Diligence memo · auto-generated · as of July 2, 2026

Charta Health, Inc.

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

WatchModeled above niche peers — entry today likely prices in growth not yet evidenced in the filings.

Businessfiled

Charta Health, Inc. operates in Healthtech, based in SAN FRANCISCO.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

Charta Health, Inc. has raised $30M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).

Largest single filing: $30M on 2025-06-23.

Most recent recorded round closed around 2025-06-23.

Valuation (modeled)modeled

Provath models Charta Health, Inc. at approximately $149M (range $71M–$221M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: 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.

Financing rhythm & timingmixed

Last raise 12 mo ago; this sector typically re-raises about every 14 months.

Raising on or ahead of the sector's normal rhythm.

Comparablesmixed

Capital scale ranks ahead of 85% of Healthtech peers (2138 compared).

Modeled value ranks above 83% of those peers.

Closest niche peers: Sevaro Health Inc, Field Medical, Inc., Berry Street Health, Inc., Puzzle Medical Devices Inc., Cartwheel Care Inc..

Peoplefiled

3 named people on file across officers, directors and signatories.

Risks & flagsmixed

Modeled above niche peers — valuation risk on entry.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.