SmartStory Technologies
Meridian, US · Founded 2012 · Delaware corporation
SmartStory Technologies offers a digital patient engagement platform with tools such as a patient journey navigator, mobile page builder, content hub, secure messaging, and engagement analytics. It serves healthcare payers and care management teams to improve medication adherence, patient outcomes, and Star/HEDIS ratings while reducing clinical call center costs.
Founders & leadership
SmartStory Technologies was founded in 2012 by Michael Boerner.
MB
Michael BoernerFounder
PV
Paul von EbersinChief Executive Officer
CL
C. Lloyd MahaffeyExecutive
MG
Manu GoyalinChief Technology Officer
CC
Clay ConnerinSVP Client Services
EE
Eric EilertseninExecutive
EB
Evans BaiyaExecutive
RZ
Roger ZandersExecutive
Board
NP
Nicholas PreftakesBoard director
PJ
Paul JufferBoard director
CD
Christopher DiGiorgioBoard director
BM
Brian MyersBoard director
Reported raises · per SEC filings
Form D private placements$20.3M disclosed across 6 rounds · 2013–2024
▶$2.8MraisedJan 2026 · 3 investors · Other TechnologyRule 506(b)
▶$2.8MraisedJan 2026 · 3 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Nicholas PreftakesDirector
- Paul von EbersExecutive Officer, Director
- Christopher DiGiorgioDirector
- Paul JufferDirector
- Offering amount
- $3M
- Amount sold
- $2.8M
- First sale
- Jul 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$6.8MraisedJun 2023 · 16 investors · Other TechnologyRule 506(b)
▶$6.8MraisedJun 2023 · 16 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Paul JufferDirector
- Christopher DiGiorgioDirector
- Paul von EbersDirector
- Nicholas PreftakesExecutive Officer, Director
- Christoph MinorExecutive Officer, Director
- Offering amount
- $7.4M
- Amount sold
- $6.8M
- First sale
- Aug 2017
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$750KraisedMay 2017 · 15 investors · Other TechnologyRule 506(b)
▶$750KraisedMay 2017 · 15 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Brian MyersDirector
- Michael BoernerDirector
- Chris DiGiorgioExecutive Officer, Director
- Nicholas PreftakesDirector
- C. Lloyd MahaffeyExecutive Officer
- Allen PlunkDirector
- Offering amount
- $750K
- Amount sold
- $750K
- First sale
- Jan 2017
- Incorporated
- Corporation, Delaware, 2012
- Federal exemptions
- 06b
▶$3.9MraisedMay 2016 · 22 investors · Other TechnologyRule 506(b)
▶$3.9MraisedMay 2016 · 22 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Michael BoernerDirector
- C. Lloyd MahaffeyExecutive Officer, Director
- Chris DiGiorgioDirector
- Brian MyersDirector
- Ron PriceDirector
- Nick PreftakesDirector
- Offering amount
- $4.9M
- Amount sold
- $3.9M
- First sale
- Apr 2016
- Incorporated
- Corporation, Delaware, 2012
- Federal exemptions
- 06b
▶$2.5MraisedJul 2015 · 22 investors · Other TechnologyRule 506(b)
▶$2.5MraisedJul 2015 · 22 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Michael BoernerPromoter
- Nick PreftakesDirector
- Brian MyersDirector
- Ron PriceDirector
- C. Lloyd MahaffeyExecutive Officer, Director
- Chris DiGiorgioDirector
- Offering amount
- $3.5M
- Amount sold
- $2.5M
- First sale
- Jul 2014
- Incorporated
- Corporation, Delaware, 2012
- Federal exemptions
- 06b
▶$3.7MraisedSep 2014 · 24 investors · Other TechnologyRule 506(b)
▶$3.7MraisedSep 2014 · 24 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Ron PriceDirector
- C. Lloyd MahaffeyExecutive Officer, Director
- Eric EilertsenExecutive Officer
- Evans BaiyaExecutive Officer
- Chris DiGiorgioDirector
- Roger ZandersExecutive Officer
- Brian MyersDirector
- Nicholas PreftakesDirector
- Michael BoernerExecutive Officer, Director, Promoter
- Offering amount
- $4M
- Amount sold
- $3.7M
- First sale
- Sep 2013
- Incorporated
- Corporation, Delaware, 2012
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 10
by search overlapUpfronthealthcare24 shared keywordsUpfront develops healthcare solutions that activate patients and improve clinical, financial, and operational outcomes for providers. The company combines healthcare expertise, technology, and behavioral science to address healthcare challenges.
The Access Group UK16 shared keywordsThe Access Group provides business software solutions across multiple industries including healthcare, education, hospitality, manufacturing, professional services and not-for-profit organizations. Its platform incorporates AI capabilities through Access Evo to help small and mid-sized businesses streamline operations.
OhMD16 shared keywordsOhMD provides a voice AI system for medical practices that automatically answers routine patient phone calls—such as scheduling, appointment reminders, prescription refills, and general questions—and resolves them by voice or text. It is designed to reduce front desk call volume, lower no-show rates, and ease staff workload for healthcare providers.
Weave16 shared keywordsWeave offers team communication and collaboration tools for healthcare practices, including messaging, scheduling, and patient management features accessible from desktop and mobile apps.
Health Recovery Solutions15 shared keywordsHealth Recovery Solutions (HRS) provides an EHR-integrated remote patient monitoring platform along with clinical advisory, logistics, reimbursement, and support services for healthcare organizations, payors, and providers. The company helps health systems build and scale virtual care programs aimed at reducing hospital readmissions and improving patient outcomes in the US.
Athenahealth Inc15 shared keywordsCloud-based healthcare platform for clinical workflows
CipherHealth14 shared keywordsCipherHealth provides a care coordination platform for health systems that connects nurse rounding, patient outreach, and post-discharge follow-up, using 15+ years of patient interaction data layered with AI. It serves hospitals and health systems across acute, ambulatory, home, and virtual care settings.
Medbridge14 shared keywordsMedbridge is a digital health platform that serves healthcare providers with evidence-based clinical content and tools designed to improve patient outcomes in rehabilitation, physical therapy, and related care settings. The company supports over 360,000 healthcare providers across 4,000+ organizations with educational resources, care management platforms, and AI-assisted care solutions.
IQVIA13 shared keywordsIQVIA is a healthcare data and technology company that supports life sciences organizations in research, clinical development, and commercialization of medicines and medical solutions.
CERTIFY Health13 shared keywordsCERTIFY Health offers a unified medical practice software platform that integrates patient experience, practice management, documentation, revenue cycle, and interoperability workflows for healthcare providers. The platform serves medical practices seeking to streamline operations, improve patient journeys, and ensure regulatory compliance.
Companies competing with SmartStory Technologies for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does SmartStory Technologies do?
- SmartStory Technologies offers a digital patient engagement platform with tools such as a patient journey navigator, mobile page builder, content hub, secure messaging, and engagement analytics. It serves healthcare payers and care management teams to improve medication adherence, patient outcomes, and Star/HEDIS ratings while reducing clinical call center costs.
- Who founded SmartStory Technologies?
- SmartStory Technologies was founded by Michael Boerner in 2012.
- How much funding has SmartStory Technologies raised?
- SmartStory Technologies has disclosed $20.3M raised across 6 rounds.
- Where is SmartStory Technologies headquartered?
- SmartStory Technologies is headquartered in Meridian, US.