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OAKLAND · Other
Diligence memoA one-page analyst read on Berrett-Koehler Group, Inc. — recommendation, valuation, rhythm, risks.→Berrett-Koehler Group, Inc. looks over-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.
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.
Berrett-Koehler Group, Inc. is one of 25015 Other companies tracked from OAKLAND. By capital raised it ranks mid-pack (ahead of 46% of sector peers), and mid-pack 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.
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.
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.
Stages are modeled from round size (public records carry no series label). Ladder is contiguous — every modeled rung has a record.
Round size and date are reported; the stage label is inferred from round size (latest is Pre-Seed — a round under $1.0M). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.
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.
Raised more than 46% of sector peers (real $). Modeled value above 57% of peers (estimate).
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 #26 of 1,372.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Valued, Inc. | Pre-Seed | $1.0M | $23.1M | 3.72× |
| CiiTA, LLC | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Wnder, LTD | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Supernova Discotheque, LLC | Pre-Seed | $1.0M | $23.1M | 3.72× |
| TommyKnockers LLC | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Irws Llc | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Old Club | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Finalytix Inc. | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Varfaj Ventures LLC | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Jones Beach Adventure Excursions LLC | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Sun Beef, Llc | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Royalty Exchange Inc. | Pre-Seed | $1.0M | $23.1M | 3.72× |
| Berrett-Koehler Group, Inc. this company | Pre-Seed | $1.7M | $23.1M | 3.72× |
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.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| Pre-Seed | $720K | 2013-07-01 | $4.0M | $16.6M | 85% |
| Pre-Seed | $1.0M | 2020-07-01 | $5.6M | $23.1M | 90% |
Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.
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.
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.
| Person | Role | Also runs | Tied since |
|---|---|---|---|
| David Marshall | — | 5 other | 2013-07 |
| Richard Wilson | — | 4 other | 2013-07 |
| Jack Perry | — | 1 other | 2020-07 |
| Paul Wright | — | 1 other | 2020-07 |
| Arielle Kesweder | — | — | 2013-07 |
| Bill Upton | — | — | 2013-07 |
| Ed Frauenheim | — | — | 2020-07 |
| Edward Wade | — | — | 2020-07 |
| Jamie Showkeir | — | — | 2013-07 |
| Jesse Lyn Stoner | — | — | 2020-07 |
| Johanna Vondeling | — | — | 2013-07 |
| Julie O'Mara | — | — | 2013-07 |
| Katie Sheehan | — | — | 2020-07 |
| Kristen Frantz | — | — | 2013-07 |
| Lesley Iura | — | — | 2020-07 |
| Loraine Binion | — | — | 2020-07 |
| Mal Warwick | — | — | 2013-07 |
| Maria Jesus Aguilo | — | — | 2020-07 |
| Marilyn McConnell | — | — | 2013-07 |
| Matthew McGraw | — | — | 2013-07 |
| Neal Maillet | — | — | 2020-07 |
| Praveen Madan | — | — | 2013-07 |
| Robert Liss | — | — | 2013-07 |
| Steven Piersanti | — | — | 2013-07 |
Berrett-Koehler Group, 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.
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.
| Company | Sector | Stage | Raised · real | Value · est | Why similar |
|---|---|---|---|---|---|
| InvestorResidences.com Summit Park LLC | Other | Pre-Seed | $773K | $10.6M | network1 shared operator · same sector · same stage |
| AppScale Systems, Inc. | Other | Pre-Seed | $1.7M | $23.1M | same sector · same stage |
| Alleghany Highlands Agricultural Center, LLC | Other | Pre-Seed | $1.8M | $23.1M | same sector · same stage |
| Full Bottle Group, Inc. | Other | Pre-Seed | $1.8M | $23.1M | same sector · same stage |
| Tricon Sales, LLC | Other | Pre-Seed | $1.8M | $23.1M | same sector · same stage |
| Verus Holdings Co | Other | Pre-Seed | $1.7M | $23.0M | same sector · same stage |
| Melana Development 2, L3C | Other | Pre-Seed | $1.6M | $23.1M | same sector · same stage |
| Melonhead, LLC | Other | Pre-Seed | $1.6M | $23.1M | same sector · same stage |
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.
| Company | Sector | Stage | Value · est | Match |
|---|---|---|---|---|
| Arelant, Inc. | Other | Pre-Seed | $4.3M | 83% |
| Kodiak Group Holdings, Inc. | Other | Seed | $6.6M | 82% |
| Middleton Bevan Holdings, LLC | Other | Series A | $14.7M | 82% |
| BeMetals Corp. | Other | Pre-Seed | $17.1M | 81% |
| Besaz Inc | Other | Series A | $75.7M | 81% |
| ABT Holdings, Inc. | Other | Series A | $30.3M | 81% |
| KTH Holdings, Inc. | Other | Series A | $113.3M | 81% |
| Wasabi Holding, Inc. | Other | Series D+ | $259.0M | 80% |
See where Berrett-Koehler Group, Inc. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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