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Phase 1 Equity

Phase 1 Equity

Private
Chicago, IllinoisHealthcare & Life Scienceshttps://phase1equity.com

Last Round

Private Equity

Sep 1, 2022

Company Overview

Phase 1 Equity operates in Healthcare & Life Sciences and is based in Chicago, Illinois. Its latest recorded funding round was a Private Equity round in September 2022.

Phase 1 Equity is a healthcare services company that operates a doctor-owned platform for orthodontists and pediatric dentists, providing business development, marketing support, and operational management services to prepare practices for future sale.

Sector

Healthcare & Life Sciences

Verticals

Vertical SaaS, Accounting & Expense, HR, Business Intelligence

Business Model

B2B

Customer Profile

Services & Consulting, Revenue Share

AI Layer

Non-AI

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Phase 1 Equity Comparables

Compare Phase 1 Equity with similar companies based on industry and business-model similarity.

Phase 1 Equity comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
EPIC4 Specialty Partners
89%
Vitana Pediatric & Orthodontic Partners
84%
BOND Orthodontic Partners
84%
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Phase 1 Equity Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Private EquitySep 1, 2022
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Key People

Founding team and executive leadership

Michael R.

Chief Executive Officer

Executive Team

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Phase 1 Equity Investors

Notable investors and investment history

Phase 1 Equity investors
InvestorRounds
DuneGlass CapitalPrivate Equity

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 9, 2026

    Grew 100% QoQ from 3 to 6 employees.

  • Oct 29, 2024

    Monthly visitors grew 53% MoM, from 540 to 826.

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Phase 1 Equity Filings

Explore SEC and related filing metadata, where available.

Phase 1 Equity filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Phase 1 Equity's valuation, stock price, and market status.

Is Phase 1 Equity a public or private company?

Phase 1 Equity is a private company.

What is the current stock price of Phase 1 Equity?

Phase 1 Equity is a private company, so its shares have no public market price. Caplight tracks Phase 1 Equity's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Phase 1 Equity worth (valuation)?

Valuation information for Phase 1 Equity is not publicly available.

Can I buy Phase 1 Equity stock?

Phase 1 Equity shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Phase 1 Equity's last funding round?

Phase 1 Equity's most recent funding round was Private Equity on September 1, 2022.

Who are the main investors in Phase 1 Equity?

Key investors in Phase 1 Equity include DuneGlass Capital.

Will Phase 1 Equity IPO soon?

No public IPO plans have been announced for Phase 1 Equity.

How can I track Phase 1 Equity secondary market activity?

Caplight tracks bids, offers, and trades in Phase 1 Equity's shares on secondary markets.

Firmographic Details

HeadquartersChicago, Illinois
Employee Range7
Year Founded2022
Last FundingSep 1, 2022

Institutional Data Access

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