Conestoga Trust☆Watch⊞Compare

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Conestoga Trust is one of 1793 Investment Vehicle companies tracked from Atlanta. By capital raised it ranks among the largest (ahead of 97% 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.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst”

We are a boutique asset manager investing in Micro Cap Growth, Small Cap Growth, SMid Cap Growth, and Mid Cap Growth companies.

We are a boutique asset manager investing in Micro Cap Growth, Small Cap Growth, SMid Cap Growth, and Mid Cap Growth companies. Quality Growth Strategies for the Long-Term Investment Team Average Industry Experience Our primary investment offerings take the form of Mutual Funds, Separately Managed Accounts and CITs We invest with an ownership mindset focused entirely on identifying sector-leading small-to mid-cap companies with strong management teams capable of maintaining sustainable earnings growth that can result in lower volatility with durable alpha generation . The first quarter of 2026 saw shifting market sentiment, as early optimism gave way to volatility driven by geopolitical tensions and changing rate expectations. High-quality Small Cap stocks have outperformed both the Russell 2000 Index and low quality Small Caps across multiple time periods, and we see a compelling case for Small Cap outperformance looking forward. The year 2025 witnessed what we believe are robust returns in US equities, marked by double-digit gains across all major indices and Small Caps achieving a new all-time high price level. Register now to access our Co-Portfolio Managers’ quarterly performa

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.

Round size and date are reported; the stage label is inferred from round size (latest is Series D+ — a $100M–$400M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Benchmarked against 1793 companies in Investment Vehicle. 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 97% of sector peers (real $). Modeled value above 98% of peers (estimate).

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.

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

1. Series D+$171.7M2010-05-28
   • First recorded raise — entered as Series D+.
   • 1,284 investors on this round.
2. Series D+$140.0M2010-05-28
   • Filed alongside the prior round (same month) — likely a tranche or amendment.
   • Round roughly the size of the prior one.
   • 913 investors on this round.
3. Series B$25.2M2010-05-28
   • Filed alongside the prior round (same month) — likely a tranche or amendment.
   • Round 5.5× smaller than the prior — bridge or down round.
   • Switched to Rule 06 (was Rule 506(b)).
   • 165 investors on this round.
4. Series A$12.1M2010-05-28
   • Filed alongside the prior round (same month) — likely a tranche or amendment.
   • Round 2.1× smaller than the prior — bridge or down round.
   • 110 investors on this round.
5. Series D+$171.7M2010-05-28
   • Filed alongside the prior round (same month) — likely a tranche or amendment.
   • Round 14.2× larger than the prior — scaling up.
   • Switched to Rule 506(c) (was Rule 06).
   • 1,284 investors on this round.
6. Series D+$173.1M2010-05-28
   • Filed alongside the prior round (same month) — likely a tranche or amendment.
   • Round roughly the size of the prior one.
   • Switched to Rule 506(b) (was Rule 506(c)).
   • 913 investors on this round.
7. Series C$98.1M2010-05-28
   • Filed alongside the prior round (same month) — likely a tranche or amendment.
   • Round 1.8× smaller than the prior — bridge or down round.
   • 650 investors on this round.
8. Series A$12.1M2010-05-28
   • Filed alongside the prior round (same month) — likely a tranche or amendment.
   • Round 8.1× smaller than the prior — bridge or down round.
   • Switched to Rule 06 (was Rule 506(b)).
   • 110 investors on this round.
9. Series A$12.1M2010-05-28
   • Filed alongside the prior round (same month) — likely a tranche or amendment.
   • Round roughly the size of the prior one.
   • 110 investors on this round.

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.

Conestoga Trust is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

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.

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

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