Companies · Restaurants

Happy & Hale, Inc.

RALEIGH · Restaurants

Diligence memoA one-page analyst read on Happy & Hale, Inc. — recommendation, valuation, rhythm, risks.→
$4.4M
Total raised · real
1
Rounds
—
Latest step-up
Top 18%
Sector rank · raised
Series A
Latest stage · inferred · Wed May 08 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Happy & Hale, 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. Valuation uses the restaurants sector profile.

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

Fair
  • Modeled value is 0.71× the median modeled value of Series A Restaurants companies in 2019–2021 (40 peers) — value vs value, same stage and era.
  • Within the normal band (71% of peer median) for its niche.
Dormant
  • Last raise 7.2 yr ago; this sector typically re-raises about every 13 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.
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 Restaurants

Happy & Hale, Inc. is one of 2292 Restaurants companies tracked from RALEIGH. By capital raised it ranks in the upper tier (ahead of 83% 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
6
Investors (latest)
2019-05-08
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$5.0M$10M$15M$20MSeries A · 2019-05-08 Raised $4.4M (real) Modeled valuation $13M (est)$4.4M$13MSeries A2019

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$4.4M · 2019

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: 33%.

Modeled valuation trajectory
$12.6M
Base estimate est.
$5.0M
Conservative case
$68.6M
Upside case
$20.0M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series A — a $4.0M–$15M round). Valuation is modeled from stage benchmarks scaled by the restaurants sector profile. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
46%
Survival probability
25% low · 63% high
1.05×/yr
Annual markup
1.33×/yr upside case
6.0 yr
Elapsed time used
7.2 yr actual, capped for stale marks
restaurants
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
—
Avg between rounds
—
Capital velocity
7.4 yr
On record since
2019
First round
1
Rounds on file
How it compares to the market

Benchmarked against 2292 companies in Restaurants. 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)▲ 4.9× above median
This company$4.4M
Sector median$900K
Latest round — vs other Series A rounds in sector (real $, this stage)▼ 0.8× of median
This company$4.4M
Sector median$5.7M
Modeled value — vs sector median (estimate, all stages)▲ 4.8× above median
This company$12.6M
Sector median$2.6M

Raised more than 83% of sector peers (real $). Modeled value above 87% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series A) 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 #34 of 40.

This companyCohort peer
$10.0M$100.0M$1.0M$10.0M$100.0MCapital raised (log)SQ1 Partners II, LLC · Series A Raised $15.0M · modeled $41.5M (est)P. Terry's Partners, LLC · Series A Raised $14.4M · modeled $41.2M (est)SpotMap, Inc. · Series A Raised $15.0M · modeled $41.0M (est)PB Group Partners, LLC · Series A Raised $15.0M · modeled $40.6M (est)Bbq Holdings, Inc. · Series A Raised $13.0M · modeled $35.4M (est)Le Colonial Holdings LLC · Series A Raised $12.5M · modeled $34.0M (est)Tamarix Blocker PB 1, Inc. · Series A Raised $12.0M · modeled $32.5M (est)Real Transformation Cayman Ltd. · Series A Raised $11.2M · modeled $32.0M (est)Andvest Pizza, Llc · Series A Raised $10.2M · modeled $29.2M (est)Balance Grille Holdings, LLC · Series A Raised $10.0M · modeled $28.6M (est)Fan Tuan Holding Ltd. · Series A Raised $9.0M · modeled $25.8M (est)SSE Holdco, LLC · Series A Raised $8.7M · modeled $24.9M (est)Happy & Hale, Inc. (this company) Raised $4.4M · modeled $12.6M (est)Happy & Hale, Inc.
CompanyStageRaised · realValue · estvs peer med.
SQ1 Partners II, LLCSeries A$15.0M$41.5M2.35×
P. Terry's Partners, LLCSeries A$14.4M$41.2M2.34×
SpotMap, Inc.Series A$15.0M$41.0M2.32×
PB Group Partners, LLCSeries A$15.0M$40.6M2.30×
Bbq Holdings, Inc.Series A$13.0M$35.4M2.00×
Le Colonial Holdings LLCSeries A$12.5M$34.0M1.93×
Tamarix Blocker PB 1, Inc.Series A$12.0M$32.5M1.84×
Real Transformation Cayman Ltd.Series A$11.2M$32.0M1.81×
Andvest Pizza, LlcSeries A$10.2M$29.2M1.65×
Balance Grille Holdings, LLCSeries A$10.0M$28.6M1.62×
Fan Tuan Holding Ltd.Series A$9.0M$25.8M1.46×
SSE Holdco, LLCSeries A$8.7M$24.9M1.41×
Happy & Hale, Inc. this companySeries A$4.4M$12.6M0.71×
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$4.4M2019-05-08$20.0M$12.6M90%
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$4.4M2019-05-08
    • First recorded raise — entered as Series A.
    • 6 investors on this round.
Intelligence
—
Modeled next raise
$7.0M
Modeled next size est.range $4.6M–$11.3M
—
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
James D. Goetz——2019-05
Michael D. Olander, Jr.——2019-05
Michael D. Olander, Sr.——2019-05
Tyler Helikson——2019-05
Registry & provenance

Happy & Hale, 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
1776454
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
Avanti's Ristorante, LLCRestaurantsSeries A$4.4M$12.6Msame sector · same stage
Harry Caray'S Tavern Navy Pier, LpRestaurantsSeries A$4.4M$12.6Msame sector · same stage
Duro Ft. Worth Holdings, LLCRestaurantsSeries A$4.4M$10.7Msame sector · same stage
LC Naples LLCRestaurantsSeries A$4.4M$11.6Msame sector · same stage
RF Austin Operating, LLCRestaurantsSeries A$4.4M$11.9Msame sector · same stage
Founding Farmers Alx, LlcRestaurantsSeries A$4.5M$10.4Msame sector · same stage
54 Below LlcRestaurantsSeries A$4.5M$12.4Msame sector · same stage
Mockingbird Terrace Investco LlcRestaurantsSeries A$4.3M$11.1Msame 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
Pr Hendersonville, Inc.RestaurantsPre-Seed$3.1M84%
Sticks & Stones HB, LLCRestaurantsPre-Seed$1.6M84%
Nice Day Group, Inc.RestaurantsSeries A$27.8M83%
TwoBars Holdings LLCRestaurantsPre-Seed$974K83%
C&W Restaurante, Inc.RestaurantsSeed$8.8M83%
Mcm - Cph, LlcRestaurantsPre-Seed$1.8M83%
Hops & Hearth, LLCRestaurantsPre-Seed$1.5M83%
Pr Appleton West, Inc.RestaurantsPre-Seed$3.7M83%
Frequently asked
How much funding has Happy & Hale, Inc. raised?
Happy & Hale, Inc. has raised approximately $4.4M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Happy & Hale, Inc.'s estimated valuation?
Provath's modeled valuation for Happy & Hale, Inc. is approximately $12.6M (modeled range $5.0M–$68.6M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Happy & Hale, Inc. at?
Happy & Hale, Inc.'s latest modeled financing stage is Series A. Its most recent recorded round closed around Wed May 08.
What does Happy & Hale, Inc. do and where is it based?
Happy & Hale, Inc. operates in the Restaurants sector, based in RALEIGH.
Explore related

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