Companies · Other Health Care

ShiftWizard, Inc.

MORRISVILLE · Other Health Care

Diligence memoA one-page analyst read on ShiftWizard, Inc. — recommendation, valuation, rhythm, risks.
$2.8M
Total raised · real
3
Rounds
1.0×
Latest step-up
Top 48%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Wed Nov 07 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

ShiftWizard, Inc. 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. Valuation uses the health care sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Over-valued
  • Modeled value is 2.86× the median modeled value of Pre-Seed Other Health Care companies in 2016–2018 (299 peers) — value vs value, same stage and era.
Dormant
  • Last raise 7.6 yr ago; this sector typically re-raises about every 14 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 Health Care

ShiftWizard, Inc. is one of 5376 Other Health Care companies tracked from MORRISVILLE. By capital raised it ranks mid-pack (ahead of 53% 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)
2018-11-07
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$13M$25M$38M$50MPre-Seed · 2016-08-31 Raised $833K (real) Modeled valuation $26M (est)$833K$26MPre-Seed2016Pre-Seed · 2018-03-23 Raised $1.0M (real) Modeled valuation $31M (est)$1.0M$31MPre-Seed2018Pre-Seed · 2018-11-07 Raised $1.0M (real) Modeled valuation $31M (est)$1.0M$31MPre-Seed2018+$1.0M+$1.0MCumulative $2.8M

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
Pre-Seed$833K · 2016
Pre-Seed extension$1.0M · 2018
Pre-Seed extension$1.0M · 2018

Stages are modeled from round size (public records carry no series label). Ladder is contiguous — every modeled rung has a record.

Modeled valuation trajectory
$30.8M
Base estimate est.
$627K
Conservative case
$349.4M
Upside case
$5.6M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Pre-Seeda round under $1.0M). Valuation is modeled from stage benchmarks scaled by the health care sector profile. Directional, not a quoted figure.

Pre-Seed · modeled $25.7M · 2016-08-312016Pre-Seed · modeled $30.8M · 2018-03-23Pre-Seed · modeled $30.8M · 2018-11-072018
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
28%
Survival probability
11% low · 52% high
1.64×/yr
Annual markup
2.23×/yr upside case
6.0 yr
Elapsed time used
7.7 yr actual, capped for stale marks
health care
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
13 mo
Avg between rounds
$1.3M/yr
Capital velocity
9.8 yr
On record since
2016
First round
3
Rounds on file
How it compares to the market

Benchmarked against 5376 companies in Other Health Care. 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) 1.2× above median
This company$2.8M
Sector median$2.4M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 2.9× above median
This company$1.0M
Sector median$350K
Modeled value — vs sector median (estimate, all stages) 1.4× above median
This company$30.8M
Sector median$22.1M

Raised more than 53% of sector peers (real $). Modeled value above 59% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Pre-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 #6 of 299.

This companyCohort peer
$10.0M$100.0M$100K$1.0M$10.0MCapital raised (log)USRC East Dallas, LLC · Pre-Seed Raised $1.0M · modeled $30.8M (est)USRC West Fork, LLC · Pre-Seed Raised $1.0M · modeled $30.8M (est)VivaQuant, LLC · Pre-Seed Raised $1.2M · modeled $30.8M (est)AHC of Henderson, LLC · Pre-Seed Raised $1.0M · modeled $30.8M (est)Orthoevidence Inc. · Pre-Seed Raised $1.1M · modeled $30.8M (est)Darwin Life, Inc. · Pre-Seed Raised $1.0M · modeled $30.8M (est)CRG Medical, Inc. · Pre-Seed Raised $1.0M · modeled $30.8M (est)iOrthopedics, Inc. · Pre-Seed Raised $1.0M · modeled $30.8M (est)Innovatel, LLC · Pre-Seed Raised $1.0M · modeled $30.8M (est)Chartered Medical Solutions LP · Pre-Seed Raised $2.0M · modeled $30.8M (est)PortCo, LP · Pre-Seed Raised $1.0M · modeled $30.8M (est)ShiftWizard, Inc. (this company) Raised $2.8M · modeled $30.8M (est)ShiftWizard, Inc.
CompanyStageRaised · realValue · estvs peer med.
USRC East Dallas, LLCPre-Seed$1.0M$30.8M2.86×
USRC West Fork, LLCPre-Seed$1.0M$30.8M2.86×
VivaQuant, LLCPre-Seed$1.2M$30.8M2.86×
AHC of Henderson, LLCPre-Seed$1.0M$30.8M2.86×
Orthoevidence Inc.Pre-Seed$1.1M$30.8M2.86×
ShiftWizard, Inc. this companyPre-Seed$2.8M$30.8M2.86×
Darwin Life, Inc.Pre-Seed$1.0M$30.8M2.86×
CRG Medical, Inc.Pre-Seed$1.0M$30.8M2.86×
iOrthopedics, Inc.Pre-Seed$1.0M$30.8M2.86×
Innovatel, LLCPre-Seed$1.0M$30.8M2.86×
Chartered Medical Solutions LPPre-Seed$2.0M$30.8M2.86×
PortCo, LPPre-Seed$1.0M$30.8M2.86×
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.
Pre-Seed$833K2016-08-31$4.6M$25.7M90%
Pre-Seed$1.0M2018-03-23$5.6M$30.8M90%
Pre-Seed$1.0M2018-11-07$5.6M$30.8M90%
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. Pre-Seed$833K2016-08-31
    • First recorded raise — entered as Pre-Seed.
    • 1 investor on this round.
  2. Pre-Seed$1.0M2018-03-23
    • Raised 19 mo later, in step with the ~14 mo sector norm.
    • Round roughly the size of the prior one.
    • 3 investors on this round.
  3. Pre-Seed$1.0M2018-11-07
    • Came back fast: 8 mo vs the ~14 mo sector norm.
    • Round roughly the size of the prior one.
    • 4 investors on this round.
Intelligence
2019 ~Q4
Modeled next raise · ~13mo cadence
$1.0M
Modeled next size est.range $1.0M$1.6M
1.0×
Last step-up
$1.3M/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
Jay Zeidman4 other2016-08
Richard Bovender2 other2016-08
Joseph Velk1 other2016-08
Christian Pardue2016-08
Shane Parker2016-08
Registry & provenance

ShiftWizard, 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
1684659
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
Opya, Inc.Other Health CareSeed$3.1M$50.8Mnetwork1 shared operator · same sector
Audio Bionics International Inc.Other Health CarePre-Seed$2.9M$30.8Msame sector · same stage
Chartered Medical Solutions LPOther Health CarePre-Seed$2.0M$30.8Msame sector · same stage
Surgery Center of Kenai, LLCOther Health CarePre-Seed$2.0M$30.8Msame sector · same stage
Dalent LLCOther Health CarePre-Seed$1.9M$29.2Msame sector · same stage
Innovative Healthcare IncOther Health CarePre-Seed$1.9M$26.9Msame sector · same stage
Explainmysurgery.ComOther Health CarePre-Seed$1.9M$30.0Msame sector · same stage
Siesta Medical, Inc.Other Health CarePre-Seed$1.9M$30.8Msame 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
Shift Sciences, LLCOther Health CareSeed$98.6M89%
Transcarent, Inc.Other Health CareGrowth/Late$5.0B84%
Good Type, Inc.Other Health CareSeed$28.0M84%
AptiHealth, Inc.Other Health CareSeries A$81.4M84%
Amblyotech Inc.Other Health CarePre-Seed$22.7M84%
Transition CNA, Inc.Other Health CarePre-Seed$978K83%
KeyCare, Inc.Other Health CareSeries B$142.6M83%
Intellihealth, Inc.Other Health CareSeries B$22.6M83%
Frequently asked
How much funding has ShiftWizard, Inc. raised?
ShiftWizard, Inc. has raised approximately $2.8M in disclosed capital across 3 recorded financing rounds, aggregated from public filings.
What is ShiftWizard, Inc.'s estimated valuation?
Provath's modeled valuation for ShiftWizard, Inc. is approximately $30.8M (modeled range $627K–$349.4M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is ShiftWizard, Inc. at?
ShiftWizard, Inc.'s latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Wed Nov 07.
What does ShiftWizard, Inc. do and where is it based?
ShiftWizard, Inc. operates in the Other Health Care sector, based in MORRISVILLE.
Explore related

See where ShiftWizard, 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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