Balance Theory Inc.
Other Technology · Fulton, Maryland
Balance Theory Inc. is a other technology company based in Fulton, Maryland, incorporated in 2021. It has reported $5.8 million raised across 4 Form D filings with the SEC, most recently in 2026.
Balance theory manages security investment events end-to-end. Detect investment decision triggers, run each event for the best cost and coverage outcome, and continuously rationalize the program to maximize the impact of every dollar deployed.
| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2025-06-11 | —+1 amd | $2.3M | $5.8M | SEC Form D | |
| 2022-12-09 | — | $3.0M | $3.5M | SEC Form D | |
| 2022-09-14 | — | $500K | $500K | SEC Form D |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Firms whose own published portfolio pages list this company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.