PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 8:49 AM ET

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Matt Mosman

Named as an officer, director or promoter on SEC Form D filings · CA, NY, UT · Mar 9, 2022 → Jan 28, 2025

8deals (issuers)
$498.6Mreported sold
1,319investors
13Form D filings
2022–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:51 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Matt Mosman is listed as an executive officer, director, and promoter on 13 SEC Form D filings by 8 issuers between Jan 2017 and Jan 2025. Largest by amount reported sold: Pelion Ventures VIII, L.P. (Salt Lake City, UT — pooled investment fund — 2025; $247M reported sold to 134 investors), Pelion Ventures VIII Financial Institutions Fund, L.P. (Salt Lake City, UT — pooled investment fund — 2023–2025; $91.2M reported sold to 25 investors), tZERO Group, Inc. (Cottonwood Heights, UT — other technology — 2021–2022; $75.9M reported sold to 1,007 investors), SOASTA INC (Mountain View, CA — other technology — 2017; $30.2M reported sold to 23 investors), Pelion Ventures VIII - Entrepreneurs Fund, L.P. (Salt Lake City, UT — pooled investment fund — 2023–2025; $23.9M reported sold to 122 investors) and 3 more (all listed below).

What this means A repeat sponsor — 8 separate companies raised money with this person listed as executive officer, director, and promoter, over about 8 years. Across those companies the filings report $498.6M sold in total.

Listed alongside Chad Packard (9 shared filings), Ben Lambert (8 shared filings), Blake G. Modersitzki (8 shared filings), Chris Cooper (8 shared filings), Jeff Kearl (8 shared filings) and 28 others.

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

5 of the issuers belong to the sponsor group Pelion (18 issuers, $986.7M reported sold, 2009–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Pelion has 18 companies on file and $986.7M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 3 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 5 records came back, including 1 court case still open — open cases can take years and cost money. 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 13 public filings for Matt Mosman and found 18 differences, 4 worth asking the sponsor about: Paid seller listed without a CRD number: Greenstone Placement Management FZ-LLC; Paid seller listed without a CRD number: Heptagon Capital Limited; 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 Matt Mosman has not run yet — it is joining a line of 30,173 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: 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

3 cases: 1 open, 1 closed (disposition not in docket feed), 1 dismissed

Mosman v. The Lincoln National Life Insurance Company open
District Court, D. Minnesota · No. 0:26-cv-03960 · Filed Sep 10, 2026
Role of Mosman: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 12 federal dockets); surname only in the caption; court in MN (not a filing state)
Mosman v. Boehringer Ingelheim Pharmaceuticals, Inc. closed
District Court, S.D. Florida · No. 3:23-cv-16329 · Filed Mar 1, 2023 · Closed Mar 1, 2023
Role of Mosman: Plaintiff · Outcome: Terminated 2023-03-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 12 federal dockets); surname only in the caption; court in FL (not a filing state)
Mosman v. Financial Recovery Services, Inc. dismissed
District Court, N.D. Texas · No. 3:09-cv-01147 · Filed Jun 17, 2009 · Closed Aug 4, 2009 · Nature of suit: 890 Other Statutes: Other Statutory Actions · Cause: 15:1692 Fair Debt Collection Act
Role of Mosman: Plaintiff · Outcome: Terminated 2009-08-04 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 12 federal dockets); surname only in the caption; court in TX (not a filing state)
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, 2:51 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 24, 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 Matt Mosman..

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; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-05-02), CT Department of Banking Securities Division (940 actions, 2006–2026; live site blocks automated access — loaded 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; live site blocks automated access — 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; live site blocks automated access — 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; live site blocks automated access — loaded from the Internet Archive snapshot of 2010-05-27), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

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

Mosman v. Aaron & Company closed
United States Bankruptcy Court, D. New Jersey · No. 17-01005 · Filed Jan 4, 2017 · Closed Nov 21, 2017
Role of Mosman: Plaintiff · Outcome: Case closed 2017-11-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 12 federal dockets); surname only in the caption; court in NJ (not a filing state)
Macon Bank v. Mosman closed
United States Bankruptcy Court, W.D. Wisconsin · No. 1-09-00092 · Filed Apr 30, 2009 · Closed Nov 23, 2009
Role of Mosman: Defendant · Outcome: Case closed 2009-11-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 12 federal dockets); surname only in the caption; court in WI (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:51 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

18 differences found between the filings for Matt Mosman — 4 worth asking about (compared 13 filings on Oct 24, 2026)

Note · Jan 4, 2017 – Nov 21, 2017

Bankruptcy case: Mosman v. Aaron & Company — filed Jan 4, 2017

United States Bankruptcy Court, D. New Jersey docket "Mosman v. Aaron & Company" filed Jan 4, 2017, closed Nov 21, 2017. Matt Mosman is listed as Plaintiff ("Mosman"). Our match estimate: 40%.

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

Docket · United States Bankruptcy Court, D. New Jersey ↗
Sources
Note · Apr 30, 2009 – Nov 23, 2009

Bankruptcy case: Macon Bank v. Mosman — filed Apr 30, 2009

United States Bankruptcy Court, W.D. Wisconsin docket "Macon Bank v. Mosman" filed Apr 30, 2009, closed Nov 23, 2009. Matt Mosman is listed as Defendant ("Mosman"). Our match estimate: 40%.

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

Docket · United States Bankruptcy Court, W.D. Wisconsin ↗
Sources
Note · Oct 10, 1997 – Mar 4, 1998

Bankruptcy case: FCC National Bank/First Card v. Lounibos — filed Oct 10, 1997

United States Bankruptcy Court, N.D. California docket "FCC National Bank/First Card v. Lounibos" filed Oct 10, 1997, closed Mar 4, 1998. THOMAS LOUNIBOS (listed on the same filings) is listed as Defendant ("Lounibos"). 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.

Docket · United States Bankruptcy Court, N.D. California ↗THOMAS LOUNIBOS — PartnerFacts page ↗
Sources
Note · Jun 17, 2009 – Sep 10, 2026

3 court cases name Matt Mosman

By role: plaintiff in 3. Newest: "Mosman v. The Lincoln National Life Insurance Company" (District Court, D. Minnesota, Sep 10, 2026); "Mosman v. Boehringer Ingelheim Pharmaceuticals, Inc." (District Court, S.D. Florida, Mar 1, 2023); "Mosman v. Financial Recovery Services, Inc." (District Court, N.D. Texas, Jun 17, 2009). Some of these are name matches with a match estimate below 95% — check each docket.

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

Docket · Mosman v. The Lincoln National Life Insurance Company ↗Docket · Mosman v. Boehringer Ingelheim Pharmaceuticals, Inc. ↗Docket · Mosman v. Financial Recovery Services, Inc. ↗
Sources
Note · Mar 9, 2022 – Jun 2, 2023

Matt Mosman appears on 2 deals that stopped filing before reaching their target

Pelion Olympus Fund I, L.P. (last filing Jun 2, 2023; $0 sold of $100,000,000); tZERO Group, Inc. (last filing Mar 9, 2022; $75,905,562 sold of $250,000,000). 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.

Pelion Olympus Fund I, L.P. — PartnerFacts page ↗tZERO Group, Inc. — PartnerFacts page ↗
Sources
Worth asking · May 31, 2023 – Jan 28, 2025

Paid seller listed without a CRD number: Greenstone Placement Management FZ-LLC — Pelion Ventures VIII, L.P.

Greenstone Placement Management FZ-LLC is listed as receiving sales compensation on 2 filings (May 31, 2023 to Jan 28, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jan 28, 2025 ↗BrokerCheck search: Greenstone Placement Management FZ-LLC ↗Pelion Ventures VIII, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 28, 2025

Paid seller listed without a CRD number: Heptagon Capital Limited — Pelion Ventures VIII, L.P.

Heptagon Capital Limited is listed as receiving sales compensation on 1 filing (Jan 28, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jan 28, 2025 ↗BrokerCheck search: Heptagon Capital Limited ↗Pelion Ventures VIII, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 28, 2025

Paid seller listed without a CRD number: Finex Hong Kong Limited — Pelion Ventures VIII, L.P.

Finex Hong Kong Limited is listed as receiving sales compensation on 1 filing (Jan 28, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jan 28, 2025 ↗BrokerCheck search: Finex Hong Kong Limited ↗Pelion Ventures VIII, L.P. — PartnerFacts page ↗
Sources
Worth asking · Aug 3, 2018 – Apr 8, 2019

Form D filed 248 days after the first sale — UNIFI SOFTWARE, INC.

The filing says the first sale was Aug 3, 2018. The Form D was filed Apr 8, 2019 — 248 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 233 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Apr 8, 2019 ↗UNIFI SOFTWARE, INC. — PartnerFacts page ↗
Sources
Note · Apr 26, 2024 – May 20, 2024

Form D filed 24 days after the first sale — Pelion Ventures VIII-C, L.P.

The filing says the first sale was Apr 26, 2024. The Form D was filed May 20, 2024 — 24 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 9 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · May 20, 2024 ↗Pelion Ventures VIII-C, L.P. — PartnerFacts page ↗
Sources
Note · Dec 16, 2016 – Jan 3, 2017

Form D filed 18 days after the first sale — SOASTA INC

The filing says the first sale was Dec 16, 2016. The Form D was filed Jan 3, 2017 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jan 3, 2017 ↗SOASTA INC — PartnerFacts page ↗
Sources
Note · Feb 22, 2022 – Mar 9, 2022

No amendment in the last 12 months on an offering that may still be open — tZERO Group, Inc. (latest filing Mar 9, 2022)

The latest filing for this offering is dated Mar 9, 2022 (first sale Feb 22, 2022). It reports $40,525,068 sold of $73,025,068 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Mar 9, 2022 ↗tZERO Group, Inc. — PartnerFacts page ↗
Sources
Note · Aug 3, 2018 – Apr 8, 2019

No amendment in the last 12 months on an offering that may still be open — UNIFI SOFTWARE, INC. (latest filing Apr 8, 2019)

The latest filing for this offering is dated Apr 8, 2019 (first sale Aug 3, 2018). It reports $17,074,988 sold of $24,999,991 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Apr 8, 2019 ↗UNIFI SOFTWARE, INC. — PartnerFacts page ↗
Sources
Note · Dec 16, 2016 – Jan 3, 2017

No amendment in the last 12 months on an offering that may still be open — SOASTA INC (latest filing Jan 3, 2017)

The latest filing for this offering is dated Jan 3, 2017 (first sale Dec 16, 2016). It reports $4,509,500 sold of $6,350,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Jan 3, 2017 ↗SOASTA INC — PartnerFacts page ↗
Sources
Note · May 31, 2023 – Jan 28, 2025

4 offerings changed their target amount between filings

Offering amount changed between filings — Pelion Ventures VIII-C, L.P. · Offering amount changed between filings — Pelion Ventures VIII Financial Institutions Fund, L.P. · Offering amount changed between filings — Pelion Ventures VIII - Entrepreneurs Fund, L.P. · Offering amount lowered between filings — Pelion Ventures VIII, L.P.

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

Form D (earlier) · May 20, 2024 ↗Form D/A (later) · Jan 28, 2025 ↗Pelion Ventures VIII-C, L.P. — PartnerFacts page ↗Form D (earlier) · Dec 12, 2023 ↗
Sources
Note · Apr 6, 2023

Same name, different state: "Matt Mosman" (MO) is a separate record

This page covers filings where the address state is CA or NY or UT. A separate record, "Matt Mosman" with address state MO, is listed on 1 filing — most recently by SimpleRose Inc. (Apr 6, 2023). Both records have filings in the same period (Apr 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.

Matt Mosman (MO) — PartnerFacts page ↗Form D · Apr 6, 2023 ↗SimpleRose Inc. — PartnerFacts page ↗Matt Mosman (CA,NY,UT) — this page ↗
Sources
Note · May 28, 2021 – Mar 9, 2022

Address moved from New York, NY to Cottonwood Heights, UT — tZERO Group, Inc.

The people listed on the May 28, 2021 filing give New York, NY; on the Mar 9, 2022 filing they give Cottonwood Heights, UT.

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 · May 28, 2021 ↗Form D · Mar 9, 2022 ↗tZERO Group, Inc. — PartnerFacts page ↗
Sources
Note · Jan 3, 2017 – Jan 28, 2025

Matt Mosman is listed with 3 different address states: CA, NY, UT

CA on 2 filings (Jan 3, 2017 to Apr 8, 2019); NY on 2 filings (May 17, 2021 to May 28, 2021); UT on 9 filings (Mar 9, 2022 to Jan 28, 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 · Jan 3, 2017 ↗Form D · May 17, 2021 ↗Form D · Mar 9, 2022 ↗
Sources
What is compared

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

5. Money to insiders

2 of 10 offerings report sales commissions totalling $1,198,726; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 28, 2025 D/A
Pelion Ventures VIII - Entrepreneurs Fund, L.P.
File 021-491180
$0$0$0
The General Partner (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jan 28, 2025 D/A
Pelion Ventures VIII Financial Institutions Fund, L.P.
File 021-499439
$208,750$0$0
The General Partner (or an affiliate thereof) is entitled to a management fee.
Amplify Community Investment Partners, LLC BrokerCheck CRD 326530 ↗EDGAR ↗
Jan 28, 2025 D/A
Pelion Ventures VIII-C, L.P.
File 021-513739
$0$0$0
The General Partner (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jan 28, 2025 D/A
Pelion Ventures VIII, L.P.
File 021-479216
$989,976$0$0
The General Partner of the Issuers (or an affiliate thereof) is entitled to a management fee.
Greenstone Placement Management FZ-LLC no CRD number reported
Heptagon Capital Limited no CRD number reported
Finex Hong Kong Limited no CRD number reported
INTE Securities LLC dba TritonLake Limited BrokerCheck CRD 47107 ↗		EDGAR ↗
Jun 2, 2023 D
Pelion Olympus Fund I, L.P.
File 021-483211
$0$0$0
The General Partner of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Mar 9, 2022 D
tZERO Group, Inc.
File 021-436431
$0$0$0None listed on this filingEDGAR ↗
May 28, 2021 D
tZERO Group, Inc.
File 021-401079
$0$0$0None listed on this filingEDGAR ↗
May 17, 2021 D
tZERO Group, Inc.
File 021-399655
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2019 D
UNIFI SOFTWARE, INC.
File 021-336655
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 3, 2017 D
SOASTA INC
File 021-277495
$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 8

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

PV
Pooled Investment Fund · group: Pelion

Pelion Ventures VIII-C, L.P.

Salt Lake City, UT · May 20, 2024 → Jan 28, 2025 · 2 filings
  • Jan 28, 2025 · D/A · $12,900,000 sold of $12,900,000 · 1 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗
  • May 20, 2024 · D · $12,675,000 sold of $12,675,000 · 1 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $12.9M from 1 investor (100% of the $12.9M target) as of the latest filing. Matt 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: 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.

PV
Pooled Investment Fund · group: Pelion

Pelion Ventures VIII Financial Institutions Fund, L.P.

Salt Lake City, UT · Dec 12, 2023 → Jan 28, 2025 · 2 filings
  • Jan 28, 2025 · D/A · $91,200,000 sold of $91,200,000 · 25 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗
  • Dec 12, 2023 · D · $0 sold of $60,000,000 · 0 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $91.2M from 25 investors (100% of the $91.2M target) as of the latest filing. Matt 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: 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.

PV
Pooled Investment Fund · group: Pelion

Pelion Ventures VIII - Entrepreneurs Fund, L.P.

Salt Lake City, UT · Aug 31, 2023 → Jan 28, 2025 · 2 filings
  • Jan 28, 2025 · D/A · $23,898,000 sold of $23,898,000 · 122 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗
  • Aug 31, 2023 · D · $0 sold of $20,000,000 · 0 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $23.9M from 122 investors (100% of the $23.9M target) as of the latest filing. Matt 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: 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.

PV
Pooled Investment Fund · group: Pelion

Pelion Ventures VIII, L.P.

Salt Lake City, UT · Jan 28, 2025
  • Jan 28, 2025 · D/A · $246,985,000 sold of $246,985,000 · 134 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $247M from 134 investors (100% of the $247M target) as of the latest filing. Matt 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.

PO
Pooled Investment Fund · group: Pelion

Pelion Olympus Fund I, L.P.

Salt Lake City, UT · Jun 2, 2023
  • Jun 2, 2023 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Promoter (Manager of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Matt 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.

TG
Other Technology

tZERO Group, Inc.

Cottonwood Heights, UT · May 17, 2021 → Mar 9, 2022 · 3 filings
  • Mar 9, 2022 · D · $40,525,068 sold of $73,025,068 · 5 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 28, 2021 · D · $107,976 sold of $107,976 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 17, 2021 · D · $1,000,000 sold of $1,000,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $75.9M from 1,007 investors (100% of the $73M target) as of the latest filing. Matt 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.

US
Other Technology

UNIFI SOFTWARE, INC.

San Mateo, CA · Apr 8, 2019
  • Apr 8, 2019 · D · $17,074,988 sold of $24,999,991 · 7 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $17.5M from 7 investors (70% of the $25M target) as of the latest filing. Matt 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. "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.

S
Other Technology

SOASTA INC

Mountain View, CA · Jan 3, 2017
  • Jan 3, 2017 · D · $4,509,500 sold of $6,350,000 · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $30.2M from 23 investors (100% of the $6.35M target) as of the latest filing. Matt is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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 pages with the same name (1)

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

  • Matt Mosman — MO, 1 issuer, Apr 6, 2023 → Apr 6, 2023 · no shared issuer

People around Matt 33

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

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

Chad Packard

Director, Promoter · 9 shared filings (6 issuers) · also on 5 other issuers

Chad Packard is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Blake G. Modersitzki

Promoter, Director · 8 shared filings (5 issuers) · also on 13 other issuers

Blake G. Modersitzki is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeff Kearl

Promoter, Director · 8 shared filings (5 issuers) · also on 4 other issuers

Jeff Kearl is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Chris Cooper

Promoter, Director · 8 shared filings (5 issuers) · also on 3 other issuers

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

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

Steve Glover

Promoter, Director · 8 shared filings (5 issuers)

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

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

Ben Lambert

Promoter, Director · 8 shared filings (5 issuers) · also on 7 other issuers

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

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

Joel Quall

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Alan Konevsky

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Christopher Campbell

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

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Saum Noursalehi

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

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Amit Goyal

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

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

John Jacbos

Director · 2 shared filings (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Maha Ibrahim

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

Maha Ibrahim is on 11 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

John Balen

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

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

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

Clint Chao

Director · 1 shared filing (1 issuer) · also on 8 other issuers

Clint Chao is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Mike Asher

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

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

THOMAS LOUNIBOS

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Kenneth Charles Gardner

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

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Bryan LeBlanc

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Andy Vitus

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

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

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

Sean Keenan

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Ayush Parashar

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Gary King

Director · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Jim Carr

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Rob Carlson

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Rami Rahal

Director · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Intekhab Nazeer

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Chris Campbell

Director · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

John Jacobs

Director · 1 shared filing (1 issuer)

Listed on the same filings as Matt Mosman. Their page shows their other deals.

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

Blake Modersitzki

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

Listed on the same filings as Matt Mosman. Their page shows their other deals.

The team behind the deals

P
Sponsor group

Pelion

18 issuers · 32 filings · $986.7M reported sold · 2009–2025

One team, 18 deal companies. Matt Mosman is listed on 5 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 Matt Mosman.

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: CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 8 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Matt Mosman 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 8 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Matt Mosman is listed on: none on file. No website or social profile named in Pelion Ventures VIII, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #79,109 of 374,652 in line (1,385 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 (Salt Lake City, UT). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗New York WebCivil Supreme ↗Utah state courts — find the court ↗

Securities regulators

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

Business registries

California Secretary of State business search ↗New York Secretary of State business search ↗Utah Secretary of State business search ↗OpenCorporates ↗

Change history

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