Companies · Retailing

Max-Wellness, LLC

CLEVELAND · Retailing

Diligence memoA one-page analyst read on Max-Wellness, LLC — recommendation, valuation, rhythm, risks.
$4.6M
Total raised · real
3
Rounds
0.9×
Latest step-up
Top 32%
Sector rank · raised
Seed
Latest stage · inferred · Thu Jan 20 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

Max-Wellness, 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 retail sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Under-valued
  • Modeled value is 0.64× the median modeled value of Seed Retailing companies in 2010–2012 (67 peers) — value vs value, same stage and era.
Dormant
  • Last raise 15.4 yr ago; this sector typically re-raises about every 13 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

Max-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
16.9 yr record
Peak capital year was 2009 with $2.5M across 1 filings.
Market position
ahead of 69% of Retailing peers
Capital scale is ahead of 69% of Retailing peers; modeled value is above 52% 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
Consistent
Canonical totals and visible filing detail are broadly aligned.
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 2009: $2.5M across 1 filings.
  • Largest single filing was $2.5M on 2009-08-07.
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.
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 Retailing

Max-Wellness, LLC is one of 2347 Retailing companies tracked from CLEVELAND. By capital raised it ranks mid-pack (ahead of 69% 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
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$5.0M$10M$15M$20MSeed · 2009-08-07 Raised $2.5M (real) Modeled valuation $16M (est)$2.5M$16MSeed2009Seed · 2010-05-18 Raised $1.1M (real) Modeled valuation $6.9M (est)$1.1M$6.9MSeed2010Seed · 2011-01-20 Raised $1.0M (real) Modeled valuation $6.3M (est)$1.0M$6.3MSeed2011+$1.1M+$1.0MCumulative $4.6M

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
Seed$2.5M · 2009
Seed extension$1.1M · 2010
Seed extension$1.0M · 2011

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 50%.

Modeled valuation trajectory
$6.3M
Base estimate est.
$810K
Conservative case
$49.5M
Upside case
$5.0M
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 retail sector profile. Directional, not a quoted figure.

Seed · modeled $15.8M · 2009-08-072009Seed · modeled $6.9M · 2010-05-18Seed · modeled $6.3M · 2011-01-202011
Model inputs · modeled:benchmark-stage-stepup-v1
20%
Dilution assumption
Implied ownership sold in the financing.
36%
Survival probability
16% low · 56% high
1.23×/yr
Annual markup
1.61×/yr upside case
6.0 yr
Elapsed time used
15.4 yr actual, capped for stale marks
retail
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
9 mo
Avg between rounds
$3.2M/yr
Capital velocity
16.9 yr
On record since
2009
First round
3
Rounds on file
How it compares to the market

Benchmarked against 2347 companies in Retailing. 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) 2.9× above median
This company$4.6M
Sector median$1.6M
Latest round — vs other Seed rounds in sector (real $, this stage) 0.6× of median
This company$1.0M
Sector median$1.7M
Modeled value — vs sector median (estimate, all stages) 1.1× above median
This company$6.3M
Sector median$5.8M

Raised more than 69% of sector peers (real $). Modeled value above 52% 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 #58 of 67.

This companyCohort peer
$1.0M$10.0M$100.0M$1.0M$10.0MCapital raised (log)It'Sugar LLC · Seed Raised $4.0M · modeled $25.2M (est)Velocity VIII Limited Partnership · Seed Raised $4.0M · modeled $25.2M (est)Ziftit, Inc. · Seed Raised $6.0M · modeled $25.2M (est)Game Trading Technologies, Inc. · Seed Raised $3.9M · modeled $24.6M (est)Ecohaus Inc · Seed Raised $6.5M · modeled $24.2M (est)PAPAS Auto Mall, LLC · Seed Raised $3.6M · modeled $23.0M (est)City Sports Inc · Seed Raised $6.1M · modeled $21.5M (est)OluKai, Inc. · Seed Raised $3.1M · modeled $19.9M (est)Velocity III Limited Partnership · Seed Raised $3.0M · modeled $18.9M (est)USA Discounters Holding CO Inc · Seed Raised $8.0M · modeled $18.9M (est)Velocity II Limited Partnership · Seed Raised $3.0M · modeled $18.9M (est)Drake's Holdings #2, LLC · Seed Raised $2.9M · modeled $18.5M (est)Max-Wellness, LLC (this company) Raised $4.6M · modeled $6.3M (est)Max-Wellness, LLC
CompanyStageRaised · realValue · estvs peer med.
It'Sugar LLCSeed$4.0M$25.2M2.57×
Velocity VIII Limited PartnershipSeed$4.0M$25.2M2.57×
Ziftit, Inc.Seed$6.0M$25.2M2.57×
Game Trading Technologies, Inc.Seed$3.9M$24.6M2.51×
Ecohaus IncSeed$6.5M$24.2M2.47×
PAPAS Auto Mall, LLCSeed$3.6M$23.0M2.34×
City Sports IncSeed$6.1M$21.5M2.19×
OluKai, Inc.Seed$3.1M$19.9M2.03×
Velocity III Limited PartnershipSeed$3.0M$18.9M1.93×
USA Discounters Holding CO IncSeed$8.0M$18.9M1.93×
Velocity II Limited PartnershipSeed$3.0M$18.9M1.93×
Drake's Holdings #2, LLCSeed$2.9M$18.5M1.88×
Max-Wellness, LLC this companySeed$4.6M$6.3M0.64×
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.
Seed$2.5M2009-08-07$12.5M$15.8M90%
Seed$1.1M2010-05-18$5.5M$6.9M90%
Seed$1.0M2011-01-20$5.0M$6.3M90%
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. Seed$2.5M2009-08-07
    • First recorded raise — entered as Seed.
  2. Seed$1.1M2010-05-18
    • Raised 9 mo later, in step with the ~13 mo sector norm.
    • Round 2.3× smaller than the prior — bridge or down round.
  3. Seed$1.0M2011-01-20
    • Raised 8 mo later, in step with the ~13 mo sector norm.
    • Round roughly the size of the prior one.
Intelligence
2011 ~Q4
Modeled next raise · ~9mo cadence
$1.0M
Modeled next size est.range $1.0M$1.6M
0.9×
Last step-up
$3.2M/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
Patrick Johnson3 other2010-05
Fred Rothstein1 other2010-05
Michael Feuer1 other2009-08
Jared Florian2009-08
Rod Kautz2011-01
Rodney Kautz2010-05
Registry & provenance

Max-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
1470640
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
Thomas H. Beckbe & Company, Inc.RetailingSeed$4.6M$8.3Msame sector · same stage
Jericho Ventures, LLCRetailingSeed$4.6M$5.5Msame sector · same stage
Nunbelievable, Inc.RetailingSeed$4.5M$4.2Msame sector · same stage
Aegle Ventures Inc.RetailingSeed$4.5M$5.7Msame sector · same stage
Capitol Island, Inc.RetailingSeed$4.7M$8.1Msame sector · same stage
Pressed Roots Inc.RetailingSeed$4.4M$7.1Msame sector · same stage
Beast Brands, Inc.RetailingSeed$4.4M$4.6Msame sector · same stage
Daily Grommet Inc.RetailingSeed$5.0M$5.6Msame sector · same stage
Frequently asked
How much funding has Max-Wellness, LLC raised?
Max-Wellness, LLC has raised approximately $4.6M in disclosed capital across 3 recorded financing rounds, aggregated from public filings.
What is Max-Wellness, LLC's estimated valuation?
Provath's modeled valuation for Max-Wellness, LLC is approximately $6.3M (modeled range $810K–$49.5M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Max-Wellness, LLC at?
Max-Wellness, LLC's latest modeled financing stage is Seed. Its most recent recorded round closed around Thu Jan 20.
What does Max-Wellness, LLC do and where is it based?
Max-Wellness, LLC operates in the Retailing sector, based in CLEVELAND.
Explore related

See where Max-Wellness, 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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