Companies · Software / Tech

Rubicon Labs, Inc.

SAN FRANCISCO · Software / Tech · refined from filed group “Other Technology

Diligence memoA one-page analyst read on Rubicon Labs, Inc. — recommendation, valuation, rhythm, risks.
$20.5M
Total raised · real
5
Rounds
0.4×
Latest step-up
Top 21%
Sector rank · raised
Series A
Latest stage · inferred · Fri Sep 21 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

Rubicon Labs, 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 0.28× the median modeled value of Series A Software / Tech companies in 2016–2018 (145 peers) — value vs value, same stage and era.
Dormant
  • Last raise 7.8 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 Software / Tech

Rubicon Labs, Inc. is one of 3920 Software / Tech companies tracked from SAN FRANCISCO. By capital raised it ranks in the upper tier (ahead of 80% of sector peers), and mid-pack 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
4
Investors (latest)
2018-09-21
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$125M$250M$375M$500MSeed · 2012-06-19 Raised $1.2M (real) Modeled valuation $41M (est)$1.2M$41MSeed2012Seed · 2013-10-02 Raised $950K (real) Modeled valuation $32M (est)$950K$32MSeed2013Series A · 2014-09-16 Raised $12M (real) Modeled valuation $336M (est)$12M$336MSeries A2014Series A · 2017-01-23 Raised $4.5M (real) Modeled valuation $126M (est)$4.5M$126MSeries A2017Series A · 2018-09-21 Raised $1.7M (real) Modeled valuation $48M (est)$1.7M$48MSeries A2018+$950K+$12M+$4.5M+$1.7MCumulative $20M

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$1.2M · 2012
Seed extension$950K · 2013
Series A$12.1M · 2014
Series A extension$4.5M · 2017
Series A extension$1.7M · 2018

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
$47.5M
Base estimate est.
$2.3M
Conservative case
$258.4M
Upside case
$7.8M
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 technology sector profile. Directional, not a quoted figure.

Seed · modeled $40.9M · 2012-06-192012Seed · modeled $32.4M · 2013-10-02Series A · modeled $335.8M · 2014-09-16Series A · modeled $125.5M · 2017-01-23Series A · modeled $47.5M · 2018-09-212018
Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
54%
Survival probability
29% low · 74% high
1.50×/yr
Annual markup
1.89×/yr upside case
6.0 yr
Elapsed time used
7.8 yr actual, capped for stale marks
technology
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
19 mo
Avg between rounds
$3.3M/yr
Capital velocity
14.0 yr
On record since
2012
First round
5
Rounds on file
How it compares to the market

Benchmarked against 3920 companies in Software / Tech. 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) 4.5× above median
This company$20.5M
Sector median$4.6M
Latest round — vs other Series A rounds in sector (real $, this stage) 0.3× of median
This company$1.7M
Sector median$5.6M
Modeled value — vs sector median (estimate, all stages) 1.3× above median
This company$47.5M
Sector median$36.6M

Raised more than 80% of sector peers (real $). Modeled value above 57% 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 #131 of 145.

This companyCohort peer
$10.0M$100.0M$1.0B$10.0M$100.0MCapital raised (log)Akoustis Technologies, Inc. · Series A Raised $55.1M · modeled $416.1M (est)O(1) Labs, LLC · Series A Raised $15.0M · modeled $416.1M (est)Canvas Technology, Inc. · Series A Raised $15.0M · modeled $416.1M (est)Radiance Technologies, Inc. · Series A Raised $14.7M · modeled $407.6M (est)Imagen Technologies, Inc. · Series A Raised $19.3M · modeled $397.3M (est)Orchestra Software, Inc. · Series A Raised $14.0M · modeled $389.5M (est)SportsMEDIA Technology Corp · Series A Raised $26.3M · modeled $384.1M (est)Eden Technologies Inc. · Series A Raised $14.5M · modeled $369.3M (est)Dharma Platform, Inc. · Series A Raised $13.0M · modeled $361.4M (est)Quotient Technology Inc. · Series A Raised $14.0M · modeled $360.6M (est)Emogi Technologies, Inc. · Series A Raised $15.3M · modeled $354.5M (est)Breathe Technologies Inc · Series A Raised $20.0M · modeled $353.7M (est)Rubicon Labs, Inc. (this company) Raised $20.5M · modeled $47.5M (est)Rubicon Labs, Inc.
CompanyStageRaised · realValue · estvs peer med.
Akoustis Technologies, Inc.Series A$55.1M$416.1M2.49×
O(1) Labs, LLCSeries A$15.0M$416.1M2.49×
Canvas Technology, Inc.Series A$15.0M$416.1M2.49×
Radiance Technologies, Inc.Series A$14.7M$407.6M2.44×
Imagen Technologies, Inc.Series A$19.3M$397.3M2.38×
Orchestra Software, Inc.Series A$14.0M$389.5M2.33×
SportsMEDIA Technology CorpSeries A$26.3M$384.1M2.30×
Eden Technologies Inc.Series A$14.5M$369.3M2.21×
Dharma Platform, Inc.Series A$13.0M$361.4M2.16×
Quotient Technology Inc.Series A$14.0M$360.6M2.16×
Emogi Technologies, Inc.Series A$15.3M$354.5M2.12×
Breathe Technologies IncSeries A$20.0M$353.7M2.12×
Rubicon Labs, Inc. this companySeries A$20.5M$47.5M0.28×
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$1.2M2012-06-19$6.0M$40.9M85%
Seed$950K2013-10-02$4.8M$32.4M85%
Series A$12.1M2014-09-16$55.0M$335.8M85%
Series A$4.5M2017-01-23$20.6M$125.5M90%
Series A$1.7M2018-09-21$7.8M$47.5M90%
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$1.2M2012-06-19
    • First recorded raise — entered as Seed.
    • 4 investors on this round.
  2. Seed$950K2013-10-02
    • Raised 15 mo later, in step with the ~13 mo sector norm.
    • Round roughly the size of the prior one.
    • Switched to Rule 506(b) (was Rule 06).
    • 4 investors on this round.
  3. Series A$12.1M2014-09-16
    • Raised 11 mo later, in step with the ~13 mo sector norm.
    • Round 12.7× larger than the prior — scaling up.
    • 12 investors on this round.
  4. Series A$4.5M2017-01-23
    • Raised again after 28 mo — slower than the ~13 mo sector norm.
    • Round 2.7× smaller than the prior — bridge or down round.
    • 5 investors on this round.
  5. Series A$1.7M2018-09-21
    • Raised again after 20 mo — slower than the ~13 mo sector norm.
    • Round 2.6× smaller than the prior — bridge or down round.
    • 4 investors on this round.
Intelligence
2020 ~Q2
Modeled next raise · ~19mo cadence
$1.7M
Modeled next size est.range $1.7M$2.7M
0.4×
Last step-up
$3.3M/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
ROBERT SCHWARTZ20 other2018-09
Chris Cooper5 other2018-09
David A. Lundgren1 other2012-06
RICHARD EGAN1 other2017-01
William V. Oxford1 other2012-06
Brian A. Thompson2013-10
Brian R Thompson2014-09
Donald R Shriner2014-09
Harry J. Rosenbluth2012-06
Richard A. Shriner2013-10
Registry & provenance

Rubicon Labs, 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
1553552
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.

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IOTA Software, Inc.Software / TechSeries A$22.1M$50.8Msame sector · same stage
r4 Technologies, Inc.Software / TechSeries A$22.5M$39.8Msame sector · same stage
Teal Labs, Inc.Software / TechSeries A$18.6M$41.7Msame sector · same stage
KSOC Labs, Inc.Software / TechSeries A$22.6M$50.0Msame 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
Rubicon Markets Inc.Other TechnologySeries A$296.2M88%
RubiconMD, Inc.Other TechnologySeries B$487.3M87%
Axicon Labs Inc.Software / TechSeries A$84.6M87%
Rubicon SEZCOther TechnologySeries A$152.7M83%
ICON Technology, Inc.Software / TechSeries D+$558.0M83%
Dash Labs, Inc.Software / TechPre-Seed$6.8M83%
Rubica, Inc.Other TechnologySeries A$416.1M83%
Picolo Labs IncSoftware / TechSeed$59.6M82%
Frequently asked
How much funding has Rubicon Labs, Inc. raised?
Rubicon Labs, Inc. has raised approximately $20.5M in disclosed capital across 5 recorded financing rounds, aggregated from public filings.
What is Rubicon Labs, Inc.'s estimated valuation?
Provath's modeled valuation for Rubicon Labs, Inc. is approximately $47.5M (modeled range $2.3M–$258.4M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Rubicon Labs, Inc. at?
Rubicon Labs, Inc.'s latest modeled financing stage is Series A. Its most recent recorded round closed around Fri Sep 21.
What does Rubicon Labs, Inc. do and where is it based?
Rubicon Labs, Inc. operates in the Software / Tech sector, based in SAN FRANCISCO.
Explore related

See where Rubicon Labs, 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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