Diligence memo · auto-generated · as of July 2, 2026

Osmosis Holdings, LP

Osmosis Holdings, LP looks fair against its niche peers and is dormant on financing cadence.

DeprioritizeFinancing has gone silent well past the sector's normal cadence — treat as inactive until outside confirmation of a live operation.

Businessfiled

Osmosis Holdings, LP operates in AI / ML, based in GRAND CAYMAN, CA, USA. Reinforcement Learning (RL) for AI Agents

Sub-sector tags: Artificial Intelligence, Infrastructure, Machine Learning, Reinforcement Learning, ai/ml, devtools.

Capital & rounds (filed)filed

Osmosis Holdings, LP has raised $233M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series D+ (a $100M–$400M round).

Largest single filing: $177M on 2021-07-31.

Most recent recorded round closed around 2021-07-31.

Valuation (modeled)modeled

Provath models Osmosis Holdings, LP at approximately $5.3B (range $983M–$10.3B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 0.95× the median modeled value of Series D+ AI / ML companies in 2019–2021 (8 peers) — value vs value, same stage and era. Within the normal band (95% of peer median) for its niche.

Financing rhythm & timingmixed

Last raise 4.9 yr ago; this sector typically re-raises about every 11 months.

Silent for over 3× the sector's normal cadence.

The last round stepped up 3.2× from the prior — scaling.

Comparablesmixed

Capital scale ranks ahead of 98% of AI / ML peers (2067 compared).

Modeled value ranks above 99% of those peers.

Closest niche peers: GrubMarket, Inc., Highspot, Inc., Amplitude, Inc., Tanium Inc., Vectra AI, Inc..

Peoplefiled

1 named person on file across officers, directors and signatories.

Risks & flagsmixed

Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.