PATIENTFI, INC.

Profile

Company Names

PATIENTFI, INC.
PATIENTFI, LLC
PATIENTFIRST FINANCE, LLC

Addresses

530 TECHNOLOGY DRIVE, SUITE 350, IRVINE, CA 92618

15635 ALTON PARKWAY, SUITE 160, IRVINE, CA 92618

15615 ALTON PARKWAY, SUITE 450, IRVINE, CA 92618

15615 ALTON PKWY SUITE 450, IRVINE, CA 92618

Phone Numbers

(949) 441-5484
(213) 718-7600
2137187600

 

Entity Type:

CORPORATION

Industry:

OTHER TECHNOLOGY

Year Incorporated:

2017

State Incorporated:

DELAWARE

Total Amount Raised:

$102,435,446.00

Number of Funding Rounds:

10
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
10
2026-06-01 
$13,000,000.00 
$15,000,000.00 
$2,000,000.00 
Debt 
9
2025-12-01 
$0.00 
$3,857,126.00 
$3,857,126.00 
 
8
2025-03-10 
$15,000,000.00 
$15,000,000.00 
$0.00 
Debt 
7
2023-12-07 
$36,434,109.00 
$39,434,114.00 
$3,000,005.00 
Equity 
6
2021-12-22 
$32,131,583.00 
$32,131,583.00 
$0.00 
Equity 
5
2020-10-31 
$3,869,574.00 
$5,000,000.00 
$1,130,426.00 
 
4
2020-02-03 
$0.00 
INDEFINITE 
INDEFINITE 
 
3
2019-05-29 
$0.00 
INDEFINITE 
INDEFINITE 
 
2
2018-04-13 
$1,000,180.00 
$2,000,000.00 
$999,820.00 
Equity 
1
2017-07-24 
$1,000,000.00 
$1,000,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
LOUIS 
 
BUCKY 
DIRECTOR
TOM 
 
CESTARE 
DIRECTOR
GERARD 
 
CUDDY 
DIRECTOR
DERRICK 
 
HOAG 
EXECUTIVE OFFICER
SCOTT 
 
JORGENSEN 
DIRECTOR, EXECUTIVE OFFICER
SCOTT 
 
JORGENSON 
EXECUTIVE OFFICER, DIRECTOR
JOE 
 
RANIERI 
EXECUTIVE OFFICER
JON 
 
ROBERTS 
EXECUTIVE OFFICER
CORY 
 
RUELL 
EXECUTIVE OFFICER
JONATHAN 
 
SOCKOL 
DIRECTOR
GLENN 
 
STEARNS 
DIRECTOR
TODD 
 
WATTS 
EXECUTIVE OFFICER, DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Debt 
2026-06-01 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
 
2025-12-01 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Debt 
2025-03-10 
D/A
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2023-12-07 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2023-12-07 
D/A
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2021-12-22 
D/A
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2021-12-22 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2021-12-22 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
 
2020-10-31 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
 
2020-02-03 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
 
2019-05-29 
D
OTHER TECHNOLOGY 
 
NO REVENUES 
Equity 
2018-04-13 
D
OTHER TECHNOLOGY 
 
NO REVENUES 
Equity 
2017-07-24 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
NONE
NONE
N/A
NONE