Companies · Software / Tech
BRIDGEWATER · Software / Tech · refined from filed group “Other”
Diligence memoA one-page analyst read on CMS Technology, Inc. — recommendation, valuation, rhythm, risks.→CMS Technology, 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 technology sector profile.
Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.
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.
CMS Technology, Inc. is one of 3920 Software / Tech companies tracked from BRIDGEWATER. By capital raised it ranks in the upper tier (ahead of 87% 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.
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 — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 75%.
Round size and date are reported; the stage label is inferred from round size (latest is Series B — a $15M–$40M round). Valuation is modeled from stage benchmarks scaled by the technology sector profile. Directional, not a quoted figure.
Benchmarked against 3920 companies in Software / Tech. 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 87% of sector peers (real $). Modeled value above 46% of peers (estimate).
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 #78 of 78.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Orchid Labs Inc. | Series B | $40.6M | $1.1B | 1.89× |
| Overclock Labs, Inc. | Series B | $35.3M | $1.0B | 1.78× |
| Reflexis Systems Inc | Series B | $67.2M | $999.8M | 1.72× |
| Nav Technologies, Inc. | Series B | $67.8M | $995.5M | 1.71× |
| Vesper Technologies Inc. | Series B | $51.4M | $971.7M | 1.67× |
| Applied Data Finance, LLC | Series B | $30.8M | $938.7M | 1.61× |
| Digital Reasoning Systems, Inc. | Series B | $80.5M | $913.8M | 1.57× |
| Singular Labs Inc. | Series B | $35.6M | $913.7M | 1.57× |
| Skyport Systems, Inc. | Series B | $66.7M | $904.5M | 1.55× |
| Constellation Labs, LLC | Series B | $29.7M | $904.1M | 1.55× |
| Theta Labs, Inc. | Series B | $37.4M | $887.6M | 1.52× |
| SolidEnergy Systems Corp. | Series B | $79.5M | $879.4M | 1.51× |
| CMS Technology, Inc. this company | Series B | $35.9M | $28.9M | 0.05× |
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. |
|---|---|---|---|---|---|
| Seed | $1.1M | 2011-04-19 | $5.4M | $36.6M | 85% |
| Seed | $1.0M | 2013-07-25 | $5.1M | $34.8M | 85% |
| Series A | $15.0M | 2014-07-01 | $68.2M | $416.1M | 85% |
| Series A | $100K | 2015-04-17 | $455K | $2.8M | 85% |
| Series B | $17.8M | 2016-09-26 | $98.8M | $541.4M | 90% |
| Series B | $950K | 2018-11-07 | $5.3M | $28.9M | 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 |
|---|---|---|---|
| Greg Oberholtzer | — | 1 other | 2018-11 |
| JAMES R BURNS | — | 1 other | 2011-04 |
| BRIAN R KING | — | — | 2013-07 |
| CHRISTINA R VAN TASSELL | — | — | 2011-04 |
| Connie Kristan | — | — | 2018-11 |
| DAVID R CREASEY | — | — | 2011-04 |
| DIANE R BAIA CLAVELOUX | — | — | 2011-04 |
| Frances R. Dautreuil | — | — | 2016-09 |
| Francis Dautreuil | — | — | 2018-11 |
| FRANCIS R DAUTREUIL | — | — | 2014-07 |
| HAL R WOLKEN | — | — | 2013-07 |
| Hal Wolken | — | — | 2018-11 |
| Ingrid Cole | — | — | 2018-11 |
| James Dietrich | — | — | 2018-11 |
| JAMES R DIETRICH | — | — | 2014-07 |
| JIM R ORPHANIDES | — | — | 2013-07 |
| John Meccia | — | — | 2018-11 |
| JOHN R MECCIA | — | — | 2013-07 |
| Joseph Budd | — | — | 2018-11 |
| KEN R WUESTENFELD | — | — | 2011-04 |
| Ray DiMuzio | — | — | 2018-11 |
| Ray R. DiMuzio | — | — | 2016-09 |
| TODD R BECKER | — | — | 2013-07 |
| TOM R BYRNE | — | — | 2011-04 |
CMS Technology, 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.
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 |
|---|---|---|---|---|---|
| Allurion Technologies, Inc. | Software / Tech | Series B | $36.1M | $23.1M | same sector · same stage |
| Upshot Technologies, Inc. | Software / Tech | Series B | $34.8M | $22.8M | same sector · same stage |
| Blue Spark Technologies, Inc. | Software / Tech | Series B | $34.3M | $34.3M | same sector · same stage |
| Redica Systems, Inc. | Software / Tech | Series B | $39.5M | $27.9M | same sector · same stage |
| Verse Technologies, Inc | Software / Tech | Series B | $31.2M | $29.8M | same sector · same stage |
| Prismatic Software Inc. | Software / Tech | Series B | $30.7M | $22.1M | same sector · same stage |
| r4 Technologies, Inc. | Software / Tech | Series A | $22.5M | $39.8M | network1 shared operator · same sector |
| Engage Technologies Group, Inc. | Software / Tech | Series B | $26.3M | $34.8M | 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 |
|---|---|---|---|---|
| CM1 Technologies, Inc. | Software / Tech | Pre-Seed | $24.6M | 91% |
| LIS Technologies Inc | Software / Tech | Series B | $28.7M | 85% |
| CModel Data, Inc. | Software / Tech | Pre-Seed | $7.1M | 84% |
| Message Systems, Inc. | Software / Tech | Series B | $36.5M | 83% |
| CMT Solutions, Inc. | Other Technology | Series A | $157.0M | 83% |
| System Inc. | Software / Tech | Series A | $246.8M | 83% |
| M&R Technology, Inc. | Software / Tech | Pre-Seed | $502K | 83% |
| Comm Technologies, Inc. | Software / Tech | Series A | $84.9M | 82% |
See where CMS Technology, 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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