# Bold Strategies funding: rounds and investors

> Bold Strategies has raised $2.3M across 1 round since 2022. Every round with its source.

Source: https://millionrounds.com/company/bold-strategies (Millionrounds; every figure on the page links to its filing or article)

United States · [Venture startup](https://millionrounds.com/companies)

# Who invested in *Bold Strategies*

One round we have observed, with the 0 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

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Funding summary Updated 31 Oct 2026

**$2.3M** raised across 1 round since 2022, from 1 source

- **Latest round:** Venture, $2.3M May 2022
- **Investors:** 0

See who backed them

## The rounds

- **May 2022** Venture **$2.3M** No investor was named in the report. Source recorded

## Founders and team

From the SEC filings it signed: 3 on the team.

- **Allan F. Peretz** Executive Officer, Director i
- **Horacio J. Trevino** Executive Officer, Director i
- **Lisa J. Peretz** Executive Officer, Director i

On the board, as filed i *Thomas J. Tessmer*

## Also claim to have backed them

This firm lists Bold Strategies as a portfolio company on their own website, but no report of a round names it. They are the firms' own claims, kept apart from the rounds above.

[Montage Capital](https://millionrounds.com/fund/montage-capital) Private equity Per its own site

## Quick answers about Bold Strategies

### How much has Bold Strategies raised?

Bold Strategies has raised $2.3M across 1 round since 2022.

### When did Bold Strategies last raise?

Bold Strategies's most recent round was a Venture of $2.3M in May 2022.

### What was Bold Strategies's biggest round?

Its most recent round, $2.3M in May 2022, is also its largest on record.

### What stage is Bold Strategies at?

Bold Strategies's latest named round is a Venture, in May 2022.

### Where is Bold Strategies based?

Bold Strategies is based in the United States.

## Companies like Bold Strategies

In the same sector, and raised in the last eighteen months.

[**Kevel** $75M · Oct 2026](https://millionrounds.com/company/kevel)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**Gradient** $24M · Oct 2026](https://millionrounds.com/company/gradient)[**Pipedrive** $90M · Sept 2026](https://millionrounds.com/company/pipedrive)[**7Pi** $125K · Sept 2026](https://millionrounds.com/company/7pi)[**Zeely** $8.8M · Sept 2026](https://millionrounds.com/company/zeely)

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