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Form D · on the record

Balance Theory Inc. — $2.30M Form D filing, June 2025

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Balance Theory Inc. filed an amended Form D with the Securities and Exchange Commission on 2025-06-11.

Balance Theory Inc. filed an amended Form D notice of an exempt securities offering with the SEC on June 11, 2025. The filing reports $2.30M sold. Its industry group is Other Technology. It names Gregory Baker (Executive Officer, Director), John Funge (Director), Lisa Mathias (Executive Officer, Director) (SEC Form D/A, June 11, 2025).

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Balance Theory Inc.

New Form D on file · 2025-06-11 · the record

$2.30M
raise on the record
D/A
filing
5
investors in
MARYLAND
based
Open the record →

What the record says

FilingForm D/A (amended)
Filed2025-06-11
Industry groupOther Technology
Entity typeCorporation
Incorporated inDELAWARE
Year formed2021
BasedFulton, MARYLAND
CIK1946732
Accession0001946732-26-000001

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What the filing shows about Balance Theory Inc.

  • 5 investors had already put money in when it filed.
  • The filing names 4 people as officers, directors or promoters.

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Who the filing names, and in what role

The filing gives Balance Theory Inc.'s address as 8110 Maple Lawn Blvd, Suite 200, Fulton, MD 20759.

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Who else raised the same week in technology

Amended on 2026-01-15: the offering size changed from $1,750,000 to $2,300,000; the amount sold changed from $750,000 to $2,300,000; the number of investors changed from 1 to 5. Figures on this page are from the amendment. Amended filing · Original filing

What the filing says

  • Offered: $2,300,000. Sold: $2,300,000. Left to sell: nothing, all of it is sold. (filing)
  • Investors: 5 had already invested. (filing)
  • Date of first sale: April 25, 2025. (filing)
  • Types of securities: Debt; Other: convertible promissory note. (filing)
  • Item 16: the filing reports that none of the proceeds goes to executive officers, directors or promoters. (filing)

This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.

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Is Balance Theory Inc. a real, registered company?

Balance Theory Inc. is a registered filer with the SEC (CIK 1946732) and has filed since 2022-12-09. 4 filings are on record, the latest on 2026-09-04.

A filing shows the company exists and what it reports about itself. It is not an audit or a rating.

Who runs Balance Theory Inc.?

Balance Theory Inc.'s Form D of 2025-06-11 names Gregory Baker, John Funge, Lisa Mathias and 1 more as its officers, directors or promoters.

How much has Balance Theory Inc. raised?

Its new offerings report $15.76M sold across 3 offerings, as its own filings state.

Filing history · 4 filings on this registrant
Form D · 2022-12-09 · $3.01MForm D · 2025-06-11 · $750K · this pageForm D/A, amended · 2026-01-15 · $2.30MForm D · 2026-09-04 · $12M 2022-12-09 2026-09-04

A hollow marker is an amendment (Form D/A); a solid one is an original Form D. The larger marker is the filing this page is about.

Other Technology · by week

Trailing twelve months. 3839 filings in Other Technology, totalled by week.

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Sourced from the filing index on sec.gov, and from the company's own site, read directly on 2026-11-02 (balancetheory.io).

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Balance Theory Inc.: Raised $2.30M, Form D filed 2025-06-11
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Permanent URL: https://mentionfox.com/funding/balance-theory-inc-form-d-25000001
Last updated 2026-11-04
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Balance Theory Inc. raised $2.30M — SEC Form D filing, June 2025. MentionFox, 2026-11-04. https://mentionfox.com/funding/balance-theory-inc-form-d-25000001