Companies · Other

SAWA Investment Holdco, LLC

NEEDHAM · Other

Diligence memoA one-page analyst read on SAWA Investment Holdco, LLC — recommendation, valuation, rhythm, risks.
$430K
Total raised · real
1
Rounds
0.7×
Latest step-up
Top 81%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Tue Jul 06 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

SAWA Investment Holdco, LLC 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.

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

Fair
  • Modeled value is 1.03× the median modeled value of Pre-Seed Other companies in 2019–2021 (1372 peers) — value vs value, same stage and era.
  • Within the normal band (103% of peer median) for its niche.
Dormant
  • Last raise 5.0 yr ago; this sector typically re-raises about every 11 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

SAWA Investment Holdco, LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
5.0 yr record
Peak capital year was 2021 with $710K across 2 filings.
Market position
ahead of 20% of Other peers
Capital scale is ahead of 20% of Other peers; modeled value is above 30% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Lower applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Needs review
Row-level filing totals differ from canonical totals, so amendment/superseded filtering should be checked.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • Sector is still broad/Other, so operating comparables are weak.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2021: $710K across 2 filings.
  • Largest single filing was $430K on 2021-07-06.
  • Filing rows sum to $710K, while canonical raised total is $430K; likely amendments/superseded rows are mixed into the detail view.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • Canonical filtering should be tightened before using row-level totals for diligence.
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

SAWA Investment Holdco, LLC is one of 25015 Other companies tracked from NEEDHAM. By capital raised it ranks in the long tail (ahead of 20% of sector peers), and in the long tail 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
10
Investors (latest)
2021
Year incorporated
2021-07-06
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$2.5M$5.0M$7.5M$10MPre-Seed · 2021-07-06 Raised $430K (real) Modeled valuation $6.4M (est)$430K$6.4MPre-Seed2021Pre-Seed · 2021-07-06 Raised $280K (real) Modeled valuation $4.2M (est)$280K$4.2MPre-Seed2021+$280KCumulative $710K

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
Pre-Seed$430K · 2021
Pre-Seed extension$280K · 2021

Stages are modeled from round size (public records carry no series label). Ladder is contiguous — every modeled rung has a record.

Modeled valuation trajectory
$6.4M
Base estimate est.
$287K
Conservative case
$53.2M
Upside case
$2.4M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Pre-Seeda round under $1.0M). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Pre-Seed · modeled $6.4M · 2021-07-062021Pre-Seed · modeled $4.2M · 2021-07-062021
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
30%
Survival probability
12% low · 55% high
1.55×/yr
Annual markup
2.10×/yr upside case
5.0 yr
Elapsed time used
5.0 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
0 mo
Avg between rounds
Capital velocity
5.0 yr
On record since
2021
First round
2
Rounds on file
How it compares to the market

Benchmarked against 25015 companies in Other. 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) 0.2× of median
This company$430K
Sector median$2.0M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 0.8× of median
This company$280K
Sector median$350K
Modeled value — vs sector median (estimate, all stages) 0.4× of median
This company$6.4M
Sector median$17.7M

Raised more than 20% of sector peers (real $). Modeled value above 30% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Pre-Seed) 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 #676 of 1,372.

This companyCohort peer
$1.0M$10.0M$100.0M$100K$1.0M$10.0MCapital raised (log)Valued, Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)CiiTA, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Wnder, LTD · Pre-Seed Raised $1.0M · modeled $23.1M (est)Supernova Discotheque, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)TommyKnockers LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Irws Llc · Pre-Seed Raised $1.0M · modeled $23.1M (est)Old Club · Pre-Seed Raised $1.0M · modeled $23.1M (est)Finalytix Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)Varfaj Ventures LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Jones Beach Adventure Excursions LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Sun Beef, Llc · Pre-Seed Raised $1.0M · modeled $23.1M (est)Royalty Exchange Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)SAWA Investment Holdco, LLC (this company) Raised $430K · modeled $6.4M (est)SAWA Investment Holdco, LLC
CompanyStageRaised · realValue · estvs peer med.
Valued, Inc.Pre-Seed$1.0M$23.1M3.72×
CiiTA, LLCPre-Seed$1.0M$23.1M3.72×
Wnder, LTDPre-Seed$1.0M$23.1M3.72×
Supernova Discotheque, LLCPre-Seed$1.0M$23.1M3.72×
TommyKnockers LLCPre-Seed$1.0M$23.1M3.72×
Irws LlcPre-Seed$1.0M$23.1M3.72×
Old ClubPre-Seed$1.0M$23.1M3.72×
Finalytix Inc.Pre-Seed$1.0M$23.1M3.72×
Varfaj Ventures LLCPre-Seed$1.0M$23.1M3.72×
Jones Beach Adventure Excursions LLCPre-Seed$1.0M$23.1M3.72×
Sun Beef, LlcPre-Seed$1.0M$23.1M3.72×
Royalty Exchange Inc.Pre-Seed$1.0M$23.1M3.72×
SAWA Investment Holdco, LLC this companyPre-Seed$430K$6.4M1.03×
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.
Pre-Seed$430K2021-07-06$2.4M$6.4M90%
Pre-Seed$280K2021-07-06$1.6M$4.2M90%
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. Pre-Seed$430K2021-07-06
    • First recorded raise — entered as Pre-Seed.
    • 18 investors on this round.
  2. Pre-Seed$280K2021-07-06
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 1.5× smaller than the prior — bridge or down round.
    • 10 investors on this round.
Intelligence
Modeled next raise
$280K
Modeled next size est.range $280K$448K
0.7×
Last step-up
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 Biro1 other2021-07
Brian Trelstad2021-07
Registry & provenance

SAWA Investment Holdco, LLC 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
1870683
SEC CIK
2021
Incorporated
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
Two Tails Story Co. LLCOtherPre-Seed$435K$6.3Msame sector · same stage
EREP Inc.OtherPre-Seed$425K$6.4Msame sector · same stage
UFC Oak2 LLCOtherPre-Seed$425K$6.7Msame sector · same stage
Aliante Capital, LLCOtherPre-Seed$422K$6.5Msame sector · same stage
25M Oio, LlcOtherPre-Seed$440K$6.5Msame sector · same stage
OTL Movie, LLCOtherPre-Seed$420K$6.1Msame sector · same stage
Glacia Inc.OtherPre-Seed$415K$6.1Msame sector · same stage
Altus Brands, LLCOtherPre-Seed$450K$6.5Msame 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
SER Holdco Inc.OtherSeries A$29.7M86%
THB Holdco, LLCOtherSeries A$81.1M86%
Acc Holdco, LlcOtherSeries B$531.7M84%
Essere Management Holdco, LLCOtherSeries A$55.4M84%
Stacked Investment Holdco Inc.OtherPre-Seed$10.8M84%
Forta Holdco, LLCOtherSeed$19.1M84%
Farmadvisor Holdco LLCOtherSeed$16.3M84%
TP Holdco, LLCOtherSeed$9.2M84%
Frequently asked
How much funding has SAWA Investment Holdco, LLC raised?
SAWA Investment Holdco, LLC has raised approximately $430K in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is SAWA Investment Holdco, LLC's estimated valuation?
Provath's modeled valuation for SAWA Investment Holdco, LLC is approximately $6.4M (modeled range $287K–$53.2M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is SAWA Investment Holdco, LLC at?
SAWA Investment Holdco, LLC's latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Tue Jul 06.
What does SAWA Investment Holdco, LLC do and where is it based?
SAWA Investment Holdco, LLC operates in the Other sector, based in NEEDHAM.
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