Companies · Other

Forest N Oak Holdings, Llc

CHICAGO · Other

Diligence memoA one-page analyst read on Forest N Oak Holdings, Llc — recommendation, valuation, rhythm, risks.
$1.3M
Total raised · real
2
Rounds
4.0×
Latest step-up
Top 60%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Thu Jan 16 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Forest N Oak Holdings, Llc looks over-valued 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.

Over-valued
  • Modeled value is 3.72× the median modeled value of Pre-Seed Other companies in 2019–2021 (1372 peers) — value vs value, same stage and era.
Dormant
  • Last raise 6.5 yr ago; this sector typically re-raises about every 11 months.
  • Silent for over 3× the sector's normal cadence.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

Forest N Oak Holdings, Llc behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
10.1 yr record
Peak capital year was 2020 with $1.0M across 1 filings.
Market position
ahead of 41% of Other peers
Capital scale is ahead of 41% of Other peers; modeled value is above 57% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Lower applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Consistent
Canonical totals and visible filing detail are broadly aligned.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • Sector is still broad/Other, so operating comparables are weak.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2020: $1.0M across 1 filings.
  • Largest single filing was $1.0M on 2020-01-16.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • The more important signal is lifecycle: repeated filings ended years ago, so current activity needs outside confirmation.
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

Forest N Oak Holdings, Llc is one of 25008 Other companies tracked from CHICAGO. By capital raised it ranks mid-pack (ahead of 41% of sector peers), and mid-pack 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
8
Investors (latest)
2020-01-16
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$13M$25M$38M$50MPre-Seed · 2016-05-24 Raised $250K (real) Modeled valuation $5.8M (est)$250K$5.8MPre-Seed2016Pre-Seed · 2020-01-16 Raised $1.0M (real) Modeled valuation $23M (est)$1.0M$23MPre-Seed2020+$1.0MCumulative $1.3M

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
Pre-Seed$250K · 2016
Pre-Seed extension$1.0M · 2020

Stages are modeled from round size (public records carry no series label). Ladder is contiguous — every modeled rung has a record.

Modeled valuation trajectory
$23.1M
Base estimate est.
$667K
Conservative case
$262.1M
Upside case
$5.6M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Pre-Seeda round under $1.0M). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Pre-Seed · modeled $5.8M · 2016-05-242016Pre-Seed · modeled $23.1M · 2020-01-162020
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
30%
Survival probability
12% low · 55% high
1.55×/yr
Annual markup
2.10×/yr upside case
6.0 yr
Elapsed time used
6.5 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
44 mo
Avg between rounds
$343K/yr
Capital velocity
10.1 yr
On record since
2016
First round
2
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) 0.6× of median
This company$1.3M
Sector median$2.0M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 2.9× above median
This company$1.0M
Sector median$350K
Modeled value — vs sector median (estimate, all stages) 1.3× above median
This company$23.1M
Sector median$17.7M

Raised more than 41% of sector peers (real $). Modeled value above 57% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Pre-Seed) 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 #3 of 1,372.

This companyCohort peer
$10.0M$100.0M$100K$1.0M$10.0MCapital raised (log)Wnder, LTD · Pre-Seed Raised $1.0M · modeled $23.1M (est)W.E. Equity Associates, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)RF SLIH Ltd LIABILITY Co · Pre-Seed Raised $1.0M · modeled $23.1M (est)CiiTA, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Varfaj Ventures LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Linkage Holdings Corp. · Pre-Seed Raised $1.0M · modeled $23.1M (est)Quantum Loop Solutions, Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)Stadiumred, Inc. · Pre-Seed Raised $2.0M · modeled $23.1M (est)Royalty Exchange Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)ListEngage Holdings, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Baseload Group, Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)Forest N Oak Holdings, Llc (this company) Raised $1.3M · modeled $23.1M (est)Forest N Oak Holdings, Llc
CompanyStageRaised · realValue · estvs peer med.
Wnder, LTDPre-Seed$1.0M$23.1M3.72×
W.E. Equity Associates, LLCPre-Seed$1.0M$23.1M3.72×
Forest N Oak Holdings, Llc this companyPre-Seed$1.3M$23.1M3.72×
RF SLIH Ltd LIABILITY CoPre-Seed$1.0M$23.1M3.72×
CiiTA, LLCPre-Seed$1.0M$23.1M3.72×
Varfaj Ventures LLCPre-Seed$1.0M$23.1M3.72×
Linkage Holdings Corp.Pre-Seed$1.0M$23.1M3.72×
Quantum Loop Solutions, Inc.Pre-Seed$1.0M$23.1M3.72×
Stadiumred, Inc.Pre-Seed$2.0M$23.1M3.72×
Royalty Exchange Inc.Pre-Seed$1.0M$23.1M3.72×
ListEngage Holdings, LLCPre-Seed$1.0M$23.1M3.72×
Baseload Group, Inc.Pre-Seed$1.0M$23.1M3.72×
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.
Pre-Seed$250K2016-05-24$1.4M$5.8M85%
Pre-Seed$1.0M2020-01-16$5.6M$23.1M90%
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. Pre-Seed$250K2016-05-24
    • First recorded raise — entered as Pre-Seed.
    • 1 investor on this round.
  2. Pre-Seed$1.0M2020-01-16
    • Raised again after 44 mo — slower than the ~11 mo sector norm.
    • Round 4.0× larger than the prior — scaling up.
    • 8 investors on this round.
Intelligence
2023 ~Q3
Modeled next raise · ~44mo cadence
$3.0M
Modeled next size est.range $2.0M$4.8M
4.0×
Last step-up
$343K/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
JONATHAN SCHIFF2016-05
Registry & provenance

Forest N Oak Holdings, Llc 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
1676693
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.

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Fairway America Fund VI, LLCOtherPre-Seed$1.1M$23.1Msame sector · same stage
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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
Hardwoods Holdings, LLCOtherSeries B$219.3M87%
11 Oaks Holdings, LLCOtherSeries A$24.3M87%
Cedar Oaks Capital, LLCOtherSeed$25.0M87%
Georgia Oak Blue Holdings, LLCOtherSeries A$33.8M86%
Arbor Assets IncOtherSeries A$56.1M86%
Sawmill Holdings, LLC/DEOtherPre-Seed$2.7M85%
Georgia Oak Pearl Holdings, LLCOtherSeries A$41.2M85%
Oxford Oaks Holding Company, LLCOtherPre-Seed$4.5M85%
Frequently asked
How much funding has Forest N Oak Holdings, Llc raised?
Forest N Oak Holdings, Llc has raised approximately $1.3M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Forest N Oak Holdings, Llc's estimated valuation?
Provath's modeled valuation for Forest N Oak Holdings, Llc is approximately $23.1M (modeled range $667K–$262.1M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Forest N Oak Holdings, Llc at?
Forest N Oak Holdings, Llc's latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Thu Jan 16.
What does Forest N Oak Holdings, Llc do and where is it based?
Forest N Oak Holdings, Llc operates in the Other sector, based in CHICAGO.
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