Companies · Retailing

Charles & Colvard LtdNew on the radar

MORRISVILLE · Retailing

Diligence memoA one-page analyst read on Charles & Colvard Ltd — recommendation, valuation, rhythm, risks.→
$200K
Total raised · real
1
Rounds
—
Latest step-up
Top 89%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Fri Aug 29 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Charles & Colvard Ltd looks under-valued against its niche peers and is active on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the retail 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 0.64× the median modeled value of Pre-Seed Retailing companies in 2025–2027 (49 peers) — value vs value, same stage and era.
Active
  • Last raise 10 mo ago; this sector typically re-raises about every 13 months.
  • Raising on or ahead of the sector's normal rhythm.
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 Retailing

Charles & Colvard Ltd is one of 2347 Retailing companies tracked from MORRISVILLE. By capital raised it ranks in the long tail (ahead of 12% 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
1
Investors (latest)
2025-08-29
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$125K$250K$375K$500KPre-Seed · 2025-08-29 Raised $200K (real) Modeled valuation $378K (est)$200K$378KPre-Seed2025

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$200K · 2025

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

Modeled valuation trajectory
$378K
Base estimate est.
$120K
Conservative case
$895K
Upside case
$1.1M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Pre-Seed — a round under $1.0M). Valuation is modeled from stage benchmarks scaled by the retail sector profile. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
27%
Survival probability
11% low · 50% high
1.32×/yr
Annual markup
1.78×/yr upside case
0.8 yr
Elapsed time used
0.8 yr actual, capped for stale marks
retail
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
—
Avg between rounds
—
Capital velocity
1.1 yr
On record since
2025
First round
New
First-time filer
How it compares to the market

Benchmarked against 2347 companies in Retailing. 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)▼ 0.1× of median
This company$200K
Sector median$1.6M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage)▼ 0.6× of median
This company$200K
Sector median$323K
Modeled value — vs sector median (estimate, all stages)▼ 0.1× of median
This company$378K
Sector median$5.8M

Raised more than 12% of sector peers (real $). Modeled value above 2% 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 #38 of 49.

This companyCohort peer
$100K$1.0M$10.0M$100K$1.0M$10.0MCapital raised (log)Good Eat'n, Inc. · Pre-Seed Raised $1.3M · modeled $2.2M (est)Good Luck Lai Network Technology Co., Ltd · Pre-Seed Raised $1.0M · modeled $2.1M (est)Zeya, Inc. · Pre-Seed Raised $930K · modeled $2.0M (est)Universal Safety Products, Inc. · Pre-Seed Raised $1.0M · modeled $1.9M (est)DirtHammer, Inc. · Pre-Seed Raised $800K · modeled $1.8M (est)Tbbns Llc · Pre-Seed Raised $1.0M · modeled $1.7M (est)PrimePick Corp · Pre-Seed Raised $975K · modeled $1.6M (est)Fire Department Coffee, Inc. · Pre-Seed Raised $900K · modeled $1.5M (est)Pet Krewe Inc. · Pre-Seed Raised $2.8M · modeled $1.5M (est)Whiteout Agave Co · Pre-Seed Raised $740K · modeled $1.5M (est)AQX Brands, Inc. · Pre-Seed Raised $700K · modeled $1.4M (est)Burnd Llc · Pre-Seed Raised $750K · modeled $1.3M (est)Charles & Colvard Ltd (this company) Raised $200K · modeled $378K (est)Charles & Colvard Ltd
CompanyStageRaised · realValue · estvs peer med.
Good Eat'n, Inc.Pre-Seed$1.3M$2.2M3.72×
Good Luck Lai Network Technology Co., LtdPre-Seed$1.0M$2.1M3.60×
Zeya, Inc.Pre-Seed$930K$2.0M3.44×
Universal Safety Products, Inc.Pre-Seed$1.0M$1.9M3.23×
DirtHammer, Inc.Pre-Seed$800K$1.8M3.06×
Tbbns LlcPre-Seed$1.0M$1.7M2.80×
PrimePick CorpPre-Seed$975K$1.6M2.76×
Fire Department Coffee, Inc.Pre-Seed$900K$1.5M2.57×
Pet Krewe Inc.Pre-Seed$2.8M$1.5M2.56×
Whiteout Agave CoPre-Seed$740K$1.5M2.52×
AQX Brands, Inc.Pre-Seed$700K$1.4M2.29×
Burnd LlcPre-Seed$750K$1.3M2.11×
Charles & Colvard Ltd this companyPre-Seed$200K$378K0.64×
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$200K2025-08-29$1.1M$378K90%
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$200K2025-08-29
    • First recorded raise — entered as Pre-Seed.
    • 1 investor on this round.
Intelligence
—
Modeled next raise
$320K
Modeled next size est.range $208K–$512K
—
Last step-up
—
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
Neal Goldman—2 other2025-08
James Tu—1 other2025-08
Anne Butler——2025-08
Clint J. Pete——2025-08
Don O'Connell——2025-08
Ruten Bhanderi——2025-08
Registry & provenance

Charles & Colvard Ltd 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
1015155
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
Brimstone Grill Inc.RetailingPre-Seed$200K$377Ksame sector · same stage
carter joey LLCRetailingPre-Seed$200K$620Ksame sector · same stage
Eleven18 LlcRetailingPre-Seed$200K$415Ksame sector · same stage
El Tinieblo International, Inc.RetailingPre-Seed$200K$1.3Msame sector · same stage
FreeForm Brush Inc.RetailingPre-Seed$200K$1.3Msame sector · same stage
Good Dad Gang, Inc.RetailingPre-Seed$200K$374Ksame sector · same stage
Imperfects, Inc.RetailingPre-Seed$200K$493Ksame sector · same stage
Instant Offer Furniture, Inc.RetailingPre-Seed$200K$330Ksame 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
House of LR&C, PBCRetailingSeries B$74.1M85%
French Florist Holdings Co.RetailingSeed$9.1M84%
Glenn & Glenn LLCRetailingPre-Seed$1.4M84%
Thomas H. Beckbe & Company, Inc.RetailingSeed$8.3M84%
Walpole Holdings, LLCRetailingSeries B$93.1M83%
Crowns & Hops, Inc.RetailingPre-Seed$2.9M83%
Fouquet Trading LLCRetailingPre-Seed$3.9M83%
WKCGRG Holdings, Inc.RetailingPre-Seed$2.9M83%
Frequently asked
How much funding has Charles & Colvard Ltd raised?
Charles & Colvard Ltd has raised approximately $200K in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Charles & Colvard Ltd's estimated valuation?
Provath's modeled valuation for Charles & Colvard Ltd is approximately $378K (modeled range $120K–$895K). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Charles & Colvard Ltd at?
Charles & Colvard Ltd's latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Fri Aug 29.
What does Charles & Colvard Ltd do and where is it based?
Charles & Colvard Ltd operates in the Retailing sector, based in MORRISVILLE.
Explore related

See where Charles & Colvard Ltd sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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