Onfolio Holdings, Inc.

ONFO

$1.18

-6.35%

N/A-$0.08

Servicios de comunicación

Contenido e información de Internet

NASDAQ

Negociación activa

Onfolio Holdings, Inc. se dedica a establecer y gestionar una cartera diversa y financieramente exitosa de empresas basadas en internet. La empresa ...

Cadena de suministro de ONFO

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

OpenAI

Anthropic

Stripe Inc.

ThriveCart

Microsoft Corporation

OpenAI

Frontier AI model provider for SharePulse, Parlance, and Pace Generative GEO platforms

Anthropic

Frontier AI model provider (Claude) for SharePulse, Parlance AI-powered platforms

Alphabet Inc. (Google)

NASDAQ:GOOGL

Google Cloud infrastructure, Google Ads/SEO platform dependency for agency subsidiaries, Google AI Overviews visibility for Pace Generative clients

Stripe Inc.

Primary payment processing gateway for B2C product sales (Mighty Deals, Proofread Anywhere, Vital Reaction)

Shopify Inc.

NYSE:SHOP

E-commerce platform for digital product sales via Mighty Deals and other B2C brands

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

B2B enterprises seeking digital marketing & SEO (via RevenueZen)

Higher education & healthcare institutions (via Eastern Standard)

Dental practices (via DDS Rank)

Public companies & IR firms (via SharePulse & Parlance)

Proofreading students (via Proofread Anywhere)

Creative professionals (via Mighty Deals)

Health & wellness consumers (via Vital Reaction)

Content creators & digital educators (via Strategic Partnership Program)

B2B enterprises seeking digital marketing & SEO (via RevenueZen)

B2B SEO/GEO agency clients; professional service firms seeking organic search visibility and LinkedIn marketing · 25.0%

Higher education & healthcare institutions (via Eastern Standard)

Website design, development, and digital strategy clients of the Eastern Standard agency · 15.0%

Dental practices (via DDS Rank)

SEO and paid advertising services for dentists to increase patient acquisition through online search · 3.0%

Public companies & IR firms (via SharePulse & Parlance)

AI-powered investor relations analytics and communications platform clients; launched June 2026 · 2.0%

Proofreading students (via Proofread Anywhere)

B2C online course sales teaching professional proofreading skills; primary B2C revenue driver · 10.0%

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Starboard Value Acquisition (Digital holding)

MercadoLibre Inc.

NASDAQ:MELI

Digital commerce and online platform ecosystem — broader and larger Latin American e-commerce/fintech proxy, though not directly comparable to Onfolio's holding company model

IAC Inc.

NASDAQ:IAC

Pure-play publicly traded holding company that acquires and operates digital media and internet businesses across multiple verticals — the most analogous business model to Onfolio but at vastly larger scale

Starboard Value Acquisition (Digital holding)

Unconfirmed

SPAC/blank-check and digital holding companies represent the closest structural comparables. However, no direct micro-cap publicly traded pure-play equivalent exists at Onfolio's scale.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

United States

Global (AI Model Supply)

Japan / China

B2B enterprises (US-based)

US dental practices (DDS Rank)

US higher education & healthcare (Eastern Standard)

OpenAI

Anthropic

Alphabet Inc. (Google)

Vital Reaction physical goods suppliers (Japan & China)

United States

Primary operations and customer base; all subsidiaries domiciled in Delaware with US-based clients

B2B enterprises (US-based)Primary market for all agency and AI services

US dental practices (DDS Rank)Niche vertical customer concentration in US dentistry market

US higher education & healthcare (Eastern Standard)Institutional clients concentrated in US

Global (AI Model Supply)

Dependency on US-based AI companies (OpenAI, Anthropic, Google) for critical platform infrastructure

OpenAIAI model API provider; US-based with global IP exposure

AnthropicAI model API provider; US-based

Alphabet Inc. (Google)NASDAQ:GOOGLGoogle Cloud, Ads, and AI Overviews platform dependency

Japan / China

Physical supplement sourcing for Vital Reaction (molecular hydrogen products sourced from US, Japan, and China)

Vital Reaction physical goods suppliers (Japan & China)Supplement/product sourcing exposure to international supply chain and tariff risks

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

High

High concentration in B2B agency services (~79% of revenue); Eastern Standard and RevenueZen together represent a large portion of total revenue. Loss of a major agency client could materially impact financials.

Other

High

AI model dependency risk — SharePulse, Parlance, and Pace Generative rely on frontier AI models from OpenAI and Anthropic. Changes in API pricing, access restrictions, or model capabilities could disrupt product offerings.

Other

Critical

Micro-cap liquidity and going concern risk — market cap ~$2.6M, negative net income, reliance on equity facility ($100M) and digital asset sales for working capital. Revenue declined 34% YoY in Q1 2026.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

B2B Services (Agency & AI)

79.0%

$0.0B

Drives demand for frontier AI models (OpenAI, Anthropic), cloud infrastructure, and digital marketing tooling. Agencies (Eastern Standard, RevenueZen, SEO Butler, Contentellect, DDS Rank, Pace Generative) require hosting, SaaS tools, and payment infrastructure.

B2C Products (Digital Courses & E-commerce)

21.0%

$0.0B

Generates demand for e-commerce platforms (Shopify, Stripe/PayPal), content delivery networks, email marketing tools, and physical supplement sourcing (Vital Reaction). Lower margin but diversified revenue base.

Sobre nosotrosPolítica de privacidadTérminos de servicioAviso legalDirectorio de accionesETFÍndicesCarteras 13FPrecios objetivoHerramientas gratuitasMapa tecnológicoÚnete a nuestro Slack

Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal

Onfolio Holdings, Inc.

Cadena de suministro de ONFO

Aguas arriba

OpenAI

Anthropic

Alphabet Inc. (Google)

Stripe Inc.

Shopify Inc.

Amazon Web Services (AWS)

ThriveCart

Microsoft Corporation

View More

Aguas abajo

B2B enterprises seeking digital marketing & SEO (via RevenueZen)

Higher education & healthcare institutions (via Eastern Standard)

Dental practices (via DDS Rank)

Public companies & IR firms (via SharePulse & Parlance)

Proofreading students (via Proofread Anywhere)

Creative professionals (via Mighty Deals)

Health & wellness consumers (via Vital Reaction)

Content creators & digital educators (via Strategic Partnership Program)

View More

Comparables

MercadoLibre Inc.

IAC Inc.

Starboard Value Acquisition (Digital holding)

Geografía

United States

Global (AI Model Supply)

Japan / China

Cadena de suministro de ONFO

Aguas arriba

OpenAI

Anthropic

Alphabet Inc. (Google)

Stripe Inc.

Shopify Inc.

Amazon Web Services (AWS)

ThriveCart

Microsoft Corporation

View More

Aguas abajo

B2B enterprises seeking digital marketing & SEO (via RevenueZen)

Higher education & healthcare institutions (via Eastern Standard)

Dental practices (via DDS Rank)

Public companies & IR firms (via SharePulse & Parlance)

Proofreading students (via Proofread Anywhere)

Creative professionals (via Mighty Deals)

Health & wellness consumers (via Vital Reaction)

Content creators & digital educators (via Strategic Partnership Program)

View More

Comparables

MercadoLibre Inc.

IAC Inc.

Starboard Value Acquisition (Digital holding)

Geografía

United States

Global (AI Model Supply)

Japan / China