Companies · Other

Bolt Threads, Inc.

EMERYVILLE · Other

Diligence memoA one-page analyst read on Bolt Threads, Inc. — recommendation, valuation, rhythm, risks.
$196.7M
Total raised · real
4
Rounds
2.2×
Latest step-up
Top 3%
Sector rank · raised
Series D+
Latest stage · inferred · Fri Sep 29 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Bolt Threads, Inc. looks fair against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Fair
  • Modeled value is 0.99× the median modeled value of Series D+ Other companies in 2016–2018 (88 peers) — value vs value, same stage and era.
  • Within the normal band (99% of peer median) for its niche.
Dormant
  • Last raise 8.8 yr ago; this sector typically re-raises about every 11 months.
  • Silent for over 3× the sector's normal cadence.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Other

Bolt Threads, Inc. is one of 25008 Other companies tracked from EMERYVILLE. By capital raised it ranks among the largest (ahead of 98% of sector peers), and among the largest by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
19
Investors (latest)
2017-09-29
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$1.3B$2.5B$3.8B$5.0BSeries A · 2011-08-12 Raised $5.1M (real) Modeled valuation $77M (est)$5.1M$77MSeries A2011Series B · 2014-04-11 Raised $32M (real) Modeled valuation $538M (est)$32M$538MSeries B2014Series B · 2015-12-11 Raised $35M (real) Modeled valuation $579M (est)$35M$579MSeries B2015Series C · 2017-09-29 Raised $57M (real) Modeled valuation $975M (est)$57M$975MSeries C2017Series D+ · 2017-09-29 Raised $124M (real) Modeled valuation $2.1B (est)$124M$2.1BSeries D+2017+$32M+$35M+$57M+$124MCumulative $254M

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series A$5.1M · 2011
Series B$32.4M · 2014
Series B extension$34.9M · 2015
Series C$56.9M · 2017
Series D+$124.3M · 2017

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 67%.

Modeled valuation trajectory
$2.1B
Base estimate est.
$704.3M
Conservative case
$4.7B
Upside case
$1.0B
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series D+a $100M–$400M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Series A · modeled $77.5M · 2011-08-122011Series B · modeled $538.1M · 2014-04-11Series B · modeled $579.3M · 2015-12-11Series C · modeled $975.4M · 2017-09-29Series D+ · modeled $2.1B · 2017-09-292017
Model inputs · modeled:benchmark-stage-stepup-v1
12%
Dilution assumption
Implied ownership sold in the financing.
85%
Survival probability
68% low · 94% high
1.16×/yr
Annual markup
1.30×/yr upside case
6.0 yr
Elapsed time used
8.8 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
18 mo
Avg between rounds
$32.1M/yr
Capital velocity
14.9 yr
On record since
2011
First round
5
Rounds on file
How it compares to the market

Benchmarked against 25008 companies in Other. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 96× above median
This company$196.7M
Sector median$2.0M
Latest round — vs other Series D+ rounds in sector (real $, this stage) 1.0× of median
This company$124.3M
Sector median$125.1M
Modeled value — vs sector median (estimate, all stages) 121× above median
This company$2.1B
Sector median$17.7M

Raised more than 98% of sector peers (real $). Modeled value above 98% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series D+) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #50 of 88.

This companyCohort peer
$1.0B$10.0B$100.0M$1.0BCapital raised (log)BIB Merchant Voucher Receivables Ltd · Series D+ Raised $750.0M · modeled $6.9B (est)Beacon Roofing Supply Inc · Series D+ Raised $696.1M · modeled $6.9B (est)Marlin9 Holdings, Inc. · Series D+ Raised $389.5M · modeled $6.7B (est)Crackle Holdings, L.P. · Series D+ Raised $387.2M · modeled $6.7B (est)Optimize Topco, Inc. · Series D+ Raised $372.0M · modeled $6.4B (est)Transportation Insight Topco, L.P. · Series D+ Raised $369.9M · modeled $6.4B (est)PT Holdings, LLC · Series D+ Raised $358.1M · modeled $6.2B (est)Blue Star Parent, L.P. · Series D+ Raised $326.2M · modeled $5.6B (est)Elo Investors, L.P. · Series D+ Raised $317.4M · modeled $5.5B (est)Alera Group Holdings, Inc. · Series D+ Raised $282.5M · modeled $4.9B (est)Panda Holdco Llc · Series D+ Raised $281.1M · modeled $4.9B (est)Millennium Park Topco, LLC · Series D+ Raised $604.4M · modeled $4.4B (est)Bolt Threads, Inc. (this company) Raised $196.7M · modeled $2.1B (est)Bolt Threads, Inc.
CompanyStageRaised · realValue · estvs peer med.
BIB Merchant Voucher Receivables LtdSeries D+$750.0M$6.9B3.18×
Beacon Roofing Supply IncSeries D+$696.1M$6.9B3.18×
Marlin9 Holdings, Inc.Series D+$389.5M$6.7B3.09×
Crackle Holdings, L.P.Series D+$387.2M$6.7B3.07×
Optimize Topco, Inc.Series D+$372.0M$6.4B2.95×
Transportation Insight Topco, L.P.Series D+$369.9M$6.4B2.94×
PT Holdings, LLCSeries D+$358.1M$6.2B2.84×
Blue Star Parent, L.P.Series D+$326.2M$5.6B2.59×
Elo Investors, L.P.Series D+$317.4M$5.5B2.52×
Alera Group Holdings, Inc.Series D+$282.5M$4.9B2.24×
Panda Holdco LlcSeries D+$281.1M$4.9B2.23×
Millennium Park Topco, LLCSeries D+$604.4M$4.4B2.04×
Bolt Threads, Inc. this companySeries D+$196.7M$2.1B0.99×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series A$5.1M2011-08-12$23.3M$77.5M85%
Series B$32.4M2014-04-11$179.9M$538.1M85%
Series B$34.9M2015-12-11$193.7M$579.3M85%
Series C$56.9M2017-09-29$379.2M$975.4M90%
Series D+$124.3M2017-09-29$1.0B$2.1B90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series A$5.1M2011-08-12
    • First recorded raise — entered as Series A.
    • 12 investors on this round.
  2. Series B$32.4M2014-04-11
    • Raised again after 32 mo — slower than the ~11 mo sector norm.
    • Round 6.3× larger than the prior — scaling up.
    • 34 investors on this round.
  3. Series B$34.9M2015-12-11
    • Raised again after 20 mo — slower than the ~11 mo sector norm.
    • Round roughly the size of the prior one.
    • 32 investors on this round.
  4. Series C$56.9M2017-09-29
    • Raised again after 22 mo — slower than the ~11 mo sector norm.
    • Round 1.6× larger than the prior — scaling up.
    • 14 investors on this round.
  5. Series D+$124.3M2017-09-29
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 2.2× larger than the prior — scaling up.
    • 19 investors on this round.
Intelligence
2019 ~Q2
Modeled next raise · ~18mo cadence
$271.5M
Modeled next size est.range $176.5M$434.5M
2.2×
Last step-up
$32.1M/yr
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Jerry Fiddler5 other2011-08
Jim Kim3 other2014-04
Steven Vassallo2 other2011-08
Daniel Widmaier1 other2011-08
David Breslauer1 other2011-08
Paul Koontz1 other2011-08
Ethan Mirsky2011-08
Registry & provenance

Bolt Threads, Inc. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1607387
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
Hmn Holdco, LlcOtherSeries D+$196.4M$1.8Bsame sector · same stage
True Talent Advisory LLCOtherSeries D+$197.4M$1.5Bsame sector · same stage
HVG Holdings, LLCOtherSeries D+$195.6M$2.3Bsame sector · same stage
Sun Life Of Canada Us Variable Account HOtherSeries D+$198.0M$1.9Bsame sector · same stage
Meow Wolf, Inc.OtherSeries D+$195.1M$2.7Bsame sector · same stage
Blu Canary Capital, LLCOtherSeries D+$200.0M$2.2Bsame sector · same stage
Washington Economic Recovery Fund, IncOtherSeries D+$200.0M$1.4Bsame sector · same stage
XOMV Media CorpOtherSeries D+$200.0M$1.4Bsame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
WestCap Bolt, LLCOtherSeries A$227.0M85%
Bolts & Nuts Corp.OtherSeries A$143.4M84%
Bolt Financial, Inc.OtherSeries D+$3.5B84%
Thread Counsel Inc.OtherSeries A$41.9M83%
BoltWise Inc.OtherSeed$6.7M83%
Bolt Projects Holdings, Inc.Other TechnologySeries A$14.9M83%
Thread International PBC, Inc.OtherSeries A$19.3M83%
Wrench, Inc.OtherSeries B$111.4M82%
Frequently asked
How much funding has Bolt Threads, Inc. raised?
Bolt Threads, Inc. has raised approximately $196.7M in disclosed capital across 4 recorded financing rounds, aggregated from public filings.
What is Bolt Threads, Inc.'s estimated valuation?
Provath's modeled valuation for Bolt Threads, Inc. is approximately $2.1B (modeled range $704.3M–$4.7B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Bolt Threads, Inc. at?
Bolt Threads, Inc.'s latest modeled financing stage is Series D+. Its most recent recorded round closed around Fri Sep 29.
What does Bolt Threads, Inc. do and where is it based?
Bolt Threads, Inc. operates in the Other sector, based in EMERYVILLE.
Explore related

See where Bolt Threads, Inc. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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