Companies · Other

Berrett-Koehler Group, Inc.

OAKLAND · Other

Diligence memoA one-page analyst read on Berrett-Koehler Group, Inc. — recommendation, valuation, rhythm, risks.
$1.7M
Total raised · real
2
Rounds
1.4×
Latest step-up
Top 55%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

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.

Over-valued
  • Modeled value is 3.72× the median modeled value of Pre-Seed Other companies in 2019–2021 (1372 peers) — value vs value, same stage and era.
Dormant
  • Last raise 6.0 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

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.

US
Jurisdiction
$5M–$25M
Issuer revenue
Rule 506(b)
Reg D exemption
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$13M$25M$38M$50MPre-Seed · 2013-07-01 Raised $720K (real) Modeled valuation $17M (est)$720K$17MPre-Seed2013Pre-Seed · 2020-07-01 Raised $1.0M (real) Modeled valuation $23M (est)$1.0M$23MPre-Seed2020+$1.0MCumulative $1.7M

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$720K · 2013
Pre-Seed extension$1.0M · 2020

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

Modeled valuation trajectory
$23.1M
Base estimate est.
$667K
Conservative case
$262.1M
Upside case
$5.6M
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 $16.6M · 2013-07-012013Pre-Seed · modeled $23.1M · 2020-07-012020
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
6.0 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
84 mo
Avg between rounds
$246K/yr
Capital velocity
13.0 yr
On record since
2013
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) 0.8× of median
This company$1.7M
Sector median$2.0M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 2.9× above median
This company$1.0M
Sector median$350K
Modeled value — vs sector median (estimate, all stages) 1.3× above median
This company$23.1M
Sector median$17.7M

Raised more than 46% of sector peers (real $). Modeled value above 57% 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 #26 of 1,372.

This companyCohort peer
$10.0M$100.0M$100K$1.0M$10.0MCapital raised (log)Valued, Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)CiiTA, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Wnder, LTD · Pre-Seed Raised $1.0M · modeled $23.1M (est)Supernova Discotheque, LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)TommyKnockers LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Irws Llc · Pre-Seed Raised $1.0M · modeled $23.1M (est)Old Club · Pre-Seed Raised $1.0M · modeled $23.1M (est)Finalytix Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)Varfaj Ventures LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Jones Beach Adventure Excursions LLC · Pre-Seed Raised $1.0M · modeled $23.1M (est)Sun Beef, Llc · Pre-Seed Raised $1.0M · modeled $23.1M (est)Royalty Exchange Inc. · Pre-Seed Raised $1.0M · modeled $23.1M (est)Berrett-Koehler Group, Inc. (this company) Raised $1.7M · modeled $23.1M (est)Berrett-Koehler Group, Inc.
CompanyStageRaised · realValue · estvs peer med.
Valued, Inc.Pre-Seed$1.0M$23.1M3.72×
CiiTA, LLCPre-Seed$1.0M$23.1M3.72×
Wnder, LTDPre-Seed$1.0M$23.1M3.72×
Supernova Discotheque, LLCPre-Seed$1.0M$23.1M3.72×
TommyKnockers LLCPre-Seed$1.0M$23.1M3.72×
Irws LlcPre-Seed$1.0M$23.1M3.72×
Old ClubPre-Seed$1.0M$23.1M3.72×
Finalytix Inc.Pre-Seed$1.0M$23.1M3.72×
Varfaj Ventures LLCPre-Seed$1.0M$23.1M3.72×
Jones Beach Adventure Excursions LLCPre-Seed$1.0M$23.1M3.72×
Sun Beef, LlcPre-Seed$1.0M$23.1M3.72×
Royalty Exchange Inc.Pre-Seed$1.0M$23.1M3.72×
Berrett-Koehler Group, Inc. this companyPre-Seed$1.7M$23.1M3.72×
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$720K2013-07-01$4.0M$16.6M85%
Pre-Seed$1.0M2020-07-01$5.6M$23.1M90%
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$720K2013-07-01
    • First recorded raise — entered as Pre-Seed.
  2. Pre-Seed$1.0M2020-07-01
    • Raised again after 84 mo — slower than the ~11 mo sector norm.
    • Round 1.4× larger than the prior — scaling up.
Intelligence
2027 ~Q3
Modeled next raise · ~84mo cadence
$1.4M
Modeled next size est.range $1.0M$2.2M
1.4×
Last step-up
$246K/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 Marshall5 other2013-07
Richard Wilson4 other2013-07
Jack Perry1 other2020-07
Paul Wright1 other2020-07
Arielle Kesweder2013-07
Bill Upton2013-07
Ed Frauenheim2020-07
Edward Wade2020-07
Jamie Showkeir2013-07
Jesse Lyn Stoner2020-07
Johanna Vondeling2013-07
Julie O'Mara2013-07
Katie Sheehan2020-07
Kristen Frantz2013-07
Lesley Iura2020-07
Loraine Binion2020-07
Mal Warwick2013-07
Maria Jesus Aguilo2020-07
Marilyn McConnell2013-07
Matthew McGraw2013-07
Neal Maillet2020-07
Praveen Madan2013-07
Robert Liss2013-07
Steven Piersanti2013-07
Registry & provenance

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.

United States
Country of record
US
Jurisdiction
1556917
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
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AppScale Systems, Inc.OtherPre-Seed$1.7M$23.1Msame sector · same stage
Alleghany Highlands Agricultural Center, LLCOtherPre-Seed$1.8M$23.1Msame sector · same stage
Full Bottle Group, Inc.OtherPre-Seed$1.8M$23.1Msame sector · same stage
Tricon Sales, LLCOtherPre-Seed$1.8M$23.1Msame sector · same stage
Verus Holdings CoOtherPre-Seed$1.7M$23.0Msame sector · same stage
Melana Development 2, L3COtherPre-Seed$1.6M$23.1Msame sector · same stage
Melonhead, LLCOtherPre-Seed$1.6M$23.1Msame 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
Arelant, Inc.OtherPre-Seed$4.3M83%
Kodiak Group Holdings, Inc.OtherSeed$6.6M82%
Middleton Bevan Holdings, LLCOtherSeries A$14.7M82%
BeMetals Corp.OtherPre-Seed$17.1M81%
Besaz IncOtherSeries A$75.7M81%
ABT Holdings, Inc.OtherSeries A$30.3M81%
KTH Holdings, Inc.OtherSeries A$113.3M81%
Wasabi Holding, Inc.OtherSeries D+$259.0M80%
Frequently asked
How much funding has Berrett-Koehler Group, Inc. raised?
Berrett-Koehler Group, Inc. has raised approximately $1.7M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Berrett-Koehler Group, Inc.'s estimated valuation?
Provath's modeled valuation for Berrett-Koehler Group, Inc. is approximately $23.1M (modeled range $667K–$262.1M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Berrett-Koehler Group, Inc. at?
Berrett-Koehler Group, Inc.'s latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Wed Jul 01.
What does Berrett-Koehler Group, Inc. do and where is it based?
Berrett-Koehler Group, Inc. operates in the Other sector, based in OAKLAND.
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