Companies · Other

Lambda, Inc./DE

SAN JOSE · Other

Diligence memoA one-page analyst read on Lambda, Inc./DE — recommendation, valuation, rhythm, risks.
$359.7M
Total raised · real
2
Rounds
8.1×
Latest step-up
Top 2%
Sector rank · raised
Series D+
Latest stage · inferred · Thu Oct 05 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Lambda, Inc./DE looks over-valued against its niche peers and is at-risk 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 2.50× the median modeled value of Series D+ Other companies in 2022–2024 (109 peers) — value vs value, same stage and era.
At-risk
  • Last raise 2.7 yr ago; this sector typically re-raises about every 11 months.
  • Past due for a raise versus sector cadence — watch for distress or a bridge.
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

Lambda, Inc./DE is one of 25015 Other companies tracked from SAN JOSE. By capital raised it ranks among the largest (ahead of 99% 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.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
38
Investors (latest)
2023-10-05
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$1.3B$2.5B$3.8B$5.0BSeries B · 2022-10-31 Raised $40M (real) Modeled valuation $371M (est)$40M$371MSeries B2022Series D+ · 2023-10-05 Raised $320M (real) Modeled valuation $3.4B (est)$320M$3.4BSeries D+2023+$320MCumulative $360M

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 B$39.7M · 2022
Series D+$320.0M · 2023no Series C on file

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A, Series C — 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
$3.4B
Base estimate est.
$1.8B
Conservative case
$5.1B
Upside case
$2.7B
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series D+a $100M–$400M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Series B · modeled $371.0M · 2022-10-312022Series D+ · modeled $3.4B · 2023-10-052023
Model inputs · modeled:benchmark-stage-stepup-v1
12%
Dilution assumption
Implied ownership sold in the financing.
85%
Survival probability
68% low · 94% high
1.16×/yr
Annual markup
1.30×/yr upside case
2.7 yr
Elapsed time used
2.7 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
11 mo
Avg between rounds
$387.6M/yr
Capital velocity
3.7 yr
On record since
2022
First round
2
Rounds on file
How it compares to the market

Benchmarked against 25015 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) 176× above median
This company$359.7M
Sector median$2.0M
Latest round — vs other Series D+ rounds in sector (real $, this stage) 2.6× above median
This company$320.0M
Sector median$125.1M
Modeled value — vs sector median (estimate, all stages) 193× above median
This company$3.4B
Sector median$17.7M

Raised more than 99% of sector peers (real $). Modeled value above 99% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series D+) 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 #9 of 109.

This companyCohort peer
$1.0B$10.0B$100.0M$1.0BCapital raised (log)Getaround, Inc · Series D+ Raised $380.7M · modeled $5.0B (est)Relentless Topco, Inc. · Series D+ Raised $384.2M · modeled $4.9B (est)NQ PE Project Colosseum Parent, L.P. · Series D+ Raised $359.0M · modeled $4.4B (est)Cowboy Topco, Inc. · Series D+ Raised $328.1M · modeled $4.3B (est)Office Topco, Llc · Series D+ Raised $302.1M · modeled $4.1B (est)Litera Holdco LP · Series D+ Raised $854.9M · modeled $3.7B (est)Ergotron Investments, LLC · Series D+ Raised $287.5M · modeled $3.7B (est)Bolt Financial, Inc. · Series D+ Raised $756.7M · modeled $3.5B (est)FS NU Investors LP · Series D+ Raised $264.8M · modeled $3.3B (est)AuditBoard HoldCo L.P. · Series D+ Raised $330.2M · modeled $2.9B (est)Atlantic Fields Club, LLC · Series D+ Raised $229.2M · modeled $2.8B (est)Lambda, Inc./DE (this company) Raised $359.7M · modeled $3.4B (est)Lambda, Inc./DE
CompanyStageRaised · realValue · estvs peer med.
Getaround, IncSeries D+$380.7M$5.0B3.66×
Relentless Topco, Inc.Series D+$384.2M$4.9B3.60×
NQ PE Project Colosseum Parent, L.P.Series D+$359.0M$4.4B3.26×
Cowboy Topco, Inc.Series D+$328.1M$4.3B3.15×
Office Topco, LlcSeries D+$302.1M$4.1B3.04×
Litera Holdco LPSeries D+$854.9M$3.7B2.73×
Ergotron Investments, LLCSeries D+$287.5M$3.7B2.70×
Bolt Financial, Inc.Series D+$756.7M$3.5B2.60×
Lambda, Inc./DE this companySeries D+$359.7M$3.4B2.50×
FS NU Investors LPSeries D+$264.8M$3.3B2.45×
AuditBoard HoldCo L.P.Series D+$330.2M$2.9B2.15×
Atlantic Fields Club, LLCSeries D+$229.2M$2.8B2.04×
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 B$39.7M2022-10-31$220.6M$371.0M90%
Series D+$320.0M2023-10-05$2.7B$3.4B90%
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 B$39.7M2022-10-31
    • First recorded raise — entered as Series B.
    • 47 investors on this round.
  2. Series D+$320.0M2023-10-05
    • Raised 11 mo later, in step with the ~11 mo sector norm.
    • Round 8.1× larger than the prior — scaling up.
    • 38 investors on this round.
Intelligence
2024 ~Q3
Modeled next raise · ~11mo cadence
$960.0M
Modeled next size est.range $624.0M$1.5B
8.1×
Last step-up
$387.6M/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
Gaetano Crupi5 other2023-10
Zach Bratun-Glennon3 other2022-10
Ariel Nissan2022-10
Robert Youngjohns2022-10
Ryan Sanders2022-10
Stephen Balaban2022-10
Registry & provenance

Lambda, Inc./DE 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
1954966
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
MycoWorks, Inc.OtherSeries D+$220.6M$457.6Mnetwork1 shared operator · same sector · same stage
NQ PE Project Colosseum Parent, L.P.OtherSeries D+$359.0M$4.4Bsame sector · same stage
project44, Inc.OtherSeries D+$355.3M$3.3Bsame sector · same stage
EquipmentShare.com Inc.OtherSeries D+$354.9M$3.5Bsame sector · same stage
Impulse Space, Inc.OtherSeries D+$353.3M$2.5Bsame sector · same stage
ECP Parent, LLCOtherSeries D+$352.0M$3.3Bsame sector · same stage
AP Adhesives Acquisitions, Inc.OtherSeries D+$369.6M$3.1Bsame sector · same stage
Fanatics TC Holdco, Inc.OtherSeries D+$347.0M$5.0Bsame 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
QUO Inc./DEOtherSeed$4.6M86%
Gaingels Lambda LLCOtherSeed$6.4M83%
Razor, Inc.OtherSeries A$127.3M82%
Outright Inc. /DEOtherPre-Seed$2.2M82%
Mainstem, Inc. /DEOtherPre-Seed$1.9M81%
Flow, Inc./DEOtherSeries A$75.7M81%
Lambda Lab Corp.Software / TechPre-Seed$29.7M80%
Beam Inc. /DE/Other TechnologySeries A$227.1M80%
Frequently asked
How much funding has Lambda, Inc./DE raised?
Lambda, Inc./DE has raised approximately $359.7M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Lambda, Inc./DE's estimated valuation?
Provath's modeled valuation for Lambda, Inc./DE is approximately $3.4B (modeled range $1.8B–$5.1B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Lambda, Inc./DE at?
Lambda, Inc./DE's latest modeled financing stage is Series D+. Its most recent recorded round closed around Thu Oct 05.
What does Lambda, Inc./DE do and where is it based?
Lambda, Inc./DE operates in the Other sector, based in SAN JOSE.
Explore related

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