Charm Solutions

Charm Solutions

Private

Last Round

Seed

Apr 18, 2023

Total Funding Raised

$3.5M

Company Overview

Charm Solutions is a fintech company that offers an AI-driven credit health monitoring solution aimed at enhancing small business credit risk assessment and facilitating informed financing decisions for entrepreneurs.

Sector

FinTech

Verticals

Lending & Credit, Compliance & Risk, Credit Scoring, ML Platforms, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Data as a Service, Services & Consulting

AI Layer

Application

Keywords

SMB lending platformAI credit scoringautomated underwritingSMB credit scorealternative credit scoringembedded financelending APIportfolio monitoringcredit risk modelingloan automationfinancial analyticsdefault risk modelingembeddable widgets

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Charm Solutions Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

View Full Comps Set

Access detailed peer comparisons, multiples, and valuation benchmarks.

Charm Solutions Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedApr 18, 2023
VC RoundNov 2, 2022

Key People

Founding team and executive leadership

John Donovan

Co-Founder, President Chief Revenue Officer

Founding Team

Charm Solutions Investors

Notable investors and investment history

InvestorRounds
BootstrapLabsSeed

Charm Solutions Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

Charm Solutions Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Charm Solutions's valuation, stock price, and market status.

Firmographic Details

HeadquartersCalifornia
Employee Range11
Year Founded2015
Last FundingApr 18, 2023

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.







Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.