Sortera Technologies, Inc.
3 additional officers and directors
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 1 lendercredit on record
Borrows from Eagle Point Trinity Senior Secured Lending Co: $862K of reported principal, first reported in a BDC schedule for 30 Sep 2025.
Venture debt changes the cap table's risk and signals the company is extending runway without a new round.
InferenceBDC portfolio schedules, matched to this company (high match)For Investors, lendersCredit → - 2 investorsnamed
2 investors on record.
The investors already on the cap table shape who leads the next round.
- 5 directorsboard
5 directors on record from Form D filings and board-seat attributions.
The board is who decides on the next round and on a sale.
Facts
Financing history
- Jun 12, 2025Form D equity offering · $87.0M (form d sold) · 14 investorsFact Form D · “Sortera Technologies, Inc. filed Form D: $86,999,962 sold of $144,499,788, Other”
- Apr 13, 2023Form D equity offering · $44.4M (form d sold) · 11 investorsFact Form D · “Sortera Technologies, Inc. filed Form D/A: $44,412,421 sold of $44,412,421, Other”
Investors on record
- Chrysalix Venture Capital board only, Alfred Lam (strongly supported) Inference sec.gov
- RA Capital Management, LP board only, Kyle Teamey (strongly supported) Inference sec.gov
Ownership and outcomes
How these are wordedA company a buyout or growth firm lists on its own site is “listed in the portfolio of”, never “acquired by”. A date prints only when a deal record gives one; otherwise the row says when DFX first saw it.No firm portfolio page lists this company, so no outcome is stated.
Credit relationships
How a loan is matchedA BDC reports its loans by borrower name. A position shows here only when the match passed a precision gate (a hand-labelled sample was 29 of 30 correct); the tier and confidence are printed on each row. Amounts are the lender’s reported position, never a round.- Eagle Point Trinity Senior Secured Lending Co warrant, equity
People
- Benjamin Pope Executive Officer sec.gov
- Curt Sacks Executive Officer sec.gov
- Michael Siemer Executive Officer/Director sec.gov
- Kyle Teamey Director Inference
- Alfred Lam Director Inference
Show all 6 officers and directors
- Benjamin Pope Executive Officer sec.gov
- Curt Sacks Executive Officer sec.gov
- Michael Siemer Executive Officer/Director sec.gov
- Kyle Teamey Director Inference
- Alfred Lam Director Inference
- William Caesar Director Fact
Timeline
- Jul 21, 2026Sortera Technologies, Inc. filed Form D: $86,999,962 sold of $144,499,788, OtherForm D filed Fact Form D
- Oct 28, 2024Sortera Technologies, Inc. filed Form D/A: $59,349,849 sold of $59,349,849, OtherForm D filed Fact Form D
- Jun 11, 2024Sortera Technologies, Inc. filed Form D/A: $44,412,421 sold of $44,412,421, OtherForm D filed Fact Form D
Evidence
Every observation on this company
- Entity type: Corporation Jul 21, 2026 Fact Form D
- Entity type: Corporation Oct 28, 2024 Fact Form D
- Entity type: Corporation Jun 11, 2024 Fact Form D
- Form D industry group: Other Jul 21, 2026 Fact Form D
- Form D industry group: Other Oct 28, 2024 Fact Form D
- Form D industry group: Other Jun 11, 2024 Fact Form D
- Amendment: false Jul 21, 2026 Fact Form D
- Amendment: true Oct 28, 2024 Fact Form D
- Amendment: true Jun 11, 2024 Fact Form D
- Revenue range (Form D): Decline to Disclose Jul 21, 2026 Fact Form D
- Revenue range (Form D): Decline to Disclose Oct 28, 2024 Fact Form D
- Revenue range (Form D): Decline to Disclose Jun 11, 2024 Fact Form D
- Incorporated: overFiveYears Jul 21, 2026 Fact Form D
- Incorporated: withinFiveYears Oct 28, 2024 Fact Form D
- Incorporated: withinFiveYears Jun 11, 2024 Fact Form D
- Jurisdiction: Delaware Jul 21, 2026 Fact Form D
- Jurisdiction: Delaware Oct 28, 2024 Fact Form D
- Jurisdiction: Delaware Jun 11, 2024 Fact Form D
- Amount sold (Form D): $87.0M Jul 21, 2026 Fact Form D
- Amount sold (Form D): $59.3M Oct 28, 2024 Fact Form D
- Amount sold (Form D): $44.4M Jun 11, 2024 Fact Form D
- Offering amount (Form D): $144M Jul 21, 2026 Fact Form D
- Offering amount (Form D): $59.3M Oct 28, 2024 Fact Form D
- Offering amount (Form D): $44.4M Jun 11, 2024 Fact Form D
- Exemptions: 06b Jul 21, 2026 Fact Form D
- Exemptions: 06b Oct 28, 2024 Fact Form D
- Exemptions: 06b Jun 11, 2024 Fact Form D
- First sale: 2025-06-12 Jul 21, 2026 Fact Form D
- First sale: 2023-04-13 Oct 28, 2024 Fact Form D
- First sale: 2023-04-13 Jun 11, 2024 Fact Form D
- Investors (Form D): 14 Jul 21, 2026 Fact Form D
- Investors (Form D): 14 Oct 28, 2024 Fact Form D
- Investors (Form D): 11 Jun 11, 2024 Fact Form D
- Minimum investment (Form D): 0 Jul 21, 2026 Fact Form D
- Minimum investment (Form D): 0 Oct 28, 2024 Fact Form D
- Minimum investment (Form D): 0 Jun 11, 2024 Fact Form D
- Securities offered: Equity, option Jul 21, 2026 Fact Form D
- Securities offered: equity Oct 28, 2024 Fact Form D
- Securities offered: equity Jun 11, 2024 Fact Form D
- Office address: Jul 21, 2026 Fact Form D
- Office address: Oct 28, 2024 Fact Form D
- Office address: Jun 11, 2024 Fact Form D
- Year of incorporation: 2020 Oct 28, 2024 Fact Form D
- Year of incorporation: 2020 Jun 11, 2024 Fact Form D
Record history
- Form D filed2026-07-21source on record
- Form D filed2024-10-28source on record
- Form D filed2024-06-11source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.