Companies · Fintech
George Town, Grand Cayman · NY, USA; Remote · Fintech · refined from filed group “Other” · founded 2021 · http://www.havenservicing.com
Diligence memoA one-page analyst read on Haven, Inc. — recommendation, valuation, rhythm, risks.→Haven, 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 fintech sector profile.
Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.
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.
Haven, Inc. is one of 1063 Fintech companies tracked from George Town, Grand Cayman, NY, USA; Remote, on record since 2021. By capital raised it ranks in the upper tier (ahead of 87% 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.
AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%
operates a technology-led product inferred from public copy
Grounded in: “You are a venture analyst”
Homeownership reimagined for the 21st century.
Haven is re-imagining the $11 trillion U.S. mortgage industry, with a focus on engaging the 53 million homeowners with a mortgage. The incumbent technologies used by mortgage lenders and servicers are decades old, and the borrowers who are served by them increasingly demand modern digital experiences and frictionless financial products throughout the home journey. Haven’s mission is to deliver them at a transformational scale, and to improve lives in one of the world’s largest asset classes. The company is well capitalized and backed by top fintech and mortgage venture funds and led by seasoned veterans of tech startups and financial marketplaces.
As reported in public records reported — not modeled.
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.
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.
Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 67%.
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 fintech sector profile. Directional, not a quoted figure.
Benchmarked against 1063 companies in Fintech. 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.
Raised more than 87% of sector peers (real $). Modeled value above 92% of peers (estimate).
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 #13 of 31.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Tesorio, Inc. | Series A | $18.3M | $328.0M | 2.29× |
| Imprint Payments, Inc. | Series A | $14.0M | $324.0M | 2.26× |
| Otis Wealth, Inc. | Series A | $14.2M | $312.1M | 2.18× |
| Aella Credit | Series A | $10.0M | $286.8M | 2.00× |
| Oxygen, Inc. | Series A | $23.9M | $236.1M | 1.65× |
| Stilt Inc. | Series A | $18.1M | $234.2M | 1.63× |
| Alphaflow, Inc. | Series A | $21.0M | $200.0M | 1.39× |
| Bulk MRO Industrial Supply, Inc. | Series A | $6.6M | $188.4M | 1.31× |
| Lulalend | Series A | $6.5M | $186.4M | 1.30× |
| Verto | Series A | $10.0M | $170.9M | 1.19× |
| Kudi Inc. | Series A | $5.9M | $168.6M | 1.18× |
| TeamApt | Series A | $5.5M | $157.7M | 1.10× |
| Haven, Inc. this company | Series A | $8.2M | $154.2M | 1.08× |
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.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| Seed | $2.8M | 2014-07-25 | $14.0M | $98.6M | 85% |
| Series A | $5.4M | 2019-11-12 | $24.4M | $154.2M | 90% |
Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.
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.
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.
| Person | Role | Also runs | Tied since |
|---|---|---|---|
| Bradley Klaus | — | 2 other | 2019-11 |
| Deepak Jagannathan | — | 1 other | 2019-11 |
| Matthew Tillman | — | — | 2014-07 |
Haven, 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.
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.
| Company | Sector | Stage | Raised · real | Value · est | Why similar |
|---|---|---|---|---|---|
| Bizao | Fintech | Series A | $8.2M | $100.4M | same sector · same stage |
| Soteris, Inc. | Fintech | Series A | $8.0M | $29.6M | same sector · same stage |
| Pioneer Valley Trading Company, Llc | Fintech | Series A | $8.0M | $83.8M | same sector · same stage |
| HUB2 | Fintech | Series A | $8.4M | $38.6M | same sector · same stage |
| Wealthhub Solutions, Inc. | Fintech | Series A | $8.8M | $7.5M | same sector · same stage |
| Suma Wealth, Inc. | Fintech | Series A | $8.9M | $17.4M | same sector · same stage |
| Ccl Trading Co Inc | Fintech | Series A | $7.5M | $90.1M | same sector · same stage |
| Wildlife Partners Raleigh Wealth Solutions EBP #1 | Fintech | Series A | $7.5M | $44.2M | same sector · same stage |
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.
| Company | Sector | Stage | Value · est | Match |
|---|---|---|---|---|
| Homebase Personalized rent-to-own real estate financing using technology in SEA | Fintech | — | — | 76% |
| New Story We pioneer solutions to end the global housing crisis by empowering… | Fintech | — | — | 76% |
| Lendsnap The Digital Mortgage Company. | Fintech | — | — | 75% |
| Haven Tokens, Inc. | Other Technology | Pre-Seed | $1.2M | 75% |
| Haven'S Kitchen Home Llc | Food & Beverage | Seed | $23.8M | 74% |
| LendUp LendUp is a socially responsible company on a mission to redefine… | Fintech | — | — | 74% |
| Pluto.markets Modern Investment Product for 100m underserved Europeans | Fintech | — | — | 74% |
| Haven Servicing, Inc. | Other Technology | Series A | $22.6M | 73% |
See where Haven, 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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