PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:57 AM ET

Sponsor Check › Person

Patrick Heim

Related person on Form D filings · address states as listed: CA, NY, MA, FL, SD, CO · listed Mar 5, 2014 → Mar 13, 2023

11issuers
15Form D filings
2014–2023years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:00 AM ET · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:00 AM ET.

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

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:00 AM ET.

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

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

1 of 15 offerings reports sales commissions totalling $200,000; 0 report finder's fees; 1 reports proceeds to related persons totalling $1,000,000. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Apr 21, 2023 D
File 021-479658
$0$0$0None listed on this filing
EDGAR ↗Mar 13, 2023 D
File 021-475588
$0$0$0None listed on this filing
EDGAR ↗Jun 16, 2022 D
File 021-449418
$0$0$0None listed on this filing
EDGAR ↗May 24, 2022 D
File 021-446794
$0$0$0None listed on this filing
EDGAR ↗May 24, 2022 D
File 021-446778
$0$0$0None listed on this filing
EDGAR ↗May 6, 2022 D
File 021-444777
$0$0$0None listed on this filing
EDGAR ↗Oct 21, 2021 D
File 021-418019
$0$0$0None listed on this filing
EDGAR ↗Jun 30, 2021 D
File 021-404737
$0$0$0None listed on this filing
EDGAR ↗Mar 16, 2020 D
File 021-362883
$0$0$0None listed on this filing
EDGAR ↗Jul 16, 2019 D
File 021-344375
$0$0$0None listed on this filing
EDGAR ↗May 9, 2019 D/A
File 021-327688
$200,000$0$1,000,000 (est.)Ronald Scott Pillar BrokerCheck CRD 2568448 ↗
via M&A Securities Group, Inc. (CRD 39999 ↗)
EDGAR ↗Jun 29, 2018 D
File 021-315821
$0$0$0None listed on this filing
EDGAR ↗Feb 5, 2018 D
File 021-304785
$0$0$0None listed on this filing
EDGAR ↗Jul 5, 2016 D
File 021-266307
$0$0$0None listed on this filing
EDGAR ↗Mar 5, 2014 D
File 021-212904
$0$0$0None listed on this filing

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗SYN VENTURES FUND H, LLCExecutive OfficerApr 21, 2023D$20,000,000
similar: $155,000–$5,250,000
$20,000,00011
similar: 4–27
$40,000
similar: $1,000–$100,000
EDGAR ↗REVELSTOKE SECURITY, INC.DirectorMar 13, 2023D$20,000,000
similar: $1,100,015–$10,001,163
$17,350,0007
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗AppOmni, Inc.DirectorJun 16, 2022D$89,999,988
similar: $500,000–$7,000,000
$69,999,9957
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗SYN Ventures Fund II-A LP
group: Syn
Executive OfficerMay 24, 2022D$300,000,000
similar: $155,000–$5,250,000
$4,765,00026
similar: 4–27
$20,000
similar: $1,000–$100,000
EDGAR ↗SYN Ventures Fund II LP
group: Syn
Executive OfficerMay 24, 2022D$300,000,000
similar: $155,000–$5,250,000
$295,235,000177
similar: 4–27
$50,000
similar: $1,000–$100,000
EDGAR ↗Phylum, Inc.DirectorMay 6, 2022D$14,999,992
similar: $1,100,015–$10,001,163
$14,999,99211
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗Query.AI, Inc.DirectorOct 21, 2021D$15,139,989
similar: $500,000–$7,000,000
$15,139,9896
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗SYN Ventures Fund LPExecutive OfficerJun 30, 2021D$200,000,000
similar: $155,000–$5,250,000
$166,240,00072
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗ZeroNorth, Inc.
group: Medallion
DirectorMar 16, 2020D$9,999,999
similar: $1,100,015–$10,001,163
$8,814,7476
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗AppOmni, Inc.DirectorJul 16, 2019D$9,452,307
similar: $500,000–$7,000,000
$9,452,3076
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗ZeroNorth, Inc.
group: Medallion
DirectorMay 9, 2019D/AIndefinite
similar: $1,100,015–$10,001,163
$10,276,00010
similar: 2–14
$50,000
similar: $5,000–$50,000
EDGAR ↗BigID Inc.
group: Bigid
DirectorJun 29, 2018D$20,000,002
similar: $1,100,015–$10,001,163
$20,000,0028
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗BigID Inc.
group: Bigid
DirectorFeb 5, 2018D$14,060,854
similar: $1,100,015–$10,001,163
$14,060,85413
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗CYLANCE INC.DirectorJul 5, 2016D$99,999,854
similar: $1,100,015–$10,001,163
$99,999,85410
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗CYLANCE INC.DirectorMar 5, 2014D$19,999,999
similar: $1,100,015–$10,001,163
$19,999,9995
similar: 2–14
No minimum reported
similar: $5,000–$50,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other Technology / 506(b) (17,390 filings); Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other listings under the same name

Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.

  • Patrick Heim — address state AZ, 1 issuer, Oct 24, 2022 → Oct 24, 2022 · no shared issuer found

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 40 names on the same filings (3 management entities, 37 people)

People and management entities the issuers listed as related persons on the same Form D filings as Patrick Heim. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.

  • SYN Ventures GP II LLC entity — 2 shared filings (2 issuers) · role as listed: Executive Officer
  • SYN Ventures GP LLC entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • SYN VENTURES MANAGEMENT H, LLC entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Jay Leek — 8 shared filings (7 issuers) · roles as listed: Director, Executive Officer · also listed on 18 other issuers
  • Arthur Coviello — 3 shared filings (2 issuers) · roles as listed: Director, Executive Officer · also listed on 2 other issuers
  • Alexander Weiss — 2 shared filings (1 issuer) · role as listed: Director · also listed on 21 other issuers
  • Gil Beyda — 2 shared filings (1 issuer) · role as listed: Director · also listed on 5 other issuers
  • Dan Burns — 2 shared filings (2 issuers) · role as listed: Director · also listed on 3 other issuers
  • Ed Sim — 2 shared filings (1 issuer) · role as listed: Director · also listed on 9 other issuers
  • Ernesto DiGiambattista — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • Jeffrey Ishmael — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Stuart McClure — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 7 other issuers
  • Ariel Tseitlin — 2 shared filings (2 issuers) · role as listed: Director · also listed on 11 other issuers
  • Nimrod Vax — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director
  • Dimitri Sirota — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director
  • Scott Casey — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • John Steven — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Brendan O?Connor — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director, Promoter
  • Brian Soby — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director, Promoter
  • Enrico Petrillo — 1 shared filing (1 issuer) · role as listed: Director · also listed on 7 other issuers
  • David Johnson — 1 shared filing (1 issuer) · role as listed: Director · also listed on 4 other issuers
  • Brian NeSmith — 1 shared filing (1 issuer) · role as listed: Director · also listed on 2 other issuers
  • Charles Beeler — 1 shared filing (1 issuer) · role as listed: Director · also listed on 14 other issuers
  • Mark W. Bailey — 1 shared filing (1 issuer) · role as listed: Director · also listed on 7 other issuers
  • Mark Hatfield — 1 shared filing (1 issuer) · role as listed: Director · also listed on 8 other issuers
  • Robert Sayle — 1 shared filing (1 issuer) · role as listed: Director · also listed on 4 other issuers
  • Bruce Armstrong — 1 shared filing (1 issuer) · role as listed: Director · also listed on 12 other issuers
  • Alexander Doll — 1 shared filing (1 issuer) · role as listed: Director · also listed on 4 other issuers
  • William J. Fallon — 1 shared filing (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • Alex Doll — 1 shared filing (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • Braden Berg — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Ryan Permeh — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Peter Kuper — 1 shared filing (1 issuer) · role as listed: Director
  • Alan Deane — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Karen Higgins — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • James Routh — 1 shared filing (1 issuer) · role as listed: Director
  • Matthew Bigge — 1 shared filing (1 issuer) · role as listed: Director
  • John Worrall — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director
  • Dhiraj Sharan — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director
  • Andrew Maloney — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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