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Companies

Primary Record

Shared family health records from multiple providers

Raised to date

$10K

of $95K offered across 1 Form D filing

Still open
$85K
Investors
1
Last filed
Jun 3, 2026

About

Primary Record is an Indiana-based digital health company that gives families one place to collect, organize, understand and share their health information. Its platform pulls records, notes and health details from scattered providers into a single chronological record that caregivers can share with family members, advocates and care teams. The company was co-founded in 2020 by nurse Jean Ross and Jim McIntosh, and was named 2024 Indiana Small Business of the Year. The product is SOC 2 certified and adheres to the CARIN Code of Conduct.

Built by a nurse for family caregivers rather than for providers: it consolidates a whole family's fragmented records into one shareable timeline and translates complex clinical information into plain language, with SOC 2 certification and CARIN Code of Conduct adherence backing its data-sharing claims.

Funding

  • DebtFiled Jun 3, 2026Form D
    $10K/ $95K

Product

Primary Record

Personal health record platform

A web and mobile health information management platform where families aggregate medical records, notes and health details from multiple sources, organize them chronologically, and share them with care teams and advocates. Available as a web application and as iOS and Android apps.

  • Collect: aggregates records, notes and health details from scattered sources
  • Organize: structures information chronologically so history is not repeated or lost
  • Share: lets families distribute information to advocates and care teams

Built for

Families and caregivers managing health information for a loved one, plus healthcare advocates, mobile integrated health / community paramedicine programs and life care planners

People on file