Retrieve Medical Holdings, Inc.

BEDMINSTER, NJ · Digital health · Public

AI-powered clinical documentation software that automatically generates comprehensive patient notes from EMR data

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Updated · retrievemedical.com

Sector
Digital health
Headquarters
BEDMINSTER, NJ
Latest Form D
$1.2M, Oct 2024
Total capital
$2.3M
Federal grants
None on recordNo awards found in SBIR/STTR, NIH, NSF or DoD records.
Private capital raised
$2.3M
3 Form D · last Oct 2024
24 months since last filing
Federal contracts
None on recordNo federal contract awards found.
Granted patents
None on recordNo USPTO grants. Applications publish after 18 months.

Capital timeline

201420162018202020222024FEDERAL ↑EQUITY ↓Cumulative $2.3M1st Form D$815K2nd Form D$319K
201420162018202020222024FEDERAL ↑EQUITY ↓Cumulative $2.3M1st Form D$815K2nd Form D$319K

Latest events

  • Private capital raisedForm D · SEC · 3rd filing$1.2M
  • Private capital raisedForm D · SEC · 2nd filing$319K
  • Private capital raisedForm D · SEC · 1st filing$815K

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.

Founders and team

From SEC Form D filings
  • Jason C. PottingerDirectorNamed in SEC Form D filings
  • Jerry SwonExecutive OfficerNamed in SEC Form D filings
  • Joerg KlaubeExecutive OfficerNamed in SEC Form D filings
  • Louis C. RoseDirectorNamed in SEC Form D filings
  • Mark RosenbergDirectorNamed in SEC Form D filings
  • Todd C GriffithDirectorNamed in SEC Form D filings

What it has protected

No granted patents are on record.

USPTO usually publishes applications 18 months after filing, so recent applications may not be visible yet. Patents assigned under a different entity name won’t match.

Checked: USPTO granted patents and published applications · Oct 23, 2026

  • MedsEngine LLCSimilar federal contract value in Digital health · null in contracts
  • Carenostics Inc.Similar federal contract value in Digital health · null in contracts
  • RUBATO, INC.Similar federal contract value in Digital health · null in contracts
  • Merit Medicine, Inc.Similar federal contract value in Digital health · null in contracts
  • Rimidi, Inc.Similar federal contract value in Digital health · null in contracts
  • WellSheet 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 .