Fundraising Fox

PatientFi

Irvine, US · Founded 2017 · Delaware corporation · 4 known investors

patientfi.com ↗
in /patientfi

Founders & leadership

TW
Todd WattsExecutive Officer, Director
JR
Joe RanieriExecutive Officer
JR
Jon RobertsExecutive Officer
DH
Derrick HoagExecutive Officer
SJ
Scott JorgensenMr. Jorgensen is a Manager.
HB
H. Bradley SloanDirector
TC
Tom CestareDirector
LB
Louis BuckyDirector
GC
Gerard CuddyDirector

Investors · 4

Curql Collective, LLCDes Moines
Next Level VenturesDes Moines · $500K – $5M
Patriot Financial PartnersRadnor
Questa CapitalSan Francisco · $15M – $40M

Reported raises · per SEC filings

Form D private placements
▶$13MraisedJun 2026 · 3 investors · Other Technology
Rule 506(b)
PatientFi has filed a notice of an exempt offering of securities to raise $15 Million in New Funding. - intelligence360intelligence360.news · Jul 2026
Officers, directors & promoters on the filing
  • DERRICK HOAGExecutive Officer
  • TOM CESTAREDirector
  • JON ROBERTSExecutive Officer
  • H. BRADLEY SLOANDirector
  • GERARD CUDDYDirector
  • JONATHAN SOCKOLDirector
  • LOUIS BUCKYDirector
  • TODD WATTSExecutive Officer, Director
  • CORY RUELLExecutive Officer
  • JOE RANIERIExecutive Officer
Offering amount
$15M
Amount sold
$13M
First sale
Jun 2026
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.9MofferedDec 2025 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • LOUIS BUCKYDirector
  • TODD WATTSExecutive Officer, Director
  • GERARD CUDDYDirector
  • DERRICK HOAGExecutive Officer
  • CORY RUELLExecutive Officer
  • JOE RANIERIExecutive Officer
  • TOM CESTAREDirector
  • JON ROBERTSExecutive Officer
  • H. BRADLEY SLOANDirector
Offering amount
$3.9M
First sale
Dec 2025
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$15MraisedApr 2025 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Derrick HoagExecutive Officer
  • Jon RobertsExecutive Officer
  • Joe RanieriExecutive Officer
  • Cory RuellExecutive Officer
  • H. Bradley SloanDirector
  • Tom CestareDirector
  • Todd WattsExecutive Officer, Director
  • Gerard CuddyDirector
  • Louis BuckyDirector
Offering amount
$15M
Amount sold
$15M
First sale
Mar 2025
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$36.4MraisedJul 2024 · 10 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Todd WattsExecutive Officer, Director
  • Joe RanieriExecutive Officer
  • Tom CestareDirector
  • Louis BuckyDirector
  • Jon RobertsExecutive Officer
  • Gerard CuddyDirector
  • H. Bradley SloanDirector
  • Derrick HoagExecutive Officer
Offering amount
$39.4M
Amount sold
$36.4M
Proceeds to insiders
$2.6M
First sale
Dec 2023
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$32.1MraisedJan 2023 · 77 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Tom CestareDirector
  • Todd WattsExecutive Officer, Director
  • Scott JorgensonDirector
  • Louis BuckyDirector
  • Gerard CuddyDirector
Offering amount
$32.1M
Amount sold
$32.1M
Minimum investment
$13.9K
First sale
Dec 2021
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.9MraisedFeb 2021 · 21 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Louis BuckyDirector
  • Gerard CuddyDirector
  • Todd WattsExecutive Officer, Director
  • Scott JorgensenExecutive Officer, Director
Offering amount
$5M
Amount sold
$3.9M
Minimum investment
$45K
First sale
Oct 2020
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶Undisclosed amountofferedMar 2020 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Todd WattsExecutive Officer, Director
  • Scott JorgensenExecutive Officer, Director
  • Louis BuckyDirector
  • Glenn StearnsDirector
First sale
Feb 2020
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶Undisclosed amountofferedJun 2019 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Louis BuckyDirector
  • Glenn StearnsDirector
  • Scott JorgensenExecutive Officer, Director
  • Todd WattsExecutive Officer, Director
First sale
May 2019
Incorporated
Limited Liability Company, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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

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