Companies · Other Health Care

Center for Orthopedic & Research Excellence, Inc.

PHOENIX · Other Health Care

Diligence memoA one-page analyst read on Center for Orthopedic & Research Excellence, Inc. — recommendation, valuation, rhythm, risks.
$38.2M
Total raised · real
3
Rounds
0.2×
Latest step-up
Top 11%
Sector rank · raised
Series B
Latest stage · inferred · Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Center for Orthopedic & Research Excellence, Inc. 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. Valuation uses the health care sector profile.

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 0.11× the median modeled value of Series B Other Health Care companies in 2016–2018 (74 peers) — value vs value, same stage and era.
Dormant
  • Last raise 8.6 yr ago; this sector typically re-raises about every 14 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 Health Care

Center for Orthopedic & Research Excellence, Inc. is one of 5377 Other Health Care companies tracked from PHOENIX. By capital raised it ranks among the largest (ahead of 90% 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
Rule 506(b)
Reg D exemption
1
Investors (latest)
2016
Year incorporated
2017-12-01
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$125M$250M$375M$500MSeries B · 2016-02-12 Raised $22M (real) Modeled valuation $487M (est)$22M$487MSeries B2016Series B · 2016-12-05 Raised $14M (real) Modeled valuation $310M (est)$14M$310MSeries B2016Series B · 2017-12-01 Raised $2.2M (real) Modeled valuation $49M (est)$2.2M$49MSeries B2017+$14M+$2.2MCumulative $38M

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
Series B$22.0M · 2016
Series B extension$14.0M · 2016
Series B extension$2.2M · 2017

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 25%.

Modeled valuation trajectory
$48.7M
Base estimate est.
$5.2M
Conservative case
$187.6M
Upside case
$12.2M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ba $15M–$40M round). Valuation is modeled from stage benchmarks scaled by the health care sector profile. Directional, not a quoted figure.

Series B · modeled $487.4M · 2016-02-122016Series B · modeled $309.5M · 2016-12-05Series B · modeled $48.7M · 2017-12-012017
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
64%
Survival probability
42% low · 78% high
1.36×/yr
Annual markup
1.64×/yr upside case
6.0 yr
Elapsed time used
8.6 yr actual, capped for stale marks
health care
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
11 mo
Avg between rounds
$21.2M/yr
Capital velocity
10.4 yr
On record since
2016
First round
3
Rounds on file
How it compares to the market

Benchmarked against 5377 companies in Other Health Care. 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) 16× above median
This company$38.2M
Sector median$2.4M
Latest round — vs other Series B rounds in sector (real $, this stage) 0.1× of median
This company$2.2M
Sector median$17.8M
Modeled value — vs sector median (estimate, all stages) 2.2× above median
This company$48.7M
Sector median$22.1M

Raised more than 90% of sector peers (real $). Modeled value above 67% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series B) 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 #69 of 74.

This companyCohort peer
$10.0M$100.0M$1.0B$10.0B$10.0M$100.0M$1.0BCapital raised (log)Podicare Services, Inc. · Series B Raised $40.0M · modeled $886.2M (est)COTA, Inc. · Series B Raised $43.8M · modeled $886.2M (est)Fresenius Medical Care - Meridian Health System, LLC · Series B Raised $39.0M · modeled $863.9M (est)Headspace, Inc. · Series B Raised $115.9M · modeled $860.6M (est)Spine Holdings LLC · Series B Raised $38.4M · modeled $851.6M (est)Chrono Therapeutics Inc. · Series B Raised $51.4M · modeled $833.2M (est)MedCPU, Inc. · Series B Raised $36.6M · modeled $776.2M (est)Capital Funding Bancorp, Inc. · Series B Raised $35.0M · modeled $775.4M (est)Phreesia, Inc. · Series B Raised $83.8M · modeled $753.2M (est)Labconnect Holdings, Inc. · Series B Raised $33.4M · modeled $739.0M (est)Zoonie, LLC · Series B Raised $52.0M · modeled $708.1M (est)Sotera Wireless, Inc. · Series B Raised $98.5M · modeled $705.3M (est)Center for Orthopedic & Research Excellence, Inc. (this company) Raised $38.2M · modeled $48.7M (est)Center for Orthopedic & Research Excellence, Inc.
CompanyStageRaised · realValue · estvs peer med.
Podicare Services, Inc.Series B$40.0M$886.2M1.98×
COTA, Inc.Series B$43.8M$886.2M1.98×
Fresenius Medical Care - Meridian Health System, LLCSeries B$39.0M$863.9M1.93×
Headspace, Inc.Series B$115.9M$860.6M1.92×
Spine Holdings LLCSeries B$38.4M$851.6M1.90×
Chrono Therapeutics Inc.Series B$51.4M$833.2M1.86×
MedCPU, Inc.Series B$36.6M$776.2M1.73×
Capital Funding Bancorp, Inc.Series B$35.0M$775.4M1.73×
Phreesia, Inc.Series B$83.8M$753.2M1.68×
Labconnect Holdings, Inc.Series B$33.4M$739.0M1.65×
Zoonie, LLCSeries B$52.0M$708.1M1.58×
Sotera Wireless, Inc.Series B$98.5M$705.3M1.58×
Center for Orthopedic & Research Excellence, Inc. this companySeries B$38.2M$48.7M0.11×
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.
Series B$22.0M2016-02-12$122.2M$487.4M85%
Series B$14.0M2016-12-05$77.6M$309.5M90%
Series B$2.2M2017-12-01$12.2M$48.7M90%
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. Series B$22.0M2016-02-12
    • First recorded raise — entered as Series B.
    • 2 investors on this round.
  2. Series B$14.0M2016-12-05
    • Raised 10 mo later, in step with the ~14 mo sector norm.
    • Round 1.6× smaller than the prior — bridge or down round.
    • 2 investors on this round.
  3. Series B$2.2M2017-12-01
    • Raised 12 mo later, in step with the ~14 mo sector norm.
    • Round 6.4× smaller than the prior — bridge or down round.
    • 1 investor on this round.
Intelligence
2018 ~Q4
Modeled next raise · ~11mo cadence
$2.2M
Modeled next size est.range $2.2M$3.5M
0.2×
Last step-up
$21.2M/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
Nathan Every4 other2016-12
JOHN BROWN3 other2016-02
Brendan Baker2 other2016-12
BRIAN MORFITT2 other2016-12
MARK CAMPBELL2 other2016-02
PETER SLATE2 other2016-02
JAMES KODJABABIAN1 other2016-12
Norman Payson1 other2017-12
Steve Tallman1 other2016-12
WARREN COHEN1 other2016-02
ARASH ARAGHI2016-02
BRYAN WALL2016-02
DAVID JACOFSKY2016-02
DAVID MARKEL2016-02
JAMES CAHILL2016-02
JASON SCALISE2016-02
KARIN MEYER2017-12
LYNN MASSINGALE2017-12
PHILIP ZAORSKI2016-12
SIMON WILLMAN2016-02
STEVE MYERTHALL2016-02
Registry & provenance

Center for Orthopedic & Research Excellence, 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
1666703
SEC CIK
2016
Incorporated
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
Ascension Orthopedics, Inc.Other Health CareSeries B$18.7M$413.5Mnetwork1 shared operator · same sector · same stage
Corus Orthodontists Inc.Other Health CareSeries B$38.5M$48.1Msame sector · same stage
PreciseDx, Inc.Other Health CareSeries B$32.0M$55.7Msame sector · same stage
MindCare Solutions Group, Inc.Other Health CareSeries B$30.5M$55.4Msame sector · same stage
Calypso Medical Technologies IncOther Health CareSeries C$69.5M$171.5Mnetwork1 shared operator · same sector
Calibra Medical, Inc.Other Health CareSeries A$19.8M$163.7Mnetwork1 shared operator · same sector
EvidenceCare, Inc.Other Health CareSeries B$28.0M$50.8Msame sector · same stage
Her M.D., Inc.Other Health CareSeries B$26.4M$52.5Msame 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
Vertical Orthopaedics, Inc.Other Health CareSeries A$44.0M89%
Consensus Orthopedics IncOther Health CareSeries A$41.9M88%
Center for Spine Surgery, LLCOther Health CarePre-Seed$8.4M87%
Fusion Orthopedics, LLCOther Health CarePre-Seed$3.3M87%
Fusion Orthopedics USA, LLCOther Health CareSeries A$18.3M86%
Ceramic Orthopedics Inc.Other Health CareSeed$3.1M86%
First Coast Orthopedic Center, LLCOther Health CareSeed$4.6M86%
Axia Orthopedics, Inc.Other Health CarePre-Seed$2.9M86%
Frequently asked
How much funding has Center for Orthopedic & Research Excellence, Inc. raised?
Center for Orthopedic & Research Excellence, Inc. has raised approximately $38.2M in disclosed capital across 3 recorded financing rounds, aggregated from public filings.
What is Center for Orthopedic & Research Excellence, Inc.'s estimated valuation?
Provath's modeled valuation for Center for Orthopedic & Research Excellence, Inc. is approximately $48.7M (modeled range $5.2M–$187.6M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Center for Orthopedic & Research Excellence, Inc. at?
Center for Orthopedic & Research Excellence, Inc.'s latest modeled financing stage is Series B. Its most recent recorded round closed around Fri Dec 01.
What does Center for Orthopedic & Research Excellence, Inc. do and where is it based?
Center for Orthopedic & Research Excellence, Inc. operates in the Other Health Care sector, based in PHOENIX.
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