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Diligence memoA one-page analyst read on Caldwell & Gregory Holding LLC — recommendation, valuation, rhythm, risks.→Caldwell & Gregory Holding 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.
Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.
Caldwell & Gregory Holding LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.
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.
Caldwell & Gregory Holding LLC is one of 25015 Other companies tracked from MANAKIN-SABOT. 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.
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). No record for: Pre-Seed, Seed, Series A, Series B — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 20%.
Round size and date are reported; the stage label is inferred from round size (latest is Series C — a $40M–$100M round). 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 95% of sector peers (real $). Modeled value above 82% of peers (estimate).
A tighter cohort than the sector chart above — only companies at the same stage (Series C) 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 #174 of 190.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Lonnie Ray Williams Jr Trust | Series C | $100.0M | $1.7B | 2.10× |
| Ault Life Sciences, Inc. | Series C | $100.0M | $1.7B | 2.10× |
| Watchtower Topco, LLC | Series C | $99.7M | $1.7B | 2.09× |
| Watchtower Management Holdco, LLC | Series C | $99.2M | $1.7B | 2.08× |
| Alphaeon 1 LLC | Series C | $96.8M | $1.7B | 2.03× |
| Jushi Acquisition Corp. | Series C | $92.3M | $1.6B | 1.94× |
| Celebrands, LLC | Series C | $89.0M | $1.5B | 1.81× |
| Dashlane, Inc. | Series C | $129.2M | $1.5B | 1.78× |
| HES Facilities Holdings, LLC | Series C | $84.3M | $1.4B | 1.77× |
| Surterra Holdings, Inc. | Series C | $98.0M | $1.4B | 1.74× |
| Carmax Inc | Series C | $98.2M | $1.4B | 1.72× |
| PEX Management Aggregator, LLC | Series C | $87.8M | $1.4B | 1.69× |
| Caldwell & Gregory Holding LLC this company | Series C | $82.5M | $93.8M | 0.11× |
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. |
|---|---|---|---|---|---|
| Series C | $76.4M | 2018-12-05 | $509.5M | $1.3B | 90% |
| Series C | $6.0M | 2020-12-31 | $40.3M | $93.8M | 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 |
|---|---|---|---|
| John C. Glover | — | 19 other | 2018-12 |
| John Glover | — | 8 other | 2020-12 |
| Justin Bertram | — | 2 other | 2020-12 |
| Cale Grove | — | 1 other | 2020-12 |
| Andrew Sims | — | — | 2018-12 |
| Cale L. Grove | — | — | 2018-12 |
| John Gregory | — | — | 2018-12 |
| Justin L. Bertram | — | — | 2018-12 |
| Robert Dinnie | — | — | 2018-12 |
Caldwell & Gregory Holding 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.
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 |
|---|---|---|---|---|---|
| AquaPhoenix Holdings, LLC | Other | Series C | $82.6M | $1.1B | network1 shared operator · same sector · same stage |
| Raneys Holdings, LLC | Other | Series C | $66.4M | $775.2M | network1 shared operator · same sector · same stage |
| AmSpec Holding Corp. | Other | Series C | $64.6M | $1.1B | network1 shared operator · same sector · same stage |
| FS Ultimate Holdings, LLC | Other | Series C | $64.3M | $1.1B | network1 shared operator · same sector · same stage |
| Ned Stevens Holding Corp. | Other | Series C | $54.5M | $934.5M | network1 shared operator · same sector · same stage |
| ASP Global Holdings, LLC | Other | Series C | $52.9M | $906.3M | network1 shared operator · same sector · same stage |
| OEC Holding Corp | Other | Series B | $28.1M | $467.1M | network2 shared operators · same sector |
| UP Ultimate Holdings LLC | Other | Series C | $46.8M | $803.2M | network1 shared operator · 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 |
|---|---|---|---|---|
| Caldwell Partners International Inc. | Other | Seed | $6.1M | 86% |
| Sterling Law Holdings LLC | Other | Pre-Seed | $9.9M | 85% |
| Clarence Holding, LLC | Other | Series A | $56.9M | 83% |
| SL Holding LLC | Other | Seed | $42.8M | 82% |
| Sterling Holding Co Inc. | Other | Seed | $5.7M | 82% |
| Griffin & Young Enterprises, LLC | Other | Pre-Seed | $15.9M | 82% |
| Sterling Bluff Investments, LLC | Other | Series A | $135.3M | 82% |
| GR Holdings, LLC | Other | Series A | $45.1M | 81% |
See where Caldwell & Gregory Holding LLC sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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