DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Companies / PatientFi, Inc.
PatientFi, Inc.
Facts
- Year of incorporation
- unknown
- Revenue range (Form D)
- Decline to Disclosesec.gov
- Rounds on record
- 4
- Disclosed raised
- unknownsum of rounds with a disclosed amount only
- Named investors
- 1
Financing history
4 rounds
- Jun 1, 2026Form D equity offering · $13.0M (form d sold) · 3 investorsFact SEC EDGAR Form D data sets (quarterly) · “PatientFi, Inc. filed Form D: $13,000,000 sold of $15,000,000, Other Technology”
- Dec 1, 2025Form D equity offering · $0 (form d sold) · 1 investorsFact SEC EDGAR Form D data sets (quarterly) · “PatientFi, Inc. filed Form D: no sales yet of $3,857,126, Other Technology”
- Mar 10, 2025Form D equity offering · $15.0M (form d sold) · 3 investorsFact SEC EDGAR Form D data sets (quarterly) · “PatientFi, Inc. filed Form D: $15,000,000 sold of $15,000,000, Other Technology”
- Dec 7, 2023Form D equity offering · $36.4M (form d sold) · 10 investorsFact SEC EDGAR Form D data sets (quarterly) · “PatientFi, Inc. filed Form D/A: $36,434,109 sold of $39,434,114, Other Technology”
Investors on record
1 edges
- Next Level Ventures, LLC portfolio listing Fact nextlevelvc.com
People
5 officers, 5 directors
- Cory Bradley Ruell Executive Officer sec.gov
- Derrick Bradley Hoag Executive Officer sec.gov
- JOE Bradley Ranieri Executive Officer sec.gov
- JON Bradley Roberts Executive Officer sec.gov
- Todd Watts Executive Officer/Director sec.gov
- Jonathan Bradley Sockol Director Fact
- Louis Bucky Director Fact
- TOM Cestare Director Fact
- H. Bradley Sloan Director Fact
- Gerard Cuddy Director Fact
Timeline
5
- Sep 16, 2026PatientFi, Inc. no longer listed on Next Level Ventures, LLC's portfolio pageRemoved from portfolio page Inference Venture organization websites (about, team, portfolio, thesis, news pages)
- Jun 15, 2026PatientFi, Inc. filed Form D: $13,000,000 sold of $15,000,000, Other TechnologyForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- Dec 15, 2025PatientFi, Inc. filed Form D: no sales yet of $3,857,126, Other TechnologyForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- Apr 28, 2025PatientFi, Inc. filed Form D: $15,000,000 sold of $15,000,000, Other TechnologyForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- Jul 23, 2024PatientFi, Inc. filed Form D/A: $36,434,109 sold of $39,434,114, Other TechnologyForm D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
57 observations
Every observation on this company
- Entity type: Corporation Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Corporation Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Corporation Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Corporation Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Other Technology Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Other Technology Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Other Technology Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Other Technology Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: overFiveYears Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: overFiveYears Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: overFiveYears Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: overFiveYears Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $13.0M Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $0 Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $15.0M Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $36.4M Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $15.0M Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $3.9M Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $15.0M Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $39.4M Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2026-06-01 Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2025-12-01 Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2025-03-10 Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2023-12-07 Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 3 Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 1 Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 3 Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 10 Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: debt,option Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: option Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: debt,option Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity,option Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 530 TECHNOLOGY DRIVE, SUITE 350, IRVINE, CA, 92618 Jun 15, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 530 TECHNOLOGY DRIVE, SUITE 350, IRVINE, CA, 92618 Dec 15, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 530 TECHNOLOGY DRIVE, SUITE 350, IRVINE, CA, 92618 Apr 28, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 15635 ALTON PARKWAY, SUITE 160, IRVINE, CA, 92618 Jul 23, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Listed on portfolio page: Next Level Ventures, LLC Sep 13, 2026 Fact Venture organization websites (about, team, portfolio, thesis, news pages)