Companies · Other Health Care

OptimizeRx Corp

ROCHESTER · Other Health Care

Diligence memoA one-page analyst read on OptimizeRx Corp — recommendation, valuation, rhythm, risks.
$25.5M
Total raised · real
4
Rounds
0.9×
Latest step-up
Top 14%
Sector rank · raised
Series A
Latest stage · inferred · Fri May 04 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

OptimizeRx Corp 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 health care 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 1.50× the median modeled value of Series A Other Health Care companies in 2016–2018 (157 peers) — value vs value, same stage and era.
  • Within the normal band (150% of peer median) for its niche.
Dormant
  • Last raise 8.2 yr ago; this sector typically re-raises about every 14 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 Health Care

OptimizeRx Corp is one of 5376 Other Health Care companies tracked from ROCHESTER. 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
6
Investors (latest)
2018-05-04
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$125M$250M$375M$500MSeed · 2008-09-08 Raised $3.5M (real) Modeled valuation $87M (est)$3.5M$87MSeed2008Seed · 2010-06-04 Raised $3.0M (real) Modeled valuation $74M (est)$3.0M$74MSeed2010Series A · 2014-07-01 Raised $10M (real) Modeled valuation $202M (est)$10M$202MSeries A2014Series A · 2018-05-04 Raised $9.0M (real) Modeled valuation $182M (est)$9.0M$182MSeries A2018+$3.0M+$10M+$9.0MCumulative $26M

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$3.5M · 2008
Seed extension$3.0M · 2010
Series A$10.0M · 2014
Series A extension$9.0M · 2018

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
$181.6M
Base estimate est.
$11.5M
Conservative case
$987.5M
Upside case
$40.9M
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 scaled by the health care sector profile. Directional, not a quoted figure.

Seed · modeled $86.7M · 2008-09-082008Seed · modeled $74.4M · 2010-06-04Series A · modeled $201.8M · 2014-07-01Series A · modeled $181.6M · 2018-05-042018
Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
52%
Survival probability
28% low · 71% high
1.43×/yr
Annual markup
1.80×/yr upside case
6.0 yr
Elapsed time used
8.2 yr actual, capped for stale marks
health care
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
39 mo
Avg between rounds
$2.6M/yr
Capital velocity
17.8 yr
On record since
2008
First round
4
Rounds on file
How it compares to the market

Benchmarked against 5376 companies in Other Health Care. 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) 10× above median
This company$25.5M
Sector median$2.4M
Latest round — vs other Series A rounds in sector (real $, this stage) 1.6× above median
This company$9.0M
Sector median$5.6M
Modeled value — vs sector median (estimate, all stages) 8.2× above median
This company$181.6M
Sector median$22.1M

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 #39 of 157.

This companyCohort peer
$100.0M$1.0B$10.0M$100.0MCapital raised (log)HemoSonics, LLC · Series A Raised $24.9M · modeled $302.7M (est)Airxpanders Inc · Series A Raised $60.0M · modeled $300.5M (est)Mercator Medsystems Inc · Series A Raised $20.5M · modeled $289.2M (est)Simple Contacts Inc. · Series A Raised $24.1M · modeled $285.5M (est)AVG Holdings, Inc. · Series A Raised $14.0M · modeled $282.5M (est)Avia Holdings, Llc · Series A Raised $27.9M · modeled $272.7M (est)Traditions at Rivertown Park, LLC · Series A Raised $13.5M · modeled $272.4M (est)Access Integrated Healthcare, LLC · Series A Raised $13.2M · modeled $265.8M (est)Gauss Surgical, Inc. · Series A Raised $20.5M · modeled $254.2M (est)4WEB, Inc. · Series A Raised $12.5M · modeled $252.2M (est)Iantech, Inc. · Series A Raised $12.2M · modeled $246.7M (est)AbsoluteCARE, Inc. · Series A Raised $25.7M · modeled $242.6M (est)OptimizeRx Corp (this company) Raised $25.5M · modeled $181.6M (est)OptimizeRx Corp
CompanyStageRaised · realValue · estvs peer med.
HemoSonics, LLCSeries A$24.9M$302.7M2.50×
Airxpanders IncSeries A$60.0M$300.5M2.48×
Mercator Medsystems IncSeries A$20.5M$289.2M2.39×
Simple Contacts Inc.Series A$24.1M$285.5M2.36×
AVG Holdings, Inc.Series A$14.0M$282.5M2.33×
Avia Holdings, LlcSeries A$27.9M$272.7M2.25×
Traditions at Rivertown Park, LLCSeries A$13.5M$272.4M2.25×
Access Integrated Healthcare, LLCSeries A$13.2M$265.8M2.20×
Gauss Surgical, Inc.Series A$20.5M$254.2M2.10×
4WEB, Inc.Series A$12.5M$252.2M2.08×
Iantech, Inc.Series A$12.2M$246.7M2.04×
AbsoluteCARE, Inc.Series A$25.7M$242.6M2.00×
OptimizeRx Corp this companySeries A$25.5M$181.6M1.50×
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$3.5M2008-09-08$17.5M$86.7M85%
Seed$3.0M2010-06-04$15.0M$74.4M85%
Series A$10.0M2014-07-01$45.5M$201.8M85%
Series A$9.0M2018-05-04$40.9M$181.6M90%
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$3.5M2008-09-08
    • First recorded raise — entered as Seed.
    • 1 investor on this round.
  2. Seed$3.0M2010-06-04
    • Raised again after 21 mo — slower than the ~14 mo sector norm.
    • Round roughly the size of the prior one.
    • 1 investor on this round.
  3. Series A$10.0M2014-07-01
    • Raised again after 49 mo — slower than the ~14 mo sector norm.
    • Round 3.3× larger than the prior — scaling up.
    • Switched to Rule 506(b) (was Rule 06).
  4. Series A$9.0M2018-05-04
    • Raised again after 46 mo — slower than the ~14 mo sector norm.
    • Round roughly the size of the prior one.
    • 6 investors on this round.
Intelligence
2021 ~Q3
Modeled next raise · ~39mo cadence
$9.0M
Modeled next size est.range $9.0M$14.4M
0.9×
Last step-up
$2.6M/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
Douglas Baker3 other2018-05
David Harrell1 other2008-09
David Lester1 other2008-09
David A Harrell2014-07
David David Harrell2010-06
H. David Lester2010-06
Terence J Hamilton2014-07
Terrence David Hamilton2010-06
Terrence Hamilton2008-09
Thomas David Majerowicz2010-06
Thomas Majerowicz2008-09
Registry & provenance

OptimizeRx Corp 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
1448431
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
AbsoluteCARE, Inc.Other Health CareSeries A$25.7M$242.6Msame sector · same stage
Check-Cap LtdOther Health CareSeries A$26.0M$190.1Msame sector · same stage
Dynatronics CorpOther Health CareSeries A$24.8M$141.3Msame sector · same stage
CardioInsight Technologies, Inc.Other Health CareSeries A$24.3M$151.3Msame sector · same stage
BehaveCare Inc.Other Health CareSeries A$24.3M$137.0Msame sector · same stage
SwipeSense, Inc.Other Health CareSeries A$27.0M$214.2Msame sector · same stage
Altura Medical, Inc.Other Health CareSeries A$27.0M$121.1Msame sector · same stage
C D Services of AMERICA, LLCOther Health CareSeries A$27.4M$176.8Msame 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
Optiscan Biomedical CorpOther Health CareSeries B$443.1M91%
FundRx, Inc.Other Health CareSeed$34.5M87%
MedRx Global, Inc.Other Health CarePre-Seed$27.7M86%
Remedtx, Inc.Other Health CarePre-Seed$1.4M86%
BioMedx Group, Inc.Other Health CarePre-Seed$14.0M86%
NexGelRx, Inc.Other Health CareSeed$3.0M86%
Optical X, Inc.Other Health CareSeed$7.6M85%
Optimi Health Corp.HealthtechPre-Seed$797K85%
Frequently asked
How much funding has OptimizeRx Corp raised?
OptimizeRx Corp has raised approximately $25.5M in disclosed capital across 4 recorded financing rounds, aggregated from public filings.
What is OptimizeRx Corp's estimated valuation?
Provath's modeled valuation for OptimizeRx Corp is approximately $181.6M (modeled range $11.5M–$987.5M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is OptimizeRx Corp at?
OptimizeRx Corp's latest modeled financing stage is Series A. Its most recent recorded round closed around Fri May 04.
What does OptimizeRx Corp do and where is it based?
OptimizeRx Corp operates in the Other Health Care sector, based in ROCHESTER.
Explore related

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

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