Optionality
PrivateLast Round
Pre Seed
Feb 1, 2024
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Optionality is a business and productivity software company that provides an AI-powered platform for entrepreneurs and M&A advisors to assist with business valuation, benchmarking, and exit strategy planning.
Sector
Enterprise Software
Verticals
Vertical SaaS, Financial Data, Wealth Management, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS, Data as a Service
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Optionality Comparables
Compare Optionality with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| ELLA | 87% | |
| Exitplanner | 85% | |
| Succession AI | 84% |
Optionality Funding Rounds
Historical fundraising activity
Key People
Founding team and executive leadership
Optionality Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Inovia Capital | Pre Seed |
| Google for Startups Accelerator | Pre Seed |
| Luge Capital | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 22, 2026
Monthly visitors increased 41% MoM, reaching 7.4K.
- Feb 1, 2024
Inovia Capital and Luge Capital led the round.
Recent news
Latest coverage and updates
- partners_withSep 24, 2026
On Sep 24th '26, Optionality and Maclub partner in Canada to help business owners prepare for successful transfers and connect them with advisors and buyers earlier.
Optionality Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Optionality's valuation, stock price, and market status.
Is Optionality a public or private company?
Optionality is a private company.
What is the current stock price of Optionality?
Optionality is a private company, so its shares have no public market price. Caplight tracks Optionality's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Optionality worth (valuation)?
Valuation information for Optionality is not publicly available.
Can I buy Optionality stock?
Optionality shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Optionality's last funding round?
Optionality's most recent funding round was Pre Seed on February 1, 2024.
Who are the main investors in Optionality?
Key investors in Optionality include Inovia Capital.
Will Optionality IPO soon?
No public IPO plans have been announced for Optionality.
How can I track Optionality secondary market activity?
Caplight tracks bids, offers, and trades in Optionality's shares on secondary markets.