Diligence memo · auto-generated · as of July 2, 2026

Lambda, Inc./DE

Lambda, Inc./DE looks over-valued against its niche peers and is at-risk on financing cadence.

WatchOverdue for a raise versus sector cadence — could be a bridge, a down round, or distress. Watch for the next filing.

Businessfiled

Lambda, Inc./DE operates in Other, based in SAN JOSE.

Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

Lambda, Inc./DE has raised $360M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series D+ (a $100M–$400M round).

Largest single filing: $320M on 2023-10-05.

Most recent recorded round closed around 2023-10-05.

Valuation (modeled)modeled

Provath models Lambda, Inc./DE at approximately $3.4B (range $1.8B–$5.1B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: 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.

Financing rhythm & timingmixed

Historic cadence: a new round about every 11 months.

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.

The last round stepped up 8.1× from the prior — scaling.

Comparablesmixed

Capital scale ranks ahead of 99% of Other peers (25015 compared).

Modeled value ranks above 99% of those peers.

Closest niche peers: Getaround, Inc, Relentless Topco, Inc., NQ PE Project Colosseum Parent, L.P., Cowboy Topco, Inc., Office Topco, Llc.

Peoplefiled

6 named people on file across officers, directors and signatories.

Risks & flagsmixed

Overdue for a raise versus sector norm — distress or bridge risk.

Modeled above niche peers — valuation risk on entry.

Broad sector classification weakens peer comparison.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.