Fundraising Fox

Balance Theory

Columbia, US · Founded 2021 · Delaware corporation · 2 known investors

balancetheory.io ↗

Balance Theory provides a platform that manages cybersecurity investment programs end-to-end, including decision-trigger detection, cost and coverage optimization, and program rationalization. The company serves enterprise security budget owners across multiple industries seeking to align cybersecurity spending with strategic business objectives.

CybersecurityEnterprise SoftwareSaaS

Founders & leadership

DB
Dan BurnsDirector
GB
Gregory BakerExecutive Officer, Director
JF
John FungeDirector
LM
Lisa MathiasExecutive Officer, Director
NN
Nathan NecaiseExecutive Officer, Director

Investors · 2

DataTribeFulton · $1M – $30M
Maryland TEDCOUpper Marlboro · $500K – $1.5M

Reported raises · per SEC filings

Form D private placements
▶$2.3MraisedJan 2026 · 5 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Dan BurnsDirector
  • Gregory BakerExecutive Officer, Director
  • John FungeDirector
  • Lisa MathiasExecutive Officer, Director
Offering amount
$2.3M
Amount sold
$2.3M
Minimum investment
$50K
First sale
Apr 2025
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3MraisedDec 2022 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Lisa MathiasExecutive Officer, Director
  • John FungeDirector
  • Gregory BakerExecutive Officer, Director
Offering amount
$3M
Amount sold
$3M
Minimum investment
$500K
First sale
Nov 2022
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$500KraisedSep 2022 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Nathan NecaiseExecutive Officer, Director
  • Gregory BakerExecutive Officer, Director
  • Lisa MathiasExecutive Officer, Director
Offering amount
$500K
Amount sold
$500K
Minimum investment
$500K
First sale
Sep 2022
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.