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Charta Health

Charta Health

Private
San Francisco, CaliforniaHealthcare & Life Scienceshttps://chartahealth.com

Last Round

Series B

Nov 10, 2026

Est. Valuation

$116.9M

Total Funding Raised

$85.1M

Momentum

Top 1%

of companies Caplight tracks

Company Overview

Charta Health operates in Healthcare & Life Sciences and is based in San Francisco, California. Its latest recorded funding round was a Series B round in November 2026.

Charta Health is a healthcare technology company that provides an AI-powered platform to automate manual patient chart review, a process that links clinical documentation to accurate coding and billing.

Sector

Healthcare & Life Sciences

Verticals

Revenue Cycle, Medical AI, EHR & EMR, Healthcare Analytics, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

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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Charta Health Comparables

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

Charta Health comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
CodaMetrix
89%
Arintra
88%
Adonis
87%
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Charta Health Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BNov 10, 2026
Series AJul 22, 2025
SeedFeb 27, 2025
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Key People

Founding team and executive leadership

Scott Morris

Co-Founder CTO

Founding Team

Justin Liu

Co-Founder, CEO

Founding Team

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Charta Health Investors

Notable investors and investment history

Charta Health investors
InvestorRounds
Bain Capital VenturesSeries B, Series A, Seed
SV AngelSeries A, Seed
South Park CommonsSeries B, Series A, Seed
Refract VenturesSeries A, Seed
SpringRock VenturesSeries A, Seed
Madrona Venture GroupSeries B, Series A
QuantumLightSeries B
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Market signals

Structured signals derived from secondary market and firmographic data.

  • Nov 10, 2026

    AI chart review platform preparing for launch.

  • Nov 10, 2026

    Launched 'Charta for Payers' and 'Charta for Providers'.

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Recent news

Latest coverage and updates

  • launchesNov 10, 2026

    Charta Health is set to officially launch Charta for Payers and Charta for Providers, AI products that improve accuracy and operational efficiency and check charts against coding guidelines, payer rules, and clinical protocols.

  • receives_financingNov 10, 2026

    Charta Health receives $55M in Series B funding led by Insight Partners in California on Nov 10th '26 to accelerate AI research and development and launch its payer and provider products.

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Charta Health Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Charta Health a public or private company?

Charta Health is a private company.

What is the current stock price of Charta Health?

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

How much is Charta Health worth (valuation)?

Charta Health's valuation is estimated at $116.9M based on funding round data.

Can I buy Charta Health stock?

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

When was Charta Health's last funding round?

Charta Health's most recent funding round was Series B on November 10, 2026.

Who are the main investors in Charta Health?

Key investors in Charta Health include Bain Capital Ventures, Insight Partners.

Will Charta Health IPO soon?

No public IPO plans have been announced for Charta Health.

How can I track Charta Health secondary market activity?

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range93
Year Founded2023
Last FundingNov 10, 2026

Institutional Data Access

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