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Diligence memoA one-page analyst read on San Carlos-Shoreway Rd., First Mortgage Investors, L.P. — recommendation, valuation, rhythm, risks.→San Carlos-Shoreway Rd., First Mortgage Investors, L.P. looks over-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.
San Carlos-Shoreway Rd., First Mortgage Investors, L.P. is one of 25015 Other companies tracked from SANTA BARBARA. By capital raised it ranks mid-pack (ahead of 61% 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.
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 — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 50%.
Round size and date are reported; the stage label is inferred from round size (latest is Seed — a $1.0M–$4.0M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.
Not enough modeled valuation points to chart a trajectory.
Benchmarked against 25015 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.
Raised more than 61% of sector peers (real $). Modeled value above 78% of peers (estimate).
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 #35 of 877.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Carsmetics Socal Group, Llc | Seed | $4.0M | $74.4M | 2.21× |
| Hot Flashes, LLC | Seed | $4.0M | $74.4M | 2.21× |
| Watermill-MPI Partners, L.P. | Seed | $4.0M | $74.4M | 2.21× |
| Insituform Technologies Inc | Seed | $4.0M | $74.4M | 2.21× |
| Aquantis, Inc. | Seed | $4.0M | $74.4M | 2.21× |
| Tillery Venture, LLC | Seed | $4.0M | $74.4M | 2.21× |
| Epic Health Group | Seed | $4.0M | $74.4M | 2.21× |
| Lucky Guy Ltd Liability Co | Seed | $4.0M | $74.4M | 2.21× |
| ClickFuel, Inc. | Seed | $8.7M | $74.4M | 2.21× |
| GWP Holdings, Inc. | Seed | $4.0M | $74.4M | 2.21× |
| Right Residential, LLC Series 3 | Seed | $4.0M | $74.4M | 2.21× |
| Old Lyme Gourmet Co | Seed | $4.0M | $74.4M | 2.21× |
| San Carlos-Shoreway Rd., First Mortgage Investors, L.P. this company | Seed | $3.9M | $71.8M | 2.14× |
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. |
|---|---|---|---|---|---|
| Seed | $3.9M | 2011-06-02 | $19.3M | $71.8M | 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.
San Carlos-Shoreway Rd., First Mortgage Investors, L.P. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.
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 |
|---|---|---|---|---|---|
| Spirited Group Opportunity Fund, L.P. | Other | Seed | $3.9M | $71.8M | same sector · same stage |
| Lake Street Multifamily LLC | Other | Seed | $3.9M | $71.7M | same sector · same stage |
| Cheatham Street, LP | Other | Seed | $3.9M | $71.7M | same sector · same stage |
| jCyte, Inc. | Other | Seed | $3.9M | $71.8M | same sector · same stage |
| ASensei, Inc. | Other | Seed | $3.9M | $71.6M | same sector · same stage |
| Miami Memorial, LLC | Other | Seed | $3.9M | $71.6M | same sector · same stage |
| Stonecreek Investor Group, LLC | Other | Seed | $3.9M | $71.6M | same sector · same stage |
| ABS Materials, Inc. | Other | Seed | $3.9M | $72.0M | same sector · same stage |
See where San Carlos-Shoreway Rd., First Mortgage Investors, L.P. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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