Socrates Health Solutions, Inc.

### Executive Summary Socrates Health Solutions, Inc., a Delaware corporation based in Dallas, Texas, has filed an initial Form D notice for a $1.5M private placement under Regulation D, with the first sale occurring on June 1, 2026. The offering is structured as equity, and the filing lists five related persons including CEO Scott Smith and VP Operations Sharon Gregory, but does not disclose the number of investors or whether any are non-accredited. The company has been operating for over five years and is raising capital in the Other Health Care sector, signaling a targeted growth or operational expansion round. ### Investor Edge Watch for a subsequent Form D/A amendment, which would indicate additional capital raised or changes in terms. Also monitor the company's SEC EDGAR filings for any future disclosures of material agreements or changes in ownership structure that could signal a growth inflection. ### Sector capital positioning This $1.5M raise in the Other Health Care sector reflects a modest but steady capital flow into niche healthcare services or technology companies that are past the startup phase. The amount suggests a focused, likely insider-led round rather than a broad market raise, consistent with the current trend of smaller, strategic placements in healthcare verticals. ### Convergence Signals No specific public signals such as patent filings, government contracts, or legislative changes are directly correlated with this filing. The company's longevity (over five years) and the involvement of multiple executives suggest internal confidence, but no external convergence signals are evident from the data provided. ### Key Takeaways - Socrates Health Solutions raised $1.5M in equity under Regulation D, first sale on June 1, 2026. - The company is a mature private firm (over five years) in the Other Health Care sector, based in Dallas, TX. - Key insiders include CEO Scott Smith and VP Sharon Gregory; no investor count or non-accredited status disclosed. ### Risk Indicators & Flags The filing does not disclose the number of investors or whether any non-accredited investors participated, which limits transparency. The use of proceeds is not specified, and no sales commissions are mentioned, which is typical but leaves ambiguity about capital allocation. No D/A amendment history is present, so this is an initial raise with no prior adjustments. ### Verification & References All facts are derived from the SEC Form D filing with accession number 000159411826000003, available on EDGAR. The company's CIK is 0001594118, and the filing is a live initial notice (Form D). The $1.5M amount, first sale date, and related persons are directly from the XML excerpt.