Companies · Business Services

Shareholder InSite, Inc.

NASHVILLE · Business Services

Diligence memoA one-page analyst read on Shareholder InSite, Inc. — recommendation, valuation, rhythm, risks.
$8.5M
Total raised · real
5
Rounds
0.1×
Latest step-up
Top 18%
Sector rank · raised
Series A
Latest stage · inferred · Fri May 24 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Shareholder InSite, 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 business services 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 0.12× the median modeled value of Series A Business Services companies in 2013–2015 (32 peers) — value vs value, same stage and era.
Dormant
  • Last raise 13.1 yr ago; this sector typically re-raises about every 12 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 Business Services

Shareholder InSite, Inc. is one of 2439 Business Services companies tracked from NASHVILLE. By capital raised it ranks in the upper tier (ahead of 83% 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
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 · 2008-10-08 Raised $1.1M (real) Modeled valuation $27M (est)$1.1M$27MSeed2008Seed · 2010-03-29 Raised $801K (real) Modeled valuation $20M (est)$801K$20MSeed2010Seed · 2011-05-05 Raised $1.8M (real) Modeled valuation $45M (est)$1.8M$45MSeed2011Series A · 2012-08-15 Raised $4.3M (real) Modeled valuation $88M (est)$4.3M$88MSeries A2012Series A · 2013-05-24 Raised $575K (real) Modeled valuation $12M (est)$575K$12MSeries A2013+$801K+$1.8M+$4.3M+$575KCumulative $8.5M

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$1.1M · 2008
Seed extension$801K · 2010
Seed extension$1.8M · 2011
Series A$4.3M · 2012
Series A extension$575K · 2013

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
$11.9M
Base estimate est.
$800K
Conservative case
$64.7M
Upside case
$2.6M
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 business services sector profile. Directional, not a quoted figure.

Seed · modeled $26.9M · 2008-10-082008Seed · modeled $20.3M · 2010-03-29Seed · modeled $45.1M · 2011-05-05Series A · modeled $87.9M · 2012-08-15Series A · modeled $11.9M · 2013-05-242013
Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
56%
Survival probability
31% low · 77% high
1.42×/yr
Annual markup
1.78×/yr upside case
6.0 yr
Elapsed time used
13.1 yr actual, capped for stale marks
business services
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
14 mo
Avg between rounds
$1.8M/yr
Capital velocity
17.7 yr
On record since
2008
First round
5
Rounds on file
How it compares to the market

Benchmarked against 2439 companies in Business Services. 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) 5.8× above median
This company$8.5M
Sector median$1.5M
Latest round — vs other Series A rounds in sector (real $, this stage) 0.1× of median
This company$575K
Sector median$5.2M
Modeled value — vs sector median (estimate, all stages) 0.8× of median
This company$11.9M
Sector median$15.0M

Raised more than 83% of sector peers (real $). Modeled value above 55% 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 #29 of 32.

This companyCohort peer
$1.0M$10.0M$100.0M$1.0B$1.0M$10.0M$100.0MCapital raised (log)ContactPoint, L.C. · Series A Raised $22.3M · modeled $289.6M (est)Altela, Inc · Series A Raised $10.3M · modeled $213.2M (est)Quantia, Inc. · Series A Raised $29.0M · modeled $206.9M (est)Browz LLC · Series A Raised $10.0M · modeled $206.9M (est)Finicity Factoring Co I, LLC · Series A Raised $24.7M · modeled $201.4M (est)Recovery Point Systems, Inc. · Series A Raised $7.0M · modeled $144.8M (est)RunTitle Inc. · Series A Raised $11.0M · modeled $144.8M (est)Ontuitive, Inc. · Series A Raised $19.1M · modeled $127.0M (est)SRG Technology, LLC · Series A Raised $11.0M · modeled $124.1M (est)Enfusion Ltd, LLC · Series A Raised $6.0M · modeled $124.1M (est)Hawk Applications Corp. · Series A Raised $5.7M · modeled $117.1M (est)Zipscene, Llc · Series A Raised $5.3M · modeled $109.9M (est)Shareholder InSite, Inc. (this company) Raised $8.5M · modeled $11.9M (est)Shareholder InSite, Inc.
CompanyStageRaised · realValue · estvs peer med.
ContactPoint, L.C.Series A$22.3M$289.6M2.97×
Altela, IncSeries A$10.3M$213.2M2.19×
Quantia, Inc.Series A$29.0M$206.9M2.12×
Browz LLCSeries A$10.0M$206.9M2.12×
Finicity Factoring Co I, LLCSeries A$24.7M$201.4M2.07×
Recovery Point Systems, Inc.Series A$7.0M$144.8M1.49×
RunTitle Inc.Series A$11.0M$144.8M1.49×
Ontuitive, Inc.Series A$19.1M$127.0M1.30×
SRG Technology, LLCSeries A$11.0M$124.1M1.27×
Enfusion Ltd, LLCSeries A$6.0M$124.1M1.27×
Hawk Applications Corp.Series A$5.7M$117.1M1.20×
Zipscene, LlcSeries A$5.3M$109.9M1.13×
Shareholder InSite, Inc. this companySeries A$8.5M$11.9M0.12×
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$1.1M2008-10-08$5.3M$26.9M90%
Seed$801K2010-03-29$4.0M$20.3M90%
Seed$1.8M2011-05-05$8.9M$45.1M90%
Series A$4.3M2012-08-15$19.3M$87.9M90%
Series A$575K2013-05-24$2.6M$11.9M90%
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$1.1M2008-10-08
    • First recorded raise — entered as Seed.
  2. Seed$801K2010-03-29
    • Raised 18 mo later, in step with the ~12 mo sector norm.
    • Round 1.3× smaller than the prior — bridge or down round.
  3. Seed$1.8M2011-05-05
    • Raised 13 mo later, in step with the ~12 mo sector norm.
    • Round 2.2× larger than the prior — scaling up.
  4. Series A$4.3M2012-08-15
    • Raised 15 mo later, in step with the ~12 mo sector norm.
    • Round 2.4× larger than the prior — scaling up.
  5. Series A$575K2013-05-24
    • Raised 9 mo later, in step with the ~12 mo sector norm.
    • Round 7.4× smaller than the prior — bridge or down round.
Intelligence
2014 ~Q3
Modeled next raise · ~14mo cadence
$575K
Modeled next size est.range $575K$920K
0.1×
Last step-up
$1.8M/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
Charles Blankenship2 other2012-08
JOSEPH E. MAXWELL1 other2008-10
Joseph Maxwell1 other2012-08
Brad Blevins2008-10
BRAD E. BLEVINS2010-03
BRIAN E. GOLSON2011-05
Brian R. Golson2012-08
CHARLES E. BLANKENSHIP2008-10
Karl R. Montgomery, Jr.2012-08
Matthew Brett Suchor2012-08
RAY E. MONTGOMERY2011-05
Shawn R. Welch2012-08
Registry & provenance

Shareholder InSite, 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
1447332
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
Fusion Risk Management IncBusiness ServicesSeries A$8.2M$7.1Msame sector · same stage
SponsorCX, Inc.Business ServicesSeries A$8.8M$11.8Msame sector · same stage
MediaCrossing Inc.Business ServicesSeries A$9.5M$11.4Msame sector · same stage
Liberty Pre-Settlement Funding, LLCBusiness ServicesSeries A$7.2M$12.8Msame sector · same stage
P1 Trials, Inc.Business ServicesSeries A$7.1M$17.1Msame sector · same stage
Verticus Solutions IncBusiness ServicesSeries A$10.4M$8.1Msame sector · same stage
WCP One 23 Group LLCBusiness ServicesSeries A$10.8M$16.8Msame sector · same stage
SHAED, Inc.Business ServicesSeries A$6.2M$13.5Msame sector · same stage
Frequently asked
How much funding has Shareholder InSite, Inc. raised?
Shareholder InSite, Inc. has raised approximately $8.5M in disclosed capital across 5 recorded financing rounds, aggregated from public filings.
What is Shareholder InSite, Inc.'s estimated valuation?
Provath's modeled valuation for Shareholder InSite, Inc. is approximately $11.9M (modeled range $800K–$64.7M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Shareholder InSite, Inc. at?
Shareholder InSite, Inc.'s latest modeled financing stage is Series A. Its most recent recorded round closed around Fri May 24.
What does Shareholder InSite, Inc. do and where is it based?
Shareholder InSite, Inc. operates in the Business Services sector, based in NASHVILLE.
Explore related

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