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Optionality

Optionality

Private
MontrealAI, Data & Cloud Infrastructurehttps://optionality.ai/

Last Round

Pre Seed

Feb 1, 2024

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

AI, Data & Cloud Infrastructure

Verticals

Vertical SaaS, Business Intelligence, NLP & Conversational AI, Financial Data, Wealth Management

Business Model

B2B

Customer Profile

Subscription SaaS, Data as a Service

AI Layer

Application

Keywords

mergers and acquisitionsM&Aexit planningAI co-pilotbusiness valuationM&A platformAI for M&Agenerative AIM&A advisor toolscompany benchmarkingVertical SaaSprivate deal datadeal techbuyer identificationCIM generationretrieval-augmented generationRAG

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Optionality Comparables

Compare Optionality with similar companies based on industry and business-model similarity.

Optionality comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
ELLA
87%
Exitplanner
85%
Succession AI
84%

Optionality Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Pre SeedFeb 1, 2024

Key People

Founding team and executive leadership

Eric Cardinal

Strategic Advisor To The CEO

Executive Team

Simon Leroux

Founder & CEO

Founding Team

Maxime Martineau

Chief Technology Officer

Executive Team

Optionality Investors

Notable investors and investment history

Optionality investors
InvestorRounds
Inovia CapitalPre Seed
Google for Startups AcceleratorPre Seed
Luge CapitalPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Feb 1, 2024

    Inovia Capital and Luge Capital led the round.

Optionality Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Optionality Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersMontreal
Employee Range23
Year Founded2023
Last FundingFeb 1, 2024

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