Sponsor Check › Bip Ventures › Issuer
Limited Liability Company · organized in DELAWARE · formed 2010 · ATLANTA, GA · SEC CIK 1533479 · formerly strategicplanningMD LLC
Part of sponsor group: Bip Ventures (99 issuers, 147 filings) · grouped because: shared people, director listed on many unrelated issuers (not used to group) · confidence 75% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Sep 24, 2013 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
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Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.
0 of 4 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 24, 2013 D File 021-203421 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 3, 2013 D File 021-189347 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 28, 2012 D File 021-183361 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 7, 2011 D File 021-168321 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
0 recorded documents and 0 ownership records matched to AchieveIt Online LLC in the sources searched.
Not found in sources searched (no on-demand check has run yet): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c); NYC PLUTO ownership via NYC Open Data (64uk-42ks); Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:01 PM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.
Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.
| File no. | Original Form D | Latest filing | Amendments | Offered (latest) | Sold (latest) | Industry (latest) |
|---|---|---|---|---|---|---|
| 021-203421 | Sep 24, 2013 EDGAR ↗ | Sep 24, 2013 D EDGAR ↗ | 0 | $1,500,000 | $1,500,000 | Other Technology |
| 021-189347 | Jan 3, 2013 EDGAR ↗ | Jan 3, 2013 D EDGAR ↗ | 0 | $1,500,000 | $1,500,000 | Other Technology |
| 021-183361 | Aug 28, 2012 EDGAR ↗ | Aug 28, 2012 D EDGAR ↗ | 0 | $600,000 | $600,000 | Other Technology |
| 021-168321 | Nov 7, 2011 EDGAR ↗ | Nov 7, 2011 D EDGAR ↗ | 0 | $1,500,000 | $1,500,000 | Other Health Care |
Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.
| Filing | Form D filed Sep 24, 2013 SEC file no. 021-203421 · accession 0001533479-13-000002 |
|---|---|
| Raise progress | $1,500,000 sold of $1,500,000 offered (100%) · $0 remaining · first sale Sep 20, 2013 |
| Filing timing | Date of first sale: Sep 20, 2013 · Form D filed: Sep 24, 2013 (4 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 4,782 days (13.1 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 2 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $250,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in DELAWARE · formed 2010 · revenue range: $1,000,001 - $5,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | John Tolmie, CEO (Sep 24, 2013) |
| Market context | Minimum investment: $250,000. Typical range for similar offerings: $5,000–$50,000. Offering size: $1,500,000. Typical range: $1,100,015–$10,001,163. Investors: 2. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Jan 3, 2013 SEC file no. 021-189347 · accession 0001533479-13-000001 |
|---|---|
| Raise progress | $1,500,000 sold of $1,500,000 offered (100%) · $0 remaining · first sale Dec 28, 2012 |
| Filing timing | Date of first sale: Dec 28, 2012 · Form D filed: Jan 3, 2013 (6 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,048 days (13.8 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 2 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $700,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in DELAWARE · formed 2010 · revenue range: $1,000,001 - $5,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Scott A Regan, CEO (Jan 3, 2013) |
| Market context | Minimum investment: $700,000. Typical range for similar offerings: $5,000–$50,000. Offering size: $1,500,000. Typical range: $1,100,015–$10,001,163. Investors: 2. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Aug 28, 2012 SEC file no. 021-183361 · accession 0001533479-12-000002 |
|---|---|
| Raise progress | $600,000 sold of $600,000 offered (100%) · $0 remaining · first sale Aug 21, 2012 |
| Filing timing | Date of first sale: Aug 21, 2012 · Form D filed: Aug 28, 2012 (7 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,177 days (14.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 2 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $250,000 |
| Securities offered | Debt; Option, warrant or other right to acquire |
| Entity details | Organized in DELAWARE · formed 2010 · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Scott A Regan, CEO (Aug 28, 2012) |
| Market context | Minimum investment: $250,000. Typical range for similar offerings: $5,000–$50,000. Offering size: $600,000. Typical range: $1,100,015–$10,001,163. Investors: 2. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Nov 7, 2011 SEC file no. 021-168321 · accession 0001533479-11-000002 |
|---|---|
| Raise progress | $1,500,000 sold of $1,500,000 offered (100%) · $0 remaining · first sale Oct 25, 2011 |
| Filing timing | Date of first sale: Oct 25, 2011 · Form D filed: Nov 7, 2011 (13 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,478 days (15.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 2 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $500,000 |
| Securities offered | Equity; Security to be acquired upon exercise |
| Entity details | Organized in DELAWARE · formed 2010 · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Health Care |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Scott A. Regan, CEO (Nov 7, 2011) |
| Market context | Minimum investment: $500,000. Typical range for similar offerings: $10,000–$54,310. Offering size: $1,500,000. Typical range: $829,831–$9,999,998. Investors: 2. Typical range: 2–15. "Similar" = Other Health Care, Rule 506(b). Based on 4,189 Form D filings 2021–2026 in the same industry and exemption (Other Health Care, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 1,330, offering size 3,970, investors 3,669. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Sep 24, 2013. Industry as reported, by offering: Previous offerings: Other Health Care (2011). Latest offering: Other Technology (2012–2013; most recent Sep 24, 2013).
| Name | Relationship | Address state | On filings (first → last) | Also listed on |
|---|---|---|---|---|
| Andrew Somoza | Executive Officer | GA | Sep 24, 2013 on 1 of 4 filings listed on the latest filing | — |
| Hart Williford also filed as Hart A Williford | Director | GA | Aug 28, 2012 → Sep 24, 2013 on 3 of 4 filings listed on the latest filing | 2 other issuers |
| John Tolmie | Executive Officer, Director | GA | Sep 24, 2013 on 1 of 4 filings listed on the latest filing | — |
| Kyle David | Executive Officer | PA | Sep 24, 2013 on 1 of 4 filings listed on the latest filing | — |
| Larry A Pantera also filed as Larry Pantera | Director | GA | Jan 3, 2013 → Sep 24, 2013 on 2 of 4 filings listed on the latest filing | — |
| Mark n/a Buffington also filed as Mark Buffington | Director | GA | Sep 24, 2013 on 1 of 4 filings listed on the latest filing | 48 other issuers |
| Scott Pressly | Director | GA | Sep 24, 2013 on 1 of 4 filings listed on the latest filing | 3 other issuers |
| Andrew A Somoza | Executive Officer | GA | Aug 28, 2012 → Jan 3, 2013 on 2 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
| John A Tolmie | Executive Officer, Director | GA | Aug 28, 2012 → Jan 3, 2013 on 2 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
| Kyle A David | Executive Officer | PA | Aug 28, 2012 → Jan 3, 2013 on 2 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
| Mark A Buffington | Director | GA | Aug 28, 2012 → Jan 3, 2013 on 2 of 4 filings not listed on the latest filing (Sep 24, 2013) | 35 other issuers |
| Scott A Regan | Executive Officer, Director | GA | Nov 7, 2011 → Jan 3, 2013 on 3 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
| Scott A. Pressly also filed as Scott A Pressly | Director | GA | Jan 3, 2013 on 1 of 4 filings not listed on the latest filing (Sep 24, 2013) | 1 other issuer |
| Larry A Panatera | Director | GA | Aug 28, 2012 on 1 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
| Scott A Welch | Director | GA | Aug 28, 2012 on 1 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
| Andrew J Somoza | Executive Officer | GA | Nov 7, 2011 on 1 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
| John Kerr Tolmie also filed as John K Tolmie | Executive Officer | MD | Nov 7, 2011 on 1 of 4 filings not listed on the latest filing (Sep 24, 2013) | 1 other issuer |
| Kyle David Kappel | Executive Officer | PA | Nov 7, 2011 on 1 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
| Robert A Colvin | Executive Officer, Director | ID | Nov 7, 2011 on 1 of 4 filings not listed on the latest filing (Sep 24, 2013) | — |
Executive officers, directors and promoters as self-reported by the issuer; spelling variants of one person are merged. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Other issuers listing the same people (showing 40 of 90):
Shared address: this business address appears on no other issuer's filings in our index. As of Oct 23, 2026, 5:45 PM ET.
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.
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet collected.
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Entity standing: not checked (no official programmatic source for GA yet).
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