Companies · Other Technology

SocialWise, Inc.

NEWPORT BEACH · Other Technology

Diligence memoA one-page analyst read on SocialWise, Inc. — recommendation, valuation, rhythm, risks.
$450K
Total raised · real
2
Rounds
1.0×
Latest step-up
Top 85%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Fri Mar 07 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

SocialWise, 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 0.66× the median modeled value of Pre-Seed Other Technology companies in 2013–2015 (1452 peers) — value vs value, same stage and era.
Dormant
  • Last raise 12.3 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

SocialWise, Inc. is one of 21292 Other Technology companies tracked from NEWPORT BEACH. By capital raised it ranks in the long tail (ahead of 16% of sector peers), and in the long tail 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$2.5M$5.0M$7.5M$10MPre-Seed · 2013-03-07 Raised $225K (real) Modeled valuation $9.5M (est)$225K$9.5MPre-Seed2013Pre-Seed · 2014-03-07 Raised $225K (real) Modeled valuation $9.5M (est)$225K$9.5MPre-Seed2014+$225KCumulative $450K

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$225K · 2013
Pre-Seed extension$225K · 2014

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

Modeled valuation trajectory
$9.5M
Base estimate est.
$147K
Conservative case
$108.1M
Upside case
$1.3M
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 technology sector profile. Directional, not a quoted figure.

Pre-Seed · modeled $9.5M · 2013-03-072013Pre-Seed · modeled $9.5M · 2014-03-072014
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
29%
Survival probability
12% low · 54% high
1.72×/yr
Annual markup
2.33×/yr upside case
6.0 yr
Elapsed time used
12.3 yr actual, capped for stale marks
technology
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
12 mo
Avg between rounds
$450K/yr
Capital velocity
13.3 yr
On record since
2013
First round
2
Rounds on file
How it compares to the market

Benchmarked against 21292 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) 0.1× of median
This company$450K
Sector median$3.2M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 0.6× of median
This company$225K
Sector median$375K
Modeled value — vs sector median (estimate, all stages) 0.3× of median
This company$9.5M
Sector median$37.3M

Raised more than 16% of sector peers (real $). Modeled value above 23% 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 #949 of 1,452.

This companyCohort peer
$1.0M$10.0M$100.0M$100K$1.0M$10.0MCapital raised (log)TRNQL, Inc. · Pre-Seed Raised $1.0M · modeled $42.4M (est)Tiger Trade Technologies, Inc. · Pre-Seed Raised $1.0M · modeled $42.4M (est)Arctic Island, LLC · Pre-Seed Raised $1.0M · modeled $42.4M (est)Mountain RF Sensors, Inc. · Pre-Seed Raised $1.0M · modeled $42.4M (est)InkaBinka, Inc. · Pre-Seed Raised $1.0M · modeled $42.4M (est)OrbitHCI, Inc. · Pre-Seed Raised $1.0M · modeled $42.4M (est)TradeRoom International, Inc. · Pre-Seed Raised $1.0M · modeled $42.4M (est)Lightfoot Software Co · Pre-Seed Raised $1.0M · modeled $42.4M (est)Triple Ring Technologies, Inc. · Pre-Seed Raised $1.0M · modeled $42.4M (est)Cordlex Inc · Pre-Seed Raised $2.0M · modeled $42.4M (est)Bleachers Corp · Pre-Seed Raised $1.0M · modeled $42.4M (est)Check I'm Here, INC · Pre-Seed Raised $1.0M · modeled $42.4M (est)SocialWise, Inc. (this company) Raised $450K · modeled $9.5M (est)SocialWise, Inc.
CompanyStageRaised · realValue · estvs peer med.
TRNQL, Inc.Pre-Seed$1.0M$42.4M2.95×
Tiger Trade Technologies, Inc.Pre-Seed$1.0M$42.4M2.95×
Arctic Island, LLCPre-Seed$1.0M$42.4M2.95×
Mountain RF Sensors, Inc.Pre-Seed$1.0M$42.4M2.95×
InkaBinka, Inc.Pre-Seed$1.0M$42.4M2.95×
OrbitHCI, Inc.Pre-Seed$1.0M$42.4M2.95×
TradeRoom International, Inc.Pre-Seed$1.0M$42.4M2.95×
Lightfoot Software CoPre-Seed$1.0M$42.4M2.95×
Triple Ring Technologies, Inc.Pre-Seed$1.0M$42.4M2.95×
Cordlex IncPre-Seed$2.0M$42.4M2.95×
Bleachers CorpPre-Seed$1.0M$42.4M2.95×
Check I'm Here, INCPre-Seed$1.0M$42.4M2.95×
SocialWise, Inc. this companyPre-Seed$450K$9.5M0.66×
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$225K2013-03-07$1.3M$9.5M90%
Pre-Seed$225K2014-03-07$1.3M$9.5M90%
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. Pre-Seed$225K2013-03-07
    • First recorded raise — entered as Pre-Seed.
  2. Pre-Seed$225K2014-03-07
    • Raised 12 mo later, in step with the ~13 mo sector norm.
    • Round roughly the size of the prior one.
Intelligence
2015 ~Q1
Modeled next raise · ~12mo cadence
$225K
Modeled next size est.range $225K$360K
1.0×
Last step-up
$450K/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 Clark5 other2013-03
Chuck Goetschel2013-03
Registry & provenance

SocialWise, 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
1572835
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
EmailAnalytics Inc.Other TechnologyPre-Seed$450K$9.0Msame sector · same stage
WaveTech Engines, Inc.Other TechnologyPre-Seed$449K$9.9Msame sector · same stage
Navimize, Inc.Other TechnologyPre-Seed$460K$9.3Msame sector · same stage
Fractal OnCall Solutions LLCOther TechnologyPre-Seed$440K$9.3Msame sector · same stage
Verinvest CorpOther TechnologyPre-Seed$439K$9.3Msame sector · same stage
WebMynd Corp.Other TechnologyPre-Seed$437K$8.9Msame sector · same stage
Beam Dynamics LLCOther TechnologyPre-Seed$435K$10.1Msame sector · same stage
True North, LLCOther TechnologyPre-Seed$430K$9.9Msame sector · same stage
Frequently asked
How much funding has SocialWise, Inc. raised?
SocialWise, Inc. has raised approximately $450K in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is SocialWise, Inc.'s estimated valuation?
Provath's modeled valuation for SocialWise, Inc. is approximately $9.5M (modeled range $147K–$108.1M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is SocialWise, Inc. at?
SocialWise, Inc.'s latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Fri Mar 07.
What does SocialWise, Inc. do and where is it based?
SocialWise, Inc. operates in the Other Technology sector, based in NEWPORT BEACH.
Explore related

See where SocialWise, 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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