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Way2B1

Way2B1

Private
San Francisco, CaliforniaEnterprise Softwarehttps://www.way2b1.com/

Last Round

Seed

Sep 2, 2015

Total Funding Raised

$700,000

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Way2B1 operates in Enterprise Software and is based in San Francisco, California. Its latest recorded funding round was a Seed round in September 2015.

Way2B1 is a fintech company that provides a collaborative platform designed to streamline life management, operations, and communication for family offices and wealth management firms.

Sector

Enterprise Software

Verticals

Wealth Management, Vertical SaaS, Document Management, Workflow Automation, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

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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Way2B1 Comparables

Compare Way2B1 with similar companies based on industry and business-model similarity.

Way2B1 comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
iPaladin
88%
Summitas
87%
Trusted Family
83%
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Way2B1 Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedSep 2, 2015
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Key People

Founding team and executive leadership

Wayne Osborne

CEO

Executive Team

Michael Sewell

Chief Technology Officer & Chief Operating Officer

Executive Team

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Way2B1 Investors

Notable investors and investment history

Way2B1 investors
InvestorRounds
ThirdStream PartnersSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors increased 45% MoM.

  • Nov 11, 2024

    Monthly visitors grew 40% MoM.

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Way2B1 Filings

Explore SEC and related filing metadata, where available.

Way2B1 filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Way2B1's valuation, stock price, and market status.

Is Way2B1 a public or private company?

Way2B1 is a private company.

What is the current stock price of Way2B1?

Way2B1 is a private company, so its shares have no public market price. Caplight tracks Way2B1's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Way2B1 worth (valuation)?

Valuation information for Way2B1 is not publicly available.

Can I buy Way2B1 stock?

Way2B1 shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Way2B1's last funding round?

Way2B1's most recent funding round was Seed on September 2, 2015.

Who are the main investors in Way2B1?

Key investors in Way2B1 include ThirdStream Partners.

Will Way2B1 IPO soon?

No public IPO plans have been announced for Way2B1.

How can I track Way2B1 secondary market activity?

Caplight tracks bids, offers, and trades in Way2B1's shares on secondary markets.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range20
Year Founded2015
Last FundingSep 2, 2015

Institutional Data Access

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

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