Companies · Healthtech

Holistik Wellness LLC

FANWOOD · Healthtech · refined from filed group “Other

Diligence memoA one-page analyst read on Holistik Wellness LLC — recommendation, valuation, rhythm, risks.
$4.2M
Total raised · real
2
Rounds
0.2×
Latest step-up
Top 48%
Sector rank · raised
Seed
Latest stage · inferred · Tue Jul 27 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Holistik Wellness LLC 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 healthtech 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 1.50× the median modeled value of Seed Healthtech companies in 2019–2021 (180 peers) — value vs value, same stage and era.
  • Within the normal band (150% of peer median) for its niche.
Dormant
  • Last raise 4.9 yr ago; this sector typically re-raises about every 14 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

Holistik Wellness 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
7.3 yr record
Peak capital year was 2021 with $4.6M across 2 filings.
Market position
ahead of 53% of Healthtech peers
Capital scale is ahead of 53% of Healthtech peers; modeled value is above 69% 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
Normal 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
Needs review
Row-level filing totals differ from canonical totals, so amendment/superseded filtering should be checked.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2021: $4.6M across 2 filings.
  • Largest single filing was $4.0M on 2021-07-27.
  • Filing rows sum to $4.8M, while canonical raised total is $4.2M; likely amendments/superseded rows are mixed into the detail view.
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.
  • Canonical filtering should be tightened before using row-level totals for diligence.
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

Holistik Wellness LLC is one of 2138 Healthtech companies tracked from FANWOOD. By capital raised it ranks mid-pack (ahead of 53% 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
$0–$1M
Issuer revenue
Rule 506(b)
Reg D exemption
7
Investors (latest)
2018
Year incorporated
2021-07-27
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$25M$50M$75M$100MPre-Seed · 2019-02-26 Raised $200K (real) Modeled valuation $6.9M (est)$200K$6.9MPre-Seed2019Seed · 2021-07-27 Raised $4.0M (real) Modeled valuation $69M (est)$4.0M$69MSeed2021Pre-Seed · 2021-07-27 Raised $601K (real) Modeled valuation $12M (est)$601K$12MPre-Seed2021+$4.0M+$601KCumulative $4.8M

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$200K · 2019
Seed$4.0M · 2021
Bridge · Seed-stage$601K · 2021smaller follow-on

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

Modeled valuation trajectory
$68.7M
Base estimate est.
$3.4M
Conservative case
$403.5M
Upside case
$20.0M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Seeda $1.0M–$4.0M round). Valuation is modeled from stage benchmarks scaled by the healthtech sector profile. Directional, not a quoted figure.

Pre-Seed · modeled $6.9M · 2019-02-262019Seed · modeled $68.7M · 2021-07-27Pre-Seed · modeled $11.9M · 2021-07-272021
Model inputs · modeled:benchmark-stage-stepup-v1
20%
Dilution assumption
Implied ownership sold in the financing.
38%
Survival probability
17% low · 58% high
1.57×/yr
Annual markup
2.05×/yr upside case
4.9 yr
Elapsed time used
4.9 yr actual, capped for stale marks
healthtech
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
14 mo
Avg between rounds
$1.7M/yr
Capital velocity
7.3 yr
On record since
2019
First round
3
Rounds on file
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) 0.9× of median
This company$4.2M
Sector median$4.5M
Latest round — vs other Seed rounds in sector (real $, this stage) 0.3× of median
This company$601K
Sector median$1.9M
Modeled value — vs sector median (estimate, all stages) 2.0× above median
This company$68.7M
Sector median$33.8M

Raised more than 53% of sector peers (real $). Modeled value above 69% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (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 #36 of 180.

This companyCohort peer
$10.0M$100.0M$1.0B$1.0M$10.0MCapital raised (log)Hippo Health, Inc. · Seed Raised $4.0M · modeled $110.9M (est)Primacy Health Inc. · Seed Raised $4.0M · modeled $110.9M (est)Ursa Major Natural Care, Inc. · Seed Raised $4.0M · modeled $110.9M (est)Able Health Inc. · Seed Raised $3.9M · modeled $107.5M (est)Gentem Health Inc · Seed Raised $3.8M · modeled $105.1M (est)Insight Medical Holdings, LLC · Seed Raised $3.8M · modeled $104.0M (est)Paragon Southwest Medical Waste, LLC · Seed Raised $6.7M · modeled $101.6M (est)Fresenius Medical Care Sloans Lake, LLC · Seed Raised $3.6M · modeled $99.2M (est)Karuna Health, Inc. · Seed Raised $4.7M · modeled $97.0M (est)Fresenius Medical Care Fairmount Heights, LLC · Seed Raised $3.4M · modeled $93.0M (est)WELL Health Technologies Corp. · Seed Raised $3.7M · modeled $92.8M (est)Fresenius Medical Care Rock Quarry, LLC · Seed Raised $3.3M · modeled $92.5M (est)Holistik Wellness LLC (this company) Raised $4.2M · modeled $68.7M (est)Holistik Wellness LLC
CompanyStageRaised · realValue · estvs peer med.
Hippo Health, Inc.Seed$4.0M$110.9M2.42×
Primacy Health Inc.Seed$4.0M$110.9M2.42×
Ursa Major Natural Care, Inc.Seed$4.0M$110.9M2.42×
Able Health Inc.Seed$3.9M$107.5M2.34×
Gentem Health IncSeed$3.8M$105.1M2.29×
Insight Medical Holdings, LLCSeed$3.8M$104.0M2.27×
Paragon Southwest Medical Waste, LLCSeed$6.7M$101.6M2.21×
Fresenius Medical Care Sloans Lake, LLCSeed$3.6M$99.2M2.16×
Karuna Health, Inc.Seed$4.7M$97.0M2.12×
Fresenius Medical Care Fairmount Heights, LLCSeed$3.4M$93.0M2.03×
WELL Health Technologies Corp.Seed$3.7M$92.8M2.02×
Fresenius Medical Care Rock Quarry, LLCSeed$3.3M$92.5M2.01×
Holistik Wellness LLC this companySeed$4.2M$68.7M1.50×
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$200K2019-02-26$1.1M$6.9M90%
Seed$4.0M2021-07-27$20.0M$68.7M90%
Pre-Seed$601K2021-07-27$3.3M$11.9M90%
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$200K2019-02-26
    • First recorded raise — entered as Pre-Seed.
    • 5 investors on this round.
  2. Seed$4.0M2021-07-27
    • Raised again after 29 mo — slower than the ~14 mo sector norm.
    • Round 20.0× larger than the prior — scaling up.
    • Revenue band moved No revenue → $0–$1M.
    • 51 investors on this round.
  3. Pre-Seed$601K2021-07-27
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 6.7× smaller than the prior — bridge or down round.
    • 7 investors on this round.
Intelligence
2022 ~Q4
Modeled next raise · ~14mo cadence
$601K
Modeled next size est.range $601K$962K
0.2×
Last step-up
$1.7M/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
William Fleming2 other2019-02
Doug Kimmel2019-02
Erik Elfstrum2019-02
Jared Kaban2019-02
T.J. Stouder2019-02
Registry & provenance

Holistik Wellness 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
1767019
SEC CIK
2018
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
Sonivate Medical IncHealthtechSeed$4.2M$76.3Msame sector · same stage
Ursa Major Natural Care LLCHealthtechSeed$4.1M$50.5Msame sector · same stage
Ruby Wellness, Inc.HealthtechSeed$4.1M$54.8Msame sector · same stage
Healthtech Partners, Inc.HealthtechSeed$4.4M$48.4Msame sector · same stage
NJ Shore Wellness LLCHealthtechSeed$4.0M$52.7Msame sector · same stage
Highline Wellness Inc.HealthtechSeed$4.0M$61.8Msame sector · same stage
First Sense Medical, LLCHealthtechSeed$4.4M$39.8Msame sector · same stage
Courier Health, Inc.HealthtechSeed$4.0M$68.3Msame 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
Holos Wellness O'Fallon LLCHealthtechPre-Seed$1.2M84%
Holistic Health Holdings, Inc.HealthtechSeed$16.3M83%
Hoy Health CorpHealthtechPre-Seed$15.8M83%
Holon Health, Inc.HealthtechPre-Seed$1.3M82%
Hoot Health Inc.HealthtechPre-Seed$3.5M82%
Wellness by Wishlist, Inc.HealthtechSeed$4.6M81%
OODA Health, Inc.HealthtechSeries B$755.9M81%
Full Life Wellness, LLCHealthtechSeed$16.4M81%
Frequently asked
How much funding has Holistik Wellness LLC raised?
Holistik Wellness LLC has raised approximately $4.2M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Holistik Wellness LLC's estimated valuation?
Provath's modeled valuation for Holistik Wellness LLC is approximately $68.7M (modeled range $3.4M–$403.5M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Holistik Wellness LLC at?
Holistik Wellness LLC's latest modeled financing stage is Seed. Its most recent recorded round closed around Tue Jul 27.
What does Holistik Wellness LLC do and where is it based?
Holistik Wellness LLC operates in the Healthtech sector, based in FANWOOD.
Explore related

See where Holistik Wellness LLC sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

Is this your company?

If you work at Holistik Wellness LLC, claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.