About PatientFi
PatientFi is a private company based in Irvine, California. It has reported $102,435,446 raised in ten offerings on Form D since September 2017. Its chief executive is Todd Watts.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Jun 15, 2026 | $13,000,000of $15.0M target | 3 | $4.3M | Debt, Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Dec 1, 2025 | Dec 15, 2025 | $0of $3.8M target | 1 | $0 | Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Mar 10, 2025 | Apr 28, 2025 | $15,000,000fully sold | 3 | $5.0M | Debt, Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Dec 7, 2023 | Dec 21, 2023amended Jul 23, 2024 | $36,434,109of $39.4M target | 10 | $3.6M | Equity, OptionsRule 506(b) | Form D/A ↗1 earlier filing |
| Dec 22, 2021 | Dec 23, 2021amended Jan 31, 2023 | $32,131,583fully sold | 77 | $417K | EquityRule 506(b) | Form D/A ↗2 earlier filings |
| Oct 31, 2020 | Feb 22, 2021 | $3,869,574of $5.0M target | 21 | $184K | Convertible NotesRule 506(b) | Form D ↗ |
| Feb 3, 2020 | Mar 5, 2020 | $0target not set | 3 | $0 | OptionsRule 506(b) | Form D ↗ |
| May 29, 2019 | Jun 6, 2019 | $0target not set | 1 | $0 | OptionsRule 506(b) | Form D ↗ |
| Apr 13, 2018 | May 8, 2018 | $1,000,180of $2.0M target | 14 | $71,441 | EquityRule 506(b) | Form D ↗ |
| Jul 24, 2017 | Sep 12, 2017 | $1,000,000fully sold | 2 | $500K | EquityRule 506(b) | Form D ↗ |
| Total, ten offerings | $102,435,446 | |||||
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 PatientFi's Form D filed Jun 15, 2026.
Earlier filings also listed Scott Jorgenson (director, last listed Jan 2023), Scott Jorgensen (executive officer and director, last listed Feb 2021) and Glenn Stearns (director, last listed Mar 2020).