Companies · Other

NextStep Defined Contribution, Inc.

WALNUT CREEK · Other

Diligence memoA one-page analyst read on NextStep Defined Contribution, Inc. — recommendation, valuation, rhythm, risks.
$5.8M
Total raised · real
3
Rounds
0.1×
Latest step-up
Top 32%
Sector rank · raised
Seed
Latest stage · inferred · Thu Jun 24 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

NextStep Defined Contribution, 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.

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 0.14× the median modeled value of Seed Other companies in 2010–2012 (877 peers) — value vs value, same stage and era.
Dormant
  • Last raise 16.0 yr ago; this sector typically re-raises about every 11 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

NextStep Defined Contribution, Inc. is one of 25008 Other companies tracked from WALNUT CREEK. By capital raised it ranks mid-pack (ahead of 69% 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
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$25M$50M$75M$100MSeed · 2009-04-30 Raised $3.3M (real) Modeled valuation $60M (est)$3.3M$60MSeed2009Seed · 2009-04-30 Raised $2.3M (real) Modeled valuation $42M (est)$2.3M$42MSeed2009Seed · 2010-06-24 Raised $250K (real) Modeled valuation $4.6M (est)$250K$4.6MSeed2010+$2.3M+$250KCumulative $5.8M

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$3.3M · 2009
Seed extension$2.3M · 2009
Seed extension$250K · 2010

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: 50%.

Modeled valuation trajectory
$4.6M
Base estimate est.
$225K
Conservative case
$36.5M
Upside case
$1.3M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Seeda $1.0M–$4.0M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Seed · modeled $60.4M · 2009-04-302009Seed · modeled $41.8M · 2009-04-30Seed · modeled $4.6M · 2010-06-242010
Model inputs · modeled:benchmark-stage-stepup-v1
20%
Dilution assumption
Implied ownership sold in the financing.
40%
Survival probability
18% low · 62% high
1.45×/yr
Annual markup
1.90×/yr upside case
6.0 yr
Elapsed time used
16.0 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
7 mo
Avg between rounds
$5.0M/yr
Capital velocity
17.2 yr
On record since
2009
First round
3
Rounds on file
How it compares to the market

Benchmarked against 25008 companies in Other. 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) 2.8× above median
This company$5.8M
Sector median$2.0M
Latest round — vs other Seed rounds in sector (real $, this stage) 0.1× of median
This company$250K
Sector median$1.7M
Modeled value — vs sector median (estimate, all stages) 0.3× of median
This company$4.6M
Sector median$17.7M

Raised more than 69% of sector peers (real $). Modeled value above 24% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Seed) 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 #849 of 877.

This companyCohort peer
$1.0M$10.0M$100.0M$1.0M$10.0MCapital raised (log)Watermill-MPI Partners, L.P. · Seed Raised $4.0M · modeled $74.4M (est)Right Residential, LLC Series 3 · Seed Raised $4.0M · modeled $74.4M (est)Aquantis, Inc. · Seed Raised $4.0M · modeled $74.4M (est)Yellow Line Productions, LLC · Seed Raised $4.0M · modeled $74.4M (est)ClickFuel, Inc. · Seed Raised $8.7M · modeled $74.4M (est)Right Residential, LLC Series 2 · Seed Raised $4.0M · modeled $74.4M (est)Hot Flashes, LLC · Seed Raised $4.0M · modeled $74.4M (est)Viveve, Inc. · Seed Raised $5.5M · modeled $74.4M (est)ACFP Acquisition Holding Company, LLC · Seed Raised $4.0M · modeled $74.4M (est)Tillery Venture, LLC · Seed Raised $4.0M · modeled $74.4M (est)Old Lyme Gourmet Co · Seed Raised $4.0M · modeled $74.4M (est)Insituform Technologies Inc · Seed Raised $4.0M · modeled $74.4M (est)NextStep Defined Contribution, Inc. (this company) Raised $5.8M · modeled $4.6M (est)NextStep Defined Contribution, Inc.
CompanyStageRaised · realValue · estvs peer med.
Watermill-MPI Partners, L.P.Seed$4.0M$74.4M2.21×
Right Residential, LLC Series 3Seed$4.0M$74.4M2.21×
Aquantis, Inc.Seed$4.0M$74.4M2.21×
Yellow Line Productions, LLCSeed$4.0M$74.4M2.21×
ClickFuel, Inc.Seed$8.7M$74.4M2.21×
Right Residential, LLC Series 2Seed$4.0M$74.4M2.21×
Hot Flashes, LLCSeed$4.0M$74.4M2.21×
Viveve, Inc.Seed$5.5M$74.4M2.21×
ACFP Acquisition Holding Company, LLCSeed$4.0M$74.4M2.21×
Tillery Venture, LLCSeed$4.0M$74.4M2.21×
Old Lyme Gourmet CoSeed$4.0M$74.4M2.21×
Insituform Technologies IncSeed$4.0M$74.4M2.21×
NextStep Defined Contribution, Inc. this companySeed$5.8M$4.6M0.14×
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$3.3M2009-04-30$16.3M$60.4M90%
Seed$2.3M2009-04-30$11.3M$41.8M90%
Seed$250K2010-06-24$1.3M$4.6M90%
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$3.3M2009-04-30
    • First recorded raise — entered as Seed.
  2. Seed$2.3M2009-04-30
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 1.4× smaller than the prior — bridge or down round.
  3. Seed$250K2010-06-24
    • Raised 14 mo later, in step with the ~11 mo sector norm.
    • Round 9.0× smaller than the prior — bridge or down round.
Intelligence
2011 ~Q1
Modeled next raise · ~7mo cadence
$250K
Modeled next size est.range $250K$400K
0.1×
Last step-up
$5.0M/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
Gerald Bramlett2009-04
Harps Rai2009-04
Heather Guy Hooper2009-04
Heather Hooper2009-04
Holly Guy Nance2009-04
Ken Guy Weida2009-04
Ken Weida2009-04
Mychele Guy White2009-04
Mychele White2009-04
Purvi Chekuri2009-04
Purvi Guy Chekuri2009-04
Theresa Guy Moran2009-04
Registry & provenance

NextStep Defined Contribution, 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
1463820
SEC CIK
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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.

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ROI, Inc.OtherSeed$4.2M$4.6Msame sector · same stage
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Point6 LLCOtherSeed$3.8M$4.6Msame sector · same stage
Frequently asked
How much funding has NextStep Defined Contribution, Inc. raised?
NextStep Defined Contribution, Inc. has raised approximately $5.8M in disclosed capital across 3 recorded financing rounds, aggregated from public filings.
What is NextStep Defined Contribution, Inc.'s estimated valuation?
Provath's modeled valuation for NextStep Defined Contribution, Inc. is approximately $4.6M (modeled range $225K–$36.5M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is NextStep Defined Contribution, Inc. at?
NextStep Defined Contribution, Inc.'s latest modeled financing stage is Seed. Its most recent recorded round closed around Thu Jun 24.
What does NextStep Defined Contribution, Inc. do and where is it based?
NextStep Defined Contribution, Inc. operates in the Other sector, based in WALNUT CREEK.
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