Diligence memo · auto-generated · as of July 2, 2026

Counterpart Holdings Inc.

Counterpart Holdings Inc. looks fair against its niche peers and is at-risk on financing cadence.

WatchOverdue for a raise versus sector cadence — could be a bridge, a down round, or distress. Watch for the next filing.

Businessfiled

Counterpart Holdings Inc. operates in Other Technology, based in Covina.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

Counterpart Holdings Inc. has raised $36M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).

Largest single filing: $20M on 2021-12-28.

Most recent recorded round closed around 2023-05-05.

Valuation (modeled)modeled

Provath models Counterpart Holdings Inc. at approximately $180M (range $39M–$402M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 0.84× the median modeled value of Series B Other Technology companies in 2022–2024 (514 peers) — value vs value, same stage and era. Within the normal band (84% of peer median) for its niche.

Financing rhythm & timingmixed

Historic cadence: a new round about every 16 months.

Last raise 3.2 yr ago; this sector typically re-raises about every 13 months.

Past due for a raise versus sector cadence — watch for distress or a bridge.

The last round was 1.3× smaller than the prior — a bridge or down round.

Comparablesmixed

Capital scale ranks ahead of 90% of Other Technology peers (21302 compared).

Modeled value ranks above 82% of those peers.

Closest niche peers: Contabilizei Co, Skan, Inc., Design Barn Inc., SKAEL, Inc., Maze.Design, Inc..

Peoplefiled

3 named people on file across officers, directors and signatories.

Risks & flagsmixed

Overdue for a raise versus sector norm — distress or bridge risk.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.