Companies · Other

Avant-Garde Wealth Management Inc.

Denver · Other

Diligence memoA one-page analyst read on Avant-Garde Wealth Management Inc. — recommendation, valuation, rhythm, risks.
$700K
Total raised · real
2
Rounds
0.4×
Latest step-up
Top 71%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Tue Dec 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Avant-Garde Wealth Management Inc. looks under-valued against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Under-valued
  • Modeled value is 0.58× the median modeled value of Pre-Seed Other companies in 2007–2009 (465 peers) — value vs value, same stage and era.
Dormant
  • Last raise 16.6 yr ago; this sector typically re-raises about every 11 months.
  • Silent for over 3× the sector's normal cadence.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Other

Avant-Garde Wealth Management Inc. is one of 25015 Other companies tracked from Denver. By capital raised it ranks in the long tail (ahead of 30% of sector peers), and in the long tail by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$5.0M$10M$15M$20MPre-Seed · 2009-08-04 Raised $500K (real) Modeled valuation $12M (est)$500K$12MPre-Seed2009Pre-Seed · 2009-12-01 Raised $200K (real) Modeled valuation $4.6M (est)$200K$4.6MPre-Seed2009+$200KCumulative $700K

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Pre-Seed$500K · 2009
Pre-Seed extension$200K · 2009

Stages are modeled from round size (public records carry no series label). Ladder is contiguous — every modeled rung has a record.

Modeled valuation trajectory
$4.6M
Base estimate est.
$133K
Conservative case
$52.4M
Upside case
$1.1M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Pre-Seeda round under $1.0M). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Pre-Seed · modeled $11.6M · 2009-08-042009Pre-Seed · modeled $4.6M · 2009-12-012009
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
30%
Survival probability
12% low · 55% high
1.55×/yr
Annual markup
2.10×/yr upside case
6.0 yr
Elapsed time used
16.6 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
4 mo
Avg between rounds
$2.1M/yr
Capital velocity
16.9 yr
On record since
2009
First round
2
Rounds on file
How it compares to the market

Benchmarked against 25015 companies in Other. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 0.3× of median
This company$700K
Sector median$2.0M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 0.6× of median
This company$200K
Sector median$350K
Modeled value — vs sector median (estimate, all stages) 0.3× of median
This company$4.6M
Sector median$17.7M

Raised more than 30% of sector peers (real $). Modeled value above 24% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Pre-Seed) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #342 of 465.

This companyCohort peer
$1.0M$10.0M$100.0M$100K$1.0M$10.0MCapital raised (log)Miche Bag, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Saint James CO · Pre-Seed Raised $1.0M · modeled $23.1M (est)Soundbox Investment, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Summit Brand Holdings, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Alaska Juneau Aeronautics Inc · Pre-Seed Raised $1.0M · modeled $23.1M (est)Acelero Inc · Pre-Seed Raised $1.0M · modeled $23.1M (est)Intelleq Holdings, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Creative Snacks Co., LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Rolly's Convenient Foods, Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)UA Imports, Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)FEED Foods, Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)Private Sector Nation Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)Avant-Garde Wealth Management Inc. (this company) Raised $700K · modeled $4.6M (est)Avant-Garde Wealth Management Inc.
CompanyStageRaised · realValue · estvs peer med.
Miche Bag, LLCPre-Seed$1.0M$23.1M2.88×
Saint James COPre-Seed$1.0M$23.1M2.88×
Soundbox Investment, LLCPre-Seed$1.0M$23.1M2.88×
Summit Brand Holdings, LLCPre-Seed$1.0M$23.1M2.88×
Alaska Juneau Aeronautics IncPre-Seed$1.0M$23.1M2.88×
Acelero IncPre-Seed$1.0M$23.1M2.88×
Intelleq Holdings, LLCPre-Seed$1.0M$23.1M2.88×
Creative Snacks Co., LLCPre-Seed$1.0M$23.1M2.88×
Rolly's Convenient Foods, Inc.Pre-Seed$1.0M$23.1M2.88×
UA Imports, Inc.Pre-Seed$1.0M$23.1M2.88×
FEED Foods, Inc.Pre-Seed$1.0M$23.1M2.88×
Private Sector Nation Inc.Pre-Seed$1.0M$23.1M2.88×
Avant-Garde Wealth Management Inc. this companyPre-Seed$700K$4.6M0.58×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Pre-Seed$500K2009-08-04$2.8M$11.6M90%
Pre-Seed$200K2009-12-01$1.1M$4.6M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Pre-Seed$500K2009-08-04
    • First recorded raise — entered as Pre-Seed.
  2. Pre-Seed$200K2009-12-01
    • Came back fast: 4 mo vs the ~11 mo sector norm.
    • Round 2.5× smaller than the prior — bridge or down round.
Intelligence
2010 ~Q1
Modeled next raise · ~4mo cadence
$200K
Modeled next size est.range $200K$320K
0.4×
Last step-up
$2.1M/yr
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Eric D. Patton2009-08
Jason T. Blom2009-08
Jennifer Patton2009-08
Jennifer T. Patton2009-12
Jon E. Dubravac2009-08
Nicole Marokus2009-08
Nicole T. Marokus2009-12
Registry & provenance

Avant-Garde Wealth Management Inc. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1470543
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

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June 12 Ltd Liability CoOtherPre-Seed$650K$4.7Msame sector · same stage
Discourse Analytics, Inc.OtherPre-Seed$795K$4.6Msame sector · same stage
CavitroniX CorpOtherPre-Seed$615K$4.6Msame sector · same stage
Natural Life Franchise CorpOtherPre-Seed$606K$4.5Msame sector · same stage
Frequently asked
How much funding has Avant-Garde Wealth Management Inc. raised?
Avant-Garde Wealth Management Inc. has raised approximately $700K in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Avant-Garde Wealth Management Inc.'s estimated valuation?
Provath's modeled valuation for Avant-Garde Wealth Management Inc. is approximately $4.6M (modeled range $133K–$52.4M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Avant-Garde Wealth Management Inc. at?
Avant-Garde Wealth Management Inc.'s latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Tue Dec 01.
What does Avant-Garde Wealth Management Inc. do and where is it based?
Avant-Garde Wealth Management Inc. operates in the Other sector, based in Denver.
Explore related

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