Companies · Other Technology

InvestCloud, Inc.

BEVERLY HILLS · Other Technology

Diligence memoA one-page analyst read on InvestCloud, Inc. — recommendation, valuation, rhythm, risks.
$78.7M
Total raised · real
6
Rounds
0.0×
Latest step-up
Top 5%
Sector rank · raised
Series C
Latest stage · inferred · Thu Jan 19 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

InvestCloud, Inc. looks under-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.

Under-valued
  • Modeled value is 0.00× the median modeled value of Series C Other Technology companies in 2016–2018 (94 peers) — value vs value, same stage and era.
Dormant
  • Last raise 9.4 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 Other Technology

InvestCloud, Inc. is one of 21302 Other Technology companies tracked from BEVERLY HILLS. By capital raised it ranks among the largest (ahead of 96% of sector peers), and in the long tail 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
1
Investors (latest)
2017-01-19
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$500M$1.0B$1.5B$2.0BPre-Seed · 2010-08-18 Raised $480K (real) Modeled valuation $20M (est)$480K$20MPre-Seed2010Pre-Seed · 2012-12-21 Raised $100K (real) Modeled valuation $4.2M (est)$100K$4.2MPre-Seed2012Series A · 2013-10-11 Raised $8.0M (real) Modeled valuation $222M (est)$8.0M$222MSeries A2013Series C · 2015-09-30 Raised $45M (real) Modeled valuation $1.4B (est)$45M$1.4BSeries C2015Series C · 2016-09-09 Raised $25M (real) Modeled valuation $786M (est)$25M$786MSeries C2016Series C · 2017-01-19 Raised $152K (real) Modeled valuation $4.8M (est)$152K$4.8MSeries C2017+$100K+$8.0M+$45M+$25M+$152KCumulative $79M

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
Pre-Seed$480K · 2010
Pre-Seed extension$100K · 2012
Series A$8.0M · 2013no Seed on file
Series C$45.0M · 2015no Series B on file
Series C extension$25.0M · 2016
Series C extension$152K · 2017

Stages are modeled from round size (public records carry no series label). No record for: Seed, Series B — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 60%.

Modeled valuation trajectory
$4.8M
Base estimate est.
$577K
Conservative case
$12.6M
Upside case
$1.0M
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.

Pre-Seed · modeled $20.3M · 2010-08-182010Pre-Seed · modeled $4.2M · 2012-12-21Series A · modeled $221.9M · 2013-10-11Series C · modeled $1.4B · 2015-09-30Series C · modeled $785.7M · 2016-09-09Series C · modeled $4.8M · 2017-01-192017
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
9.4 yr actual, capped for stale marks
technology
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
15 mo
Avg between rounds
$12.3M/yr
Capital velocity
15.9 yr
On record since
2010
First round
6
Rounds on file
How it compares to the market

Benchmarked against 21302 companies in Other Technology. 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) 25× above median
This company$78.7M
Sector median$3.2M
Latest round — vs other Series C rounds in sector (real $, this stage) 0.0× of median
This company$152K
Sector median$50.0M
Modeled value — vs sector median (estimate, all stages) 0.1× of median
This company$4.8M
Sector median$37.3M

Raised more than 96% of sector peers (real $). Modeled value above 12% 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 #94 of 94.

This companyCohort peer
$1.0M$10.0M$100.0M$1.0B$10.0B$10.0M$100.0M$1.0BCapital raised (log)PhunCoin, Inc. · Series C Raised $100.0M · modeled $3.1B (est)Cfunworld Ltd · Series C Raised $100.0M · modeled $3.1B (est)Cylance Inc. · Series C Raised $120.0M · modeled $3.1B (est)ACV Auctions Inc. · Series C Raised $123.5M · modeled $2.9B (est)Petuum Holdings, Ltd. · Series C Raised $93.0M · modeled $2.9B (est)BI Global Connect Ltd · Series C Raised $90.0M · modeled $2.8B (est)CradlePoint Inc · Series C Raised $145.3M · modeled $2.8B (est)Arena Holdings, Inc. · Series C Raised $85.5M · modeled $2.7B (est)Nuance Communications, Inc. · Series C Raised $85.0M · modeled $2.7B (est)Safe Parent, Inc. · Series C Raised $84.9M · modeled $2.7B (est)Inovalon Holdings, Inc. · Series C Raised $79.0M · modeled $2.5B (est)Afiniti, Ltd. · Series C Raised $90.9M · modeled $2.4B (est)InvestCloud, Inc. (this company) Raised $78.7M · modeled $4.8M (est)InvestCloud, Inc.
CompanyStageRaised · realValue · estvs peer med.
PhunCoin, Inc.Series C$100.0M$3.1B2.00×
Cfunworld LtdSeries C$100.0M$3.1B2.00×
Cylance Inc.Series C$120.0M$3.1B2.00×
ACV Auctions Inc.Series C$123.5M$2.9B1.86×
Petuum Holdings, Ltd.Series C$93.0M$2.9B1.86×
BI Global Connect LtdSeries C$90.0M$2.8B1.80×
CradlePoint IncSeries C$145.3M$2.8B1.78×
Arena Holdings, Inc.Series C$85.5M$2.7B1.71×
Nuance Communications, Inc.Series C$85.0M$2.7B1.70×
Safe Parent, Inc.Series C$84.9M$2.7B1.70×
Inovalon Holdings, Inc.Series C$79.0M$2.5B1.58×
Afiniti, Ltd.Series C$90.9M$2.4B1.56×
InvestCloud, Inc. this companySeries C$78.7M$4.8M0.00×
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.
Pre-Seed$480K2010-08-18$2.7M$20.3M85%
Pre-Seed$100K2012-12-21$556K$4.2M85%
Series A$8.0M2013-10-11$36.4M$221.9M85%
Series C$45.0M2015-09-30$300.0M$1.4B85%
Series C$25.0M2016-09-09$166.7M$785.7M85%
Series C$152K2017-01-19$1.0M$4.8M90%
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. Pre-Seed$480K2010-08-18
    • First recorded raise — entered as Pre-Seed.
    • 6 investors on this round.
  2. Pre-Seed$100K2012-12-21
    • Raised again after 28 mo — slower than the ~13 mo sector norm.
    • Round 4.8× smaller than the prior — bridge or down round.
    • Revenue band moved No revenue → $0–$1M.
    • 1 investor on this round.
  3. Series A$8.0M2013-10-11
    • Raised 10 mo later, in step with the ~13 mo sector norm.
    • Round 80.0× larger than the prior — scaling up.
    • Switched to Rule 506(b) (was Rule 504).
    • 1 investor on this round.
  4. Series C$45.0M2015-09-30
    • Raised again after 24 mo — slower than the ~13 mo sector norm.
    • Round 5.6× larger than the prior — scaling up.
    • 1 investor on this round.
  5. Series C$25.0M2016-09-09
    • Raised 11 mo later, in step with the ~13 mo sector norm.
    • Round 1.8× smaller than the prior — bridge or down round.
    • 1 investor on this round.
  6. Series C$152K2017-01-19
    • Came back fast: 4 mo vs the ~13 mo sector norm.
    • Round 164.2× smaller than the prior — bridge or down round.
    • 1 investor on this round.
Intelligence
2018 ~Q2
Modeled next raise · ~15mo cadence
$152K
Modeled next size est.range $152K$244K
0.0×
Last step-up
$12.3M/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
Richard Garman4 other2015-09
John Wise3 other2010-08
Colin Close1 other2010-08
Jack McDonald1 other2013-10
J.P. Whelan1 other2015-09
Addonisio Addonisio2013-10
Bernard Horn2013-10
Jonathan Bentley2013-10
Richard Garmin2016-09
Sal Campo2013-10
Registry & provenance

InvestCloud, 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
1499458
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
Polysign, Inc.Other TechnologySeries C$182.2M$901.4Mnetwork1 shared operator · same sector · same stage
Liqid Inc.Other TechnologySeries C$131.7M$4.8Msame sector · same stage
A-LIGN HoldCo, LLCOtherSeries C$54.5M$934.5Mnetwork1 shared operator · same stage
Wealthtech Holdings, LLCFintechSeries D+$188.5M$5.3Bnetwork2 shared operators
Sphero, Inc.Other TechnologySeries B$114.2M$4.8Msame sector
Finlocker, LLCOther TechnologySeries B$41.8M$5.1Msame sector
Mawson Infrastructure Group Inc.Other TechnologySeries B$40.3M$4.4Msame sector
Onfolio Holdings, IncOther TechnologySeries B$39.4M$4.7Msame sector
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
InvestiQuant, Inc.Other TechnologySeed$56.2M90%
DataCloud International Inc.Other TechnologySeries A$221.9M89%
DealCloud, Inc.Other TechnologySeries A$124.8M88%
TaxCloud HoldCo, Inc.Other TechnologySeed$7.8M87%
SuperCloud International, Inc.Other TechnologySeries A$102.6M87%
Cloudwall Capital, Inc.Other TechnologySeries A$72.5M87%
Untapped Invest, Inc.Other TechnologySeed$19.0M87%
Cloud3 Ventures Inc.Other TechnologyPre-Seed$1.6M87%
Frequently asked
How much funding has InvestCloud, Inc. raised?
InvestCloud, Inc. has raised approximately $78.7M in disclosed capital across 6 recorded financing rounds, aggregated from public filings.
What is InvestCloud, Inc.'s estimated valuation?
Provath's modeled valuation for InvestCloud, Inc. is approximately $4.8M (modeled range $577K–$12.6M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is InvestCloud, Inc. at?
InvestCloud, Inc.'s latest modeled financing stage is Series C. Its most recent recorded round closed around Thu Jan 19.
What does InvestCloud, Inc. do and where is it based?
InvestCloud, Inc. operates in the Other Technology sector, based in BEVERLY HILLS.
Explore related

See where InvestCloud, 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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