

Same name, different state: "Mark Buffington" (OH) is a separate record

This page covers filings where the address state is GA or 2Q or TN or ID or IL or VA. A separate record, "Mark Buffington" with address state OH, is listed on 1 filing — most recently by PriorAuthNow, Inc (Oct 6, 2020). Both records have filings in the same period (Oct 6, 2020).

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

Sources
Note · Nov 3, 2022 – Oct 20, 2026

Mark Buffington is listed with 3 different address states: GA, IL, VA

GA on 46 filings (Nov 3, 2022 to Oct 20, 2026); IL on 3 filings (Apr 28, 2025 to Apr 29, 2026); VA on 1 filing (Aug 5, 2025).

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

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 125 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

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)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 20, 2026 D/A
BIP Ventures Evergreen BDC
File 021-491037
$50,000 (est.)$0$0Templum Markets LLC BrokerCheck CRD 102840 ↗EDGAR ↗
Sep 10, 2026 D
BIP Ventures Mediafly Senior Note I, LLC
File 021-597021
$0$0$0None listed on this filingEDGAR ↗
Jun 16, 2026 D
BIP Ventures ChartSpan Equity I-AI, LLC
File 021-587549
$0$0$0None listed on this filingEDGAR ↗
Jun 16, 2026 D
BIP Ventures ChartSpan Equity I-QP, LLC
File 021-587557
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2026 D/A
LAGO Evergreen Credit
File 021-544657
$0$0$0None listed on this filingEDGAR ↗
Feb 18, 2026 D
BIP Ventures Wealth Alliance Equity II, LLC
File 021-573886
$0$0$0None listed on this filingEDGAR ↗
Nov 26, 2025 D
BIP Ventures Mediafly Convertible Note III-AI, LLC
File 021-565247
$0$0$0None listed on this filingEDGAR ↗
Nov 26, 2025 D
BIP Ventures Mediafly Convertible Note III-QP, LLC
File 021-565254
$0$0$0None listed on this filingEDGAR ↗
Aug 5, 2025 D
CareSave Technologies, Inc.
File 021-553688
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2025 D
BIP Ventures Acceleration Fund-AI, LP
File 021-550415
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2025 D
BIP Ventures Acceleration Fund-QP, LP
File 021-550416
$0$0$0None listed on this filingEDGAR ↗
Apr 25, 2025 D
BIP Ventures ShiftMed Convertible Debt I-QP, LLC
File 021-544516
$0$0$0None listed on this filingEDGAR ↗
Apr 25, 2025 D
BIP Ventures ShiftMed Convertible Debt I-AI, LLC
File 021-544515
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2025 D
BIP Ventures Mediafly Convertible Note II-AI, LLC
File 021-536135
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2025 D
BIP Ventures Mediafly Convertible Note II-QP, LLC
File 021-536138
$0$0$0None listed on this filingEDGAR ↗
Nov 19, 2024 D
BIP Ventures Case Status Equity I, LLC
File 021-529876
$0$0$0None listed on this filingEDGAR ↗
Oct 24, 2024 D
LynkCare, Inc.
File 021-527710
$0$0$0None listed on this filingEDGAR ↗
Oct 24, 2024 D
BIP Ventures Velocity Convertible Note I, LLC
File 021-527680
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2024 D
BIP Ventures Proem Convertible Note I, LLC
File 021-523759
$0$0$0None listed on this filingEDGAR ↗
Aug 26, 2024 D
BIP Ventures Joymo Equity II, LLC
File 021-522386
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2024 D/A
BIP Ventures Annex Fund 5-AI, LP
File 021-514378
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2024 D/A
BIP Ventures Annex Fund 5-QP, LP
File 021-514358
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2024 D
BIP Ventures Wealth Alliance Equity I, LLC
File 021-515195
$0$0$0None listed on this filingEDGAR ↗
May 14, 2024 D
BIP Ventures Rhyme Equity III-QP, LLC
File 021-513240
$0$0$0None listed on this filingEDGAR ↗
May 14, 2024 D
BIP Ventures Rhyme Equity III-AI, LLC
File 021-513226
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D
BIP Ventures ShiftMed Equity III-QP, LLC
File 021-509692
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D
BIP Ventures ShiftMed Equity III-AI, LLC
File 021-509685
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2023 D
BIP Ventures 2080 Media Equity XII-QP, LLC
File 021-499596
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2023 D
BIP Ventures 2080 Media Equity XII-AI, LLC
File 021-499604
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2023 D
Panoramic 2080 Media Equity XI-QP, LLC
File 021-479136
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2023 D
Panoramic 2080 Media Equity XI-AI, LLC
File 021-479137
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2023 D
Panoramic Annex Fund 4-QP, LP
File 021-475823
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2023 D
Panoramic Annex Fund 4, LP
File 021-475836
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2023 D
PANORAMIC ANNEX FUND 4b-QP, LP
File 021-475797
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2023 D
PANORAMIC ANNEX FUND 4b, LP
File 021-475805
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2023 D
Panoramic Trella Acquisition I-QP, LP
File 021-475753
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2023 D
Panoramic Trella Acquisition I, LP
File 021-475763
$0$0$0None listed on this filingEDGAR ↗
Feb 17, 2023 D
Panoramic JoyMo Equity I, LLC
File 021-473821
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2022 D
Panoramic ShiftMed Equity II-QP, LLC
File 021-469069
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2022 D
Panoramic ShiftMed Equity II-AI, LLC
File 021-469058
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2022 D
Supply Chain Wizard, Inc.
File 021-466994
$0$0$0None listed on this filingEDGAR ↗
Nov 3, 2022 D
Panoramic Connexpay Equity II-AI, LLC
File 021-463798
$0$0$0None listed on this filingEDGAR ↗
Nov 3, 2022 D
Panoramic Connexpay Equity II-QP, LLC
File 021-463816
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2022 D
Panoramic EmpowHR Equity I, LLC
File 021-462210
$0$0$0None listed on this filingEDGAR ↗
Aug 29, 2022 D
Panoramic Shiftmed Equity I, LLC
File 021-457317
$0$0$0None listed on this filingEDGAR ↗
Aug 23, 2022 D
Panoramic Mediafly Equity I, LLC
File 021-456679
$0$0$0None listed on this filingEDGAR ↗
Aug 22, 2022 D
PANORAMIC SHIFTMED EQUITY I-QP, LLC
File 021-456584
$0$0$0None listed on this filingEDGAR ↗
Aug 11, 2022 D
Acclivity Health Solutions, Inc.
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 filingEDGAR ↗
Jun 13, 2022 D
BIP Capital 2080 Media Equity X, LLC
File 021-449031
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2022 D
Panoramic Wellview Sentry Merger I, LLC
File 021-437817
$0$0$0None listed on this filingEDGAR ↗
Dec 17, 2021 D
UserIQ, Inc.
File 021-425483
$0$0$0None listed on this filingEDGAR ↗
Dec 14, 2021 D
Panoramic UserIQ Equity II, LLC
File 021-424802
$0$0$0None listed on this filingEDGAR ↗
Nov 8, 2021 D
Nview Health, Inc.
File 021-420282
$0$0$0None listed on this filingEDGAR ↗
Sep 15, 2021 D
BIP Capital EmpowHR Convertible Note II, LLC
File 021-413471
$0$0$0None listed on this filingEDGAR ↗
Sep 10, 2021 D
Acclivity Health Solutions, Inc.
File 021-413009
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2021 D
BIP Capital Wellview Senior Debt II, LLC
File 021-412301
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2021 D
Wellview, Inc.
File 021-406121
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2021 D
Panoramic Venture Fund 5-QP, LP
File 021-392935
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2021 D
Panoramic Venture Fund 5, LP
File 021-392919
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2021 D
BIP Capital 2080 Senior Debt Fund III-QP, LLC
File 021-387863
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2021 D
BIP Capital 2080 Senior Debt Fund III, LLC
File 021-387853
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D
2080 MEDIA INC
File 021-386330
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D
BIP Capital 2080 Media Equity VIII, LLC
File 021-386366
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2020 D
BIP Capital Huddle Equity II, LLC
File 021-377622
$0$0$0None listed on this filingEDGAR ↗
Sep 29, 2020 D
BIP Capital Mini Fund IIIb, LP
File 021-376563
$0$0$0None listed on this filingEDGAR ↗
Sep 29, 2020 D
BIP Capital Mini Fund IIIb-QP, LP
File 021-376566
$0$0$0None listed on this filingEDGAR ↗
Jun 15, 2020 D
BIP Capital EmpowHR Convertible Note I, LLC
File 021-368918
$0$0$0None listed on this filingEDGAR ↗
Jun 15, 2020 D
BIP Capital Wellview Senior Debt I, LLC
File 021-368919
$0$0$0None listed on this filingEDGAR ↗
Apr 2, 2020 D
BIP Capital 2080 Media Sub Debt Fund I-QP, LLC
File 021-364163
$0$0$0None listed on this filingEDGAR ↗
Apr 2, 2020 D
BIP Capital 2080 Media Sub Debt Fund I, LLC
File 021-364161
$0$0$0None listed on this filingEDGAR ↗
Jan 8, 2020 D
BIP Capital 2080 Media Equity VII, LLC
File 021-357489
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2020 D
2080 MEDIA INC
File 021-357211
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2019 D
BIP Capital Mini Fund III-QP, LP
File 021-348257
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2019 D
BIP Capital Mini Fund III, LP
File 021-348254
$0$0$0None listed on this filingEDGAR ↗
May 24, 2019 D
BIP Capital 2080 Senior Debt Fund II-QP, LLC
File 021-340351
$0$0$0None listed on this filingEDGAR ↗
May 24, 2019 D
BIP Capital 2080 Senior Debt Fund II, LLC
File 021-340341
$0$0$0None listed on this filingEDGAR ↗
May 3, 2019 D/A
BIP Capital Venture Fund IV-QP, LP
File 021-311734
$12,000 (est.)$0$0Frontier Solutions, LLC BrokerCheck CRD 136102 ↗EDGAR ↗
Apr 8, 2019 D
UserIQ, Inc.
File 021-336725
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2019 D
Excel Health, LLC
File 021-330629
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2018 D
BIP Capital Mini Fund II, LP
File 021-327895
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2018 D
BIP Capital Mini Fund II-QP, LP
File 021-327907
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2018 D
BIP Capital Mini Fund, LP
File 021-326277
$0$0$0None listed on this filingEDGAR ↗
Aug 30, 2018 D
Wellview, Inc.
File 021-320438
$0$0$0None listed on this filingEDGAR ↗
May 4, 2018 D
BIP Capital Venture Fund IV, LP
File 021-311731
$2,500$0$0Frontier Solutions, LLC BrokerCheck CRD 136102 ↗EDGAR ↗
Dec 18, 2017 D
UserIQ, Inc.
File 021-300993
$0$0$0None listed on this filingEDGAR ↗
Sep 22, 2017 D
2080 MEDIA INC
File 021-295207
$0$0$0None listed on this filingEDGAR ↗
Apr 3, 2017 D
BIP Capital Growth Fund III, LP
File 021-283937
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2017 D
BIP Capital Growth Fund III-QP, LP
File 021-283743
$0$0$0None listed on this filingEDGAR ↗
Jan 19, 2017 D
mLevel, Inc.
File 021-278735
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2016 D
UserIQ, Inc.
File 021-272844
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2016 D
QASymphony, Inc.
File 021-267101
$0$0$0None listed on this filingEDGAR ↗
Nov 25, 2015 D
2080 MEDIA INC
File 021-251948
$0$0$0None listed on this filingEDGAR ↗
May 26, 2015 D
2080 MEDIA INC
File 021-240544
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2015 D
REACH Health, Inc.
File 021-235573
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 29, 2014 D
GREAT PARENTS ACADEMY, LLC
File 021-223893
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2014 D/A
REACH Health, Inc.
File 021-214887
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2013 D
BIP Early Stage Fund I LP
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 filingEDGAR ↗
Oct 25, 2013 D
BIP Early Stage Fund I-QP LP
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 filingEDGAR ↗
Sep 24, 2013 D
AchieveIt Online LLC
File 021-203421
$0$0$0None listed on this filingEDGAR ↗
Aug 1, 2013 D
2080 MEDIA INC
File 021-200582
$12,000,000 (est.)$0$0GP Bullhound Inc. BrokerCheck CRD 147794 ↗EDGAR ↗
Jan 3, 2013 D
Ingenious Med Inc
File 021-189357
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2013 D
AchieveIt Online LLC
File 021-189347
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2012 D
2080 MEDIA INC
File 021-188745
$0$0$0None listed on this filingEDGAR ↗
Aug 28, 2012 D
AchieveIt Online LLC
File 021-183361
$0$0$0None listed on this filingEDGAR ↗
May 15, 2012 D
Ingenious Med Inc
File 021-178259
$0$0$0None listed on this filingEDGAR ↗
Apr 3, 2012 D
BIP Opportunities Fund II, LP
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 filingEDGAR ↗
Apr 3, 2012 D
BIP Opportunities Fund II - QP, LP
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 filingEDGAR ↗
Mar 6, 2012 D
2080 MEDIA INC
File 021-174421
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2012 D
2080 MEDIA INC
File 021-172581
$0$0$0None listed on this filingEDGAR ↗
Sep 7, 2011 D
2080 MEDIA INC
File 021-165462
$0$0$0None listed on this filingEDGAR ↗
May 13, 2011 D
2080 MEDIA INC
File 021-159750
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2010 D
2080 MEDIA INC
File 021-145863
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2010 D/A
BIP Opportunities Fund, LP
File 021-130208
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2009 D
Ingenious Med Inc
File 021-91778
$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 93

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

Pooled Investment Fund · group: Bip

BIP Ventures Evergreen BDC

Atlanta, GA · Aug 30, 2023 → Oct 20, 2026 · 4 filings
  • Oct 20, 2026 · D/A · $146,737,940 sold of Indefinite · 1,503 investors · min. $10,000 · role: Executive Officer, Director (Chairman of Board of Trustees, Chief Executive Officer) EDGAR ↗
  • Oct 14, 2025 · D/A · $108,758,118 sold of Indefinite · 1,167 investors · min. $10,000 · role: Executive Officer (Chairman of Board of Trustees, Chief Executive Officer) EDGAR ↗
  • Aug 15, 2024 · D/A · $74,076,819 sold of Indefinite · 842 investors · min. $10,000 · role: Executive Officer (Chairman of Board of Trustees, Chief Executive Officer) EDGAR ↗
  • Aug 30, 2023 · D · $34,738,548 sold of Indefinite · 363 investors · min. $10,000 · role: Executive Officer (Chairman of Board of Trustees, Chief Executive Officer) EDGAR ↗

Raised $146.7M from 1,503 investors as of the latest filing. Mark is listed as executive officer, director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

Pooled Investment Fund · group: Bip

BIP Ventures Mediafly Senior Note I, LLC

Atlanta, GA · Sep 10, 2026
  • Sep 10, 2026 · D · $3,625,000 sold of $3,625,000 · 57 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $3.63M from 57 investors (100% of the $3.63M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures ChartSpan Equity I-QP, LLC

Atlanta, DE · Jun 16, 2026
  • Jun 16, 2026 · D · $6,890,000 sold of $15,100,000 · 54 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $6.89M from 54 investors (46% of the $15.1M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures ChartSpan Equity I-AI, LLC

Atlanta, GA · Jun 16, 2026
  • Jun 16, 2026 · D · $1,300,000 sold of $15,100,000 · 12 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $1.3M from 12 investors (9% of the $15.1M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

LAGO Evergreen Credit

Chicago, IL · Apr 28, 2025 → Apr 29, 2026 · 3 filings
  • Apr 29, 2026 · D/A · $73,568,700 sold of Indefinite · 597 investors · min. $10,000 · role: Director EDGAR ↗
  • Jul 11, 2025 · D/A · $28,786,750 sold of Indefinite · 304 investors · min. $10,000 · role: Director EDGAR ↗
  • Apr 28, 2025 · D · $16,260,250 sold of Indefinite · 176 investors · min. $10,000 · role: Director EDGAR ↗

Raised $73.6M from 597 investors as of the latest filing. Mark is listed as director on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

Pooled Investment Fund · group: Bip

BIP Ventures Wealth Alliance Equity II, LLC

Atlanta, GA · Feb 18, 2026
  • Feb 18, 2026 · D · $807,607 sold of $807,607 · 14 investors · min. $5,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $808K from 14 investors (100% of the $808K target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Mediafly Convertible Note III-QP, LLC

Atlanta, GA · Nov 26, 2025
  • Nov 26, 2025 · D · $1,975,000 sold of $15,050,000 · 15 investors · min. $75,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $1.98M from 15 investors (13% of the $15.1M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Mediafly Convertible Note III-AI, LLC

Atlanta, GA · Nov 26, 2025
  • Nov 26, 2025 · D · $550,000 sold of $15,050,000 · 7 investors · min. $75,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $550K from 7 investors (4% of the $15.1M target) as of the latest filing. Mark is listed as executive officer.

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.

Other Health Care

CareSave Technologies, Inc.

Mclean, VA · Aug 5, 2025
  • Aug 5, 2025 · D · $4,247,670 sold of $20,000,507 · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $86.6M from 41 investors (100% of the $20M target) as of the latest filing. Mark is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 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.

Pooled Investment Fund · group: Bip

BIP Ventures Acceleration Fund-QP, LP

Atlanta, GA · Jul 1, 2025
  • Jul 1, 2025 · D · $12,825,000 sold of $68,000,000 · 73 investors · min. $150,000 · role: Executive Officer (CEO of the Manager of the General Partner) EDGAR ↗

Raised $12.8M from 73 investors (19% of the $68M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Acceleration Fund-AI, LP

Atlanta, GA · Jul 1, 2025
  • Jul 1, 2025 · D · $3,415,000 sold of $68,000,000 · 27 investors · min. $150,000 · role: Executive Officer (CEO of the Manager General Partner) EDGAR ↗

Raised $3.42M from 27 investors (5% of the $68M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures ShiftMed Convertible Debt I-QP, LLC

Atlanta, GA · Apr 25, 2025
  • Apr 25, 2025 · D · $6,150,000 sold of $6,150,000 · 54 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $6.15M from 54 investors (100% of the $6.15M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures ShiftMed Convertible Debt I-AI, LLC

Atlanta, GA · Apr 25, 2025
  • Apr 25, 2025 · D · $900,000 sold of $900,000 · 17 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $900K from 17 investors (100% of the $900K target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Mediafly Convertible Note II-QP, LLC

Atlanta, GA · Jan 24, 2025
  • Jan 24, 2025 · D · $2,850,000 sold of $10,050,000 · 17 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $2.85M from 17 investors (28% of the $10.1M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Mediafly Convertible Note II-AI, LLC

Atlanta, GA · Jan 24, 2025
  • Jan 24, 2025 · D · $305,000 sold of $10,050,000 · 5 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $305K from 5 investors (3% of the $10.1M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Case Status Equity I, LLC

Atlanta, GA · Nov 19, 2024
  • Nov 19, 2024 · D · $2,050,000 sold of $2,050,000 · 33 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $2.05M from 33 investors (100% of the $2.05M target) as of the latest filing. Mark is listed as executive officer.

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.

Other Technology

LynkCare, Inc.

Tucker, GA · Oct 24, 2024
  • Oct 24, 2024 · D · $12,864,527 sold of $14,964,529 · 15 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $12.9M from 15 investors (86% of the $15M target) as of the latest filing. Mark is listed as director.

Sources

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

Pooled Investment Fund · group: Bip

BIP Ventures Velocity Convertible Note I, LLC

Atlanta, GA · Oct 24, 2024
  • Oct 24, 2024 · D · $2,230,000 sold of $2,500,000 · 42 investors · min. $25,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $2.23M from 42 investors (89% of the $2.5M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Proem Convertible Note I, LLC

Atlanta, GA · Sep 11, 2024
  • Sep 11, 2024 · D · $1,050,000 sold of $1,050,000 · 29 investors · min. $25,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $1.05M from 29 investors (100% of the $1.05M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Joymo Equity II, LLC

Atlanta, GA · Aug 26, 2024
  • Aug 26, 2024 · D · $120,000 sold of $120,000 · 4 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $120K from 4 investors (100% of the $120K target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Annex Fund 5-AI, LP

Atlanta, GA · May 28, 2024 → Jul 11, 2024 · 2 filings
  • Jul 11, 2024 · D/A · $7,422,183 sold of $36,000,000 · 81 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗
  • May 28, 2024 · D · $2,360,000 sold of $2,360,000 · 24 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗

Raised $7.42M from 81 investors (21% of the $36M target) as of the latest filing. Mark is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Bip

BIP Ventures Annex Fund 5-QP, LP

Atlanta, GA · May 28, 2024 → Jul 11, 2024 · 2 filings
  • Jul 11, 2024 · D/A · $19,565,000 sold of $36,000,000 · 149 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗
  • May 28, 2024 · D · $9,015,000 sold of $9,015,000 · 69 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗

Raised $19.6M from 149 investors (54% of the $36M target) as of the latest filing. Mark is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Other Banking and Financial Services · group: Bip

BIP Ventures Wealth Alliance Equity I, LLC

Atlanta, GA · Jun 5, 2024
  • Jun 5, 2024 · D · $6,768,000 sold of $6,768,000 · 118 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $6.77M from 118 investors (100% of the $6.77M target) as of the latest filing. Mark is listed as executive officer.

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 Banking and Financial Services / 506(b) (1,630 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.

Pooled Investment Fund · group: Bip

BIP Ventures Rhyme Equity III-QP, LLC

Atlanta, GA · May 14, 2024
  • May 14, 2024 · D · $4,770,653 sold of $4,770,653 · 63 investors · min. $55,172 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $4.77M from 63 investors (100% of the $4.77M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures Rhyme Equity III-AI, LLC

Atlanta, GA · May 14, 2024
  • May 14, 2024 · D · $606,892 sold of $606,892 · 12 investors · min. $55,172 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $607K from 12 investors (100% of the $607K target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures ShiftMed Equity III-QP, LLC

Atlanta, GA · Apr 4, 2024
  • Apr 4, 2024 · D · $27,805,000 sold of $27,805,000 · 159 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $27.8M from 159 investors (100% of the $27.8M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures ShiftMed Equity III-AI, LLC

Atlanta, GA · Apr 4, 2024
  • Apr 4, 2024 · D · $6,995,000 sold of $6,995,000 · 57 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $7M from 57 investors (100% of the $7M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures 2080 Media Equity XII-AI, LLC

Atlanta, GA · Dec 13, 2023
  • Dec 13, 2023 · D · $7,990,000 sold of $7,990,000 · 78 investors · min. $125,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $7.99M from 78 investors (100% of the $7.99M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Ventures 2080 Media Equity XII-QP, LLC

Atlanta, GA · Dec 13, 2023
  • Dec 13, 2023 · D · $14,175,000 sold of $14,175,000 · 101 investors · min. $125,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $14.2M from 101 investors (100% of the $14.2M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic 2080 Media Equity XI-QP, LLC

Atlanta, GA · Apr 18, 2023
  • Apr 18, 2023 · D · $16,035,000 sold of $16,035,000 · 109 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $16M from 109 investors (100% of the $16M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic 2080 Media Equity XI-AI, LLC

Atlanta, GA · Apr 18, 2023
  • Apr 18, 2023 · D · $5,315,000 sold of $5,315,000 · 64 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $5.32M from 64 investors (100% of the $5.32M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Annex Fund 4, LP

Atlanta, GA · Mar 14, 2023
  • Mar 14, 2023 · D · $6,900,000 sold of $6,900,000 · 53 investors · min. $125,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗

Raised $6.9M from 53 investors (100% of the $6.9M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Annex Fund 4-QP, LP

Atlanta, GA · Mar 14, 2023
  • Mar 14, 2023 · D · $28,905,000 sold of $28,905,000 · 142 investors · min. $125,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗

Raised $28.9M from 142 investors (100% of the $28.9M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

PANORAMIC ANNEX FUND 4b, LP

Atlanta, GA · Mar 14, 2023
  • Mar 14, 2023 · D · $15,760,000 sold of $15,760,000 · 113 investors · min. $30,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗

Raised $15.8M from 113 investors (100% of the $15.8M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

PANORAMIC ANNEX FUND 4b-QP, LP

Atlanta, GA · Mar 14, 2023
  • Mar 14, 2023 · D · $32,440,000 sold of $32,440,000 · 176 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗

Raised $32.4M from 176 investors (100% of the $32.4M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Trella Acquisition I, LP

Atlanta, GA · Mar 14, 2023
  • Mar 14, 2023 · D · $8,320,000 sold of $8,320,000 · 76 investors · min. $15,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗

Raised $8.32M from 76 investors (100% of the $8.32M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Trella Acquisition I-QP, LP

Atlanta, GA · Mar 14, 2023
  • Mar 14, 2023 · D · $21,680,000 sold of $21,680,000 · 140 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the General Partner) EDGAR ↗

Raised $21.7M from 140 investors (100% of the $21.7M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic JoyMo Equity I, LLC

Atlanta, GA · Feb 17, 2023
  • Feb 17, 2023 · D · $505,000 sold of $505,000 · 11 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $505K from 11 investors (100% of the $505K target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic ShiftMed Equity II-QP, LLC

Atlanta, GA · Dec 29, 2022
  • Dec 29, 2022 · D · $40,243,300 sold of $60,000,000 · 265 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $40.2M from 265 investors (67% of the $60M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic ShiftMed Equity II-AI, LLC

Atlanta, GA · Dec 29, 2022
  • Dec 29, 2022 · D · $6,275,000 sold of $60,000,000 · 82 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $6.28M from 82 investors (10% of the $60M target) as of the latest filing. Mark is listed as executive officer.

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.

Other

Supply Chain Wizard, Inc.

Marietta, GA · Dec 9, 2022
  • Dec 9, 2022 · D · $6,799,997 sold of $6,799,997 · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $6.8M from 5 investors (100% of the $6.8M target) as of the latest filing. Mark is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 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.

Pooled Investment Fund · group: Bip

Panoramic Connexpay Equity II-QP, LLC

Atlanta, GA · Nov 3, 2022
  • Nov 3, 2022 · D · $16,353,000 sold of $16,353,000 · 169 investors · min. $75,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $16.4M from 169 investors (100% of the $16.4M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Connexpay Equity II-AI, LLC

Atlanta, GA · Nov 3, 2022
  • Nov 3, 2022 · D · $2,897,500 sold of $2,897,500 · 67 investors · min. $75,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $2.9M from 67 investors (100% of the $2.9M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic EmpowHR Equity I, LLC

Atlanta, GA · Oct 19, 2022
  • Oct 19, 2022 · D · $1,370,000 sold of $2,025,000 · 24 investors · min. $25,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $1.37M from 24 investors (68% of the $2.02M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Shiftmed Equity I, LLC

Atlanta, GA · Aug 29, 2022
  • Aug 29, 2022 · D · $429,410 sold of $429,410 · 62 investors · min. $5,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $429K from 62 investors (100% of the $429K target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Mediafly Equity I, LLC

Atlanta, GA · Aug 23, 2022
  • Aug 23, 2022 · D · $2,435,000 sold of $3,200,000 · 34 investors · min. $30,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $2.44M from 34 investors (76% of the $3.2M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

PANORAMIC SHIFTMED EQUITY I-QP, LLC

Atlanta, GA · Aug 22, 2022
  • Aug 22, 2022 · D · $2,759,860 sold of $2,759,860 · 236 investors · min. $5,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $2.76M from 236 investors (100% of the $2.76M target) as of the latest filing. Mark is listed as executive officer.

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.

Other Technology

Acclivity Health Solutions, Inc.

Jacksonville, FL · Sep 10, 2021 → Aug 11, 2022 · 2 filings
  • Aug 11, 2022 · D · $13,099,999 sold of $13,099,999 · 5 investors · min. $74,998 · role: Director EDGAR ↗
  • Sep 10, 2021 · D · $2,800,059 sold of $2,800,059 · 13 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $13.1M from 23 investors (100% of the $13.1M target) as of the latest filing. Mark is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other 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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Media Equity X, LLC

Atlanta, GA · Jun 13, 2022
  • Jun 13, 2022 · D · $13,158,000 sold of $13,158,000 · 72 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $13.2M from 72 investors (100% of the $13.2M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Wellview Sentry Merger I, LLC

Atlanta, GA · Mar 17, 2022
  • Mar 17, 2022 · D · $3,200,000 sold of $3,200,000 · 79 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Manager) EDGAR ↗

Raised $3.2M from 79 investors (100% of the $3.2M target) as of the latest filing. Mark is listed as executive officer.

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.

Other Technology

UserIQ, Inc.

Dunwoody, GA · Oct 19, 2016 → Dec 17, 2021 · 4 filings
  • Dec 17, 2021 · D · $1,799,999 sold of $1,799,999 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 8, 2019 · D · $3,649,999 sold of $3,649,999 · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 18, 2017 · D · $1,500,000 sold of $1,500,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 19, 2016 · D · $1,928,755 sold of $2,000,000 · 6 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.65M from 13 investors (100% of the $1.8M target) as of the latest filing. Mark is listed as director on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Bip

Panoramic UserIQ Equity II, LLC

Atlanta, GA · Dec 14, 2021
  • Dec 14, 2021 · D · $1,830,000 sold of $1,830,000 · 25 investors · min. $30,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $1.83M from 25 investors (100% of the $1.83M target) as of the latest filing. Mark is listed as executive officer.

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.

Other Health Care

Nview Health, Inc.

Star, ID · Nov 8, 2021
  • Nov 8, 2021 · D · $3,234,265 sold of $3,234,265 · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.23M from 5 investors (100% of the $3.23M target) as of the latest filing. Mark is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 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.

Pooled Investment Fund · group: Bip

BIP Capital EmpowHR Convertible Note II, LLC

Atlanta, GA · Sep 15, 2021
  • Sep 15, 2021 · D · $1,350,000 sold of $1,350,000 · 44 investors · min. $15,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $1.35M from 44 investors (100% of the $1.35M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Wellview Senior Debt II, LLC

Atlanta, GA · Sep 3, 2021
  • Sep 3, 2021 · D · $2,200,000 sold of $2,200,000 · 63 investors · min. $25,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $2.2M from 63 investors (100% of the $2.2M target) as of the latest filing. Mark is listed as executive officer.

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.

Other Health Care · group: Bip

Wellview, Inc.

Nashville, TN · Aug 30, 2018 → Jul 14, 2021 · 2 filings
  • Jul 14, 2021 · D · $2,345,885 sold of $3,620,888 · 14 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 30, 2018 · D · $938,327 sold of $1,138,330 · 3 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.35M from 14 investors (65% of the $3.62M target) as of the latest filing. Mark is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 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.

Pooled Investment Fund · group: Bip

Panoramic Venture Fund 5-QP, LP

Atlanta, GA · Mar 19, 2021
  • Mar 19, 2021 · D · $35,950,000 sold of $200,000,000 · 109 investors · min. $250,000 · role: Executive Officer (Manager of Panoramic Venture GP 5, LLC, its General Partner) EDGAR ↗

Raised $36M from 109 investors (18% of the $200M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

Panoramic Venture Fund 5, LP

Atlanta, GA · Mar 19, 2021
  • Mar 19, 2021 · D · $16,330,000 sold of $200,000,000 · 67 investors · min. $250,000 · role: Executive Officer (Manager of Panoramic Venture GP 5, LLC, its General Partner) EDGAR ↗

Raised $16.3M from 67 investors (8% of the $200M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Senior Debt Fund III-QP, LLC

Atlanta, GA · Jan 29, 2021
  • Jan 29, 2021 · D · $42,150,000 sold of $42,150,000 · 151 investors · min. $150,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $42.1M from 151 investors (100% of the $42.1M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Senior Debt Fund III, LLC

Atlanta, GA · Jan 29, 2021
  • Jan 29, 2021 · D · $15,350,000 sold of $15,350,000 · 97 investors · min. $150,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $15.3M from 97 investors (100% of the $15.3M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Media Equity VIII, LLC

Atlanta, GA · Jan 14, 2021
  • Jan 14, 2021 · D · $2,300,000 sold of $2,300,000 · 24 investors · min. $25,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $2.3M from 24 investors (100% of the $2.3M target) as of the latest filing. Mark is listed as executive officer.

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.

Other Technology

2080 MEDIA INC

Atlanta, GA · Aug 3, 2010 → Jan 14, 2021 · 12 filings
  • Jan 14, 2021 · D · $10,000,000 sold of $10,000,000 · 6 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 6, 2020 · D · $9,148,222 sold of $12,500,000 · 6 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 22, 2017 · D · $5,027,615 sold of $8,187,615 · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 25, 2015 · D · $8,014,132 sold of $18,244,132 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 26, 2015 · D · $2,507,046 sold of $6,000,000 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 1, 2013 · D · $26,271,123 sold of $26,271,123 · 6 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 20, 2012 · D · $4,300,000 sold of $5,000,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 6, 2012 · D · $100,000 sold of $100,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 27, 2012 · D · $0 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 7, 2011 · D · $7,200,000 sold of $7,200,000 · 4 investors · min. $84,000 · role: Director EDGAR ↗
  • May 13, 2011 · D · $1,000,000 sold of $1,000,000 · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 3, 2010 · D · $2,179,999 sold of $2,500,000 · 4 investors · min. $365,000 · role: Director EDGAR ↗

Raised $26.3M from 11 investors (100% of the $10M target) as of the latest filing. Mark is listed as director on 12 filings for this deal.

Sources

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

Pooled Investment Fund · group: Bip

BIP Capital Huddle Equity II, LLC

Atlanta, GA · Oct 13, 2020
  • Oct 13, 2020 · D · $2,139,334 sold of $2,139,334 · 26 investors · min. $25,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $2.14M from 26 investors (100% of the $2.14M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Mini Fund IIIb-QP, LP

Atlanta, GA · Sep 29, 2020
  • Sep 29, 2020 · D · $10,380,000 sold of $10,380,000 · 67 investors · min. $100,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $10.4M from 67 investors (100% of the $10.4M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Mini Fund IIIb, LP

Atlanta, GA · Sep 29, 2020
  • Sep 29, 2020 · D · $7,070,000 sold of $7,070,000 · 73 investors · min. $100,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $7.07M from 73 investors (100% of the $7.07M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Wellview Senior Debt I, LLC

Atlanta, GA · Jun 15, 2020
  • Jun 15, 2020 · D · $2,000,000 sold of $2,000,000 · 57 investors · min. $25,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $2M from 57 investors (100% of the $2M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital EmpowHR Convertible Note I, LLC

Atlanta, GA · Jun 15, 2020
  • Jun 15, 2020 · D · $622,500 sold of $1,000,000 · 20 investors · min. $25,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $623K from 20 investors (62% of the $1M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Media Sub Debt Fund I-QP, LLC

Atlanta, GA · Apr 2, 2020
  • Apr 2, 2020 · D · $8,245,000 sold of $8,245,000 · 64 investors · min. $75,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $8.24M from 64 investors (100% of the $8.24M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Media Sub Debt Fund I, LLC

Atlanta, GA · Apr 2, 2020
  • Apr 2, 2020 · D · $4,305,000 sold of $4,305,000 · 55 investors · min. $75,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $4.3M from 55 investors (100% of the $4.3M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Media Equity VII, LLC

Atlanta, GA · Jan 8, 2020
  • Jan 8, 2020 · D · $7,201,779 sold of $7,201,779 · 98 investors · min. $75,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $7.2M from 98 investors (100% of the $7.2M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Mini Fund III-QP, LP

Atlanta, GA · Sep 9, 2019
  • Sep 9, 2019 · D · $5,655,000 sold of $20,000,000 · 34 investors · min. $100,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $5.66M from 34 investors (28% of the $20M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Mini Fund III, LP

Atlanta, GA · Sep 9, 2019
  • Sep 9, 2019 · D · $1,505,000 sold of $20,000,000 · 14 investors · min. $100,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $1.5M from 14 investors (8% of the $20M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Senior Debt Fund II-QP, LLC

Atlanta, GA · May 24, 2019
  • May 24, 2019 · D · $9,000,000 sold of $9,000,000 · 66 investors · min. $100,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $9M from 66 investors (100% of the $9M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital 2080 Senior Debt Fund II, LLC

Atlanta, GA · May 24, 2019
  • May 24, 2019 · D · $6,000,000 sold of $6,000,000 · 95 investors · min. $100,000 · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $6M from 95 investors (100% of the $6M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Venture Fund IV-QP, LP

Atlanta, GA · May 4, 2018 → May 3, 2019 · 2 filings
  • May 3, 2019 · D/A · $46,940,000 sold of Indefinite · 112 investors · min. $250,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • May 4, 2018 · D · $20,650,000 sold of Indefinite · 59 investors · min. $250,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $46.9M from 112 investors as of the latest filing. Mark is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Other Health Care

Excel Health, LLC

Atlanta, GA · Jan 15, 2019
  • Jan 15, 2019 · D · $4,809,539 sold of $4,809,539 · 10 investors · min. $10,200 · role: Director EDGAR ↗

Raised $4.81M from 10 investors (100% of the $4.81M target) as of the latest filing. Mark is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 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.

Pooled Investment Fund · group: Bip

BIP Capital Mini Fund II-QP, LP

Atlanta, GA · Dec 13, 2018
  • Dec 13, 2018 · D · $5,100,000 sold of $18,000,000 · 32 investors · min. $125,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $5.1M from 32 investors (28% of the $18M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Mini Fund II, LP

Atlanta, GA · Dec 13, 2018
  • Dec 13, 2018 · D · $2,950,000 sold of $18,000,000 · 29 investors · min. $125,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $2.95M from 29 investors (16% of the $18M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Mini Fund, LP

Atlanta, GA · Nov 20, 2018
  • Nov 20, 2018 · D · $9,000,000 sold of $9,000,000 · 94 investors · min. $60,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $9M from 94 investors (100% of the $9M target) as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Venture Fund IV, LP

Atlanta, GA · May 4, 2018
  • May 4, 2018 · D · $13,390,000 sold of Indefinite · 70 investors · min. $250,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $13.4M from 70 investors as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Growth Fund III, LP

Atlanta, GA · Apr 3, 2017
  • Apr 3, 2017 · D · $18,625,704 sold of Indefinite · 73 investors · min. $250,000 · role: Executive Officer (Managing Member of BIP Capital Equity Partners III, LLC, which is the general partner of the issuer) EDGAR ↗

Raised $18.6M from 73 investors as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Capital Growth Fund III-QP, LP

Atlanta, GA · Mar 30, 2017
  • Mar 30, 2017 · D · $23,634,296 sold of Indefinite · 61 investors · min. $250,000 · role: Executive Officer (Managing Member of BIP Capital Equity Partners III, LLC, which is the general partner of the issuer) EDGAR ↗

Raised $23.6M from 61 investors as of the latest filing. Mark is listed as executive officer.

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.

Other

mLevel, Inc.

Atlanta, GA · Jan 19, 2017
  • Jan 19, 2017 · D · $750,000 sold of $1,500,000 · 3 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $5.3M from 7 investors (100% of the $1.5M target) as of the latest filing. Mark is listed as director.

Sources

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

Other Technology

QASymphony, Inc.

Atlanta, GA · Jul 15, 2016
  • Jul 15, 2016 · D · $1 sold of $45,001 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $5.04M from 16 investors (100% of the $45K target) as of the latest filing. Mark is listed as director.

Sources

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

Other Health Care

REACH Health, Inc.

Alpharetta, GA · Apr 3, 2014 → Mar 10, 2015 · 3 filings
  • Mar 10, 2015 · D · $750,000 sold of $1,500,000 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 18, 2014 · D/A · $2,140,271 sold of $2,250,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 3, 2014 · D · $2,140,271 sold of $2,250,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $5M from 10 investors (100% of the $1.5M target) as of the latest filing. Mark is listed as director on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology

GREAT PARENTS ACADEMY, LLC

Atlanta, GA · Aug 29, 2014
  • Aug 29, 2014 · D · $3,995,369 sold of $4,000,000 · 60 investors · min. $25,000 · role: Executive Officer, Director EDGAR ↗

Raised $4M from 60 investors (100% of the $4M target) as of the latest filing. Mark is listed as executive officer, director.

Sources

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

Pooled Investment Fund · group: Bip Early Stage

BIP Early Stage Fund I-QP LP

Atlanta, GA · Oct 25, 2013
  • Oct 25, 2013 · D · $3,179,445 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Director of the General Partner) EDGAR ↗

Raised $3.18M from 21 investors as of the latest filing. Mark is listed as executive officer, promoter.

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.

Pooled Investment Fund · group: Bip Early Stage

BIP Early Stage Fund I LP

Atlanta, GA · Oct 25, 2013
  • Oct 25, 2013 · D · $6,520,555 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Director of the General Partner) EDGAR ↗

Raised $6.52M from 57 investors as of the latest filing. Mark is listed as executive officer, promoter.

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.

Other Technology

AchieveIt Online LLC

Atlanta, GA · Aug 28, 2012 → Sep 24, 2013 · 3 filings
  • Sep 24, 2013 · D · $1,500,000 sold of $1,500,000 · 2 investors · min. $250,000 · role: Director EDGAR ↗
  • Jan 3, 2013 · D · $1,500,000 sold of $1,500,000 · 2 investors · min. $700,000 · role: Director EDGAR ↗
  • Aug 28, 2012 · D · $600,000 sold of $600,000 · 2 investors · min. $250,000 · role: Director EDGAR ↗

Raised $1.5M from 2 investors (100% of the $1.5M target) as of the latest filing. Mark is listed as director on 3 filings for this deal.

Sources

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

Other Technology

Ingenious Med Inc

Atlanta, GA · Jul 14, 2009 → Jan 3, 2013 · 3 filings
  • Jan 3, 2013 · D · $1,000,000 sold of $1,000,000 · 3 investors · min. $240,000 · role: Director EDGAR ↗
  • May 15, 2012 · D · $1,300,000 sold of $1,300,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 14, 2009 · D · $900,000 sold of $900,000 · 2 investors · min. $25,000 · role: Director EDGAR ↗

Raised $1.3M from 7 investors (100% of the $1M target) as of the latest filing. Mark is listed as director on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Bip

BIP Opportunities Fund II - QP, LP

Atlanta, GA · Apr 3, 2012
  • Apr 3, 2012 · D · $16,100,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Managing Member of BIP Equity Partners II, LLC, which is the general partner of the issuer) EDGAR ↗

Raised $16.1M from 43 investors as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund · group: Bip

BIP Opportunities Fund II, LP

Atlanta, GA · Apr 3, 2012
  • Apr 3, 2012 · D · $12,650,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (Managing Member of BIP Equity Partners II, LLC, which is the general partner of the issuer) EDGAR ↗

Raised $12.7M from 58 investors as of the latest filing. Mark is listed as executive officer.

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.

Pooled Investment Fund

BIP Opportunities Fund, LP

Atlanta, GA · Apr 14, 2009 → Apr 21, 2010 · 3 filings
  • Apr 21, 2010 · D/A · $12,730,000 sold of $30,000,000 · 86 investors · min. $10,000 · role: Director (Manager of BIP Equity Partners, LLC, which is general partner of Issuer) EDGAR ↗
  • Dec 17, 2009 · D/A · $11,955,000 sold of $30,000,000 · 75 investors · min. $10,000 · role: Director (Manager of BIP Equity Partners, LLC, which is general partner of Issuer) EDGAR ↗
  • Apr 14, 2009 · D · $9,505,000 sold of $30,000,000 · 55 investors · min. $500,000 · role: Director (Manager of BIP Equity Partners, LLC, which is general partner of Issuer) EDGAR ↗

Raised $12.7M from 86 investors (42% of the $30M target) as of the latest filing. Mark is listed as director on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (3)

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

  • Mark Buffington — OH, 1 issuer, Oct 6, 2020 → Oct 6, 2020 · no shared issuer
  • Mark Buffington — FL, 1 issuer, Nov 8, 2022 → Nov 8, 2022 · no shared issuer
  • Mark A. Buffington — SC, 1 issuer, Jun 29, 2026 → Jun 29, 2026 · no shared issuer

People around Mark 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.

Management entity

BIP Capital, LLC

Executive Officer · 49 shared filings (49 issuers) · also on 4 other issuers

BIP Capital, LLC is on 53 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

BIP Capital Equity Partners IV, LLC

Executive Officer · 18 shared filings (15 issuers)

BIP Capital Equity Partners IV, LLC is on 15 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

BIP Early Stage Partners I, LLC

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

Management entity

H. BIP Equity Partners III, LLC

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

Management entity

Todd BIP Capital, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Paul Iaffaldano

Executive Officer, Director · 64 shared filings (62 issuers) · also on 8 other issuers

Paul Iaffaldano is on 70 issuers in total — a repeat sponsor. Their page lists every one.

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

Todd Knudsen

Executive Officer · 55 shared filings (48 issuers) · also on 4 other issuers

Todd Knudsen is on 52 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark Flickinger

Executive Officer, Director · 50 shared filings (45 issuers)

Mark Flickinger is on 45 issuers in total — a repeat sponsor. Their page lists every one.

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

Dan Drechsel

Executive Officer, Director · 23 shared filings (22 issuers) · also on 6 other issuers

Dan Drechsel is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Paul Judge

Executive Officer · 18 shared filings (18 issuers) · also on 7 other issuers

Paul Judge is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

David Rudolph

Executive Officer, Director · 13 shared filings (2 issuers)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Scott Pressly

Executive Officer, Director · 13 shared filings (7 issuers) · also on 1 other issuer

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

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

Dan Dreschel

Executive Officer · 13 shared filings (11 issuers) · also on 1 other issuer

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

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

James Hamilton

Director, Executive Officer, Promoter · 7 shared filings (3 issuers) · also on 4 other issuers

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

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

Robert Rothberg

Director, Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

H. Scott Pressly

Director, Executive Officer, Promoter · 6 shared filings (4 issuers) · also on 4 other issuers

H. Scott Pressly is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeffrey Webb

Director · 6 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Hart Williford

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

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Dan Dreschsel

Executive Officer · 5 shared filings (5 issuers)

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

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

Shawn B. Welch

Director, Executive Officer · 5 shared filings (3 issuers)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Russell Robins

Director · 4 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Hines Brannan

Director · 4 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Ann St Germain

Director · 4 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Mark Bell

Director · 4 shared filings (1 issuer) · also on 11 other issuers

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

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

I. Sigmund Mosley

Director · 4 shared filings (1 issuer) · also on 11 other issuers

I. Sigmund Mosley is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

S. Hart Williford

Executive Officer, Director · 4 shared filings (2 issuers)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Aaron Aycock

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

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Mark Teixeira

Director · 3 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Michael G. Pickering

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Steven Liu

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

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Andrew Somoza

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Robert Vedra

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

Robert Vedra is on 5 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

Ashish Mistry

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

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Kyle David

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

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

Stephen McGraw

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

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

David Hess

Director · 3 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

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

David White

Director · 3 shared filings (1 issuer)

Listed on the same filings as Mark Buffington. Their page shows their other deals.

The team behind the deals

Sponsor group

Bip

125 issuers · 157 filings · $1.35B reported sold · 2010–2026

One team, 125 deal companies. Mark Buffington is listed on 76 of them.

Sources

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

Sponsor group

Bip Early Stage

2 issuers · 2 filings · $9.7M reported sold · 2013–2013

One team, 2 deal companies. Mark Buffington is listed on 2 of them.

Sources

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

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)

A person is never an adviser firm. 49 of the 93 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): BIP Ventures Mediafly Senior Note I, LLC, BIP Ventures ChartSpan Equity I-QP, LLC, BIP Ventures ChartSpan Equity I-AI, LLC, BIP Ventures Wealth Alliance Equity II, LLC, BIP Ventures Mediafly Convertible Note III-QP, LLC, BIP Ventures Mediafly Convertible Note III-AI, LLC, BIP Ventures ShiftMed Convertible Debt I-QP, LLC, BIP Ventures ShiftMed Convertible Debt I-AI, LLC, BIP Ventures Mediafly Convertible Note II-QP, LLC, BIP Ventures Mediafly Convertible Note II-AI, LLC, BIP Ventures Case Status Equity I, LLC, BIP Ventures Velocity Convertible Note I, LLC, BIP Ventures Proem Convertible Note I, LLC, BIP Ventures Joymo Equity II, LLC, BIP Ventures Wealth Alliance Equity I, LLC, BIP Ventures Rhyme Equity III-QP, LLC, BIP Ventures Rhyme Equity III-AI, LLC, BIP Ventures ShiftMed Equity III-QP, LLC, BIP Ventures ShiftMed Equity III-AI, LLC, BIP Ventures 2080 Media Equity XII-AI, LLC, BIP Ventures 2080 Media Equity XII-QP, LLC, Panoramic 2080 Media Equity XI-QP, LLC, Panoramic 2080 Media Equity XI-AI, LLC, Panoramic JoyMo Equity I, LLC, Panoramic ShiftMed Equity II-QP, LLC, Panoramic ShiftMed Equity II-AI, LLC, Panoramic Connexpay Equity II-QP, LLC, Panoramic Connexpay Equity II-AI, LLC, Panoramic Shiftmed Equity I, LLC, Panoramic Mediafly Equity I, LLC, PANORAMIC SHIFTMED EQUITY I-QP, LLC, BIP Capital 2080 Media Equity X, LLC, Panoramic Wellview Sentry Merger I, LLC, Panoramic UserIQ Equity II, LLC, BIP Capital EmpowHR Convertible Note II, LLC, BIP Capital Wellview Senior Debt II, LLC, BIP Capital 2080 Senior Debt Fund III-QP, LLC, BIP Capital 2080 Senior Debt Fund III, LLC, BIP Capital 2080 Media Equity VIII, LLC, BIP Capital Huddle Equity II, LLC, BIP Capital Mini Fund IIIb-QP, LP, BIP Capital Mini Fund IIIb, LP, BIP Capital Wellview Senior Debt I, LLC, BIP Capital EmpowHR Convertible Note I, LLC, BIP Capital 2080 Media Sub Debt Fund I-QP, LLC, BIP Capital 2080 Media Sub Debt Fund I, LLC, BIP Capital 2080 Media Equity VII, LLC, BIP Capital 2080 Senior Debt Fund II-QP, LLC, BIP Capital 2080 Senior Debt Fund II, LLC.

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 Mark Buffington 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 93 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Mark Buffington is listed on: none on file. No website or social profile named in BIP Capital 2080 Senior Debt Fund III-QP, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #200,121 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 (Atlanta, GA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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