Companies · Other

Open Invest Co.

SAN FRANCISCO · Other

Diligence memoA one-page analyst read on Open Invest Co. — recommendation, valuation, rhythm, risks.
$24.2M
Total raised · real
3
Rounds
1.0×
Latest step-up
Top 14%
Sector rank · raised
Series A
Latest stage · inferred · Tue Jan 21 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Open Invest Co. looks over-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.

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 1.98× the median modeled value of Series A Other companies in 2019–2021 (858 peers) — value vs value, same stage and era.
Dormant
  • Last raise 6.4 yr ago; this sector typically re-raises about every 11 months.
  • Silent for over 3× the sector's normal cadence.
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

Open Invest Co. is one of 25015 Other companies tracked from SAN FRANCISCO. By capital raised it ranks in the upper tier (ahead of 87% of sector peers), and in the upper tier 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
4
Investors (latest)
2015
Year incorporated
2020-01-21
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$50M$100M$150M$200MSeed · 2017-03-17 Raised $3.2M (real) Modeled valuation $59M (est)$3.2M$59MSeed2017Series A · 2018-07-06 Raised $10M (real) Modeled valuation $158M (est)$10M$158MSeries A2018Series A · 2020-01-21 Raised $11M (real) Modeled valuation $160M (est)$11M$160MSeries A2020+$10M+$11MCumulative $24M

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$3.2M · 2017
Series A$10.5M · 2018
Series A extension$10.6M · 2020

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: 67%.

Modeled valuation trajectory
$160.0M
Base estimate est.
$14.4M
Conservative case
$870.0M
Upside case
$48.1M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Aa $4.0M–$15M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Seed · modeled $58.9M · 2017-03-172017Series A · modeled $158.2M · 2018-07-06Series A · modeled $160.0M · 2020-01-212020
Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
55%
Survival probability
30% low · 75% high
1.35×/yr
Annual markup
1.70×/yr upside case
6.0 yr
Elapsed time used
6.4 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
17 mo
Avg between rounds
$8.5M/yr
Capital velocity
9.3 yr
On record since
2017
First round
3
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) 12× above median
This company$24.2M
Sector median$2.0M
Latest round — vs other Series A rounds in sector (real $, this stage) 1.9× above median
This company$10.6M
Sector median$5.7M
Modeled value — vs sector median (estimate, all stages) 9.1× above median
This company$160.0M
Sector median$17.7M

Raised more than 87% of sector peers (real $). Modeled value above 87% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series A) 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 #89 of 858.

This companyCohort peer
$100.0M$1.0B$10.0M$100.0MCapital raised (log)No More Landfills Investment Group, LLC · Series A Raised $15.0M · modeled $227.0M (est)3901 Campbellton Rd., LLC · Series A Raised $15.0M · modeled $227.0M (est)medpai group · Series A Raised $15.0M · modeled $227.0M (est)WestCap Bolt, LLC · Series A Raised $15.0M · modeled $227.0M (est)HBC Management Class B L.P. · Series A Raised $15.0M · modeled $226.3M (est)Globus Maritime Ltd · Series A Raised $27.4M · modeled $223.4M (est)Redwood Holding Group, LLC · Series A Raised $21.1M · modeled $222.5M (est)Sol de Janeiro Holdings, Inc. · Series A Raised $14.6M · modeled $220.6M (est)Patrick Partners LLC · Series A Raised $14.5M · modeled $219.4M (est)Concord Resources Holdings Ltd · Series A Raised $14.4M · modeled $218.2M (est)Bigstream Solutions, Inc. · Series A Raised $19.8M · modeled $216.3M (est)Engageli, Inc. · Series A Raised $14.5M · modeled $215.8M (est)Open Invest Co. (this company) Raised $24.2M · modeled $160.0M (est)Open Invest Co.
CompanyStageRaised · realValue · estvs peer med.
No More Landfills Investment Group, LLCSeries A$15.0M$227.0M2.81×
3901 Campbellton Rd., LLCSeries A$15.0M$227.0M2.81×
medpai groupSeries A$15.0M$227.0M2.81×
WestCap Bolt, LLCSeries A$15.0M$227.0M2.81×
HBC Management Class B L.P.Series A$15.0M$226.3M2.80×
Globus Maritime LtdSeries A$27.4M$223.4M2.76×
Redwood Holding Group, LLCSeries A$21.1M$222.5M2.75×
Sol de Janeiro Holdings, Inc.Series A$14.6M$220.6M2.73×
Patrick Partners LLCSeries A$14.5M$219.4M2.71×
Concord Resources Holdings LtdSeries A$14.4M$218.2M2.70×
Bigstream Solutions, Inc.Series A$19.8M$216.3M2.67×
Engageli, Inc.Series A$14.5M$215.8M2.67×
Open Invest Co. this companySeries A$24.2M$160.0M1.98×
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$3.2M2017-03-17$15.8M$58.9M90%
Series A$10.5M2018-07-06$47.5M$158.2M90%
Series A$10.6M2020-01-21$48.1M$160.0M90%
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$3.2M2017-03-17
    • First recorded raise — entered as Seed.
    • 17 investors on this round.
  2. Series A$10.5M2018-07-06
    • Raised 16 mo later, in step with the ~11 mo sector norm.
    • Round 3.3× larger than the prior — scaling up.
    • 8 investors on this round.
  3. Series A$10.6M2020-01-21
    • Raised again after 19 mo — slower than the ~11 mo sector norm.
    • Round roughly the size of the prior one.
    • 4 investors on this round.
Intelligence
2021 ~Q2
Modeled next raise · ~17mo cadence
$10.7M
Modeled next size est.range $10.6M$17.1M
1.0×
Last step-up
$8.5M/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
Ciara Burnham2020-01
Conor Murray2017-03
Greg Mazanec2018-07
Philip Wei2017-03
Phillip Wei2018-07
Registry & provenance

Open Invest Co. 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
1702405
SEC CIK
2015
Incorporated
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
Lucideus Inc.OtherSeries A$24.1M$169.2Msame sector · same stage
Book of Mormon Broadway Ltd Liability CoOtherSeries A$23.4M$172.5Msame sector · same stage
Strategic Insight Holdings Inc.OtherSeries A$23.1M$161.9Msame sector · same stage
AutoFi, Inc.OtherSeries A$25.4M$167.4Msame sector · same stage
Mountain West Notes, LLCOtherSeries A$25.7M$172.2Msame sector · same stage
Risesmart IncOtherSeries A$22.4M$166.5Msame sector · same stage
Lolli & Pops, Inc.OtherSeries A$26.2M$151.3Msame sector · same stage
Straight Flush Broadway Ltd Liability CoOtherSeries A$22.0M$166.5Msame 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
Grant Investco, LLCOtherSeries B$275.7M85%
Cascade Investco, LLCOtherSeries A$88.9M84%
OES Investors LLCOtherSeries A$73.1M84%
Cc Omnia Investors LlcOtherSeed$59.5M84%
New Club Investment. LLCOtherSeed$5.3M84%
OMCV Investments L.P.OtherSeries C$910.1M84%
Acquire Invest, Inc.OtherPre-Seed$5.2M83%
Rewind Investco, LLCOtherSeries A$23.7M83%
Frequently asked
How much funding has Open Invest Co. raised?
Open Invest Co. has raised approximately $24.2M in disclosed capital across 3 recorded financing rounds, aggregated from public filings.
What is Open Invest Co.'s estimated valuation?
Provath's modeled valuation for Open Invest Co. is approximately $160.0M (modeled range $14.4M–$870.0M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Open Invest Co. at?
Open Invest Co.'s latest modeled financing stage is Series A. Its most recent recorded round closed around Tue Jan 21.
What does Open Invest Co. do and where is it based?
Open Invest Co. operates in the Other sector, based in SAN FRANCISCO.
Explore related

See where Open Invest Co. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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