Companies · Retailing

Serena & Lily Inc

SAUSALITO · Retailing

Diligence memoA one-page analyst read on Serena & Lily Inc — recommendation, valuation, rhythm, risks.
$79.2M
Total raised · real
5
Rounds
0.4×
Latest step-up
Top 5%
Sector rank · raised
Series C
Latest stage · inferred · Tue Jun 30 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Serena & Lily Inc looks under-valued 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 retail sector profile.

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

Under-valued
  • Modeled value is 0.39× the median modeled value of Series C Retailing companies in 2019–2021 (10 peers) — value vs value, same stage and era.
Dormant
  • Last raise 6.0 yr ago; this sector typically re-raises about every 13 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 Retailing

Serena & Lily Inc is one of 2347 Retailing companies tracked from SAUSALITO. By capital raised it ranks among the largest (ahead of 96% of sector peers), and among the largest 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
12
Investors (latest)
2020-06-30
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$500MPre-Seed · 2010-03-01 Raised $500K (real) Modeled valuation $3.9M (est)$500K$3.9MPre-Seed2010Series A · 2010-05-12 Raised $4.5M (real) Modeled valuation $23M (est)$4.5M$23MSeries A2010Series A · 2011-10-27 Raised $12M (real) Modeled valuation $62M (est)$12M$62MSeries A2011Series C · 2014-03-19 Raised $43M (real) Modeled valuation $250M (est)$43M$250MSeries C2014Series C · 2020-06-30 Raised $19M (real) Modeled valuation $112M (est)$19M$112MSeries C2020+$4.5M+$12M+$43M+$19MCumulative $79M

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$500K · 2010
Series A$4.5M · 2010no Seed on file
Series A extension$12.0M · 2011
Series C$42.9M · 2014no Series B on file
Series C extension$19.3M · 2020

Stages are modeled from round size (public records carry no series label). No record for: Seed, Series B — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 60%.

Modeled valuation trajectory
$112.4M
Base estimate est.
$67.2M
Conservative case
$296.0M
Upside case
$128.7M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ca $40M–$100M round). Valuation is modeled from stage benchmarks scaled by the retail sector profile. Directional, not a quoted figure.

Pre-Seed · modeled $3.9M · 2010-03-012010Series A · modeled $23.1M · 2010-05-12Series A · modeled $61.6M · 2011-10-27Series C · modeled $249.9M · 2014-03-19Series C · modeled $112.4M · 2020-06-302020
Model inputs · modeled:benchmark-stage-stepup-v1
15%
Dilution assumption
Implied ownership sold in the financing.
70%
Survival probability
52% low · 81% high
1.04×/yr
Annual markup
1.19×/yr upside case
6.0 yr
Elapsed time used
6.0 yr actual, capped for stale marks
retail
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
31 mo
Avg between rounds
$7.7M/yr
Capital velocity
16.3 yr
On record since
2010
First round
5
Rounds on file
How it compares to the market

Benchmarked against 2347 companies in Retailing. 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) 50× above median
This company$79.2M
Sector median$1.6M
Latest round — vs other Series C rounds in sector (real $, this stage) 0.4× of median
This company$19.3M
Sector median$50.0M
Modeled value — vs sector median (estimate, all stages) 19× above median
This company$112.4M
Sector median$5.8M

Raised more than 96% of sector peers (real $). Modeled value above 93% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series C) 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 #9 of 10.

This companyCohort peer
$10.0M$100.0M$1.0B$10.0M$100.0M$1.0BCapital raised (log)Allbirds, Inc. · Series C Raised $200.6M · modeled $569.0M (est)Coola Llc · Series C Raised $74.1M · modeled $431.4M (est)Buyk Corp. · Series C Raised $59.4M · modeled $333.6M (est)Baby List, Inc. · Series C Raised $60.0M · modeled $332.6M (est)Tamara Mellon Brand, Inc. · Series C Raised $90.5M · modeled $291.0M (est)Glozal, Inc. · Series C Raised $50.0M · modeled $282.6M (est)Shock Doctor Holdings, LLC · Series C Raised $105.9M · modeled $277.7M (est)Eurostar Inc. · Series C Raised $76.5M · modeled $232.3M (est)1stdibs.com, Inc. · Series C Raised $98.7M · modeled $22.5M (est)Serena & Lily Inc (this company) Raised $79.2M · modeled $112.4M (est)Serena & Lily Inc
CompanyStageRaised · realValue · estvs peer med.
Allbirds, Inc.Series C$200.6M$569.0M1.98×
Coola LlcSeries C$74.1M$431.4M1.50×
Buyk Corp.Series C$59.4M$333.6M1.16×
Baby List, Inc.Series C$60.0M$332.6M1.16×
Tamara Mellon Brand, Inc.Series C$90.5M$291.0M1.01×
Glozal, Inc.Series C$50.0M$282.6M0.99×
Shock Doctor Holdings, LLCSeries C$105.9M$277.7M0.97×
Eurostar Inc.Series C$76.5M$232.3M0.81×
Serena & Lily Inc this companySeries C$79.2M$112.4M0.39×
1stdibs.com, Inc.Series C$98.7M$22.5M0.08×
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$500K2010-03-01$2.8M$3.9M85%
Series A$4.5M2010-05-12$20.5M$23.1M85%
Series A$12.0M2011-10-27$54.5M$61.6M85%
Series C$42.9M2014-03-19$286.2M$249.9M85%
Series C$19.3M2020-06-30$128.7M$112.4M90%
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$500K2010-03-01
    • First recorded raise — entered as Pre-Seed.
    • 3 investors on this round.
  2. Series A$4.5M2010-05-12
    • Came back fast: 2 mo vs the ~13 mo sector norm.
    • Round 9.0× larger than the prior — scaling up.
    • 4 investors on this round.
  3. Series A$12.0M2011-10-27
    • Raised 18 mo later, in step with the ~13 mo sector norm.
    • Round 2.7× larger than the prior — scaling up.
    • 5 investors on this round.
  4. Series C$42.9M2014-03-19
    • Raised again after 29 mo — slower than the ~13 mo sector norm.
    • Round 3.6× larger than the prior — scaling up.
    • Switched to Rule 506(b) (was Rule 06).
    • 1 investor on this round.
  5. Series C$19.3M2020-06-30
    • Raised again after 75 mo — slower than the ~13 mo sector norm.
    • Round 2.2× smaller than the prior — bridge or down round.
    • 12 investors on this round.
Intelligence
2023 ~Q1
Modeled next raise · ~31mo cadence
$19.3M
Modeled next size est.range $19.3M$30.9M
0.4×
Last step-up
$7.7M/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
Brian O'Malley17 other2010-03
Kirsten Green17 other2010-03
Adam Ross4 other2020-06
Lily Kanter2 other2010-03
Hamilton South1 other2010-05
KEARNON O'MOLONY1 other2014-03
Marla Sabo1 other2010-05
Susy Korb1 other2020-06
AARON MUTSCHELLER2014-03
Bill Jesse2010-03
Brett Hilton2020-06
CHRISTINE BEAUCHAMP2014-03
Elyce Arons2010-03
Ken Rood2010-03
Lori Greeley2020-06
Mitchell Green2011-10
Niniane Wang2020-06
Phil Neri2011-10
Serena Dugan2010-03
TIM SCHIFTER2014-03
Registry & provenance

Serena & Lily Inc 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
1432370
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
Bonobos IncRetailingSeries C$136.9M$320.1Mnetwork1 shared operator · same sector · same stage
GPB Automotive Portfolio, LPRetailingSeries C$82.0M$180.5Msame sector · same stage
Charming Charlie Holdings Inc.RetailingSeries C$90.8M$60.4Msame sector · same stage
PartsChannel Investors, Inc.RetailingSeries C$64.9M$117.6Msame sector · same stage
Mystery Tackle Box, Inc.RetailingSeries C$63.9M$49.4Msame sector · same stage
1stdibs.com, Inc.RetailingSeries C$98.7M$22.5Msame sector · same stage
Gee Automotive Holdings, L.L.C.RetailingSeries C$101.9M$51.1Msame sector · same stage
Global Uprising,PBCOther TechnologySeries C$82.6M$44.2Mnetwork1 shared operator · 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
Botany, Inc.RetailingPre-Seed$736K85%
Raven & Lily PBCRetailingSeed$6.8M84%
Ella & Oak LLCRetailingPre-Seed$1.2M83%
Overnight Flowers, Inc.RetailingPre-Seed$1.8M82%
Kitty & Vibe Inc.RetailingSeed$4.2M82%
ROMANTIC FLOWER WORLD LtdRetailingSeries A$13.2M82%
Nourish & Bloom LLCRetailingPre-Seed$1.7M82%
Billie, Inc.RetailingSeries A$31.7M82%
Frequently asked
How much funding has Serena & Lily Inc raised?
Serena & Lily Inc has raised approximately $79.2M in disclosed capital across 5 recorded financing rounds, aggregated from public filings.
What is Serena & Lily Inc's estimated valuation?
Provath's modeled valuation for Serena & Lily Inc is approximately $112.4M (modeled range $67.2M–$296.0M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Serena & Lily Inc at?
Serena & Lily Inc's latest modeled financing stage is Series C. Its most recent recorded round closed around Tue Jun 30.
What does Serena & Lily Inc do and where is it based?
Serena & Lily Inc operates in the Retailing sector, based in SAUSALITO.
Explore related

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

Is this your company?

If you work at Serena & Lily Inc, claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.