Companies · Telecommunications
BOSTON · Telecommunications
Diligence memoA one-page analyst read on LTS Co-Invest Blocker II LLC — recommendation, valuation, rhythm, risks.→LTS Co-Invest Blocker II LLC looks under-valued 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 telecom sector profile.
Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.
Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.
LTS Co-Invest Blocker II LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.
LTS Co-Invest Blocker II LLC is one of 929 Telecommunications companies tracked from BOSTON. By capital raised it ranks among the largest (ahead of 96% 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, Series B, Series C — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 17%.
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 scaled by the telecom sector profile. Directional, not a quoted figure.
Benchmarked against 929 companies in Telecommunications. 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 96% 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 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 9.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| IWG Holdings, LLC | Series D+ | $269.9M | $5.4B | 2.43× |
| Trident Private Holdings III, LLC | Series D+ | $230.3M | $4.6B | 2.07× |
| GTCR Onvoy Holdings LLC | Series D+ | $167.9M | $3.2B | 1.44× |
| INFINERA Corp | Series D+ | $129.6M | $2.6B | 1.17× |
| MIV Greeneden LP Holding SCA | Series D+ | $124.0M | $2.2B | 1.00× |
| MTN Infrastructure TopCo, LP | Series D+ | $107.2M | $2.1B | 0.97× |
| Starry, Inc. | Series D+ | $130.0M | $2.0B | 0.90× |
| SmartSky Networks, LLC | Series D+ | $234.7M | $860.7M | 0.39× |
| LTS Co-Invest Blocker II LLC this company | Series D+ | $181.4M | $611.0M | 0.28× |
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 D+ | $150.8M | 2015-08-12 | $1.3B | $3.0B | 90% |
| Series D+ | $30.6M | 2016-07-29 | $254.7M | $611.0M | 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.
LTS Co-Invest Blocker II 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.
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 |
|---|---|---|---|---|---|
| VFN Holdings, Inc. | Telecommunications | Series D+ | $188.0M | $918.6M | same sector · same stage |
| Juniper Networks Inc | Telecommunications | Series D+ | $163.6M | $78.1M | same sector · same stage |
| OAO Acquisitions, Inc. | Telecommunications | Series D+ | $160.6M | $93.6M | same sector · same stage |
| SmartSky Networks, LLC | Telecommunications | Series D+ | $234.7M | $860.7M | same sector · same stage |
| Broadsoft Inc | Telecommunications | Series D+ | $121.5M | $32.3M | same sector · same stage |
| Fuze, Inc. | Telecommunications | Series D+ | $491.3M | $247.5M | same sector · same stage |
| SpiderCloud Wireless, Inc. | Telecommunications | Series B | $164.8M | $292.5M | same sector |
| Crosstown Fiber Holdings LLC | Telecommunications | Series C | $163.9M | $847.5M | same sector |
See where LTS Co-Invest Blocker II LLC sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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