PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:57 AM ET

Sponsor Check › Issuer

R

RocketDocs, Inc.

Corporation · organized in Delaware · formed more than five years before filing · Baltimore, MD · formerly Proposal Software, Inc.

$10.8Mreported sold (max)
10investors (max)
5offerings
6Form D filings
2015–2021filing years
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer Oct 13, 2021 · Courts (RECAP) last checked: Oct 24, 2026, 2:12 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

RocketDocs, Inc. is a corporation organized in Delaware (formed more than five years before filing), based in Baltimore, MD.

What this means A deal company is usually set up for one investment; its Form D is the notice it files after selling to investors.

It has filed 6 Form D filings (5 originals, 1 amendment) for 5 offerings between Mar 2015 and Oct 2021. The latest filing of each offering reports a combined $16M sold of $17.2M offered to 27 investors; industry as reported: other technology, industry reported as "Other"; latest exemption Rule 506(b).

What this means A repeat filer — 5 separate raises over about 6 years. Amendments are routine updates (an ongoing raise must update its Form D at least once a year).

Key people as listed: Christopher Gardner (director), Jason Pappas (executive officer and director), Jason Tagler (director), Meghan McGee (director), Nick Maly (executive officer) and 7 more.

What this means These are the people the company itself named as running or promoting it. Tap a name to see every other deal they are on.

Reported money out: $464K in finder's fees (latest filing per offering). Paid to sell it: Stout Causey Capital Corporation dba SC&H Capital.

What this means Brokers were paid to sell it; their FINRA records are linked in Key records §5.

Activity: 0 new offerings in the last 12 months; latest amendment Nov 10, 2015; latest filing Oct 13, 2021.

What this means No new raise filed in the past year — this deal company may be done raising, or simply quiet.

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched RocketDocs, Inc..

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 6 public filings for RocketDocs, Inc. and found 13 differences: Form D filed 53 days after the first sale; No amendment in the last 12 months on an offering that may still be open; 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 RocketDocs, Inc. has not run yet — it is joining a line of 29,361 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

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, 2:12 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: VA (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 RocketDocs, Inc...

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:12 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.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.

13 differences found between the filings for RocketDocs, Inc. (compared 6 filings on Oct 24, 2026)

Note · May 28, 2021 – Jul 20, 2021

Form D filed 53 days after the first sale — RocketDocs, Inc.

The filing says the first sale was May 28, 2021. The Form D was filed Jul 20, 2021 — 53 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 38 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.

Sources
Note · Dec 2, 2019 – Dec 16, 2019

No amendment in the last 12 months on an offering that may still be open — RocketDocs, Inc. (latest filing Dec 16, 2019)

The latest filing for this offering is dated Dec 16, 2019 (first sale Dec 2, 2019). It reports $275,000 sold of $1,100,000 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.

Sources
Note · Jun 12, 2018 – Jun 21, 2018

No amendment in the last 12 months on an offering that may still be open — RocketDocs, Inc. (latest filing Jun 21, 2018)

The latest filing for this offering is dated Jun 21, 2018 (first sale Jun 12, 2018). It reports $1,291,020 sold of $1,630,219 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.

Sources
Note · Jun 21, 2018 – Dec 16, 2019

Jason Pappas's role changed at RocketDocs, Inc.: director → executive officer, director

The Jun 21, 2018 filing lists Jason Pappas as director; the Dec 16, 2019 Form D lists executive officer, director.

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

Sources
Note · Nov 10, 2015 – Jun 21, 2018

Steven Heffter's role changed at RocketDocs, Inc.: director → executive officer, director

The Nov 10, 2015 filing lists Steven Heffter as director; the Jun 21, 2018 Form D lists executive officer, director.

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

Sources
Note · Mar 30, 2015 – Nov 10, 2015

Steven Heffter's role changed at RocketDocs, Inc.: executive officer, director → director

The Mar 30, 2015 filing lists Steven Heffter as executive officer, director; the Nov 10, 2015 Form D/A lists director.

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

Sources
Note · Mar 30, 2015 – Nov 10, 2015

Offering amount changed between filings — RocketDocs, Inc.

The Mar 30, 2015 filing says $10,650,000 offered; the Nov 10, 2015 Form D/A says $10,750,000.

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

Sources
Note · Mar 30, 2015 – Jun 21, 2018

Industry group changed between filings — RocketDocs, Inc.

"Other Technology" (Mar 30, 2015 to Nov 10, 2015); then "Other" (Jun 21, 2018 to Oct 13, 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.

Sources
Note · Jun 21, 2018 – Dec 16, 2019

Address moved from Frederick, MD to Baltimore, MD — RocketDocs, Inc.

The people listed on the Jun 21, 2018 filing give Frederick, MD; on the Dec 16, 2019 filing they give Baltimore, MD. The address now on file (509 S. Exeter Street, Suite 306, Baltimore, MD) is a registered-agent or shared-office address used by 10 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
Note · Nov 10, 2015 – Jun 21, 2018

Address moved from Broomfield, CO to Frederick, MD — RocketDocs, Inc.

The people listed on the Nov 10, 2015 filing give Broomfield, CO; on the Jun 21, 2018 filing they give Frederick, MD. The address now on file (509 S. Exeter Street, Suite 306, Baltimore, MD) is a registered-agent or shared-office address used by 10 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
Note · Mar 30, 2015 – Nov 10, 2015

Address moved from Baltimore, MD to Broomfield, CO — RocketDocs, Inc.

The people listed on the Mar 30, 2015 filing give Baltimore, MD; on the Nov 10, 2015 filing they give Broomfield, CO. The address now on file (509 S. Exeter Street, Suite 306, Baltimore, MD) is a registered-agent or shared-office address used by 10 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
Note · Oct 13, 2021

Address on file is a registered agent / shared office — RocketDocs, Inc.

The latest filing lists 509 S. Exeter Street, Suite 306, Baltimore, MD. That address is used by 10 issuers in our index (10 issuers in 6 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

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

0 of 5 offerings report sales commissions; 1 reports finder's fees totalling $463,782; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 13, 2021 D
File 021-416766
$0$0$0None listed on this filingEDGAR ↗
Jul 20, 2021 D
File 021-406959
$0$0$0None listed on this filingEDGAR ↗
Dec 16, 2019 D
File 021-355555
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 21, 2018 D
File 021-315069
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 10, 2015 D/A
File 021-236875
$0$463,782$0Stout Causey Capital Corporation dba SC&H Capital BrokerCheck CRD 148291 ↗EDGAR ↗
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.

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:56 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to RocketDocs, Inc. in the sources searched.

Not found in sources searched as of Oct 24, 2026, 7:56 AM ET: 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; Harris County TX (HCAD ownership rolls 2006–2026) — 1,004,051 records, loaded Oct 24, 2026, 7:56 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this issuer: 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). 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 PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2006–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:56 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Offerings (SEC Form D)

Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.

Offerings at a glance — 5 offerings, 6 filings (one row per SEC file number)
File no.Original Form DLatest filingAmendmentsOffered (latest)Sold (latest)Industry (latest)
021-416766Oct 13, 2021 EDGAR ↗Oct 13, 2021 D EDGAR ↗0$1,500,000$1,500,000Other
021-406959Jul 20, 2021 EDGAR ↗Jul 20, 2021 D EDGAR ↗0$2,179,000$2,179,000Other
021-355555Dec 16, 2019 EDGAR ↗Dec 16, 2019 D EDGAR ↗0$1,100,000$275,000Other
021-315069Jun 21, 2018 EDGAR ↗Jun 21, 2018 D EDGAR ↗0$1,630,219$1,291,020Other
021-236875Mar 30, 2015 EDGAR ↗Nov 10, 2015 D/A EDGAR ↗1
latest Nov 10, 2015
$10,750,000$10,750,000Other Technology

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.

Oct 13, 2021 D Other — $1,500,000 sold of $1,500,000 · 3 investors EDGAR ↗
FilingForm D filed Oct 13, 2021
SEC file no. 021-416766 · accession 0001637743-21-000003
Raise progress$1,500,000 sold of $1,500,000 offered (100%) · $0 remaining · first sale Oct 6, 2021
Filing timingDate of first sale: Oct 6, 2021 · Form D filed: Oct 13, 2021 (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 sale1,844 days (5.1 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked 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.
Investors3 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredDebt; Option, warrant or other right to acquire; Other: Subordinated Secured Convertible Promissory Notes
Entity detailsOrganized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byJason Pappas, President and Chief Executive Officer (Oct 12, 2021)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000.
Offering size: $1,500,000. Typical range: $500,000–$7,000,000.
Investors: 3. Typical range: 2–14.
"Similar" = industry reported as "Other", Rule 506(b). Based on 18,678 Form D filings 2021–2026 in the same industry and exemption (Other, 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 6,590, offering size 16,855, investors 16,531. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jul 20, 2021 D Other — $2,179,000 sold of $2,179,000 · 5 investors EDGAR ↗
FilingForm D filed Jul 20, 2021
SEC file no. 021-406959 · accession 0001637743-21-000002
Raise progress$2,179,000 sold of $2,179,000 offered (100%) · $0 remaining · first sale May 28, 2021
Filing timingDate of first sale: May 28, 2021 · Form D filed: Jul 20, 2021 (53 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 sale1,975 days (5.4 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked 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.
Investors5 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredDebt; Option, warrant or other right to acquire; Other: Subordinated Secured Convertible Promissory Notes
Entity detailsOrganized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byJason Pappas, President and CEO (Jun 11, 2021)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000.
Offering size: $2,179,000. Typical range: $500,000–$7,000,000.
Investors: 5. Typical range: 2–14.
"Similar" = industry reported as "Other", Rule 506(b). Based on 18,678 Form D filings 2021–2026 in the same industry and exemption (Other, 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 6,590, offering size 16,855, investors 16,531. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Dec 16, 2019 D Other — $275,000 sold of $1,100,000 · 5 investors EDGAR ↗
FilingForm D filed Dec 16, 2019
SEC file no. 021-355555 · accession 0001637743-19-000002
Raise progress$275,000 sold of $1,100,000 offered (25%) · $825,000 remaining · first sale Dec 2, 2019
Filing timingDate of first sale: Dec 2, 2019 · Form D filed: Dec 16, 2019 (14 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 sale2,518 days (6.9 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked 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.
Investors5 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredDebt; Option, warrant or other right to acquire; Other: Subordinated Secured Convertible Promissory Notes
Entity detailsOrganized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Signed byJason Pappas, Chief Executive Officer and President (Dec 13, 2019)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000.
Offering size: $1,100,000. Typical range: $500,000–$7,000,000.
Investors: 5. Typical range: 2–14.
"Similar" = industry reported as "Other", Rule 506(b). Based on 18,678 Form D filings 2021–2026 in the same industry and exemption (Other, 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 6,590, offering size 16,855, investors 16,531. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jun 21, 2018 D Other — $1,291,020 sold of $1,630,219 · 4 investors EDGAR ↗
FilingForm D filed Jun 21, 2018
SEC file no. 021-315069 · accession 0001637743-18-000001
Raise progress$1,291,020 sold of $1,630,219 offered (79%) · $339,199 remaining · first sale Jun 12, 2018
Filing timingDate of first sale: Jun 12, 2018 · Form D filed: Jun 21, 2018 (9 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 sale3,056 days (8.4 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked 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.
Investors4 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Signed byPeter J. Bellomo, Chief Executive Officer (Jun 20, 2018)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000.
Offering size: $1,630,219. Typical range: $500,000–$7,000,000.
Investors: 4. Typical range: 2–14.
"Similar" = industry reported as "Other", Rule 506(b). Based on 18,678 Form D filings 2021–2026 in the same industry and exemption (Other, 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 6,590, offering size 16,855, investors 16,531. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Nov 10, 2015 D/A Other Technology — $10,750,000 sold of $10,750,000 · 10 investors EDGAR ↗
FilingForm D/A (amendment) filed Nov 10, 2015 · amends 0001140361-15-013427 ↗
SEC file no. 021-236875 · accession 0001140361-15-040460 · filing 2 of 2 in this offering
Raise progress$10,750,000 sold of $10,750,000 offered (100%) · $0 remaining · first sale Mar 16, 2015
Filing timingDate of first sale: Mar 16, 2015 · Original Form D filed: Mar 30, 2015 (14 days after first sale) · This amendment (Form D/A) filed: Nov 10, 2015
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale4,240 days (11.6 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Nov 10, 2015. Most recent amendment for this offering in our index: this filing, Nov 10, 2015.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors10 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Technology
Who is paid to sell itStout Causey Capital Corporation dba SC&H Capital — FINRA BrokerCheck CRD 148291 ↗
Solicits in: MD
Money to insidersSales commissions: $0 · Finder's fees: $463,782 · Proceeds to officers, directors, promoters: $0
Signed byCraig McSavaney, Chief Executive Officer (Oct 23, 2015)
Changes vs previous filing
  • total sold: $10,650,000 (Mar 30, 2015) → $10,750,000 (Nov 10, 2015)
  • total offering: $10,650,000 (Mar 30, 2015) → $10,750,000 (Nov 10, 2015)
  • investors: 9 (Mar 30, 2015) → 10 (Nov 10, 2015)
Compared with the D filed Mar 30, 2015 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000.
Offering size: $10,750,000. Typical range: $1,100,015–$10,001,163.
Investors: 10. 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.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 30, 2015 D Other Technology — $10,650,000 sold of $10,650,000 · 9 investors EDGAR ↗
FilingForm D filed Mar 30, 2015
SEC file no. 021-236875 · accession 0001140361-15-013427 · filing 1 of 2 in this offering
Raise progress$10,650,000 sold of $10,650,000 offered (100%) · $0 remaining · first sale Mar 16, 2015
Filing timingDate of first sale: Mar 16, 2015 · Form D filed: Mar 30, 2015 (14 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 sale4,240 days (11.6 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Nov 10, 2015 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors9 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Technology
Who is paid to sell itStout Causey Capital Corporation dba SC&H Capital — FINRA BrokerCheck CRD 148291 ↗
Solicits in: MD
Money to insidersSales commissions: $0 · Finder's fees: $463,782 · Proceeds to officers, directors, promoters: $0
Signed byCraig McSavaney, Chief Executive Officer (Mar 27, 2015)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000.
Offering size: $10,650,000. Typical range: $1,100,015–$10,001,163.
Investors: 9. 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.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Amendment history — 1 amendment on this page, each compared with the filing before it in the same offering
Amendment filedFile no.Compared withWhat changed (both values as filed)
Nov 10, 2015 EDGAR ↗021-236875Mar 30, 2015 Dtotal sold: $10,650,000 (Mar 30, 2015) → $10,750,000 (Nov 10, 2015) · total offering: $10,650,000 (Mar 30, 2015) → $10,750,000 (Nov 10, 2015) · investors: 9 (Mar 30, 2015) → 10 (Nov 10, 2015)

Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.

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 Oct 13, 2021. Industry as reported, by offering: Previous offerings: Other Technology (2015). Latest offering: Other (2018–2021; most recent Oct 13, 2021).

Key people 12

Officers, directors and promoters the issuer itself named on its Form D. Tap a name for every other deal they are on.

NameRelationshipAddress stateOn filings (first → last)Also listed on
CG Christopher GardnerDirectorMDJul 20, 2021 → Oct 13, 2021
on 2 of 6 filings
listed on the latest filing
—
JP Jason PappasDirector, Executive OfficerMDJun 21, 2018 → Oct 13, 2021
on 4 of 6 filings
listed on the latest filing
2 other issuers
JT Jason TaglerDirectorMDMar 30, 2015 → Oct 13, 2021
on 6 of 6 filings
listed on the latest filing
9 other issuers
MM Meghan McGee
person page: Meghan M. McGee
DirectorMDJul 20, 2021 → Oct 13, 2021
on 2 of 6 filings
listed on the latest filing
2 other issuers
NM Nick MalyExecutive OfficerMDJul 20, 2021 → Oct 13, 2021
on 2 of 6 filings
listed on the latest filing
—
TH Timothy HillDirectorMDJul 20, 2021 → Oct 13, 2021
on 2 of 6 filings
listed on the latest filing
—
CF Chris FormantDirectorMDJun 21, 2018 → Dec 16, 2019
on 2 of 6 filings
not listed on the latest filing (Oct 13, 2021)
—
CE Craig EckstromDirectorMDJun 21, 2018 → Dec 16, 2019
on 2 of 6 filings
not listed on the latest filing (Oct 13, 2021)
—
RS Robert StonekingExecutive OfficerMDJun 21, 2018 → Dec 16, 2019
on 2 of 6 filings
not listed on the latest filing (Oct 13, 2021)
—
PB Peter J. BellomoExecutive Officer, DirectorMDJun 21, 2018
on 1 of 6 filings
not listed on the latest filing (Oct 13, 2021)
—
SH Steven HeffterDirector, Executive OfficerMDMar 30, 2015 → Jun 21, 2018
on 3 of 6 filings
not listed on the latest filing (Oct 13, 2021)
—
CM Craig McSavaneyExecutive Officer, DirectorMDMar 30, 2015 → Nov 10, 2015
on 2 of 6 filings
not listed on the latest filing (Oct 13, 2021)
—

Executive officers, directors and promoters as self-reported by the issuer, one row per person. Spellings of the same name (same first and last name, or the same full name that EDGAR split differently into middle and last name) with no conflicting middle initial are shown on one row (none on this issuer); dates and counts come from the filings that list each name. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗. Middle names: the SEC Form D data set (RELATEDPERSONS.tsv) repeats the previous person's middle name into later rows of the same filing; where that happened PartnerFacts shows the name without the repeated middle name and keeps the data-set spelling on record (Jason J. Pappas; Jason J. Tagler; Chris J. Formant; Craig J. Eckstrom; Robert J. Stoneking; Steven J. Heffter) — the filing on EDGAR is the source.

Connections

Other issuers listing the same people:

Shared address: this business address appears on filings for 6 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.

Address of record is shared by 10 issuers in SEC Form D filings (shared office, PartnerFacts count as of Oct 23, 2026, 5:45 PM ET) — not used to group this issuer.

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.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched RocketDocs, Inc..

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for RocketDocs, Inc. as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Public profiles

Public profiles official links and public statements, each with its source and date

No website or social profile named in RocketDocs, Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #178,027 of 374,652 in line (1,383 issuers searched so far).

Sources searched for a website: Form C data set (issuer websites as filed), Form ADV data set (Item 1.I of matched advisers) — as of Oct 23, 2026, 11:20 PM ET: none on file for this issuer. The sponsor website, the Internet Archive and GDELT news index are read only once a site is on file; a sponsor's website comes from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim, Form ADV Item 1.I of its matched adviser, or a web search for the issuer name confirmed on the site's own homepage. We never collect personal or family accounts.

Entity standing: not checked (no official programmatic source for MD yet).

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Filing-to-filing changes are in Amendment history above.

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