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Diligence memoA one-page analyst read on Loomis Sayles Multi-Asset Real Return Trust — recommendation, valuation, rhythm, risks.→Loomis Sayles Multi-Asset Real Return Trust 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.
Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.
Loomis Sayles Multi-Asset Real Return Trust is one of 25015 Other companies tracked from BOSTON. By capital raised it ranks among the largest (ahead of 90% 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.
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, Seed, Series A — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 25%.
Round size and date are reported; the stage label is inferred from round size (latest is Series B — a $15M–$40M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.
Not enough modeled valuation points to chart a trajectory.
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.
Raised more than 90% of sector peers (real $). Modeled value above 94% of peers (estimate).
A tighter cohort than the sector chart above — only companies at the same stage (Series B) 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 #42 of 251.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| ATS Consolidated, Inc. | Series B | $40.0M | $664.6M | 1.83× |
| Amber Holding Inc. | Series B | $40.0M | $664.6M | 1.83× |
| Varsity AP Holdings LLC | Series B | $40.0M | $664.6M | 1.83× |
| Nordic Cold Storage Holdings, LLC | Series B | $40.0M | $664.6M | 1.83× |
| Nevsun Resources Ltd | Series B | $53.2M | $663.3M | 1.82× |
| CS Holdings Co., Inc. | Series B | $39.2M | $651.9M | 1.79× |
| L.COM Holding, Inc. | Series B | $39.1M | $650.3M | 1.79× |
| Stag Parkway Holding Co | Series B | $38.0M | $630.5M | 1.73× |
| Kettle Cuisine Holdings, Llc | Series B | $75.0M | $627.3M | 1.72× |
| Dia Bras Exploration Inc | Series B | $57.9M | $617.1M | 1.70× |
| SLS Learning Holdings, LLC | Series B | $36.7M | $609.9M | 1.68× |
| Univar Inc. | Series B | $95.5M | $604.5M | 1.66× |
| Loomis Sayles Multi-Asset Real Return Trust this company | Series B | $31.0M | $515.2M | 1.42× |
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. |
|---|---|---|---|---|---|
| Series B | $31.0M | 2011-06-30 | $172.3M | $515.2M | 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.
Loomis Sayles Multi-Asset Real Return Trust 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 |
|---|---|---|---|---|---|
| LSQ Holdings, LLC | Other | Series B | $31.0M | $498.4M | same sector · same stage |
| Micronics Holdings, Inc. | Other | Series B | $31.0M | $515.1M | same sector · same stage |
| Rhodium 30mw LLC | Other | Series B | $31.0M | $515.1M | same sector · same stage |
| ECHO Holdco LLC | Other | Series B | $31.0M | $515.7M | same sector · same stage |
| GWN Group Holdings, L.P. | Other | Series B | $31.1M | $516.2M | same sector · same stage |
| Constellation Club Holdings, Inc. | Other | Series B | $30.9M | $514.2M | same sector · same stage |
| Kirlin Industries, LLC | Other | Series B | $31.1M | $516.4M | same sector · same stage |
| Forge Parent Llc | Other | Series B | $30.9M | $513.4M | same sector · same stage |
See where Loomis Sayles Multi-Asset Real Return Trust sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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