Companies · HR / Worktech
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.→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.
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.
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.
Advanced ERP software curated to the unique needs of your business. Explore industry-specific tools for quicker ROI, better efficiency, and streamlined growth. Simplify your processes and empower your workforce. From end-to-end ERP platforms to AI-driven applications, we combine deep industry knowledge with smart software solutions for your supply chain business. Every day is easier when you work with Epicor. Prepare for 2 days of cutting-edge innovation and powerful inspiration at Insights for Building Supply and Retail 2026! Join us on November 9-11 at the Gaylord Texan in Grapevine, TX. Epicor Ascend uses AI to streamline ERP migrations and modernize operations. Your qualified business can go live in as little as 90 days. Epicor Prism helps teams design, build, and deploy AI agents that execute directly inside ERP workflows, giving you enterprise-grade governance and control. Learn how infrastructure and workforce alignment give businesses the edge Find out how we can help you future-proof your manufacturing operations. Learn how we can help you deliver on your customers’ rising expectations. See how we can help you thrive by embracing the new realities of retail. Learn what it
Trades publicly as Epicor.
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, 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%.
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.
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.
Raised more than 98% 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.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| Series D+ | $203.6M | 2020-11-11 | $1.7B | $4.5B | 90% |
| Series D+ | $189.0M | 2020-11-11 | $1.6B | $4.2B | 90% |
| Series D+ | $146.9M | 2020-11-11 | $1.2B | $3.3B | 90% |
| Series C | $64.9M | 2020-11-11 | $432.7M | $1.4B | 90% |
| Series C | $76.9M | 2020-11-11 | $513.0M | $1.7B | 90% |
| Series D+ | $203.6M | 2020-11-11 | $1.7B | $4.5B | 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 |
|---|---|---|---|
| Theresa A. Gore | — | 14 other | 2020-11 |
| James Taylor | — | 11 other | 2020-11 |
| Stephen Shapiro | — | 5 other | 2020-11 |
| Aaron Dupuis | — | 3 other | 2020-11 |
| Stephen Murphy | — | 3 other | 2020-11 |
| Jason Dunn | — | 2 other | 2020-11 |
| Jean-Christophe Germani | — | 2 other | 2020-11 |
| Harsh Agarwal | — | 1 other | 2020-11 |
| Jeff Hawn | — | 1 other | 2020-11 |
| Jennifer Vanta | — | 1 other | 2020-11 |
| Jim Schaper | — | 1 other | 2020-11 |
| MITCH WILLIAMS | — | 1 other | 2020-11 |
| Brad Knisely | — | — | 2020-11 |
| - CD&R Associates X, L.P. | — | — | 2020-11 |
| Gideon Lowin | — | — | 2020-11 |
| Harsh A. Agarwal | — | — | 2020-11 |
| Himanshu Palsule | — | — | 2020-11 |
| James Taylor, III | — | — | 2020-11 |
| Jignasha Grooms | — | — | 2020-11 |
| Joseph Ayers | — | — | 2020-11 |
| Kathleen Owens | — | — | 2020-11 |
| Lisa Pope | — | — | 2020-11 |
| Maxwell Kallenberger | — | — | 2020-11 |
| Samuel Monti | — | — | 2020-11 |
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.
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.
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 |
|---|---|---|---|---|---|
| CD&R Bounce Co-Investor, L.P. | Other | Series D+ | $223.1M | $3.9B | network1 shared operator · same stage |
| Fortress Ultimate Holdings, L.P. | Other Technology | Series C | $66.9M | $627.0M | network2 shared operators |
| Wizard Parent LLC | Other | Series D+ | $378.0M | $6.5B | network1 shared operator · same stage |
| WorkForce Software Holdings, LLC | HR / Worktech | Series C | $104.4M | $1.6B | same sector |
| Humand Holdings Ltd | HR / Worktech | Series C | $77.5M | $465.3M | same sector |
| Source Donor Inc. | Other Technology | Series C | $117.4M | $643.8M | network1 shared operator |
| Oraya Therapeutics Inc | Other Technology | Series B | $74.9M | $765.4M | network1 shared operator |
| CD&R Bounce Co-Investor 2, L.P. | Other | Series C | $72.0M | $1.2B | network1 shared operator |
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 |
|---|---|---|---|---|
| Databricks, Inc. Databricks offers a unified platform for data, analytics and AI. Build better AI with a data-centric approach. Simplify ETL, data warehousing, governance and AI on the Data Intelligence Platform. | AI / ML | Growth/Late | $41.5B | 73% |
| Wordware AI agents you can rely on | AI / ML | — | — | 73% |
| Cargo Build your GTM workforce | HR / Worktech | — | — | 73% |
| Shop Accelerator, Inc. | Consumer / Retail | Series A | $14.2M | 73% |
| Epic Optix, Inc. | Business Services | Seed | $27.3M | 73% |
| Vendora All-in-One Software for the $1T Grocery Industry | Fintech | — | — | 73% |
| Highspot, Inc. Unlock go-to-market performance with Highspot, the AI-powered sales enablement platform. Equip, train, and coach your teams to scale. | AI / ML | Series D+ | $6.5B | 73% |
| burnt Agentic Operating System for Food Supply Chain | AI / ML | — | — | 73% |
See where Epicor, Inc. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
If you work at Epicor, Inc., claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.
Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.