Companies · Software / Tech
VALLEY CENTER · Software / Tech · refined from filed group “Other”
Diligence memoA one-page analyst read on Concierge Technologies Inc — recommendation, valuation, rhythm, risks.→Concierge Technologies Inc looks over-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.
Concierge Technologies Inc is one of 3920 Software / Tech companies tracked from VALLEY CENTER. By capital raised it ranks among the largest (ahead of 95% of sector peers), and among the largest 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, Series A, Series B — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 40%.
Round size and date are reported; the stage label is inferred from round size (latest is Series C — a $40M–$100M 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 95% of sector peers (real $). Modeled value above 98% of peers (estimate).
A tighter cohort than the sector chart above — only companies at the same stage (Series C) 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 #1 of 22.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Concierge Technologies Inc this company | Series C | $88.5M | $2.7B | 1.71× |
| Sauce Labs Inc | Series C | $71.8M | $2.2B | 1.41× |
| Peloton Technology, Inc. | Series C | $82.8M | $2.1B | 1.31× |
| Liquidmetal Technologies Inc | Series C | $120.5M | $2.0B | 1.27× |
| Xirgo Technologies Intermediate Holdings, LLC | Series C | $60.6M | $1.9B | 1.21× |
| Helios & Matheson Analytics Inc. | Series C | $187.8M | $1.9B | 1.20× |
| BitSight Technologies, Inc. | Series C | $82.1M | $1.9B | 1.20× |
| Accommodations Plus Technologies Holdings LLC | Series C | $59.5M | $1.9B | 1.19× |
| Axonics Modulation Technologies, Inc. | Series C | $124.4M | $1.7B | 1.10× |
| Software Is Correct Inc. | Series C | $73.4M | $1.6B | 1.04× |
| Kryptoin Etf Systems, Corp | Series C | $50.0M | $1.6B | 1.00× |
| Greenhouse Software, Inc. | Series C | $94.2M | $1.6B | 1.00× |
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 | $3.0M | 2015-01-26 | $15.0M | $102.2M | 85% |
| Series C | $85.5M | 2016-12-09 | $570.0M | $2.7B | 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 |
|---|---|---|---|
| David Neibert | — | — | 2015-01 |
| Matt Gonzalez | — | — | 2015-01 |
| Nicholas Gerber | — | — | 2015-01 |
| Scott Schoenberger | — | — | 2015-01 |
Concierge Technologies 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 |
|---|---|---|---|---|---|
| Romeo Systems, Inc. | Software / Tech | Series C | $88.6M | $2.8B | same sector · same stage |
| Acres Technology | Software / Tech | Series C | $90.5M | $402.6M | same sector · same stage |
| Parry Labs Holdings, LLC | Software / Tech | Series C | $90.7M | $994.2M | same sector · same stage |
| Dell Technologies Inc | Software / Tech | Series C | $85.5M | $1.1B | same sector · same stage |
| Cohere Technologies, Inc. | Software / Tech | Series C | $84.7M | $1.0B | same sector · same stage |
| Buf Technologies, Inc. | Software / Tech | Series C | $93.5M | $1.4B | same sector · same stage |
| Cherwell Software, LLC | Software / Tech | Series C | $83.3M | $2.6B | same sector · same stage |
| Greenhouse Software, Inc. | Software / Tech | Series C | $94.2M | $1.6B | 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 |
|---|---|---|---|---|
| Legacy Concierge, Llc | Other Technology | Pre-Seed | $11.9M | 85% |
| Convai Technologies Inc. | Software / Tech | Series A | $72.0M | 83% |
| Connext Labs, Inc. | Software / Tech | Seed | $91.2M | 83% |
| ConserWater Technologies Inc. | Software / Tech | Series A | $78.0M | 81% |
| Journey Software, Inc. | Software / Tech | Pre-Seed | $7.0M | 80% |
| Raftup Technologies, Inc. | Software / Tech | Pre-Seed | $42.4M | 80% |
| Contakt World Technologies Corp. | Software / Tech | Seed | $26.5M | 80% |
| Journey Systems, Inc. | Software / Tech | Seed | $17.0M | 79% |
See where Concierge Technologies 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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