Companies · HR / Worktech

Epicor, Inc.

AUSTIN · HR / Worktech · refined from filed group “Other · https://www.epicor.com/en-us/

Diligence memoA one-page analyst read on Epicor, Inc. — recommendation, valuation, rhythm, risks.
$203.6M
Total raised · real
1
Rounds
2.6×
Latest step-up
Top 3%
Sector rank · raised
Series D+
Latest stage · inferred · Wed Nov 11 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Epicor, Inc. has raised $204M over 1 round; too few niche peers to rank its valuation yet.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the hr/worktech sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Dormant
  • Last raise 5.6 yr ago; this sector typically re-raises about every 13 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.
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 HR / Worktech

Epicor, Inc. is one of 63 HR / Worktech companies tracked from AUSTIN. By capital raised it ranks among the largest (ahead of 98% 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

Advanced ERP software curated to the unique needs of your business. Explore industry-specific tools for quicker ROI, better efficiency, and streamlined growth.

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ai/mlhr/worktech
Find Epicor online

Trades publicly as Epicor.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
123
Investors (latest)
2020
Year incorporated
2020-11-11
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$5.0BSeries D+ · 2020-11-11 Raised $204M (real) Modeled valuation $4.5B (est)$204M$4.5BSeries D+2020Series D+ · 2020-11-11 Raised $189M (real) Modeled valuation $4.2B (est)$189M$4.2BSeries D+2020Series D+ · 2020-11-11 Raised $147M (real) Modeled valuation $3.3B (est)$147M$3.3BSeries D+2020Series C · 2020-11-11 Raised $65M (real) Modeled valuation $1.4B (est)$65M$1.4BSeries C2020Series C · 2020-11-11 Raised $77M (real) Modeled valuation $1.7B (est)$77M$1.7BSeries C2020Series D+ · 2020-11-11 Raised $204M (real) Modeled valuation $4.5B (est)$204M$4.5BSeries D+2020+$189M+$147M+$65M+$77M+$204MCumulative $885M

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
Series D+$203.6M · 2020
Series D+ extension$189.0M · 2020
Series D+ extension$146.9M · 2020
Bridge · Series D+-stage$64.9M · 2020smaller follow-on
Bridge · Series D+-stage$76.9M · 2020smaller follow-on
Series D+ extension$203.6M · 2020

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, 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: 33%.

Modeled valuation trajectory
$4.5B
Base estimate est.
$1.1B
Conservative case
$9.5B
Upside case
$1.7B
Modeled post-money

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 scaled by the hr/worktech sector profile. Directional, not a quoted figure.

Series D+ · modeled $4.5B · 2020-11-112020Series D+ · modeled $4.2B · 2020-11-11Series D+ · modeled $3.3B · 2020-11-11Series C · modeled $1.4B · 2020-11-11Series C · modeled $1.7B · 2020-11-11Series D+ · modeled $4.5B · 2020-11-112020
Model inputs · modeled:benchmark-stage-stepup-v1
12%
Dilution assumption
Implied ownership sold in the financing.
83%
Survival probability
67% low · 92% high
1.23×/yr
Annual markup
1.38×/yr upside case
5.6 yr
Elapsed time used
5.6 yr actual, capped for stale marks
hr/worktech
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
0 mo
Avg between rounds
Capital velocity
5.6 yr
On record since
2020
First round
6
Rounds on file
How it compares to the market

Benchmarked against 63 companies in HR / Worktech. 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$203.6M
Sector median$10.6M
Latest round — vs other Series D+ rounds in sector (real $, this stage) 0.7× of median
This company$203.6M
Sector median$276.8M
Modeled value — vs sector median (estimate, all stages) 109× above median
This company$4.5B
Sector median$41.4M

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

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.
Series D+$203.6M2020-11-11$1.7B$4.5B90%
Series D+$189.0M2020-11-11$1.6B$4.2B90%
Series D+$146.9M2020-11-11$1.2B$3.3B90%
Series C$64.9M2020-11-11$432.7M$1.4B90%
Series C$76.9M2020-11-11$513.0M$1.7B90%
Series D+$203.6M2020-11-11$1.7B$4.5B90%
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. Series D+$203.6M2020-11-11
    • First recorded raise — entered as Series D+.
    • 123 investors on this round.
  2. Series D+$189.0M2020-11-11
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round roughly the size of the prior one.
    • 111 investors on this round.
  3. Series D+$146.9M2020-11-11
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round roughly the size of the prior one.
    • 97 investors on this round.
  4. Series C$64.9M2020-11-11
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 2.3× smaller than the prior — bridge or down round.
    • 24 investors on this round.
  5. Series C$76.9M2020-11-11
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round roughly the size of the prior one.
    • 28 investors on this round.
  6. Series D+$203.6M2020-11-11
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 2.6× larger than the prior — scaling up.
    • 123 investors on this round.
Intelligence
Modeled next raise
$538.6M
Modeled next size est.range $350.1M$861.8M
2.6×
Last step-up
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
Theresa A. Gore14 other2020-11
James Taylor11 other2020-11
Stephen Shapiro5 other2020-11
Aaron Dupuis3 other2020-11
Stephen Murphy3 other2020-11
Jason Dunn2 other2020-11
Jean-Christophe Germani2 other2020-11
Harsh Agarwal1 other2020-11
Jeff Hawn1 other2020-11
Jennifer Vanta1 other2020-11
Jim Schaper1 other2020-11
MITCH WILLIAMS1 other2020-11
Brad Knisely2020-11
- CD&R Associates X, L.P.2020-11
Gideon Lowin2020-11
Harsh A. Agarwal2020-11
Himanshu Palsule2020-11
James Taylor, III2020-11
Jignasha Grooms2020-11
Joseph Ayers2020-11
Kathleen Owens2020-11
Lisa Pope2020-11
Maxwell Kallenberger2020-11
Samuel Monti2020-11
Registry & provenance

Epicor, 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
1834002
SEC CIK
2020
Incorporated
Recent activity

Discovered from epicor — the partnerships, launches, hiring and press it publishes about itself. Evidence the company is alive and what it is doing now, not financial data.

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
CD&R Bounce Co-Investor, L.P.OtherSeries D+$223.1M$3.9Bnetwork1 shared operator · same stage
Fortress Ultimate Holdings, L.P.Other TechnologySeries C$66.9M$627.0Mnetwork2 shared operators
Wizard Parent LLCOtherSeries D+$378.0M$6.5Bnetwork1 shared operator · same stage
WorkForce Software Holdings, LLCHR / WorktechSeries C$104.4M$1.6Bsame sector
Humand Holdings LtdHR / WorktechSeries C$77.5M$465.3Msame sector
Source Donor Inc.Other TechnologySeries C$117.4M$643.8Mnetwork1 shared operator
Oraya Therapeutics IncOther TechnologySeries B$74.9M$765.4Mnetwork1 shared operator
CD&R Bounce Co-Investor 2, L.P.OtherSeries C$72.0M$1.2Bnetwork1 shared operator
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.

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Frequently asked
How much funding has Epicor, Inc. raised?
Epicor, Inc. has raised approximately $203.6M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Epicor, Inc.'s estimated valuation?
Provath's modeled valuation for Epicor, Inc. is approximately $4.5B (modeled range $1.1B–$9.5B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Epicor, Inc. at?
Epicor, Inc.'s latest modeled financing stage is Series D+. Its most recent recorded round closed around Wed Nov 11.
What does Epicor, Inc. do and where is it based?
Epicor, Inc. operates in the HR / Worktech sector, based in AUSTIN. Advanced ERP software curated to the unique needs of your business. Explore industry-specific tools for quicker ROI, better efficiency, and streamlined growth.
Explore related

See where Epicor, 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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