Optionality
PrivateLast Round
Pre Seed
Feb 1, 2024
Momentum
Top 5%
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
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Pre Seed | Feb 1, 2024 |
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.
Optionality Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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 |
Frequently Asked Questions
Common questions about Optionality's valuation, stock price, and market status.