Companies · Other Health Care

Lubbock Retirement, LLC

ABERDEEN · Other Health Care

Diligence memoA one-page analyst read on Lubbock Retirement, LLC — recommendation, valuation, rhythm, risks.
$7.7M
Total raised · real
1
Rounds
3.8×
Latest step-up
Top 29%
Sector rank · raised
Series A
Latest stage · inferred · Tue Apr 06 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Lubbock Retirement, LLC looks fair 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 health care sector profile.

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

Fair
  • Modeled value is 1.16× the median modeled value of Series A Other Health Care companies in 2019–2021 (164 peers) — value vs value, same stage and era.
  • Within the normal band (116% of peer median) for its niche.
Dormant
  • Last raise 5.2 yr ago; this sector typically re-raises about every 14 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

Lubbock Retirement, LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
5.2 yr record
Peak capital year was 2021 with $9.7M across 2 filings.
Market position
ahead of 72% of Other Health Care peers
Capital scale is ahead of 72% of Other Health Care peers; modeled value is above 82% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Normal applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Needs review
Row-level filing totals differ from canonical totals, so amendment/superseded filtering should be checked.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2021: $9.7M across 2 filings.
  • Largest single filing was $7.7M on 2021-04-06.
  • Filing rows sum to $9.7M, while canonical raised total is $7.7M; likely amendments/superseded rows are mixed into the detail view.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • The more important signal is lifecycle: repeated filings ended years ago, so current activity needs outside confirmation.
  • Canonical filtering should be tightened before using row-level totals for diligence.
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 Health Care

Lubbock Retirement, LLC is one of 5377 Other Health Care companies tracked from ABERDEEN. By capital raised it ranks in the upper tier (ahead of 72% of sector peers), and in the upper tier 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
No revenue
Issuer revenue
Rule 506(b)
Reg D exemption
108
Investors (latest)
2020
Year incorporated
2021-04-06
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$50M$100M$150M$200MSeed · 2021-04-06 Raised $2.0M (real) Modeled valuation $36M (est)$2.0M$36MSeed2021Series A · 2021-04-06 Raised $7.7M (real) Modeled valuation $117M (est)$7.7M$117MSeries A2021+$7.7MCumulative $9.7M

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
Seed$2.0M · 2021
Series A$7.7M · 2021

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 67%.

Modeled valuation trajectory
$117.5M
Base estimate est.
$9.8M
Conservative case
$535.7M
Upside case
$34.8M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Aa $4.0M–$15M round). Valuation is modeled from stage benchmarks scaled by the health care sector profile. Directional, not a quoted figure.

Seed · modeled $35.7M · 2021-04-062021Series A · modeled $117.5M · 2021-04-062021
Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
52%
Survival probability
28% low · 71% high
1.43×/yr
Annual markup
1.80×/yr upside case
5.2 yr
Elapsed time used
5.2 yr actual, capped for stale marks
health care
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
0 mo
Avg between rounds
Capital velocity
5.2 yr
On record since
2021
First round
2
Rounds on file
How it compares to the market

Benchmarked against 5377 companies in Other Health Care. 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) 3.1× above median
This company$7.7M
Sector median$2.4M
Latest round — vs other Series A rounds in sector (real $, this stage) 1.4× above median
This company$7.7M
Sector median$5.6M
Modeled value — vs sector median (estimate, all stages) 5.3× above median
This company$117.5M
Sector median$22.1M

Raised more than 72% of sector peers (real $). Modeled value above 82% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series A) 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 #60 of 164.

This companyCohort peer
$100.0M$1.0B$1.0M$10.0M$100.0MCapital raised (log)InvestCo Tabletop, LLC · Series A Raised $15.0M · modeled $302.7M (est)Mediphore, Inc. · Series A Raised $15.0M · modeled $302.7M (est)iVinci Partners, LLC · Series A Raised $34.8M · modeled $302.7M (est)Oklahoma Proton Center LLC · Series A Raised $14.0M · modeled $282.5M (est)MicroOptx, Inc. · Series A Raised $17.8M · modeled $278.6M (est)ProxsysRx, Inc. · Series A Raised $14.6M · modeled $260.0M (est)Biolux Research Holdings, Inc. · Series A Raised $12.7M · modeled $256.3M (est)Fountain Life Holdings, LLC · Series A Raised $17.1M · modeled $238.6M (est)Equality Management Holdings, LLC · Series A Raised $14.4M · modeled $232.3M (est)Olympus Ascent Investors, LLC · Series A Raised $11.5M · modeled $232.0M (est)EDS Holdco LLC · Series A Raised $12.3M · modeled $221.5M (est)Zipari, Inc. · Series A Raised $29.6M · modeled $208.3M (est)Lubbock Retirement, LLC (this company) Raised $7.7M · modeled $117.5M (est)Lubbock Retirement, LLC
CompanyStageRaised · realValue · estvs peer med.
InvestCo Tabletop, LLCSeries A$15.0M$302.7M3.00×
Mediphore, Inc.Series A$15.0M$302.7M3.00×
iVinci Partners, LLCSeries A$34.8M$302.7M3.00×
Oklahoma Proton Center LLCSeries A$14.0M$282.5M2.80×
MicroOptx, Inc.Series A$17.8M$278.6M2.76×
ProxsysRx, Inc.Series A$14.6M$260.0M2.58×
Biolux Research Holdings, Inc.Series A$12.7M$256.3M2.54×
Fountain Life Holdings, LLCSeries A$17.1M$238.6M2.36×
Equality Management Holdings, LLCSeries A$14.4M$232.3M2.30×
Olympus Ascent Investors, LLCSeries A$11.5M$232.0M2.30×
EDS Holdco LLCSeries A$12.3M$221.5M2.20×
Zipari, Inc.Series A$29.6M$208.3M2.06×
Lubbock Retirement, LLC this companySeries A$7.7M$117.5M1.16×
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.
Seed$2.0M2021-04-06$10.0M$35.7M90%
Series A$7.7M2021-04-06$34.8M$117.5M90%
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. Seed$2.0M2021-04-06
    • First recorded raise — entered as Seed.
    • 32 investors on this round.
  2. Series A$7.7M2021-04-06
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 3.8× larger than the prior — scaling up.
    • 108 investors on this round.
Intelligence
Modeled next raise
$22.9M
Modeled next size est.range $14.9M$36.7M
3.8×
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
JAMES L THARES14 other2021-04
MARK W MCNEARY13 other2021-04
BRIAN J MORGAN11 other2021-04
William J Schaefbauer8 other2021-04
Dalton D Cox2 other2021-04
Registry & provenance

Lubbock Retirement, LLC 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
1856768
SEC CIK
2020
Incorporated
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
Sedalia Retirement, LLCOther Health CareSeries A$4.8M$40.4Mnetwork5 shared operators · same sector · same stage
Tyler Retirement, L.L.C.Other Health CareSeries A$6.5M$131.2Mnetwork4 shared operators · same sector · same stage
St. George Retirement, LLCOther Health CareSeries A$6.3M$126.1Mnetwork4 shared operators · same sector · same stage
Kenosha Retirement, LLCOther Health CareSeries A$5.8M$34.9Mnetwork4 shared operators · same sector · same stage
Midland Retirement, LLCOther Health CareSeries A$5.2M$104.9Mnetwork4 shared operators · same sector · same stage
Appleton Retirement, LLCOther Health CareSeries A$5.0M$99.9Mnetwork4 shared operators · same sector · same stage
Bentonville Retirement, LLCOther Health CareSeries A$6.5M$97.9Mnetwork3 shared operators · same sector · same stage
Newburgh Retirement, L.L.C.Other Health CareSeries A$5.9M$96.9Mnetwork3 shared operators · same sector · same stage
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
St. George Retirement, LLCOther Health CareSeries A$126.1M86%
Lumati Holdings, LLCOther Health CareSeed$7.0M85%
Midland Retirement, LLCOther Health CareSeries A$104.9M85%
Kenosha Retirement, LLCOther Health CareSeries A$34.9M85%
Gabbi, Inc.Other Health CarePre-Seed$18.9M84%
Tyler Retirement, L.L.C.Other Health CareSeries A$131.2M84%
Appleton Retirement, LLCOther Health CareSeries A$99.9M84%
Lumere, Inc.Other Health CareSeries A$100.5M83%
Frequently asked
How much funding has Lubbock Retirement, LLC raised?
Lubbock Retirement, LLC has raised approximately $7.7M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Lubbock Retirement, LLC's estimated valuation?
Provath's modeled valuation for Lubbock Retirement, LLC is approximately $117.5M (modeled range $9.8M–$535.7M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Lubbock Retirement, LLC at?
Lubbock Retirement, LLC's latest modeled financing stage is Series A. Its most recent recorded round closed around Tue Apr 06.
What does Lubbock Retirement, LLC do and where is it based?
Lubbock Retirement, LLC operates in the Other Health Care sector, based in ABERDEEN.
Explore related

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