Doc Buddy Inc.

GREENWOOD VILLAGE, CO · Digital health · Private

EHR-integrated documentation software that automates clinical note generation and claims processing

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Updated · docbuddy.com

Sector
Digital health
Headquarters
GREENWOOD VILLAGE, CO
Latest Form D
$1.8M, Jun 2023
Total capital
$2M
Federal grants
None on recordNo awards found in SBIR/STTR, NIH, NSF or DoD records.
Private capital raised
$2M
4 Form D · last Jun 2023
40 months since last filing
Federal contracts
None on recordNo federal contract awards found.
Granted patents
2
9 pending · first 2024
Rank in peer group#21 of 197

Capital timeline

2017201820192020202120222023FEDERAL ↑EQUITY ↓Cumulative $2.7M1st Form D$100K2nd Form D$750K3rd Form D$50K4th Form D$1.8M
2017201920212023FEDERAL ↑EQUITY ↓Cumulative $2.7M2nd Form D$750K4th Form D$1.8M

Latest events

  • Private capital raisedForm D · SEC · 4th filing$1.8M
  • Private capital raisedForm D · SEC · 3rd filing$50K
  • Offering registeredForm D · SEC · 2nd filing$750K
  • Private capital raisedForm D · SEC · 1st filing$100K

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 197 peers

Line = median

Digital health · Software

  • Granted patents#21 · top 11%

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

Researcher links verified by same-company patents and grants
  • Philip Andrew D'AgostinoResearcherExecutive Officer, Director, PromoterLinked by 2 patents
  • Gordon Andrew SegerstenDirectorNamed in SEC Form D filings
  • Jonathan Andrew BeukelmanDirectorNamed in SEC Form D filings
  • Kavi Andrew SacarDirectorNamed in SEC Form D filings
  • Kavi Andrew SacharDirectorNamed in SEC Form D filings
  • Kulvinder Andrew SacharDirectorNamed in SEC Form D filings
Show all 11 people
  • Martin Andrew ErzingerDirectorNamed in SEC Form D filings
  • Philip Andrew BeaverDirectorNamed in SEC Form D filings
  • Phillip Andrew D'AgostinoExecutive Officer, DirectorNamed in SEC Form D filings
  • Ray Andrew MenciniDirectorNamed in SEC Form D filings
  • Raymond Andrew MenciniDirectorNamed in SEC Form D filings

What it has protected

USPTO · 2 granted of 11
Show all 11 patent records
  • Coordinated Processing And Scheduling For Surgical ProceduresDec 23, 2025 · US 12,502,075Granted
  • Voice Command Integrated Keyboard For Medical Record AccessJan 16, 2025 · Application 18771020Pending
  • Display Screen With Graphical User InterfaceAug 6, 2024 · US D1,038,161Granted
  • Coordinated Scheduling For On Call EventsMay 16, 2024 · Application 18508854Pending
  • Generation And Transmission Of Operative NotesApr 13, 2023 · Application 17935742Pending
  • Coordinated Scheduling For On Call EventsApplication 63425611Pending
  • Voice Command Integrated Keyboard For Medical Record AccessApplication 63526216Pending
  • Generation And Transmission Of Operative NotesApplication 63250841Pending
  • Coordinated Processing And Scheduling For Surgical ProceduresApplication 63230909Pending
  • Coordinated Mobile Access To Electronic Medical RecordsApplication PCTUS2016018761Pending
  • Method And System For Electronic Medical Record Dictation And Transcription Via SmartphoneApplication 62118041Pending
  • Geno.Me, Inc.Similar federal contract value in Digital health · null in contracts
  • VIIHealth, Inc.Similar federal contract value in Digital health · null in contracts
  • Life Detection Technologies, Inc.Similar federal contract value in Digital health · null in contracts
  • PharmID, Inc.Similar federal contract value in Digital health · null in contracts
  • Oncora Medical, Inc.Similar federal contract value in Digital health · null in contracts
  • Maia Pharmaceuticals, Inc.Similar federal contract value in Digital health · null in contracts

Regulatory activity · Digital health

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 .