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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:01 AM ET

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Mark Bakken

Named as an officer, director or promoter on SEC Form D filings · WA, WI, TX, IL, CO · May 28, 2013 → Sep 23, 2026

31deals (issuers)
$267.2Mreported sold
403investors
60Form D filings
2013–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:28 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Mark Bakken is listed as an executive officer, director, and promoter on 60 SEC Form D filings by 31 issuers between May 2013 and Sep 2026. Largest by amount reported sold: Veda Data Solutions, Inc. (Washington, DC — other technology — 2020–2022; $46.1M reported sold to 15 investors), Redox, Inc. (Madison, WI — industry reported as "Other" — 2015; $45M reported sold to 18 investors), NCP Holding Co (Madison, WI — other technology — 2013; $38.3M reported sold to 27 investors), KeyCare, Inc. (Chicago, IL — other health care — 2022–2026; $27.7M reported sold to 35 investors), ENSODATA, INC. (Madison, WI — other health care — 2017–2022; $20M reported sold to 16 investors) and 26 more (all listed below).

What this means That is a lot of deals — 31 separate companies raised money with this person listed as executive officer, director, and promoter, over about 13 years. Across those companies the filings report $267.2M sold in total.

Listed alongside Benjamin Bradley (6 shared filings), Daniel Flores (6 shared filings), Kyle Swinsky (6 shared filings), Malek Yala (6 shared filings), William Schmidt (6 shared filings) and 131 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: Twain (30 issuers, $471.8M reported sold, 2013–2026) and Pace Healthcare (11 issuers, $238.7M reported sold, 2014–2026).

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 (AZ, CA, DE, TX, WA) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record 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 60 public filings for Mark Bakken and found 12 differences, 1 worth asking the sponsor about: 14 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 Bakken has not run yet — it is joining a line of 4,322 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

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

Key records

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

1. Lawsuits

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, 2:28 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Mark Bakken..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Mark E. Bakken closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-08-13447 · Filed Jul 2, 2008 · Closed Jan 13, 2009
Role of Mark E. Bakken: Debtor · Outcome: Case closed 2009-01-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 5 people with this name in Form D filings; court in the person's filing state (WI)
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, 2:28 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

12 differences found between the filings for Mark Bakken — 1 worth asking about (compared the newest 50 of 60 filings on Oct 24, 2026; older filings not covered)

Worth asking · Dec 21, 2018 – Mar 12, 2026

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

Form D filed 111 days after the first sale — Amulet, PBC · Form D filed 251 days after the first sale — Slot Check, Inc. · Form D filed 138 days after the first sale — KeyCare, Inc. · Form D filed 169 days after the first sale — KeyCare, Inc. · Form D filed 189 days after the first sale — Veda Data Solutions, Inc. · and 9 more

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

Form D · Mar 12, 2026 ↗Amulet, PBC — PartnerFacts page ↗Form D · Mar 8, 2023 ↗Slot Check, Inc. — PartnerFacts page ↗
Sources
Note · May 10, 2018 – Mar 18, 2026

8 offerings changed their target amount between filings

Offering amount changed between filings — KeyCare, Inc. · Offering amount changed between filings — Medsense Health, Inc. · Offering amount changed between filings — Slot Check, Inc. · Offering amount changed between filings — Medsense Health, Inc. · Offering amount changed between filings — Self Fund Health Plan, Inc. · and 3 more

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

Form D (earlier) · Apr 17, 2025 ↗Form D/A (later) · Mar 18, 2026 ↗KeyCare, Inc. — PartnerFacts page ↗Form D/A (earlier) · Aug 27, 2024 ↗
Sources
Note · Jul 30, 2018 – Oct 1, 2025

18 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 — Medsense Health, Inc. (latest filing Oct 1, 2025) · No amendment in the last 12 months on an offering that may still be open — Slot Check, Inc. (latest filing Aug 14, 2025) · No amendment in the last 12 months on an offering that may still be open — Slot Check, Inc. (latest filing Jan 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Nurse Disrupted, Inc. (latest filing Mar 31, 2023) · No amendment in the last 12 months on an offering that may still be open — Wellbe Inc. (latest filing Nov 15, 2022) · and 13 more

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

Form D/A · Oct 1, 2025 ↗Medsense Health, Inc. — PartnerFacts page ↗Form D · Aug 14, 2025 ↗Slot Check, Inc. — PartnerFacts page ↗
Sources
Note · May 10, 2018 – Jan 6, 2021

Mark Bakken is written 2 different ways on the filings

listed as "Mark Bakken" on 48 filings (from May 10, 2018), and "Mark Edmond Bakken" on 2 filings (from Jan 6, 2021).

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.

Form D · May 10, 2018 ↗Form D · Jan 6, 2021 ↗Mark Bakken — PartnerFacts page ↗
Sources
Note · Jan 7, 2019 – Oct 21, 2021

Industry group changed between filings — AMOpportunities, Inc.

"Other Travel" (Jan 7, 2019 to Mar 24, 2021); then "Other" (Oct 21, 2021).

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

Form D · Jan 7, 2019 ↗Form D · Oct 21, 2021 ↗AMOpportunities, Inc. — PartnerFacts page ↗
Sources
Note · Jun 10, 2026

Same name, different state: "Mark Bakken" (NJ) is a separate record

This page covers filings where the address state is WA or WI or TX or IL or CO. A separate record, "Mark Bakken" with address state NJ, is listed on 1 filing — most recently by Vinyl Health, Inc. (Jun 10, 2026). Both records have filings in the same period (Jun 10, 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.

Mark Bakken (NJ) — PartnerFacts page ↗Form D · Jun 10, 2026 ↗Vinyl Health, Inc. — PartnerFacts page ↗Mark Bakken (WA,WI,TX,IL,CO) — this page ↗
Sources
Note · Feb 28, 2023 – Aug 15, 2025

Same name, different state: "MARK BAKKEN" (NY) is a separate record

This page covers filings where the address state is WA or WI or TX or IL or CO. A separate record, "MARK BAKKEN" with address state NY, is listed on 3 filings — most recently by Peerbridge Health, Inc. (Aug 15, 2025). Both records have filings in the same period (Feb 28, 2023 to Aug 15, 2025).

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.

MARK BAKKEN (NY) — PartnerFacts page ↗Form D · Aug 15, 2025 ↗Peerbridge Health, Inc. — PartnerFacts page ↗Mark Bakken (WA,WI,TX,IL,CO) — this page ↗
Sources
Note · Jun 6, 2023

Same name, different state: "Mark Bakken" (IN) is a separate record

This page covers filings where the address state is WA or WI or TX or IL or CO. A separate record, "Mark Bakken" with address state IN, is listed on 1 filing — most recently by RxLightning, Inc. (Jun 6, 2023). Both records have filings in the same period (Jun 6, 2023).

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.

Mark Bakken (IN) — PartnerFacts page ↗Form D · Jun 6, 2023 ↗RxLightning, Inc. — PartnerFacts page ↗Mark Bakken (WA,WI,TX,IL,CO) — this page ↗
Sources
Note · Sep 7, 2018

Same name, different state: "Mark Bakken" (MO) is a separate record

This page covers filings where the address state is WA or WI or TX or IL or CO. A separate record, "Mark Bakken" with address state MO, is listed on 2 filings — most recently by Epharmix, Inc. (Sep 7, 2018). Both records have filings in the same period (Sep 7, 2018).

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.

Mark Bakken (MO) — PartnerFacts page ↗Form D · Sep 7, 2018 ↗Epharmix, Inc. — PartnerFacts page ↗Mark Bakken (WA,WI,TX,IL,CO) — this page ↗
Sources
Note · Mar 18, 2022 – Aug 22, 2022

Address moved from Madison, WI to Chicago, IL — KeyCare, Inc.

The people listed on the Mar 18, 2022 filing give Madison, WI; on the Aug 22, 2022 filing they give Chicago, IL.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Mar 18, 2022 ↗Form D · Aug 22, 2022 ↗KeyCare, Inc. — PartnerFacts page ↗
Sources
Note · Aug 27, 2020 – Jan 25, 2022

Address moved from Madison, WI to Washington, DC — Veda Data Solutions, Inc.

The people listed on the Aug 27, 2020 filing give Madison, WI; on the Jan 25, 2022 filing they give Washington, DC.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Aug 27, 2020 ↗Form D · Jan 25, 2022 ↗Veda Data Solutions, Inc. — PartnerFacts page ↗
Sources
Note · May 10, 2018 – Sep 23, 2026

Mark Bakken is listed with 5 different address states: TX, WI, IL, CO, WA

TX on 4 filings (May 10, 2018 to Aug 25, 2021); WI on 29 filings (Sep 26, 2018 to Sep 23, 2026); IL on 13 filings (Jan 7, 2019 to Sep 15, 2026); CO on 1 filing (Oct 7, 2021); WA on 3 filings (Jan 23, 2024 to Oct 1, 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.

Form D · May 10, 2018 ↗Form D · Sep 26, 2018 ↗Form D · Jan 7, 2019 ↗Form D · Oct 7, 2021 ↗
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 60 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

1 of 48 offerings reports sales commissions totalling $396,000; 0 report finder's fees; 2 report proceeds to related persons totalling $272,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 23, 2026 D
Anura Connect, Inc.
File 021-598614
$0$0$0None listed on this filingEDGAR ↗
Sep 15, 2026 D
KeyCare, Inc.
File 021-597512
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2026 D
NOVIR, INC.
File 021-594934
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2026 D
HealthX H1 Insights 2026, LLC
File 021-591925
$0$0$0None listed on this filingEDGAR ↗
May 26, 2026 D/A
Cancer IQ Inc.
File 021-496976
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2026 D/A
KeyCare, Inc.
File 021-543904
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2026 D
Amulet, PBC
File 021-576286
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2025 D/A
Medsense Health, Inc.
File 021-503152
$0$0$0None listed on this filingEDGAR ↗
Aug 14, 2025 D
Slot Check, Inc.
File 021-554793
$0$0$0None listed on this filingEDGAR ↗
Jun 25, 2025 D
FindSpotz Inc.
File 021-549820
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2025 D/A
Slot Check, Inc.
File 021-475215
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2024 D
RehabPath Inc.
File 021-527255
$0$0$0None listed on this filingEDGAR ↗
Mar 5, 2024 D
HealthX Wisconsin Fund, L.P.
File 021-506645
$0$0$0
The Issuers' General Partner (or its designee) is entitled to a management fee payable by the Issuer.
None listed on this filingEDGAR ↗
Jan 25, 2024 D/A
Self Fund Health Plan, Inc.
File 021-487234
$0$0$0None listed on this filingEDGAR ↗
Oct 6, 2023 D
HealthX Ventures Fund III, L.P.
File 021-494078
$0$0$0
The Issuers' General Partner (or its designee) is entitled to a management fee payable by the Issuers.
None listed on this filingEDGAR ↗
Mar 31, 2023 D
Nurse Disrupted, Inc.
File 021-477598
$0$0$0None listed on this filingEDGAR ↗
Nov 15, 2022 D
Wellbe Inc.
File 021-464828
$0$0$0None listed on this filingEDGAR ↗
Oct 31, 2022 D/A
Healthcare Innovation Fund, L.P.
File 021-385431
$0$0$0 (est.)
The Issuer's general partner is entitled to carried interest and the investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 13, 2022 D
Geno.Me, Inc.
File 021-461663
$0$0$0None listed on this filingEDGAR ↗
Aug 22, 2022 D
KeyCare, Inc.
File 021-456417
$0$0$0None listed on this filingEDGAR ↗
May 12, 2022 D
ENSODATA, INC.
File 021-445405
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2022 D
Cancer IQ Inc.
File 021-440937
$396,000 (est.)$0$0
Proceeds will be used to repay certain indebtedness of the Issuer and for product development and other general corporate purposes.
B. C. Ziegler and Company BrokerCheck CRD 61 ↗EDGAR ↗
Mar 18, 2022 D
KeyCare, Inc.
File 021-437929
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2022 D
RehabPath Inc.
File 021-436460
$0$0$100,000
General corporate purchases; provided, however that the Issuer may use up to $100,000 of such proceeds to pay a cash bonus of $50,000 to each of its executive officers.
None listed on this filingEDGAR ↗
Jan 25, 2022 D
Veda Data Solutions, Inc.
File 021-430674
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2021 D
AMOpportunities, Inc.
File 021-418033
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2021 D
AGATHOS INC
File 021-416170
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2021 D
Prism FM Inc.
File 021-411229
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2021 D
Kilter, Inc.
File 021-395662
$0$0$0 (est.)
Issuer will use the proceeds from the offering for working capital and other general corporate purposes.
None listed on this filingEDGAR ↗
Mar 24, 2021 D
AMOpportunities, Inc.
File 021-393346
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2020 D/A
AMOpportunities, Inc.
File 021-329757
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2020 D
DotCom Therapy, Inc.
File 021-377686
$0$0$0None listed on this filingEDGAR ↗
Aug 27, 2020 D
Veda Data Solutions, Inc.
File 021-374291
$0$0$0None listed on this filingEDGAR ↗
May 19, 2020 D
ENSODATA, INC.
File 021-367309
$0$0$0None listed on this filingEDGAR ↗
Apr 23, 2020 D
Cancer IQ Inc.
File 021-365645
$0$0$0None listed on this filingEDGAR ↗
May 6, 2019 D/A
NarrativeDx Inc.
File 021-312082
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2019 D
HealthX Ventures Fund II, L.P.
File 021-338462
$0$0$0
The Issuer's General Partner (or its designee) is entitled to a management fee payable by the Issuer.
None listed on this filingEDGAR ↗
Apr 1, 2019 D
DotCom Therapy, Inc.
File 021-336148
$0$0$0None listed on this filingEDGAR ↗
Sep 26, 2018 D
ImageMoverMD, Inc.
File 021-322165
$0$0$0 (est.)
The Issuer will use the proceeds from the offering for general corporate and working capital purposes.
None listed on this filingEDGAR ↗
Aug 14, 2018 D
Prism FM Inc.
File 021-319220
$0$0$0None listed on this filingEDGAR ↗
Mar 1, 2018 D/A
ENSODATA, INC.
File 021-300943
$0$0$0None listed on this filingEDGAR ↗
Nov 7, 2017 D
AMOpportunities, Inc.
File 021-298224
$0$0$0None listed on this filingEDGAR ↗
Aug 28, 2017 D
ImageMoverMD, Inc.
File 021-293595
$0$0$172,000 (est.)None listed on this filingEDGAR ↗
May 22, 2017 D
NarrativeDx Inc.
File 021-287203
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2015 D
Redox, Inc.
File 021-249802
$0$0$0 (est.)
Product development and general corporate purposes.
None listed on this filingEDGAR ↗
Sep 30, 2015 D
HealthX Ventures Fund I, L.P.
File 021-248537
$0$0$0
The Issuer's General Partner (or its designee) is entitled to a management fee payable by the Issuer.
None listed on this filingEDGAR ↗
Apr 9, 2015 D
Catalyze, Inc.
File 021-237605
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 28, 2013 D
NCP Holding Co
File 021-197113
$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 31

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

AC
Other Technology

Anura Connect, Inc.

Madison, WI · Sep 23, 2026
  • Sep 23, 2026 · D · $1,099,999 sold of $1,099,999 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.1M from 1 investor (100% of the $1.1M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

K
Other Health Care

KeyCare, Inc.

Chicago, IL · Mar 18, 2022 → Sep 15, 2026 · 5 filings
  • Sep 15, 2026 · D · $1,725,000 sold of $5,000,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 18, 2026 · D/A · $27,727,861 sold of $30,808,067 · 35 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 17, 2025 · D · $12,747,472 sold of $21,808,151 · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 22, 2022 · D · $24,176,170 sold of $30,000,000 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 18, 2022 · D · $2,499,960 sold of $2,500,000 · 29 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $27.7M from 35 investors (100% of the $5M target) as of the latest filing. Mark is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

N
Other Health Care

NOVIR, INC.

Milwaukee, WI · Aug 20, 2026
  • Aug 20, 2026 · D · $3,064,987 sold of $3,999,994 · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.89M from 19 investors (97% of the $4M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

HH
Pooled Investment Fund · group: Twain

HealthX H1 Insights 2026, LLC

Madison, WI · Jul 23, 2026
  • Jul 23, 2026 · D · $1,643,000 sold of $2,000,000 · 7 investors · min. $50,000 · role: Promoter (Managing Director of the Promoter) EDGAR ↗

Raised $1.64M from 7 investors (82% of the $2M target) as of the latest filing. Mark is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CI
Other Technology

Cancer IQ Inc.

Chicago, IL · Apr 23, 2020 → May 26, 2026 · 4 filings
  • May 26, 2026 · D/A · $4,284,000 sold of $6,000,000 · 9 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 13, 2023 · D · $3,350,000 sold of $6,000,000 · 9 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 8, 2022 · D · $14,000,293 sold of $14,000,293 · 6 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 23, 2020 · D · $1,620,700 sold of $2,565,700 · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $14M from 9 investors (100% of the $6M target) as of the latest filing. Mark is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AP
Other Technology

Amulet, PBC

Madison, WI · Mar 12, 2026
  • Mar 12, 2026 · D · $757,973 sold of $1,000,000 · 19 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.28M from 36 investors (100% of the $1M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

MH
Other Technology

Medsense Health, Inc.

Tacoma, WA · Jan 23, 2024 → Oct 1, 2025 · 3 filings
  • Oct 1, 2025 · D/A · $4,024,994 sold of $4,249,994 · 5 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 27, 2024 · D/A · $1,000,000 sold of $1,000,000 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 23, 2024 · D · $500,000 sold of $500,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $4.02M from 13 investors (95% of the $4.25M target) as of the latest filing. Mark is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SC
Other Technology

Slot Check, Inc.

Madison, WI · Mar 8, 2023 → Aug 14, 2025 · 3 filings
  • Aug 14, 2025 · D · $200,000 sold of $500,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 15, 2025 · D/A · $1,249,919 sold of $1,249,938 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 8, 2023 · D · $649,953 sold of $1,008,504 · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.25M from 11 investors (100% of the $500K target) as of the latest filing. Mark is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

F
Other Technology

FindSpotz Inc.

Middleton, WI · Jun 25, 2025
  • Jun 25, 2025 · D · $1,378,623 sold of $1,378,623 · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.38M from 4 investors (100% of the $1.38M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

R
Other Technology

RehabPath Inc.

Madison, WI · Mar 9, 2022 → Oct 21, 2024 · 2 filings
  • Oct 21, 2024 · D · $4,999,993 sold of $4,999,993 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 9, 2022 · D · $750,000 sold of $3,000,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $5M from 1 investor (100% of the $5M target) as of the latest filing. Mark is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

HW
Pooled Investment Fund

HealthX Wisconsin Fund, L.P.

Madison, WI · Mar 5, 2024
  • Mar 5, 2024 · D · $0 sold of $30,000,000 · 0 investors · min. No minimum reported · role: Director (Managing Director of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

SF
Other Technology

Self Fund Health Plan, Inc.

Verona, WI · Jul 18, 2023 → Jan 25, 2024 · 2 filings
  • Jan 25, 2024 · D/A · $1,499,999 sold of $1,499,999 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 18, 2023 · D · $750,000 sold of $999,999 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.5M from 4 investors (100% of the $1.5M target) as of the latest filing. Mark is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

HV
Pooled Investment Fund

HealthX Ventures Fund III, L.P.

Madison, WI · Oct 6, 2023
  • Oct 6, 2023 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Director (Managing Director of General Partner of Issuers) EDGAR ↗

No sales reported yet as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

ND
Other Health Care

Nurse Disrupted, Inc.

Fitchburg, WI · Mar 31, 2023
  • Mar 31, 2023 · D · $1,008,300 sold of $1,508,300 · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.01M from 6 investors (67% of the $1.51M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

W
Other Health Care

Wellbe Inc.

Madison, WI · Nov 15, 2022
  • Nov 15, 2022 · D · $1,209,892 sold of $2,209,999 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $4.61M from 32 investors (100% of the $2.21M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

HI
Pooled Investment Fund · group: Twain

Healthcare Innovation Fund, L.P.

Saint Louis, MO · Jan 6, 2021 → Oct 31, 2022 · 2 filings
  • Oct 31, 2022 · D/A · $10,385,000 sold of $25,000,000 · 26 investors · min. $250,000 · role: Director, Promoter (Managing director of the Issuer.) EDGAR ↗
  • Jan 6, 2021 · D · $6,060,000 sold of $25,000,000 · 13 investors · min. $250,000 · role: Director, Promoter (Managing director of the Issuer.) EDGAR ↗

Raised $10.4M from 26 investors (42% of the $25M target) as of the latest filing. Mark is listed as director, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GM
Other Technology

Geno.Me, Inc.

Milwaukee, WI · Oct 13, 2022
  • Oct 13, 2022 · D · $2,200,000 sold of $3,250,000 · 3 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.2M from 3 investors (68% of the $3.25M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

E
Other Health Care

ENSODATA, INC.

Madison, WI · Dec 15, 2017 → May 12, 2022 · 5 filings
  • May 12, 2022 · D · $19,999,975 sold of $19,999,975 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 19, 2020 · D · $8,962,315 sold of $8,962,315 · 15 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 1, 2018 · D/A · $1,471,114 sold of $1,500,000 · 16 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 1, 2018 · D/A · $1,471,114 sold of $1,500,000 · 16 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 15, 2017 · D · $987,607 sold of $1,200,000 · 11 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $20M from 16 investors (100% of the $20M target) as of the latest filing. Mark is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VD
Other Technology

Veda Data Solutions, Inc.

Washington, DC · Aug 27, 2020 → Jan 25, 2022 · 2 filings
  • Jan 25, 2022 · D · $46,142,153 sold of $46,142,153 · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 27, 2020 · D · $8,501,808 sold of $8,501,808 · 15 investors · min. $28,664 · role: Director EDGAR ↗

Raised $46.1M from 15 investors (100% of the $46.1M target) as of the latest filing. Mark is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

A
Other · group: Pace Healthcare

AMOpportunities, Inc.

Chicago, IL · Nov 7, 2017 → Oct 21, 2021 · 6 filings
  • Oct 21, 2021 · D · $1,624,998 sold of $2,500,036 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 24, 2021 · D · $357,500 sold of $357,500 · 5 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 20, 2020 · D/A · $4,449,949 sold of $5,300,012 · 18 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 19, 2019 · D/A · $2,449,951 sold of $4,250,013 · 6 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 7, 2019 · D · $1,799,951 sold of $3,000,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 7, 2017 · D · $950,000 sold of $1,100,000 · 9 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $4.45M from 18 investors (100% of the $2.5M target) as of the latest filing. Mark is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

A
Other Health Care

AGATHOS INC

Boulder, CO · Oct 7, 2021
  • Oct 7, 2021 · D · $5,934,996 sold of $6,087,623 · 25 investors · min. $1 · role: Director EDGAR ↗

Raised $5.93M from 25 investors (97% of the $6.09M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

PF
Other Technology

Prism FM Inc.

Austin, TX · Aug 14, 2018 → Aug 25, 2021 · 2 filings
  • Aug 25, 2021 · D · $7,652,095 sold of $9,357,095 · 17 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 14, 2018 · D · $1,038,000 sold of $2,000,000 · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $7.65M from 17 investors (82% of the $9.36M target) as of the latest filing. Mark is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

K
Other Technology

Kilter, Inc.

Madison, WI · Apr 14, 2021
  • Apr 14, 2021 · D · $733,104 sold of $733,104 · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $733K from 4 investors (100% of the $733K target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

DT
Other Health Care

DotCom Therapy, Inc.

Madison, WI · Apr 1, 2019 → Oct 13, 2020 · 2 filings
  • Oct 13, 2020 · D · $4,250,000 sold of Indefinite · 2 investors · min. $250,000 · role: Director EDGAR ↗
  • Apr 1, 2019 · D · $815,000 sold of $815,000 · 1 investors · min. $815,000 · role: Director EDGAR ↗

Raised $4.25M from 2 investors as of the latest filing. Mark is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

N
Other Health Care

NarrativeDx Inc.

Austin, TX · May 22, 2017 → May 6, 2019 · 3 filings
  • May 6, 2019 · D/A · $2,975,000 sold of $2,975,000 · 10 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 10, 2018 · D · $1,075,000 sold of $2,000,000 · 5 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 22, 2017 · D · $3,671,365 sold of $3,671,365 · 20 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.67M from 20 investors (100% of the $2.98M target) as of the latest filing. Mark is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

HV
Pooled Investment Fund · group: Twain

HealthX Ventures Fund II, L.P.

Madison, WI · Apr 30, 2019
  • Apr 30, 2019 · D · $0 sold of $75,000,000 · 0 investors · min. No minimum reported · role: Director (Managing Director of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

I
Other Health Care

ImageMoverMD, Inc.

Madison, WI · Aug 28, 2017 → Sep 26, 2018 · 2 filings
  • Sep 26, 2018 · D · $1,600,000 sold of $3,450,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 28, 2017 · D · $1,183,877 sold of $1,367,300 · 24 investors · min. $5,030 · role: Director EDGAR ↗

Raised $1.6M from 24 investors (46% of the $3.45M target) as of the latest filing. Mark is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

R
Other Technology

Redox, Inc.

Madison, WI · Oct 21, 2015
  • Oct 21, 2015 · D · $3,536,834 sold of $3,536,834 · 13 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $45M from 18 investors (100% of the $3.54M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

HV
Pooled Investment Fund

HealthX Ventures Fund I, L.P.

Madison, WI · Sep 30, 2015
  • Sep 30, 2015 · D · $0 sold of $30,000,000 · 0 investors · min. No minimum reported · role: Director (Managing Director of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

C
Other Technology

Catalyze, Inc.

Madison, WI · Apr 9, 2015
  • Apr 9, 2015 · D · $3,999,998 sold of $4,000,006 · 9 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $6.46M from 10 investors (100% of the $4M target) as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

NH
Other Technology

NCP Holding Co

Madison, WI · May 28, 2013
  • May 28, 2013 · D · $38,259,175 sold of $38,259,175 · 27 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $38.3M from 27 investors (100% of the $38.3M target) as of the latest filing. Mark is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (4)

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

  • Mark Bakken — MO, 1 issuer, Sep 7, 2018 → Sep 7, 2018 · no shared issuer
  • MARK BAKKEN — NY, 1 issuer, Feb 28, 2023 → Aug 15, 2025 · no shared issuer
  • Mark Bakken — IN, 1 issuer, Jun 6, 2023 → Jun 6, 2023 · no shared issuer
  • Mark Bakken — NJ, 1 issuer, Jun 10, 2026 → Jun 10, 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.

HM
Management entity

HealthX Management, LLC

Promoter · 3 shared filings (2 issuers)

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

CC
Management entity

Cultivation Capital, LLC

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

Cultivation Capital, LLC is on 8 issuers in total — a repeat sponsor. Their page lists every one.

HV
Management entity

HealthX Ventures Fund I GP, LLC

Director · 1 shared filing (1 issuer)

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

PI
Management entity

Pandemic Innovation GP, LLC

Director, Promoter · 1 shared filing (1 issuer)

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

HI
Management entity

Healthcare Innovation GP, LLC

Director, Promoter · 1 shared filing (1 issuer)

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

HW
Management entity

HealthX Wisconsin Fund GP, LLC

Director · 1 shared filing (1 issuer)

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

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

William Schmidt

Director, Promoter · 6 shared filings (3 issuers) · also on 9 other issuers

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

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

Kyle Swinsky

Executive Officer, Director, Promoter · 6 shared filings (1 issuer)

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

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

Daniel Flores

Executive Officer · 6 shared filings (1 issuer)

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

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

Malek Yala

Executive Officer · 6 shared filings (1 issuer)

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

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

Benjamin Bradley

Executive Officer, Director, Promoter · 6 shared filings (1 issuer)

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

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

Samuel James Rusk

Executive Officer, Director · 5 shared filings (1 issuer)

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

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

Christopher Robert Fernandez

Executive Officer, Director · 5 shared filings (1 issuer)

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

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

Lyle Berkowitz

Executive Officer, Director · 5 shared filings (1 issuer)

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

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

Ouch Sereirath

Executive Officer · 4 shared filings (1 issuer)

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

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

Haibo Lu

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

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

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

Olufeyikemi Olopade Ayodele

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

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

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

John Bertrand

Director · 4 shared filings (1 issuer)

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

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

Sebastian Caliri

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

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

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

William R. Cowen

Director · 4 shared filings (1 issuer)

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

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

Joel Martin

Director · 3 shared filings (2 issuers)

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

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

Matthew Tabakin

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

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

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

Clark Emerick

Director · 3 shared filings (1 issuer)

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

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

Brian T. Wiegand

Director · 3 shared filings (1 issuer) · also on 7 other issuers

Brian T. Wiegand is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Imran Ahmad

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

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

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

Senem Guney

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

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

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

Kyle Robertson

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

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

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

Jay Shah

Director · 3 shared filings (1 issuer)

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

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

Darcey Nett

Director, Executive Officer · 3 shared filings (2 issuers)

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

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

Ziad Essa

Director · 3 shared filings (1 issuer) · also on 6 other issuers

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

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

Elise Miller Hoffman

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

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

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

Joel Krikston

Director · 3 shared filings (1 issuer)

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

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

Grant Stousland

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

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

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

Taha Yasin Jangda

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

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

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

John Paulos

Director · 2 shared filings (1 issuer) · also on 12 other issuers

John Paulos is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan Baran

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

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

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

Frederick A. Robertson

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

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

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

Gary J. Wendt

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

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

The team behind the deals

T
Sponsor group

Twain

30 issuers · 46 filings · $471.8M reported sold · 2013–2026

One team, 30 deal companies. Mark Bakken is listed on 3 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 Bakken.

PH
Sponsor group

Pace Healthcare

11 issuers · 29 filings · $238.7M reported sold · 2014–2026

One team, 11 deal companies. Mark Bakken is listed on 1 of them.

Sources

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

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

Adviser registration (Form ADV)

A person is never an adviser firm. 2 of the 31 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): HealthX H1 Insights 2026, LLC, Healthcare Innovation Fund, L.P..

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 Bakken 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 31 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Mark Bakken is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Madison, WI). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

rehabpath.com ↗ found on RehabPath Inc. (rehabpath.com — Form C 0001791847-20-000001 (issuer website as filed))

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Washington Courts case search (dw.courts.wa.gov) ↗Wisconsin state courts — find the court ↗Texas re:SearchTX court records ↗Cook County Clerk of Court case search ↗Colorado state courts — find the court ↗District of Columbia state courts — find the court ↗Missouri Case.net ↗

Securities regulators

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

Business registries

Washington Secretary of State business search ↗Wisconsin Secretary of State business search ↗Texas Secretary of State business search ↗Illinois Secretary of State business search ↗Colorado Secretary of State business search ↗Missouri Secretary of State business search ↗OpenCorporates ↗

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