Berkeley · CA, USA · founded 2014 · https://www.ownerscircle.com
Diligence memoA one-page analyst read on Owners Circle — recommendation, valuation, rhythm, risks.→Owners Circle: limited disclosed financing to assess.
Synthesized from the figures below est. — every claim rests on a number shown on this page.
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”
Kickstarter for local businesses
OwnersCircle provides small business owners with the online tools and financial information that they need in order to navigate the complex world of business financing. The reality is that there is no easy way to search for small business financial products, which creates a headache for already time-strapped business owners. Recent reports show that owners spend an enormous amount of time (25 hrs on average) searching and applying for loan products, with many focusing on lenders that have high rejection rates and long, complex processes. There's a better way! There are a growing number of banks and alternative lenders that want to work with small businesses and are willing to compete for their business. Our platform provides owners with the information they need in order to identify, compare, and apply for financial products that can help take their business to the next level. Why Use OwnersCircle? 1. Get access to free, online tools to identify financial institutions that actively lend to growing small businesses 2. Shop and compare a variety of lenders and their loan products 3. Use one platform to complete your financing search versus spending countless days researching and completing lender applications only to find out you're not a fit 4. Free access to our team of funding consultants to answer any questions you may have throughout the process What Types of Business Financial Products does OwnersCircle Include? - Lender Types: Local Banks and Alternative Lenders - Product Types: SBA Term Loans, Bank Term Loans, Alternative Term Loans, Asset-based Loans and more Why Would I Need Business Financing? New location or remodel current space Purchase inventory Purchase equipment Hire additional employees Manage cash flow Refinance/consolidate current debt Marketing and advertising
As reported in public records reported — not modeled.
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.
No round amounts on record to chart.
No staged rounds to sequence.
Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.
Not enough modeled valuation points to chart a trajectory.
Benchmarked against 8525 companies in this sector. 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.
Raised more than 96% of sector peers (real $). Modeled value above 96% of peers (estimate).
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.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| No rounds recorded. | |||||
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.
Owners Circle is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.
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.
| Company | Sector | Stage | Value · est | Match |
|---|---|---|---|---|
| START Owners Aggregator, LLC | Other | Series B | $103.1M | 74% |
| Owners Capital LLC | Other | Series A | $20.4M | 73% |
| ClickPe Finance on a Click | Fintech | — | — | 71% |
| Memberstack Build a custom SaaS or membership site with Webflow or Wordpress | Fintech | — | — | 71% |
| Jenfi Jenfi provides revenue-based financing for digital businesses in Asia | Fintech | — | — | 71% |
| Lofty Building the NASDAQ for Real Estate. | Crypto / Web3 | — | — | 71% |
| LenderLive Holdings, Inc. | Other | Series A | $103.0M | 70% |
| Pry Financials Finance for Founders | Fintech | — | — | 70% |
See where Owners Circle sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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