Companies · Electric Utilities

Summer Energy Holdings Inc

HOUSTON · Electric Utilities

Diligence memoA one-page analyst read on Summer Energy Holdings Inc — recommendation, valuation, rhythm, risks.
$16.0M
Total raised · real
8
Rounds
1.6×
Latest step-up
Top 40%
Sector rank · raised
Series A
Latest stage · inferred · Tue Jan 29 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Summer Energy Holdings Inc looks fair 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 utilities sector profile.

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

Fair
  • Modeled value is 1.00× the median modeled value of Series A Electric Utilities companies in 2019–2021 (5 peers) — value vs value, same stage and era.
  • Within the normal band (100% of peer median) for its niche.
Dormant
  • Last raise 7.4 yr ago; this sector typically re-raises about every 10 months.
  • Silent for over 3× the sector's normal cadence.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

Summer Energy Holdings Inc behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
14.3 yr record
Peak capital year was 2019 with $4.7M across 1 filings.
Market position
ahead of 61% of Electric Utilities peers
Capital scale is ahead of 61% of Electric Utilities peers; modeled value is above 53% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Normal applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Consistent
Canonical totals and visible filing detail are broadly aligned.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2019: $4.7M across 1 filings.
  • Largest single filing was $4.7M on 2019-01-29.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • The more important signal is lifecycle: repeated filings ended years ago, so current activity needs outside confirmation.
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 Electric Utilities

Summer Energy Holdings Inc is one of 133 Electric Utilities companies tracked from HOUSTON. By capital raised it ranks mid-pack (ahead of 61% 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)
2019-01-29
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$50MSeed · 2012-03-27 Raised $2.2M (real) Modeled valuation $23M (est)Seed2012Seed · 2012-10-12 Raised $250K (real) Modeled valuation $2.6M (est)Seed2012Seed · 2014-02-21 Raised $1.8M (real) Modeled valuation $19M (est)Seed2014Seed · 2015-03-12 Raised $200K (real) Modeled valuation $2.1M (est)Seed2015Seed · 2016-04-25 Raised $500K (real) Modeled valuation $5.2M (est)Seed2016Seed · 2017-11-01 Raised $3.3M (real) Modeled valuation $34M (est)Seed2017Seed · 2018-04-13 Raised $3.0M (real) Modeled valuation $31M (est)Seed2018Series A · 2019-01-29 Raised $4.7M (real) Modeled valuation $40M (est)Series A2019+$250K+$1.8M+$200K+$500K+$3.3M+$3.0M+$4.7MCumulative $16M

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$2.2M · 2012
Seed extension$250K · 2012
Seed extension$1.8M · 2014
Seed extension$200K · 2015
Seed extension$500K · 2016
Seed extension$3.3M · 2017
Seed extension$3.0M · 2018
Series A$4.7M · 2019

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
$39.7M
Base estimate est.
$6.7M
Conservative case
$215.9M
Upside case
$21.4M
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 utilities sector profile. Directional, not a quoted figure.

Seed · modeled $23.3M · 2012-03-272012Seed · modeled $2.6M · 2012-10-12Seed · modeled $18.7M · 2014-02-21Seed · modeled $2.1M · 2015-03-12Seed · modeled $5.2M · 2016-04-25Seed · modeled $33.9M · 2017-11-01Seed · modeled $31.1M · 2018-04-13Series A · modeled $39.7M · 2019-01-292019
Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
58%
Survival probability
32% low · 79% high
1.22×/yr
Annual markup
1.53×/yr upside case
6.0 yr
Elapsed time used
7.4 yr actual, capped for stale marks
utilities
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
12 mo
Avg between rounds
$2.3M/yr
Capital velocity
14.3 yr
On record since
2012
First round
8
Rounds on file
How it compares to the market

Benchmarked against 133 companies in Electric Utilities. 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) 2.0× above median
This company$16.0M
Sector median$8.0M
Latest round — vs other Series A rounds in sector (real $, this stage) 0.9× of median
This company$4.7M
Sector median$5.0M
Modeled value — vs sector median (estimate, all stages) 1.0× above median
This company$39.7M
Sector median$39.4M

Raised more than 61% of sector peers (real $). Modeled value above 53% 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 #3 of 5.

This companyCohort peer
$1.0M$10.0M$100.0M$1.0B$1.0M$10.0M$100.0MCapital raised (log)Valley Rural Utility Co · Series A Raised $11.8M · modeled $91.8M (est)AMCP Mechanical Holdings, LP · Series A Raised $8.0M · modeled $50.9M (est)Texzon Utilities, LTD · Series A Raised $6.3M · modeled $38.0M (est)PSC Specialists Group, Inc. · Series A Raised $6.2M · modeled $5.4M (est)Summer Energy Holdings Inc (this company) Raised $16.0M · modeled $39.7M (est)Summer Energy Holdings Inc
CompanyStageRaised · realValue · estvs peer med.
Valley Rural Utility CoSeries A$11.8M$91.8M2.31×
AMCP Mechanical Holdings, LPSeries A$8.0M$50.9M1.28×
Summer Energy Holdings Inc this companySeries A$16.0M$39.7M1.00×
Texzon Utilities, LTDSeries A$6.3M$38.0M0.96×
PSC Specialists Group, Inc.Series A$6.2M$5.4M0.14×
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$2.2M2012-03-27$11.2M$23.3M85%
Seed$250K2012-10-12$1.3M$2.6M85%
Seed$1.8M2014-02-21$9.0M$18.7M85%
Seed$200K2015-03-12$1.0M$2.1M85%
Seed$500K2016-04-25$2.5M$5.2M85%
Seed$3.3M2017-11-01$16.3M$33.9M90%
Seed$3.0M2018-04-13$15.0M$31.1M90%
Series A$4.7M2019-01-29$21.4M$39.7M90%
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$2.2M2012-03-27
    • First recorded raise — entered as Seed.
    • 23 investors on this round.
  2. Seed$250K2012-10-12
    • Raised 7 mo later, in step with the ~10 mo sector norm.
    • Round 9.0× smaller than the prior — bridge or down round.
    • 1 investor on this round.
  3. Seed$1.8M2014-02-21
    • Raised again after 16 mo — slower than the ~10 mo sector norm.
    • Round 7.2× larger than the prior — scaling up.
    • Switched to Rule 506(b) (was Rule 06).
    • 6 investors on this round.
  4. Seed$200K2015-03-12
    • Raised 13 mo later, in step with the ~10 mo sector norm.
    • Round 9.0× smaller than the prior — bridge or down round.
    • 1 investor on this round.
  5. Seed$500K2016-04-25
    • Raised 13 mo later, in step with the ~10 mo sector norm.
    • Round 2.5× larger than the prior — scaling up.
    • 2 investors on this round.
  6. Seed$3.3M2017-11-01
    • Raised again after 18 mo — slower than the ~10 mo sector norm.
    • Round 6.5× larger than the prior — scaling up.
    • 7 investors on this round.
  7. Seed$3.0M2018-04-13
    • Came back fast: 5 mo vs the ~10 mo sector norm.
    • Round roughly the size of the prior one.
    • 1 investor on this round.
  8. Series A$4.7M2019-01-29
    • Raised 10 mo later, in step with the ~10 mo sector norm.
    • Round 1.6× larger than the prior — scaling up.
    • 4 investors on this round.
Intelligence
2020 ~Q1
Modeled next raise · ~12mo cadence
$7.4M
Modeled next size est.range $4.8M$11.8M
1.6×
Last step-up
$2.3M/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
Jaleea George1 other2012-03
James Stapleton1 other2012-10
Michael Vanderhoof1 other2012-10
Al Mace LaRose2018-04
Andrew Bursten2014-02
Andrew Priest2012-10
Angela Mace Hanley2017-11
Jefferey Mace Meeks2015-03
Mace Meeks2012-10
Neil Leibman2014-02
Roderick Danielson2012-03
Stuart Gaylor2012-10
Tom O'Leary2014-02
Registry & provenance

Summer Energy Holdings 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
1396633
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
Unitil Energy Systems, Inc.Electric UtilitiesSeries A$15.0M$39.4Msame sector · same stage
California Newco, Inc.Electric UtilitiesSeries A$14.1M$118.8Msame sector · same stage
Space Energy AGElectric UtilitiesSeries A$13.3M$35.0Msame sector · same stage
Eagle Crest Energy CoElectric UtilitiesSeries A$19.9M$877Ksame sector · same stage
Hipp, LlcElectric UtilitiesSeries A$12.5M$105.6Msame sector · same stage
Principal Solar, Inc.Electric UtilitiesSeries A$12.0M$39.4Msame sector · same stage
Valley Rural Utility CoElectric UtilitiesSeries A$11.8M$91.8Msame sector · same stage
Coronus Solar Inc.Electric UtilitiesSeries A$11.5M$97.3Msame 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
Sunwealth Power, Inc.Other EnergySeries A$6.8M82%
Firstenergy CorpElectric UtilitiesGrowth/Late$5.0B81%
Energy Services of America CORPOther EnergySeed$4.8M81%
Sunrock Distributed Generation Inc.Other EnergySeries A$66.6M80%
Sandow Lakes Energy Company, LLCElectric UtilitiesSeries B$140.6M80%
Gridiron Energy, LLCElectric UtilitiesGrowth/Late$8.9B80%
kWh New Energy CorpOther EnergyPre-Seed$2.7M80%
Sunverge Energy, Inc.Other EnergySeries A$10.6M80%
Frequently asked
How much funding has Summer Energy Holdings Inc raised?
Summer Energy Holdings Inc has raised approximately $16.0M in disclosed capital across 8 recorded financing rounds, aggregated from public filings.
What is Summer Energy Holdings Inc's estimated valuation?
Provath's modeled valuation for Summer Energy Holdings Inc is approximately $39.7M (modeled range $6.7M–$215.9M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Summer Energy Holdings Inc at?
Summer Energy Holdings Inc's latest modeled financing stage is Series A. Its most recent recorded round closed around Tue Jan 29.
What does Summer Energy Holdings Inc do and where is it based?
Summer Energy Holdings Inc operates in the Electric Utilities sector, based in HOUSTON.
Explore related

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