Companies · Other Technology

Santa Rosa Consulting, Inc.

Bloomfield Hills · Other Technology

Diligence memoA one-page analyst read on Santa Rosa Consulting, Inc. — recommendation, valuation, rhythm, risks.
$35.0M
Total raised · real
2
Rounds
0.4×
Latest step-up
Top 11%
Sector rank · raised
Series B
Latest stage · inferred · Fri Jun 28 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Santa Rosa Consulting, 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 0.53× the median modeled value of Series B Other Technology companies in 2013–2015 (321 peers) — value vs value, same stage and era.
Dormant
  • Last raise 13.0 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

Santa Rosa Consulting, Inc. is one of 21302 Other Technology companies tracked from Bloomfield Hills. By capital raised it ranks among the largest (ahead of 90% 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
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$250M$500M$750M$1.0BSeries B · 2010-06-21 Raised $25M (real) Modeled valuation $761M (est)$25M$761MSeries B2010Series B · 2013-06-28 Raised $10M (real) Modeled valuation $305M (est)$10M$305MSeries B2013+$10MCumulative $35M

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
Series B$25.0M · 2010
Series B extension$10.0M · 2013

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 25%.

Modeled valuation trajectory
$304.6M
Base estimate est.
$24.5M
Conservative case
$1.2B
Upside case
$55.6M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ba $15M–$40M round). Valuation is modeled from stage benchmarks scaled by the technology sector profile. Directional, not a quoted figure.

Series B · modeled $761.4M · 2010-06-212010Series B · modeled $304.6M · 2013-06-282013
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
67%
Survival probability
44% low · 81% high
1.42×/yr
Annual markup
1.72×/yr upside case
6.0 yr
Elapsed time used
13.0 yr actual, capped for stale marks
technology
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
36 mo
Avg between rounds
$11.6M/yr
Capital velocity
16.0 yr
On record since
2010
First round
2
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) 11× above median
This company$35.0M
Sector median$3.2M
Latest round — vs other Series B rounds in sector (real $, this stage) 0.5× of median
This company$10.0M
Sector median$19.2M
Modeled value — vs sector median (estimate, all stages) 8.2× above median
This company$304.6M
Sector median$37.3M

Raised more than 90% of sector peers (real $). Modeled value above 88% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series B) 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 #248 of 321.

This companyCohort peer
$100.0M$1.0B$10.0B$10.0M$100.0M$1.0BCapital raised (log)PlanSource Holdings, Inc. · Series B Raised $40.0M · modeled $1.2B (est)Transphorm, Inc. · Series B Raised $246.8M · modeled $1.2B (est)Skyhigh Networks, Inc. · Series B Raised $46.5M · modeled $1.2B (est)Misfit Wearables Corp · Series B Raised $63.0M · modeled $1.2B (est)Veracode Inc · Series B Raised $95.1M · modeled $1.2B (est)Hired, Inc. · Series B Raised $57.5M · modeled $1.2B (est)Iqms · Series B Raised $74.5M · modeled $1.2B (est)Vistronix Intelligence & Technology Solutions, LLC · Series B Raised $56.1M · modeled $1.2B (est)Ruby Receptionists, Inc. · Series B Raised $38.8M · modeled $1.2B (est)Percolate Industries, Inc. · Series B Raised $72.6M · modeled $1.2B (est)Appian Corp · Series B Raised $37.5M · modeled $1.1B (est)Luxtera Inc · Series B Raised $91.8M · modeled $1.1B (est)Santa Rosa Consulting, Inc. (this company) Raised $35.0M · modeled $304.6M (est)Santa Rosa Consulting, Inc.
CompanyStageRaised · realValue · estvs peer med.
PlanSource Holdings, Inc.Series B$40.0M$1.2B2.11×
Transphorm, Inc.Series B$246.8M$1.2B2.11×
Skyhigh Networks, Inc.Series B$46.5M$1.2B2.11×
Misfit Wearables CorpSeries B$63.0M$1.2B2.11×
Veracode IncSeries B$95.1M$1.2B2.11×
Hired, Inc.Series B$57.5M$1.2B2.11×
IqmsSeries B$74.5M$1.2B2.08×
Vistronix Intelligence & Technology Solutions, LLCSeries B$56.1M$1.2B2.04×
Ruby Receptionists, Inc.Series B$38.8M$1.2B2.04×
Percolate Industries, Inc.Series B$72.6M$1.2B2.01×
Appian CorpSeries B$37.5M$1.1B1.97×
Luxtera IncSeries B$91.8M$1.1B1.97×
Santa Rosa Consulting, Inc. this companySeries B$35.0M$304.6M0.53×
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.
Series B$25.0M2010-06-21$138.9M$761.4M90%
Series B$10.0M2013-06-28$55.6M$304.6M90%
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. Series B$25.0M2010-06-21
    • First recorded raise — entered as Series B.
  2. Series B$10.0M2013-06-28
    • Raised again after 36 mo — slower than the ~13 mo sector norm.
    • Round 2.5× smaller than the prior — bridge or down round.
Intelligence
2016 ~Q3
Modeled next raise · ~36mo cadence
$10.0M
Modeled next size est.range $10.0M$16.0M
0.4×
Last step-up
$11.6M/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
David L Warnock7 other2010-06
Richard D. Helppie3 other2010-06
Richard P. Saslow2 other2010-06
Thomas A. Watford2 other2010-06
Christopher P. Kersey1 other2013-06
Christopher P. Lalonde1 other2013-06
Diane P. Appleyard1 other2013-06
Frank P. Bazos1 other2013-06
James T. House1 other2010-06
Joseph P. Dionisio1 other2013-06
Michael G. Pilatos1 other2013-06
Peter P. Geier1 other2013-06
Satish D. Tyagi1 other2010-06
Satish P. Tyagi1 other2013-06
Shane P. Kim1 other2013-06
Susan P. Synor1 other2013-06
Tommy P. Thompson1 other2013-06
Charles A. Bracken2010-06
Frank L. Bazos2010-06
Gerard L. Vecchio2010-06
Joseph D. Dionisio2010-06
Larry A. Ferguson2010-06
Peter A. Geier2010-06
Shane L. Kim2010-06
Registry & provenance

Santa Rosa Consulting, 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
1495057
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
Santa Rosa Holdings, LLCOther TechnologySeries B$16.4M$499.5Mnetwork14 shared operators · same sector · same stage
Sandlot Solutions, Inc.Other TechnologySeries B$35.3M$555.8Mnetwork2 shared operators · same sector · same stage
MBR Intentional Marketing, Inc.Other TechnologySeries A$4.8M$133.4Mnetwork3 shared operators · same sector
HYPEREXPONENTIAL LtdOther TechnologySeries B$35.0M$315.4Msame sector · same stage
PowerScout, Inc.Other TechnologySeries B$35.4M$302.0Msame sector · same stage
PureNodal, Inc.Other TechnologySeries B$34.3M$318.5Msame sector · same stage
BlocPower Public Benefit CorpOther TechnologySeries B$36.2M$311.9Msame sector · same stage
TaskHuman, Inc.Other TechnologySeries B$33.6M$298.1Msame sector · same stage
Frequently asked
How much funding has Santa Rosa Consulting, Inc. raised?
Santa Rosa Consulting, Inc. has raised approximately $35.0M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Santa Rosa Consulting, Inc.'s estimated valuation?
Provath's modeled valuation for Santa Rosa Consulting, Inc. is approximately $304.6M (modeled range $24.5M–$1.2B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Santa Rosa Consulting, Inc. at?
Santa Rosa Consulting, Inc.'s latest modeled financing stage is Series B. Its most recent recorded round closed around Fri Jun 28.
What does Santa Rosa Consulting, Inc. do and where is it based?
Santa Rosa Consulting, Inc. operates in the Other Technology sector, based in Bloomfield Hills.
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