Companies · Healthtech

Charta Health, Inc.New on the radar

SAN FRANCISCO · Healthtech · refined from filed group “Other Technology

Diligence memoA one-page analyst read on Charta Health, Inc. — recommendation, valuation, rhythm, risks.
$30.1M
Total raised · real
1
Rounds
Latest step-up
Top 16%
Sector rank · raised
Series B
Latest stage · inferred · Mon Jun 23 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Charta Health, Inc. looks over-valued against its niche peers and is active on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the healthtech sector profile.

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

Over-valued
  • Modeled value is 1.53× the median modeled value of Series B Healthtech companies in 2025–2027 (55 peers) — value vs value, same stage and era.
Active
  • Last raise 12 mo ago; this sector typically re-raises about every 14 months.
  • Raising on or ahead of the sector's normal rhythm.
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 Healthtech

Charta Health, Inc. is one of 2138 Healthtech companies tracked from SAN FRANCISCO. By capital raised it ranks in the upper tier (ahead of 85% of sector peers), and in the upper tier 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
11
Investors (latest)
2023
Year incorporated
2025-06-23
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$50M$100M$150M$200MSeries B · 2025-06-23 Raised $30M (real) Modeled valuation $149M (est)$30M$149MSeries B2025

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 B$30.1M · 2025

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 25%.

Modeled valuation trajectory
$148.8M
Base estimate est.
$70.7M
Conservative case
$221.0M
Upside case
$167.1M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ba $15M–$40M round). Valuation is modeled from stage benchmarks scaled by the healthtech sector profile. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
64%
Survival probability
42% low · 78% high
1.38×/yr
Annual markup
1.67×/yr upside case
1.0 yr
Elapsed time used
1.0 yr actual, capped for stale marks
healthtech
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
Avg between rounds
Capital velocity
1.0 yr
On record since
2025
First round
New
First-time filer
How it compares to the market

Benchmarked against 2138 companies in Healthtech. 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) 6.7× above median
This company$30.1M
Sector median$4.5M
Latest round — vs other Series B rounds in sector (real $, this stage) 1.6× above median
This company$30.1M
Sector median$18.3M
Modeled value — vs sector median (estimate, all stages) 4.4× above median
This company$148.8M
Sector median$33.8M

Raised more than 85% of sector peers (real $). Modeled value above 83% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series B) 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 #8 of 55.

This companyCohort peer
$100.0M$1.0B$10.0M$100.0M$1.0BCapital raised (log)Sevaro Health Inc · Series B Raised $46.0M · modeled $175.0M (est)Field Medical, Inc. · Series B Raised $61.9M · modeled $172.8M (est)Berry Street Health, Inc. · Series B Raised $39.2M · modeled $170.0M (est)Puzzle Medical Devices Inc. · Series B Raised $30.0M · modeled $168.6M (est)Cartwheel Care Inc. · Series B Raised $35.2M · modeled $168.1M (est)Spiro Medical Inc. · Series B Raised $39.1M · modeled $156.6M (est)Nomad Health, Inc. · Series B Raised $106.9M · modeled $153.2M (est)Integrated Care Partners, Inc. · Series B Raised $55.0M · modeled $145.9M (est)Commons Clinic Inc. · Series B Raised $69.8M · modeled $145.0M (est)Lumata Health Inc. · Series B Raised $35.4M · modeled $131.3M (est)Okami Medical, Inc. · Series B Raised $77.2M · modeled $125.6M (est)Charta Health, Inc. (this company) Raised $30.1M · modeled $148.8M (est)Charta Health, Inc.
CompanyStageRaised · realValue · estvs peer med.
Sevaro Health IncSeries B$46.0M$175.0M1.80×
Field Medical, Inc.Series B$61.9M$172.8M1.77×
Berry Street Health, Inc.Series B$39.2M$170.0M1.74×
Puzzle Medical Devices Inc.Series B$30.0M$168.6M1.73×
Cartwheel Care Inc.Series B$35.2M$168.1M1.72×
Spiro Medical Inc.Series B$39.1M$156.6M1.61×
Nomad Health, Inc.Series B$106.9M$153.2M1.57×
Charta Health, Inc. this companySeries B$30.1M$148.8M1.53×
Integrated Care Partners, Inc.Series B$55.0M$145.9M1.50×
Commons Clinic Inc.Series B$69.8M$145.0M1.49×
Lumata Health Inc.Series B$35.4M$131.3M1.35×
Okami Medical, Inc.Series B$77.2M$125.6M1.29×
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 B$30.1M2025-06-23$167.1M$148.8M90%
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 B$30.1M2025-06-23
    • First recorded raise — entered as Series B.
    • 11 investors on this round.
Intelligence
Modeled next raise
$48.1M
Modeled next size est.range $31.3M$77.0M
Last step-up
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
Scott Morris7 other2025-06
Justin Liu1 other2025-06
Aaref Hilialy2025-06
Registry & provenance

Charta Health, 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
2077107
SEC CIK
2023
Incorporated
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
BrightSpring Health Services, Inc.HealthtechSeries B$30.0M$192.8Msame sector · same stage
Puzzle Medical Devices Inc.HealthtechSeries B$30.0M$168.6Msame sector · same stage
Health Precision Inc.HealthtechSeries B$29.8M$98.9Msame sector · same stage
Layer Health, Inc.HealthtechSeries B$29.5M$172.2Msame sector · same stage
Owlet Baby Care Inc.HealthtechSeries B$29.5M$145.4Msame sector · same stage
Sift Medical Data, Inc.HealthtechSeries B$30.7M$143.6Msame sector · same stage
Tava Health, Inc.HealthtechSeries B$28.9M$129.6Msame sector · same stage
Mending Health, Inc.HealthtechSeries B$31.5M$88.6Msame 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
ChartSpan Medical Technologies, Inc.HealthtechSeries A$330.7M89%
SRA Health, Inc.HealthtechSeed$6.8M89%
Stroma Medical CorpHealthtechSeries B$767.6M88%
MyA Health, Inc.HealthtechSeed$20.9M88%
Line Health, Inc.HealthtechPre-Seed$25.1M87%
Palmera Medical, Inc.HealthtechSeries A$95.9M86%
Beam Health, Inc.HealthtechSeed$6.0M86%
Healthe, Inc.HealthtechSeries B$465.2M86%
Frequently asked
How much funding has Charta Health, Inc. raised?
Charta Health, Inc. has raised approximately $30.1M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Charta Health, Inc.'s estimated valuation?
Provath's modeled valuation for Charta Health, Inc. is approximately $148.8M (modeled range $70.7M–$221.0M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Charta Health, Inc. at?
Charta Health, Inc.'s latest modeled financing stage is Series B. Its most recent recorded round closed around Mon Jun 23.
What does Charta Health, Inc. do and where is it based?
Charta Health, Inc. operates in the Healthtech sector, based in SAN FRANCISCO.
Explore related

See where Charta Health, 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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