CARLSMED, INC.

CARLSBAD, CA · Founded 2018 · Medtech · Public

Personalized spine fusion devices designed using patient data and digital planning software

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Updated · carlsmed.com

Sector
Medtech
Headquarters
CARLSBAD, CA
Founded
2018
Latest Form D
$38.5M, Mar 2024
Total capital
$81.6M
Federal grants
None on recordNo awards found in SBIR/STTR, NIH, NSF or DoD records.
Private capital raised
$81.6M
4 Form D · last Mar 2024
31 months since last filing
Federal contracts
None on recordNo federal contract awards found.
Granted patents
18
22 pending · first 2026
Rank in peer group#33 of 1112

Capital timeline

201920202021202220232024FEDERAL ↑EQUITY ↓Cumulative $81.6M1st Form D$475K2nd Form D$12.6M3rd Form D$30M4th Form D$38.5M
201920202021202220232024FEDERAL ↑EQUITY ↓Cumulative $81.6M4th Form D$38.5M

Latest events

  • Private capital raisedForm D · SEC · 4th filing$38.5M
  • Private capital raisedForm D · SEC · 3rd filing$30M
  • Private capital raisedForm D · SEC · 2nd filing$12.6M
  • Private capital raisedForm D · SEC · 1st filing$475K

Node area is scaled to amount. Form D reports securities sold, which can differ from an announced round; filings are numbered in the order they were made.

Standing among 1112 peers

Line = median

Medtech · Device

  • Granted patents#33 · top 3%

Cumulative measures favor older companies. Rankings describe position today, not outcome. Below the median, ranks show as a band rather than a number.

Founders and team

From SEC Form D filings
  • Alexander ArrowExecutive OfficerNamed in SEC Form D filings
  • Durall ScottExecutive OfficerNamed in SEC Form D filings
  • Jeffrey RohDirectorNamed in SEC Form D filings
  • Jonathan RootDirectorNamed in SEC Form D filings
  • Jonathon RootDirectorNamed in SEC Form D filings
  • Justin EsterbergExecutive Officer, DirectorNamed in SEC Form D filings
Show all 15 people
  • Kevin O'BoyleDirectorNamed in SEC Form D filings
  • Kevin SidowDirectorNamed in SEC Form D filings
  • Leonard GreensteinExecutive OfficerNamed in SEC Form D filings
  • Michael CordonnierExecutive Officer, DirectorNamed in SEC Form D filings
  • Niall CaseyDirectorNamed in SEC Form D filings
  • Philip YoungDirectorNamed in SEC Form D filings
  • Robert MittendorffDirectorNamed in SEC Form D filings
  • Shariq HussainExecutive OfficerNamed in SEC Form D filings
  • Sharon SchulzkiExecutive OfficerNamed in SEC Form D filings

What it has protected

USPTO · 18 granted of 40
  • PendingPatient-specific Medical Systems, Devices, And MethodsUSPTOApplication 19675489
  • PendingSystems And Methods For Orthopedic ImplantsUSPTOApplication 19673937
  • PendingPatient-specific Spinal Fusion Devices And Associated Systems And MethodsUSPTOApplication 19566242
Show all 40 patent records
  • Axon Therapies Inc.Similar federal contract value in Medtech · null in contracts
  • Apreo Health, Inc.Similar federal contract value in Medtech · null in contracts
  • METRITRACK, INC.Similar federal contract value in Medtech · null in contracts
  • Nalu MedicalSimilar federal contract value in Medtech · null in contracts
  • NURO INCSimilar federal contract value in Medtech · null in contracts
  • INTERPACE BIOSCIENCES, INC.Similar federal contract value in Medtech · null in contracts

Regulatory activity · Medtech

Sector-level, not company-level

Rules are matched to sector, not to company. Recent activity in a sector is context rather than a signal about this business — until rules are matched to what a company actually builds, the section is shown as context and nothing more.

Sources

Federal grants from SBIR/STTR, NIH, NSF and DoD records. Federal contracts from USAspending.gov. Private capital from SEC Form D. Patents from USPTO. Publications from OpenAlex. Regulatory activity from the Federal Register. Press matched on company name.

How to read this page

Figures show associations in public records, not causes or predictions. Nothing here is investment advice. An em-dash means no record was found under this company's name, not that none exists.

Data freshness

SEC Form D filings through . SBIR and STTR awards through .