Companies · Other

Caldwell Partners International Inc.

TORONTO · Other

Diligence memoA one-page analyst read on Caldwell Partners International Inc. — recommendation, valuation, rhythm, risks.
$7.8M
Total raised · real
3
Rounds
0.3×
Latest step-up
Top 28%
Sector rank · raised
Seed
Latest stage · inferred · Mon Aug 14 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Caldwell Partners International Inc. looks under-valued against its niche peers and is at-risk 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 0.55× the median modeled value of Seed Other companies in 2022–2024 (1231 peers) — value vs value, same stage and era.
At-risk
  • Last raise 2.9 yr ago; this sector typically re-raises about every 11 months.
  • Past due for a raise versus sector cadence — watch for distress or a bridge.

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

Issuer-vehicle patternmedium confidence

Caldwell Partners International Inc. 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
12.5 yr record
Peak capital year was 2020 with $3.6M across 1 filings.
Market position
ahead of 73% of Other peers
Capital scale is ahead of 73% of Other peers; modeled value is above 29% 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 2020: $3.6M across 1 filings.
  • Largest single filing was $3.6M on 2020-12-31.
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

Caldwell Partners International Inc. is one of 25015 Other companies tracked from TORONTO. By capital raised it ranks in the upper tier (ahead of 73% of sector peers), and in the long tail 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
22
Investors (latest)
2023-08-14
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$25M$50M$75M$100MSeed · 2014-01-17 Raised $3.1M (real) Modeled valuation $57M (est)$3.1M$57MSeed2014Seed · 2020-12-31 Raised $3.6M (real) Modeled valuation $56M (est)$3.6M$56MSeed2020Seed · 2023-08-14 Raised $1.1M (real) Modeled valuation $6.1M (est)$1.1M$6.1MSeed2023+$3.6M+$1.1MCumulative $7.8M

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
Seed$3.1M · 2014
Seed extension$3.6M · 2020
Seed extension$1.1M · 2023

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 50%.

Modeled valuation trajectory
$6.1M
Base estimate est.
$947K
Conservative case
$20.8M
Upside case
$5.3M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Seeda $1.0M–$4.0M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Seed · modeled $56.8M · 2014-01-172014Seed · modeled $56.3M · 2020-12-31Seed · modeled $6.1M · 2023-08-142023
Model inputs · modeled:benchmark-stage-stepup-v1
20%
Dilution assumption
Implied ownership sold in the financing.
40%
Survival probability
18% low · 62% high
1.45×/yr
Annual markup
1.90×/yr upside case
2.9 yr
Elapsed time used
2.9 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
57 mo
Avg between rounds
$810K/yr
Capital velocity
12.5 yr
On record since
2014
First round
3
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) 3.8× above median
This company$7.8M
Sector median$2.0M
Latest round — vs other Seed rounds in sector (real $, this stage) 0.6× of median
This company$1.1M
Sector median$1.7M
Modeled value — vs sector median (estimate, all stages) 0.3× of median
This company$6.1M
Sector median$17.7M

Raised more than 73% of sector peers (real $). Modeled value above 29% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (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 #1005 of 1,231.

This companyCohort peer
$1.0M$10.0M$100.0M$1.0M$10.0MCapital raised (log)Dropee Inc. · Seed Raised $3.9M · modeled $40.7M (est)NFH Northern Project Development, LLC · Seed Raised $4.0M · modeled $40.7M (est)FactorFund-Note-2022 LLC · Seed Raised $4.0M · modeled $40.1M (est)Immersion Elements LLC · Seed Raised $3.8M · modeled $40.0M (est)Possip, Inc. · Seed Raised $5.8M · modeled $39.7M (est)Porch Group, Inc. · Seed Raised $6.0M · modeled $38.8M (est)Rootwurks, Inc. · Seed Raised $3.9M · modeled $38.7M (est)Cordelia Capital Holdings Inc. · Seed Raised $3.9M · modeled $38.4M (est)99 Counties, Inc. · Seed Raised $3.7M · modeled $38.1M (est)2910 Richmond Hill 1 LLC · Seed Raised $3.8M · modeled $37.5M (est)BH Polycor Holding Inc. · Seed Raised $3.9M · modeled $37.0M (est)FitJoy, Inc. · Seed Raised $3.7M · modeled $36.9M (est)Caldwell Partners International Inc. (this company) Raised $7.8M · modeled $6.1M (est)Caldwell Partners International Inc.
CompanyStageRaised · realValue · estvs peer med.
Dropee Inc.Seed$3.9M$40.7M3.61×
NFH Northern Project Development, LLCSeed$4.0M$40.7M3.61×
FactorFund-Note-2022 LLCSeed$4.0M$40.1M3.56×
Immersion Elements LLCSeed$3.8M$40.0M3.55×
Possip, Inc.Seed$5.8M$39.7M3.52×
Porch Group, Inc.Seed$6.0M$38.8M3.45×
Rootwurks, Inc.Seed$3.9M$38.7M3.44×
Cordelia Capital Holdings Inc.Seed$3.9M$38.4M3.41×
99 Counties, Inc.Seed$3.7M$38.1M3.38×
2910 Richmond Hill 1 LLCSeed$3.8M$37.5M3.33×
BH Polycor Holding Inc.Seed$3.9M$37.0M3.28×
FitJoy, Inc.Seed$3.7M$36.9M3.28×
Caldwell Partners International Inc. this companySeed$7.8M$6.1M0.55×
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.
Seed$3.1M2014-01-17$15.3M$56.8M85%
Seed$3.6M2020-12-31$18.2M$56.3M90%
Seed$1.1M2023-08-14$5.3M$6.1M90%
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. Seed$3.1M2014-01-17
    • First recorded raise — entered as Seed.
    • 32 investors on this round.
  2. Seed$3.6M2020-12-31
    • Raised again after 83 mo — slower than the ~11 mo sector norm.
    • Round roughly the size of the prior one.
    • 4 investors on this round.
  3. Seed$1.1M2023-08-14
    • Raised again after 31 mo — slower than the ~11 mo sector norm.
    • Round 3.5× smaller than the prior — bridge or down round.
    • 22 investors on this round.
Intelligence
2028 ~Q2
Modeled next raise · ~57mo cadence
$1.1M
Modeled next size est.range $1.1M$1.7M
0.3×
Last step-up
$810K/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
JOHN A. YOUNG4 other2020-12
Paul R. Daoust1 other2014-01
C. Christopher Beck2014-01
Christopher C. Beck2023-08
Darcy D. Morris2020-12
Darcy R.J. Morris2023-08
David R.J. Windley2023-08
Elias D. Vamvakas2020-12
Elias R.J. Vamvakas2023-08
G. Edmund N. King2014-01
John N. Wallace2014-01
John R.J. Young2023-08
Kathryn A. Welsh2014-01
Michael A. Falagario2014-01
Michael R.J. Falagario2020-12
Richard D. Innes2014-01
Rosemarry R.J. Zigrossi2023-08
Terry R.J. Grayson-Caprio2023-08
Registry & provenance

Caldwell Partners International 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
1598399
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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Mycocycle, Inc.OtherSeed$6.0M$6.0Msame sector · same stage
Gerosynth Laboratories, Inc.OtherSeed$6.0M$5.9Msame sector · same stage
Wiss Janney Elstner Associates IncOtherSeed$10.2M$6.0Msame sector · same stage
Scu L.L.C.OtherSeed$5.7M$5.9Msame sector · same stage
Metron Holdings, Inc.OtherSeries B$15.6M$3.2Mnetwork1 shared operator · same sector
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
Caldwell & Gregory Holding LLCOtherSeries C$93.8M86%
TSL CC Equity Partners, LLCOtherSeries A$126.0M83%
Crown Investment Group, LLCOtherSeries B$134.4M82%
Levvel Holdings, LLCOtherSeed$27.9M81%
Royal Equity Partners, LLCOtherSeries A$38.1M81%
Vertical Investment Group, LlcOtherPre-Seed$2.6M81%
Embark Partners, LLCOtherSeries A$55.7M81%
LeeJ Equity Partners, LLCOtherSeed$36.7M81%
Frequently asked
How much funding has Caldwell Partners International Inc. raised?
Caldwell Partners International Inc. has raised approximately $7.8M in disclosed capital across 3 recorded financing rounds, aggregated from public filings.
What is Caldwell Partners International Inc.'s estimated valuation?
Provath's modeled valuation for Caldwell Partners International Inc. is approximately $6.1M (modeled range $947K–$20.8M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Caldwell Partners International Inc. at?
Caldwell Partners International Inc.'s latest modeled financing stage is Seed. Its most recent recorded round closed around Mon Aug 14.
What does Caldwell Partners International Inc. do and where is it based?
Caldwell Partners International Inc. operates in the Other sector, based in TORONTO.
Explore related

See where Caldwell Partners International 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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