Companies · Other

Berkeley Research Group LLC

EMERYVILLE · Other

Diligence memoA one-page analyst read on Berkeley Research Group LLC — recommendation, valuation, rhythm, risks.
$65.9M
Total raised · real
7
Rounds
1.8×
Latest step-up
Top 6%
Sector rank · raised
Series B
Latest stage · inferred · Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Berkeley Research Group LLC 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 0.14× the median modeled value of Series B Other companies in 2016–2018 (298 peers) — value vs value, same stage and era.
Dormant
  • Last raise 9.6 yr ago; this sector typically re-raises about every 11 months.
  • Silent for over 3× the sector's normal cadence.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

Berkeley Research Group LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
11.5 yr record
Peak capital year was 2015 with $45.9M across 3 filings.
Market position
ahead of 95% of Other peers
Capital scale is ahead of 95% of Other peers; modeled value is above 70% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Lower applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Consistent
Canonical totals and visible filing detail are broadly aligned.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • Sector is still broad/Other, so operating comparables are weak.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2015: $45.9M across 3 filings.
  • Largest single filing was $23.5M on 2015-01-01.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • The more important signal is lifecycle: repeated filings ended years ago, so current activity needs outside confirmation.
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

Berkeley Research Group LLC is one of 25015 Other companies tracked from EMERYVILLE. By capital raised it ranks among the largest (ahead of 95% of sector peers), and in the upper tier 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
Rule 506(b)
Reg D exemption
18
Investors (latest)
2016-12-01
First sale
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$125M$250M$375M$500MSeries B · 2015-01-01 Raised $24M (real) Modeled valuation $391M (est)Series B2015Series B · 2015-05-01 Raised $2.6M (real) Modeled valuation $44M (est)Series B2015Series B · 2015-07-01 Raised $20M (real) Modeled valuation $328M (est)Series B2015Series B · 2016-04-01 Raised $4.7M (real) Modeled valuation $77M (est)Series B2016Series B · 2016-07-01 Raised $11M (real) Modeled valuation $186M (est)Series B2016Series B · 2016-07-01 Raised $1.5M (real) Modeled valuation $25M (est)Series B2016Series B · 2016-12-01 Raised $2.7M (real) Modeled valuation $45M (est)Series B2016+$2.6M+$20M+$4.7M+$11M+$1.5M+$2.7MCumulative $66M

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
Series B$23.5M · 2015
Series B extension$2.6M · 2015
Series B extension$19.7M · 2015
Series B extension$4.7M · 2016
Series B extension$11.2M · 2016
Series B extension$1.5M · 2016
Series B extension$2.7M · 2016

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 25%.

Modeled valuation trajectory
$45.3M
Base estimate est.
$6.8M
Conservative case
$174.4M
Upside case
$15.1M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ba $15M–$40M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Series B · modeled $391.1M · 2015-01-012015Series B · modeled $43.5M · 2015-05-01Series B · modeled $327.7M · 2015-07-01Series B · modeled $77.3M · 2016-04-01Series B · modeled $185.9M · 2016-07-01Series B · modeled $24.6M · 2016-07-01Series B · modeled $45.3M · 2016-12-012016
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
68%
Survival probability
45% low · 83% high
1.28×/yr
Annual markup
1.55×/yr upside case
6.0 yr
Elapsed time used
9.6 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
4 mo
Avg between rounds
$34.4M/yr
Capital velocity
11.5 yr
On record since
2015
First round
7
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) 32× above median
This company$65.9M
Sector median$2.0M
Latest round — vs other Series B rounds in sector (real $, this stage) 0.1× of median
This company$2.7M
Sector median$19.6M
Modeled value — vs sector median (estimate, all stages) 2.6× above median
This company$45.3M
Sector median$17.7M

Raised more than 95% of sector peers (real $). Modeled value above 70% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series B) 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 #266 of 298.

This companyCohort peer
$10.0M$100.0M$1.0B$10.0M$100.0MCapital raised (log)EIP Investment Holdings, LLC · Series B Raised $40.0M · modeled $664.6M (est)HD MSouth Holdings, LLC · Series B Raised $39.7M · modeled $659.3M (est)Aston Holding Corp. · Series B Raised $39.6M · modeled $658.7M (est)AirClean Holdings, Inc. · Series B Raised $39.6M · modeled $658.2M (est)Westminster Virginia LP · Series B Raised $39.6M · modeled $657.9M (est)NextGen CCM, LLC · Series B Raised $39.5M · modeled $656.3M (est)Juvo Mobile Inc. · Series B Raised $44.4M · modeled $649.6M (est)Swordfish Holdings, L.P. · Series B Raised $58.7M · modeled $641.7M (est)Nexcore Holdings, LLC · Series B Raised $48.5M · modeled $637.1M (est)Champion Parent Corp · Series B Raised $37.7M · modeled $627.2M (est)ADT Investment LLC · Series B Raised $37.5M · modeled $623.2M (est)FinTech Acquisition Corp · Series B Raised $37.5M · modeled $623.1M (est)Berkeley Research Group LLC (this company) Raised $65.9M · modeled $45.3M (est)Berkeley Research Group LLC
CompanyStageRaised · realValue · estvs peer med.
EIP Investment Holdings, LLCSeries B$40.0M$664.6M2.00×
HD MSouth Holdings, LLCSeries B$39.7M$659.3M1.98×
Aston Holding Corp.Series B$39.6M$658.7M1.98×
AirClean Holdings, Inc.Series B$39.6M$658.2M1.98×
Westminster Virginia LPSeries B$39.6M$657.9M1.98×
NextGen CCM, LLCSeries B$39.5M$656.3M1.97×
Juvo Mobile Inc.Series B$44.4M$649.6M1.95×
Swordfish Holdings, L.P.Series B$58.7M$641.7M1.93×
Nexcore Holdings, LLCSeries B$48.5M$637.1M1.92×
Champion Parent CorpSeries B$37.7M$627.2M1.89×
ADT Investment LLCSeries B$37.5M$623.2M1.88×
FinTech Acquisition CorpSeries B$37.5M$623.1M1.87×
Berkeley Research Group LLC this companySeries B$65.9M$45.3M0.14×
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.
Series B$23.5M2015-01-01$130.8M$391.1M85%
Series B$2.6M2015-05-01$14.6M$43.5M85%
Series B$19.7M2015-07-01$109.6M$327.7M85%
Series B$4.7M2016-04-01$25.8M$77.3M85%
Series B$11.2M2016-07-01$62.2M$185.9M85%
Series B$1.5M2016-07-01$8.2M$24.6M90%
Series B$2.7M2016-12-01$15.1M$45.3M90%
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. Series B$23.5M2015-01-01
    • First recorded raise — entered as Series B.
  2. Series B$2.6M2015-05-01
    • Came back fast: 4 mo vs the ~11 mo sector norm.
    • Round 9.0× smaller than the prior — bridge or down round.
  3. Series B$19.7M2015-07-01
    • Came back fast: 2 mo vs the ~11 mo sector norm.
    • Round 7.5× larger than the prior — scaling up.
  4. Series B$4.7M2016-04-01
    • Raised 9 mo later, in step with the ~11 mo sector norm.
    • Round 4.2× smaller than the prior — bridge or down round.
    • 11 investors on this round.
  5. Series B$11.2M2016-07-01
    • Came back fast: 3 mo vs the ~11 mo sector norm.
    • Round 2.4× larger than the prior — scaling up.
  6. Series B$1.5M2016-07-01
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 7.6× smaller than the prior — bridge or down round.
  7. Series B$2.7M2016-12-01
    • Came back fast: 5 mo vs the ~11 mo sector norm.
    • Round 1.8× larger than the prior — scaling up.
    • 18 investors on this round.
Intelligence
2017 ~Q1
Modeled next raise · ~4mo cadence
$5.0M
Modeled next size est.range $3.3M$8.1M
1.8×
Last step-up
$34.4M/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
David Kaplan14 other2015-07
Kevin O'Brien4 other2015-07
John A MacDonald2 other2016-12
Brian A Webber1 other2016-12
David A Evans1 other2016-12
David A. Kaplan1 other2016-07
David J. Teece1 other2015-01
David L. Evans1 other2015-01
Kevin A. O'Brien1 other2016-07
Kevin J. O'Brien1 other2015-01
Kimberly A Starr1 other2016-12
Marvin A. Tenenbaum1 other2015-01
Brian L. Webber2015-01
David J. Kaplan2015-01
John L. MacDonald2015-01
John Y. MacDonald2016-04
Kimberly L. Starr2015-01
Philip Y. Rowley2015-01
Registry & provenance

Berkeley Research Group LLC 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
1494926
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.

CompanySectorStageRaised · realValue · estWhy similar
Berkeley Research Group Holdings, LLCOtherSeries B$62.6M$323.0Mnetwork9 shared operators · same sector · same stage
Budco GC Holdings, LLCOtherSeries B$16.3M$270.7Mnetwork1 shared operator · same sector · same stage
Everspring Inc.OtherSeries B$56.5M$46.0Msame sector · same stage
Uni Express Inc.OtherSeries B$51.4M$46.7Msame sector · same stage
Black Buffalo Inc.OtherSeries B$47.6M$44.7Msame sector · same stage
Evolv Technologies, Inc.Software / TechSeries B$76.1M$363.9Mnetwork1 shared operator · same stage
PDS Equities, LLCOtherSeries B$40.0M$46.8Msame sector · same stage
GoGold Resources Inc.OtherSeries B$39.6M$44.3Msame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Berkeley Research Group Holdings, LLCOtherSeries B$323.0M97%
Prism Research Holdings, LLCOtherSeries A$105.9M82%
BestEx Research Group LLCOtherSeries A$68.5M80%
Advanced Science Research, LlcOtherSeries A$113.5M80%
Future Research, Inc.OtherSeries B$317.4M79%
Sb Financial Group, Inc.OtherPre-Seed$3.2M79%
Divine Research Inc.OtherSeries A$23.1M79%
Koch, Inc.OtherSeries D+$1.7B78%
Frequently asked
How much funding has Berkeley Research Group LLC raised?
Berkeley Research Group LLC has raised approximately $65.9M in disclosed capital across 7 recorded financing rounds, aggregated from public filings.
What is Berkeley Research Group LLC's estimated valuation?
Provath's modeled valuation for Berkeley Research Group LLC is approximately $45.3M (modeled range $6.8M–$174.4M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Berkeley Research Group LLC at?
Berkeley Research Group LLC's latest modeled financing stage is Series B. Its most recent recorded round closed around Thu Dec 01.
What does Berkeley Research Group LLC do and where is it based?
Berkeley Research Group LLC operates in the Other sector, based in EMERYVILLE.
Explore related

See where Berkeley Research Group LLC sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

Is this your company?

If you work at Berkeley Research Group LLC, claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.