# PatientFi, Inc. — Form D

PatientFi, Inc. of IRVINE, CA, a company, filed a Form D exempt-offering notice with the SEC on 2023-12-21. The offering totals $30.0M, of which $28.7M was reported sold. Industry: Other Technology.

## Offering

- Filed: 2023-12-21
- Form: D
- Accession: 0001716702-23-000003
- Industry: Other Technology
- Exemptions: 06b
- Total offering: $30.0M
- Amount sold: $28.7M
- Remaining: $1.4M
- Investors: 3
- Date of first sale: 2023-12-07
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-500389

## Issuer

- Name: PatientFi, Inc.
- CIK: 0001716702
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2017
- Address: 530 TECHNOLOGY DRIVE SUITE 350, IRVINE, CA, 92618
- Phone: (949) 441-5484

## Officers, directors & promoters (25)

| Name | Role | Location |
| --- | --- | --- |
| LOUIS BUCKY | Director | IRVINE, CA |
| LOUIS BUCKY | Related Person | IRVINE, CA |
| TODD WATTS | Director | IRVINE, CA |
| TODD WATTS | Executive Officer | IRVINE, CA |
| TODD WATTS | Related Person | IRVINE, CA |
| GERARD CUDDY | Director | IRVINE, CA |
| GERARD CUDDY | Related Person | IRVINE, CA |
| DERRICK BRADLEY HOAG | Executive Officer | IRVINE, CA |
| CORY BRADLEY RUELL | Executive Officer | IRVINE, CA |
| JOE BRADLEY RANIERI | Executive Officer | IRVINE, CA |
| TOM CESTARE | Director | IRVINE, CA |
| TOM CESTARE | Related Person | IRVINE, CA |
| JON BRADLEY ROBERTS | Executive Officer | IRVINE, CA |
| H. BRADLEY SLOAN | Director | IRVINE, CA |
| H. BRADLEY SLOAN | Related Person | IRVINE, CA |
| Glenn Stearns | Director | Pasadena, CA |
| Jonathan Sockol | Related Person | IRVINE, CA |
| Scott Jorgenson | Director | Irvine, CA |
| Scott Jorgenson | Executive Officer | Irvine, CA |
| Cory Ruell | Related Person | IRVINE, CA |
| Scott Jorgensen | Director | Irvine, CA |
| Scott Jorgensen | Executive Officer | Irvine, CA |
| Jon Roberts | Related Person | IRVINE, CA |
| DERRICK HOAG | Related Person | IRVINE, CA |
| JOE RANIERI | Related Person | IRVINE, CA |

## Other filings by this issuer (12)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-06-15](https://search.stillhousedata.com/formd/0001716702-26-000001) | D | $15.0M | $13.0M |
| [2025-12-15](https://search.stillhousedata.com/formd/0001716702-25-000004) | D | $3.9M | — |
| [2025-04-28](https://search.stillhousedata.com/formd/0001716702-25-000003) | D | $15.0M | $15.0M |
| [2024-07-23](https://search.stillhousedata.com/formd/0001716702-24-000001) | D/A | $39.4M | $36.4M |
| [2023-01-31](https://search.stillhousedata.com/formd/0001716702-23-000001) | D/A | $32.1M | $32.1M |
| [2022-10-27](https://search.stillhousedata.com/formd/0001716702-22-000001) | D/A | $25.7M | $25.7M |
| [2021-12-23](https://search.stillhousedata.com/formd/0001716702-21-000002) | D | $15.0M | $10.0M |
| [2021-02-22](https://search.stillhousedata.com/formd/0001716702-21-000001) | D | $5.0M | $3.9M |
| [2020-03-05](https://search.stillhousedata.com/formd/0001716702-20-000003) | D | — | — |
| [2019-06-06](https://search.stillhousedata.com/formd/0001761088-19-000047) | D | — | — |
| [2018-05-08](https://search.stillhousedata.com/formd/0001127855-18-000072) | D | $2.0M | $1.0M |
| [2017-09-12](https://search.stillhousedata.com/formd/0001715598-17-000001) | D | $1.0M | $1.0M |

## More

- [CIK 1716702 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1716702&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001716702-23-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.