Fundraising Fox

Issio Solutions

Walnut Creek, US · Founded 2013 · Delaware corporation

Issio Solutions provides a workforce management and staff scheduling platform with predictive analytics for healthcare organizations. It is designed for federal agencies, the VA, DHA, ambulatory surgery centers, and healthcare systems.

GovTechHealthtechSaaS

Founders & leadership

YP
Yorick PhoenixExecutive
AB
Arne Brock-UtneNamed on SEC filing
HB
Hank BarryNamed on SEC filing
WH
Warren HeffelfingerNamed on SEC filing
CA
Carlos A. Elizondo IIINamed on SEC filing
CA
Carlos A. Elizondo, IIINamed on SEC filing

Board

RC
Robert ChessBoard director
MM
Mark MuscoBoard director

Reported raises · per SEC filings

Form D private placements

$11.3M disclosed across 8 rounds · 2013–2026

▶$647.1KraisedJun 2026 · 16 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert ChessDirector
  • Arne Brock-UtneExecutive Officer, Director
  • Mark MuscoDirector
  • Yorick PhoenixExecutive Officer
Offering amount
$700K
Amount sold
$647.1K
First sale
Jun 2026
Incorporated
Corporation, Delaware
Federal exemptions
06b, 4a5
Full filing on SEC EDGAR ↗
▶$996.4KraisedJul 2025 · 14 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert ChessDirector
  • Mark MuscoDirector
  • Yorick PhoenixExecutive Officer
  • Arne Brock-UtneExecutive Officer, Director
Offering amount
$1.5M
Amount sold
$996.4K
First sale
Jul 2025
Incorporated
Corporation, Delaware
Federal exemptions
06b, 4a5
Full filing on SEC EDGAR ↗
▶$1.3MraisedJun 2024 · 28 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Yorick PhoenixExecutive Officer
  • Robert ChessDirector
  • Mark MuscoDirector
  • Arne Brock-UtneExecutive Officer, Director
Offering amount
$2M
Amount sold
$1.3M
First sale
Jun 2024
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.6MraisedSep 2023 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Mark MuscoDirector
  • Robert ChessDirector
  • Arne Brock-UtneExecutive Officer, Director
  • Yorick PhoenixExecutive Officer
Offering amount
$3M
Amount sold
$1.6M
First sale
Aug 2023
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$685KraisedJan 2023 · 6 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Arne Brock-UtneExecutive Officer, Director
  • Carlos Elizondo IIIDirector
  • Mark MuscoDirector
  • Yorick PhoenixExecutive Officer
  • Warren HeffelfingerDirector
Offering amount
$2M
Amount sold
$685K
First sale
Nov 2022
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.5MraisedOct 2021 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Hank BarryExecutive Officer
  • Arne Brock-UtneExecutive Officer, Director
  • Warren HeffelfingerDirector
  • Mark MuscoDirector
  • Yorick PhoenixExecutive Officer
  • Carlos A. Elizondo IIIExecutive Officer, Director
Offering amount
$2M
Amount sold
$1.5M
First sale
Jan 2021
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$614.2KraisedJul 2014 · 9 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Warren HeffelfingerDirector
  • Arne Brock-UtneExecutive Officer, Director
  • Yorick PhoenixExecutive Officer
  • Carlos A. Elizondo, IIIExecutive Officer, Director
  • Mark MuscoDirector
Offering amount
$2M
Amount sold
$614.2K
First sale
Jul 2014
Incorporated
Corporation, Delaware, 2013
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$4MraisedJan 2014 · 48 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Warren HeffelfingerDirector
  • Arne Brock-UtneExecutive Officer, Director
  • Mark MuscoDirector
  • Carlos A. Elizondo, IIIExecutive Officer, Director
  • Yorick PhoenixExecutive Officer
Offering amount
$4.4M
Amount sold
$4M
First sale
Jan 2013
Incorporated
Corporation, Delaware, 2013
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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

Competitors · 3

by search overlap
INSPECTORIO10 shared keywordsInspectorio provides a supply chain management platform for brands, retailers, suppliers, and manufacturers to manage production operations with emphasis on quality assurance, responsible sourcing, traceability, and supplier relationships.
Phreesia9 shared keywordsPhreesia provides a patient intake and engagement platform with automated tools for registration, insurance verification, appointment access, and payments used by healthcare organizations. It integrates with PM/EHR systems via standards such as HL7 and FHIR to help staff work more efficiently and engage patients throughout their care journey.
EMITRR* Local Services9 shared keywordsEmitrr provides a communication platform for businesses that includes text-enabled business phone lines, team messaging, appointment scheduling and reminders, review generation, bulk SMS/MMS, and website lead-capture forms. It aims to reduce inbound phone calls and manage customer communications from a single platform.

Companies competing with Issio Solutions for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Issio Solutions do?
Issio Solutions provides a workforce management and staff scheduling platform with predictive analytics for healthcare organizations. It is designed for federal agencies, the VA, DHA, ambulatory surgery centers, and healthcare systems.
How much funding has Issio Solutions raised?
Issio Solutions has disclosed $11.3M raised across 8 rounds.
Where is Issio Solutions headquartered?
Issio Solutions is headquartered in Walnut Creek, US.