Fundraising FoxSmartStory Technologies
Meridian, US · Founded 2012 · Delaware corporation
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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.
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Michael BoernerFounderMichael Boerner is founder and chairman of Engage Technologies Group, Inc., with over 30 years of experience in technology and media companies, and has developed short-form video-based enterprise technologies. He led an early hospital pilot using iPad for patient engagement and has worked with major healthcare organizations including UnitedHealthcare, UPMC, and Blue Cross Blue Shield.
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Manu GoyalChief Technology OfficerManu Goyal has held senior technology and operations roles at Fortune 50 and growth-stage companies in healthcare, fintech, and enterprise SaaS, with experience leading product, technology, and business teams at scale, including oversight of large organizations, infrastructure modernization, and cloud initiatives.
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Clay ConnerSVP Client ServicesClay Conner is SVP of Client Services at SmartStory Technologies, a digital patient engagement platform for healthcare payers and care management. He brings 35+ years of experience in healthcare technology, consulting, and strategic planning, and previously co-developed a process-improvement methodology deployed with major pharmaceutical and manufacturing companies including Johnson & Johnson and BASF.
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Eric EilertsenCo-Founder, President, Retail and Consumer Electronics2013–2016He has held senior operating and financial leadership roles at multiple private equity-backed companies over 25 years, with experience spanning healthcare, technology, consumer products, and supply chain sectors.
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Evans BaiyaSVP and Chief Technology Officer2014–2018Evans Baiya is an executive officer at SmartStory Technologies and has worked as a consultant and advisor on innovation and strategy with organizations across healthcare, technology, and government sectors, including roles with Samsung, IBM, Intel, and Microsoft. He co-authored multiple books on innovation frameworks and organizational strategy.
Board
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Nicholas PreftakesBoard director
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Paul JufferBoard director
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Christopher DiGiorgioBoard director
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Brian MyersBoard director
Reported raises · per SEC filings
Form D private placements$21.3M disclosed across 6 of 7 rounds · 2013–2024
▶$3.8MraisedAug 2026 · 3 investors · Other TechnologyRule 506(b)
▶$3.8MraisedAug 2026 · 3 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Christopher DiGiorgioDirector
- Nicholas PreftakesDirector
- Paul von EbersExecutive Officer, Director
- Paul JufferDirector
- Offering amount
- $4M
- Amount sold
- $3.8M
- 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.
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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 $21.3M raised across 6 of its 7 known rounds.
- Where is SmartStory Technologies headquartered?
- SmartStory Technologies is headquartered in Meridian, US.