Companies · AI / ML

Optimizely, Inc.Winter 2010Acquired

SAN FRANCISCO · CA, USA · AI / ML · refined from filed group “Other · founded 2012 · http://optimizely.com

Diligence memoA one-page analyst read on Optimizely, Inc. — recommendation, valuation, rhythm, risks.
$201.4M
Total raised · real
5
Rounds
22.3×
Latest step-up
Top 3%
Sector rank · raised
Series C
Latest stage · inferred · Mon Jun 03 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Optimizely, Inc. 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. Valuation uses the ai/ml sector profile.

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

Fair
  • Modeled value is 1.27× the median modeled value of Series C AI / ML companies in 2019–2021 (6 peers) — value vs value, same stage and era.
  • Within the normal band (127% of peer median) for its niche.
Dormant
  • Last raise 7.1 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 AI / ML

Optimizely, Inc. is one of 2067 AI / ML companies tracked from SAN FRANCISCO, CA, USA, on record since 2012. By capital raised it ranks among the largest (ahead of 98% 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.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst

The first all-in-one operating system for marketing

At Optimizely, we're on a mission to help people unlock their digital potential. We do that by reinventing how marketing and product teams work to create and optimize digital experiences across all channels. With Optimizely One, our industry-first operating system for marketers, we offer teams flexibility and choice to build their stack their way with our fully SaaS, fully decoupled, and highly composable solution. We help companies around the world orchestrate their entire content lifecycle, monetize every digital experience and experiment across all customer touchpoints – all through Optimizely One, the leading digital experience platform that powers every phase of the marketing lifecycle through a single, AI-accelerated workflow. Optimizely has nearly 1500 employees across our 21 global offices and has 700+ partners. We are proud to help more than 10,000 businesses, including H&M, PayPal, Zoom, and Toyota, enrich their customer lifetime value, increase revenue and grow their brands. At Optimizely, we live each day with a simple philosophy: large enough to serve, small enough to care. Learn more at optimizely.com.

Marketingai/mlsaas
Find Optimizely, Inc. online

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
3
Investors (latest)
2019-06-03
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$1.3B$2.5B$3.8B$5.0BSeries B · 2013-04-08 Raised $34M (real) Modeled valuation $1.3B (est)$34M$1.3BSeries B2013Series C · 2014-04-21 Raised $57M (real) Modeled valuation $2.3B (est)$57M$2.3BSeries C2014Series C · 2015-09-30 Raised $58M (real) Modeled valuation $2.4B (est)$58M$2.4BSeries C2015Series C · 2017-04-17 Raised $2.2M (real) Modeled valuation $92M (est)$2.2M$92MSeries C2017Series C · 2019-06-03 Raised $50M (real) Modeled valuation $2.0B (est)$50M$2.0BSeries C2019+$57M+$58M+$2.2M+$50MCumulative $201M

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
Series B$33.7M · 2013
Series C$57.0M · 2014
Series C extension$58.5M · 2015
Series C extension$2.2M · 2017
Series C extension$50.0M · 2019

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: 40%.

Modeled valuation trajectory
$2.0B
Base estimate est.
$189.5M
Conservative case
$5.4B
Upside case
$333.3M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ca $40M–$100M round). Valuation is modeled from stage benchmarks scaled by the ai/ml sector profile. Directional, not a quoted figure.

Series B · modeled $1.3B · 2013-04-082013Series C · modeled $2.3B · 2014-04-21Series C · modeled $2.4B · 2015-09-30Series C · modeled $92.0M · 2017-04-17Series C · modeled $2.0B · 2019-06-032019
Model inputs · modeled:benchmark-stage-stepup-v1
15%
Dilution assumption
Implied ownership sold in the financing.
76%
Survival probability
57% low · 88% high
1.42×/yr
Annual markup
1.62×/yr upside case
6.0 yr
Elapsed time used
7.1 yr actual, capped for stale marks
ai/ml
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
18 mo
Avg between rounds
$32.7M/yr
Capital velocity
13.2 yr
On record since
2013
First round
5
Rounds on file
How it compares to the market

Benchmarked against 2067 companies in AI / ML. 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) 43× above median
This company$201.4M
Sector median$4.7M
Latest round — vs other Series C rounds in sector (real $, this stage) 0.9× of median
This company$50.0M
Sector median$55.3M
Modeled value — vs sector median (estimate, all stages) 73× above median
This company$2.0B
Sector median$27.9M

Raised more than 98% of sector peers (real $). Modeled value above 98% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series C) 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 #2 of 6.

This companyCohort peer
$1.0B$10.0B$10.0M$100.0M$1.0BCapital raised (log)Unbabel, Inc. · Series C Raised $74.2M · modeled $2.5B (est)Clara Holdings Ltd · Series C Raised $95.0M · modeled $1.7B (est)Clarity AI, Inc. · Series C Raised $104.5M · modeled $1.6B (est)Jupiter Intelligence, Inc. · Series C Raised $76.7M · modeled $1.5B (est)Apex.AI, Inc. · Series C Raised $70.0M · modeled $1.4B (est)Optimizely, Inc. (this company) Raised $201.4M · modeled $2.0B (est)Optimizely, Inc.
CompanyStageRaised · realValue · estvs peer med.
Unbabel, Inc.Series C$74.2M$2.5B1.52×
Optimizely, Inc. this companySeries C$201.4M$2.0B1.27×
Clara Holdings LtdSeries C$95.0M$1.7B1.02×
Clarity AI, Inc.Series C$104.5M$1.6B0.98×
Jupiter Intelligence, Inc.Series C$76.7M$1.5B0.93×
Apex.AI, Inc.Series C$70.0M$1.4B0.87×
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.
Series B$33.7M2013-04-08$187.1M$1.3B85%
Series C$57.0M2014-04-21$380.0M$2.3B85%
Series C$58.5M2015-09-30$390.0M$2.4B85%
Series C$2.2M2017-04-17$15.0M$92.0M90%
Series C$50.0M2019-06-03$333.3M$2.0B90%
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. Series B$33.7M2013-04-08
    • First recorded raise — entered as Series B.
    • 38 investors on this round.
  2. Series C$57.0M2014-04-21
    • Raised 12 mo later, in step with the ~11 mo sector norm.
    • Round 1.7× larger than the prior — scaling up.
    • Switched to Rule 506(b) (was Rule 06).
    • 6 investors on this round.
  3. Series C$58.5M2015-09-30
    • Raised again after 17 mo — slower than the ~11 mo sector norm.
    • Round roughly the size of the prior one.
    • 15 investors on this round.
  4. Series C$2.2M2017-04-17
    • Raised again after 19 mo — slower than the ~11 mo sector norm.
    • Round 26.0× smaller than the prior — bridge or down round.
    • 32 investors on this round.
  5. Series C$50.0M2019-06-03
    • Raised again after 26 mo — slower than the ~11 mo sector norm.
    • Round 22.3× larger than the prior — scaling up.
    • 3 investors on this round.
Intelligence
2020 ~Q4
Modeled next raise · ~18mo cadence
$150.0M
Modeled next size est.range $97.5M$240.0M
22.3×
Last step-up
$32.7M/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
Peter Fenton15 other2013-04
Ilya Fushman10 other2015-09
Scott Weiss9 other2014-04
Lars Dalgaard4 other2017-04
Dan Siroker1 other2013-04
James B. Larson1 other2019-06
Peter B. Fenton1 other2019-06
Dan B. Siroker2019-06
David B. Schwarzbach2019-06
David Schwarzbach2017-04
Derrick B. Alesevich2019-06
James Larson2017-04
Lars B. Dalgaard2019-06
Michael B. Kondoleon2019-06
Mike B. Volpi2019-06
Peter B. Koomen2019-06
Peter Koomen2013-04
Registry & provenance

Optimizely, Inc. 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
1574267
SEC CIK
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Frequently asked
How much funding has Optimizely, Inc. raised?
Optimizely, Inc. has raised approximately $201.4M in disclosed capital across 5 recorded financing rounds, aggregated from public filings.
What is Optimizely, Inc.'s estimated valuation?
Provath's modeled valuation for Optimizely, Inc. is approximately $2.0B (modeled range $189.5M–$5.4B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Optimizely, Inc. at?
Optimizely, Inc.'s latest modeled financing stage is Series C. Its most recent recorded round closed around Mon Jun 03.
What does Optimizely, Inc. do and where is it based?
Optimizely, Inc. operates in the AI / ML sector, based in SAN FRANCISCO, CA, USA. The first all-in-one operating system for marketing
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