Companies · Software / Tech

Concierge Technologies Inc

VALLEY CENTER · Software / Tech · refined from filed group “Other

Diligence memoA one-page analyst read on Concierge Technologies Inc — recommendation, valuation, rhythm, risks.
$88.5M
Total raised · real
2
Rounds
28.5×
Latest step-up
Top 6%
Sector rank · raised
Series C
Latest stage · inferred · Fri Dec 09 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

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.

Over-valued
  • Modeled value is 1.71× the median modeled value of Series C Software / Tech companies in 2016–2018 (22 peers) — value vs value, same stage and era.
Dormant
  • Last raise 9.6 yr ago; this sector typically re-raises about every 13 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 Software / Tech

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.

US
Jurisdiction
Rule 506(b)
Reg D exemption
12
Investors (latest)
2016-12-09
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$1.3B$2.5B$3.8B$5.0BSeed · 2015-01-26 Raised $3.0M (real) Modeled valuation $102M (est)$3.0M$102MSeed2015Series C · 2016-12-09 Raised $86M (real) Modeled valuation $2.7B (est)$86M$2.7BSeries C2016+$86MCumulative $89M

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$3.0M · 2015
Series C$85.5M · 2016no Series A / Series B on file

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%.

Modeled valuation trajectory
$2.7B
Base estimate est.
$324.0M
Conservative case
$7.1B
Upside case
$570.0M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ca $40M–$100M round). Valuation is modeled from stage benchmarks scaled by the technology sector profile. Directional, not a quoted figure.

Seed · modeled $102.2M · 2015-01-262015Series C · modeled $2.7B · 2016-12-092016
Model inputs · modeled:benchmark-stage-stepup-v1
15%
Dilution assumption
Implied ownership sold in the financing.
76%
Survival probability
57% low · 88% high
1.35×/yr
Annual markup
1.55×/yr upside case
6.0 yr
Elapsed time used
9.6 yr actual, capped for stale marks
technology
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
22 mo
Avg between rounds
$47.3M/yr
Capital velocity
11.4 yr
On record since
2015
First round
2
Rounds on file
How it compares to the market

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.

Total raised — vs sector median (real $, all stages) 19× above median
This company$88.5M
Sector median$4.6M
Latest round — vs other Series C rounds in sector (real $, this stage) 1.7× above median
This company$85.5M
Sector median$51.0M
Modeled value — vs sector median (estimate, all stages) 73× above median
This company$2.7B
Sector median$36.6M

Raised more than 95% of sector peers (real $). Modeled value above 98% of peers (estimate).

Niche peers — same stage & era

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.

This companyCohort peer
$1.0B$10.0B$10.0M$100.0M$1.0BCapital raised (log)Sauce Labs Inc · Series C Raised $71.8M · modeled $2.2B (est)Peloton Technology, Inc. · Series C Raised $82.8M · modeled $2.1B (est)Liquidmetal Technologies Inc · Series C Raised $120.5M · modeled $2.0B (est)Xirgo Technologies Intermediate Holdings, LLC · Series C Raised $60.6M · modeled $1.9B (est)Helios & Matheson Analytics Inc. · Series C Raised $187.8M · modeled $1.9B (est)BitSight Technologies, Inc. · Series C Raised $82.1M · modeled $1.9B (est)Accommodations Plus Technologies Holdings LLC · Series C Raised $59.5M · modeled $1.9B (est)Axonics Modulation Technologies, Inc. · Series C Raised $124.4M · modeled $1.7B (est)Software Is Correct Inc. · Series C Raised $73.4M · modeled $1.6B (est)Kryptoin Etf Systems, Corp · Series C Raised $50.0M · modeled $1.6B (est)Greenhouse Software, Inc. · Series C Raised $94.2M · modeled $1.6B (est)Concierge Technologies Inc (this company) Raised $88.5M · modeled $2.7B (est)Concierge Technologies Inc
CompanyStageRaised · realValue · estvs peer med.
Concierge Technologies Inc this companySeries C$88.5M$2.7B1.71×
Sauce Labs IncSeries C$71.8M$2.2B1.41×
Peloton Technology, Inc.Series C$82.8M$2.1B1.31×
Liquidmetal Technologies IncSeries C$120.5M$2.0B1.27×
Xirgo Technologies Intermediate Holdings, LLCSeries C$60.6M$1.9B1.21×
Helios & Matheson Analytics Inc.Series C$187.8M$1.9B1.20×
BitSight Technologies, Inc.Series C$82.1M$1.9B1.20×
Accommodations Plus Technologies Holdings LLCSeries C$59.5M$1.9B1.19×
Axonics Modulation Technologies, Inc.Series C$124.4M$1.7B1.10×
Software Is Correct Inc.Series C$73.4M$1.6B1.04×
Kryptoin Etf Systems, CorpSeries C$50.0M$1.6B1.00×
Greenhouse Software, Inc.Series C$94.2M$1.6B1.00×
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$3.0M2015-01-26$15.0M$102.2M85%
Series C$85.5M2016-12-09$570.0M$2.7B90%
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$3.0M2015-01-26
    • First recorded raise — entered as Seed.
    • 2 investors on this round.
  2. Series C$85.5M2016-12-09
    • Raised again after 22 mo — slower than the ~13 mo sector norm.
    • Round 28.5× larger than the prior — scaling up.
    • 12 investors on this round.
Intelligence
2018 ~Q4
Modeled next raise · ~22mo cadence
$256.5M
Modeled next size est.range $166.7M$410.4M
28.5×
Last step-up
$47.3M/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
David Neibert2015-01
Matt Gonzalez2015-01
Nicholas Gerber2015-01
Scott Schoenberger2015-01
Registry & provenance

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.

United States
Country of record
US
Jurisdiction
1005101
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
Romeo Systems, Inc.Software / TechSeries C$88.6M$2.8Bsame sector · same stage
Acres TechnologySoftware / TechSeries C$90.5M$402.6Msame sector · same stage
Parry Labs Holdings, LLCSoftware / TechSeries C$90.7M$994.2Msame sector · same stage
Dell Technologies IncSoftware / TechSeries C$85.5M$1.1Bsame sector · same stage
Cohere Technologies, Inc.Software / TechSeries C$84.7M$1.0Bsame sector · same stage
Buf Technologies, Inc.Software / TechSeries C$93.5M$1.4Bsame sector · same stage
Cherwell Software, LLCSoftware / TechSeries C$83.3M$2.6Bsame sector · same stage
Greenhouse Software, Inc.Software / TechSeries C$94.2M$1.6Bsame 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
Legacy Concierge, LlcOther TechnologyPre-Seed$11.9M85%
Convai Technologies Inc.Software / TechSeries A$72.0M83%
Connext Labs, Inc.Software / TechSeed$91.2M83%
ConserWater Technologies Inc.Software / TechSeries A$78.0M81%
Journey Software, Inc.Software / TechPre-Seed$7.0M80%
Raftup Technologies, Inc.Software / TechPre-Seed$42.4M80%
Contakt World Technologies Corp.Software / TechSeed$26.5M80%
Journey Systems, Inc.Software / TechSeed$17.0M79%
Frequently asked
How much funding has Concierge Technologies Inc raised?
Concierge Technologies Inc has raised approximately $88.5M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Concierge Technologies Inc's estimated valuation?
Provath's modeled valuation for Concierge Technologies Inc is approximately $2.7B (modeled range $324.0M–$7.1B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Concierge Technologies Inc at?
Concierge Technologies Inc's latest modeled financing stage is Series C. Its most recent recorded round closed around Fri Dec 09.
What does Concierge Technologies Inc do and where is it based?
Concierge Technologies Inc operates in the Software / Tech sector, based in VALLEY CENTER.
Explore related

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