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Form D · on the record

MarginEdge Co. — $5M Form D filing, September 2021

MarginEdge Co. filed a Form D with the Securities and Exchange Commission on 2021-09-15.

MarginEdge Co. filed a Form D notice of an exempt securities offering with the SEC on September 15, 2021. The filing reports $5M sold. It names Clyde Davis, IV (Executive Officer, Director), Roy Phillips (Director), Patrick O'Reilly (Director) (SEC Form D, September 15, 2021).

In its own words: “MarginEdge automates invoice processing & tracks food costs in real time.” (marginedge.com, checked November 1, 2026)

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MarginEdge Co.

New Form D on file · 2021-09-15 · the record

$5M
raise on the record
D
filing
10
investors in
VIRGINIA
based
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What the record says

FilingForm D
Filed2021-09-15
Entity typeCorporation
Incorporated inDELAWARE
BasedFAIRFAX, VIRGINIA
CIK1739613
Accession0001739613-21-000001

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What the filing shows about MarginEdge Co.

  • 10 investors had already put money in when it filed.
  • The filing names 7 people as officers, directors or promoters.

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Who the filing names, and in what role

The filing gives MarginEdge Co.'s address as 8315 Lee Highway, Suite 320, Fairfax, VA 20190.

What the filing says

  • Offered: $4,999,994. Sold: $4,999,994. Left to sell: nothing, all of it is sold. (filing)
  • Investors: 10 had already invested. (filing)
  • Date of first sale: July 29, 2019. (filing)
  • Types of securities: Equity. (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 MarginEdge Co. a real, registered company?

MarginEdge Co. is a registered filer with the SEC (CIK 1739613) and has filed since 2018-05-09. 5 filings are on record, the latest on 2026-07-28.

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

Who runs MarginEdge Co.?

MarginEdge Co.'s Form D of 2021-09-15 names Clyde Davis, IV, Roy Phillips, Patrick O'Reilly and 4 more as its officers, directors or promoters.

How much has MarginEdge Co. raised?

Its new offerings report $81.75M sold across 5 offerings, as its own filings state.

Filing history · 5 filings on this registrant
Form D · 2018-05-09 · $3.49MForm D · 2021-09-15 · $23.20MForm D · 2021-09-15 · $5M · this pageForm D · 2022-12-19 · $29.44MForm D · 2026-07-28 · $20.62M 2018-05-09 2026-07-28

Each marker is one filing. The larger marker is the filing this page is about.

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What the filing shows about MarginEdge Co.

  • 10 investors had already put money in when it filed.
  • The filing names 7 people as officers, directors or promoters.

Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.

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What the Full Report on MarginEdge Co. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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  8. Sources

    2 cited sources found

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First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

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Sourced from the filing index on sec.gov, and from the company's own site, read directly on 2026-09-28 (marginedge.com).

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MarginEdge Co.: Raised $5M, Form D filed 2021-09-15
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Permanent URL: https://mentionfox.com/funding/marginedge-co-form-d-000001
Last updated 2026-10-20
Primary record: SEC filing 1 · SEC filing 2
MarginEdge Co. raised $5M — SEC Form D filing, September 2021. MentionFox, 2026-10-20. https://mentionfox.com/funding/marginedge-co-form-d-000001