Diligence memo · auto-generated · as of July 2, 2026
Caldwell & Gregory Holding LLC
Caldwell & Gregory Holding LLC looks under-valued against its niche peers and is dormant on financing cadence.
Businessfiled
Caldwell & Gregory Holding LLC operates in Other, based in MANAKIN-SABOT.
Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Caldwell & Gregory Holding LLC has raised $82M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series C (a $40M–$100M round).
Largest single filing: $76M on 2018-12-05.
Most recent recorded round closed around 2020-12-31.
Valuation (modeled)modeled
Provath models Caldwell & Gregory Holding LLC at approximately $94M (range $23M–$231M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Under-valued. Modeled value is 0.11× the median modeled value of Series C Other companies in 2019–2021 (190 peers) — value vs value, same stage and era.
Financing rhythm & timingmixed
Historic cadence: a new round about every 25 months.
Last raise 5.5 yr ago; this sector typically re-raises about every 11 months.
Silent for over 3× the sector's normal cadence.
The last round was 12.6× smaller than the prior — a bridge or down round.
Comparablesmixed
Capital scale ranks ahead of 95% of Other peers (25015 compared).
Modeled value ranks above 82% of those peers.
Closest niche peers: Lonnie Ray Williams Jr Trust, Ault Life Sciences, Inc., Watchtower Topco, LLC, Watchtower Management Holdco, LLC, Alphaeon 1 LLC.
Peoplefiled
9 named people on file across officers, directors and signatories.
Risks & flagsmixed
Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.
Broad sector classification weakens peer comparison.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.