About Balance Theory
Balance Theory is a private company based in Fulton, Maryland, incorporated in 2021 in Delaware. It has reported $17,806,000 raised in four offerings on Form D since September 2022. Its chief executive is Gregory Baker.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jul 8, 2026 | Sep 4, 2026 | $12,000,000fully sold | 3 | $4.0M | EquityRule 506(b) | Form D ↗ |
| Apr 25, 2025 | Jun 11, 2025amended Jan 15, 2026 | $2,300,000fully sold | 5 | $460K | Debt, convertible promissory noteRule 506(b) | Form D/A ↗1 earlier filing |
| Nov 14, 2022 | Dec 9, 2022 | $3,006,000fully sold | 2 | $1.5M | Equity, Securities on exerciseRule 506(b) | Form D ↗ |
| Sep 2, 2022 | Sep 14, 2022 | $500,000fully sold | 1 | $500K | Debt, Options, convertible promissory noteRule 506(b) | Form D ↗ |
| Total, four offerings | $17,806,000 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Balance Theory's Form D filed Sep 4, 2026.
Earlier filings also listed Nathan Necaise (executive officer and director, last listed Sep 2022).