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

PointOne Family Office, LLC

PointOne Family Office, LLC looks fair against its niche peers and is active on financing cadence.

SourceRaising on rhythm with a 6.5× step-up on the last round — momentum worth tracking before it's priced in.

Businessfiled

PointOne Family Office, LLC operates in Other, based in MANHATTAN BEACH.

Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

PointOne Family Office, LLC has raised $6.5M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).

Largest single filing: $6.5M on 2025-12-03.

Most recent recorded round closed around 2025-12-03.

Valuation (modeled)modeled

Provath models PointOne Family Office, LLC at approximately $19M (range $8.9M–$30M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 1.00× the median modeled value of Series A Other companies in 2025–2027 (487 peers) — value vs value, same stage and era. Within the normal band (100% of peer median) for its niche.

Financing rhythm & timingmixed

Last raise 7 mo ago; this sector typically re-raises about every 11 months.

Raising on or ahead of the sector's normal rhythm.

Comparablesmixed

Capital scale ranks ahead of 71% of Other peers (25015 compared).

Modeled value ranks above 52% of those peers.

Closest niche peers: Sea Court GP, LLC, Kastle Biopartners II LP, Econic Investment LLC, DCFC Holdings, LLC, HeadVantage Corp.

Peoplefiled

4 named people on file across officers, directors and signatories.

Risks & flagsmixed

Broad sector classification weakens peer comparison.

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