Balance Theory Inc.
New Form D on file · 2026-09-04 · the record
Bar compares stated amounts only. A raise with no amount on the record is left out rather than counted as zero.
Open the record →What the record says
| Named | Relationship on the filing | Where |
|---|---|---|
| Gregory Baker | Executive Officer, Director | Fulton, MARYLAND |
| John Funge | Director | Fulton, MARYLAND |
| Lisa Mathias | Executive Officer, Director | Fulton, MARYLAND |
| Daniel Burns | Director | Fulton, MARYLAND |
| Alex Tosheff | Director | Fulton, MARYLAND |
A Form D names the people responsible for the offering, not a team page — there are no photographs or profiles on it, so none are shown.
Against the 39 raises on file in Other Technology. Median $3.10M, largest $53.67M.
The nearest raises on file in the same industry group (Other Technology), side by side with this one.
| Company | On the record | Industry group | Filed |
|---|---|---|---|
| Malayy Inc. | $10.13M | Other Technology | 2026-09-04 |
| Oniqq Platforms, Inc. | $10M | Other Technology | 2026-09-04 |
| DEBIT MY DATA, INC. | $9.99M | Other Technology | 2026-09-03 |
| Primis Inc. /DE | $9.63M | Other Technology | 2026-09-03 |
| Communion Inc. | $9.46M | Other Technology | 2026-09-03 |
| Balance Theory Inc. (this page) | $12M | Other Technology | 2026-09-04 |
Click a column heading to sort. Comparison is against records held here, not against every raise that exists. A raise with no stated amount shows as "Not stated" rather than as zero.
The full profile
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- Source Check — verify Lisa Mathias's other claims against the registers that hold them.
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Sourced from the filing index on sec.gov. Figures are read directly from the source record; names have not been matched against other people.