Companies · Business Services

Whitestone Investment Network, Inc.

LAKE OSWEGO · Business Services

Diligence memoA one-page analyst read on Whitestone Investment Network, Inc. — recommendation, valuation, rhythm, risks.
$915K
Total raised · real
2
Rounds
3.3×
Latest step-up
Top 49%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Whitestone Investment Network, 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 business services 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 2.20× the median modeled value of Pre-Seed Business Services companies in 2016–2018 (140 peers) — value vs value, same stage and era.
Dormant
  • Last raise 9.0 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

Whitestone Investment Network, Inc. is one of 2439 Business Services companies tracked from LAKE OSWEGO. By capital raised it ranks mid-pack (ahead of 52% 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
$0–$1M
Issuer revenue
Rule 506(b)
Reg D exemption
2014
Year incorporated
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$5.0M$10M$15M$20MPre-Seed · 2015-02-17 Raised $310K (real) Modeled valuation $9.8M (est)$310K$9.8MPre-Seed2015Pre-Seed · 2015-02-17 Raised $185K (real) Modeled valuation $5.8M (est)$185K$5.8MPre-Seed2015Pre-Seed · 2017-07-01 Raised $605K (real) Modeled valuation $19M (est)$605K$19MPre-Seed2017+$185K+$605KCumulative $1.1M

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$310K · 2015
Pre-Seed extension$185K · 2015
Pre-Seed extension$605K · 2017

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

Modeled valuation trajectory
$19.1M
Base estimate est.
$412K
Conservative case
$216.8M
Upside case
$3.4M
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 business services sector profile. Directional, not a quoted figure.

Pre-Seed · modeled $9.8M · 2015-02-172015Pre-Seed · modeled $5.8M · 2015-02-17Pre-Seed · modeled $19.1M · 2017-07-012017
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
31%
Survival probability
12% low · 56% high
1.63×/yr
Annual markup
2.21×/yr upside case
6.0 yr
Elapsed time used
9.0 yr actual, capped for stale marks
business services
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
14 mo
Avg between rounds
$386K/yr
Capital velocity
11.4 yr
On record since
2015
First round
3
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) 0.6× of median
This company$915K
Sector median$1.5M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 1.9× above median
This company$605K
Sector median$322K
Modeled value — vs sector median (estimate, all stages) 1.3× above median
This company$19.1M
Sector median$15.0M

Raised more than 52% of sector peers (real $). Modeled value above 64% 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 #28 of 140.

This companyCohort peer
$10.0M$100.0M$100K$1.0M$10.0MCapital raised (log)Dip Cosmetica Inc. · Pre-Seed Raised $1.0M · modeled $31.6M (est)preCharge USA, Inc. · Pre-Seed Raised $1.0M · modeled $31.6M (est)Kountable, Inc. · Pre-Seed Raised $1.0M · modeled $31.6M (est)Women In Their Prime, LLC · Pre-Seed Raised $1.0M · modeled $31.6M (est)SkuSuite, Inc. · Pre-Seed Raised $1.0M · modeled $31.6M (est)SBS Weanling Pinhook II LLC · Pre-Seed Raised $1.0M · modeled $31.6M (est)RonakBM, Inc. · Pre-Seed Raised $1.2M · modeled $30.3M (est)All South Flooring, LLC · Pre-Seed Raised $900K · modeled $28.4M (est)1052 Partners, LLC · Pre-Seed Raised $1.5M · modeled $28.4M (est)Virtuous Vices, LLC · Pre-Seed Raised $875K · modeled $27.6M (est)Port Logistics, LLC · Pre-Seed Raised $860K · modeled $27.2M (est)Pathao · Pre-Seed Raised $825K · modeled $26.1M (est)Whitestone Investment Network, Inc. (this company) Raised $915K · modeled $19.1M (est)Whitestone Investment Network, Inc.
CompanyStageRaised · realValue · estvs peer med.
Dip Cosmetica Inc.Pre-Seed$1.0M$31.6M3.64×
preCharge USA, Inc.Pre-Seed$1.0M$31.6M3.64×
Kountable, Inc.Pre-Seed$1.0M$31.6M3.64×
Women In Their Prime, LLCPre-Seed$1.0M$31.6M3.64×
SkuSuite, Inc.Pre-Seed$1.0M$31.6M3.64×
SBS Weanling Pinhook II LLCPre-Seed$1.0M$31.6M3.64×
RonakBM, Inc.Pre-Seed$1.2M$30.3M3.49×
All South Flooring, LLCPre-Seed$900K$28.4M3.27×
1052 Partners, LLCPre-Seed$1.5M$28.4M3.27×
Virtuous Vices, LLCPre-Seed$875K$27.6M3.18×
Port Logistics, LLCPre-Seed$860K$27.2M3.13×
PathaoPre-Seed$825K$26.1M3.00×
Whitestone Investment Network, Inc. this companyPre-Seed$915K$19.1M2.20×
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$310K2015-02-17$1.7M$9.8M85%
Pre-Seed$185K2015-02-17$1.0M$5.8M85%
Pre-Seed$605K2017-07-01$3.4M$19.1M90%
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$310K2015-02-17
    • First recorded raise — entered as Pre-Seed.
    • 7 investors on this round.
  2. Pre-Seed$185K2015-02-17
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 1.7× smaller than the prior — bridge or down round.
    • 5 investors on this round.
  3. Pre-Seed$605K2017-07-01
    • Raised again after 28 mo — slower than the ~12 mo sector norm.
    • Round 3.3× larger than the prior — scaling up.
    • Revenue band moved No revenue → $0–$1M.
Intelligence
2018 ~Q3
Modeled next raise · ~14mo cadence
$1.8M
Modeled next size est.range $1.2M$2.9M
3.3×
Last step-up
$386K/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
Allan A Fulsher7 other2015-02
Roy Rose4 other2015-02
Thomas E McChesney4 other2015-02
Trent D. Davis4 other2015-02
Michael P Balter1 other2015-02
Murray G Smith1 other2015-02
Daniel H Barnett2017-07
James H Caplan2015-02
Mark A Holifer2015-02
Steven A Shassetz2015-02
Registry & provenance

Whitestone Investment Network, 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
1634234
SEC CIK
2014
Incorporated
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
Veana Therapeutics, Inc.PharmaceuticalsPre-Seed$1.4M$32.9Mnetwork2 shared operators · same stage
Amyx IncBusiness ServicesPre-Seed$922K$18.3Msame sector · same stage
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One Management Services Company, LLCBusiness ServicesPre-Seed$898K$12.9Msame sector · same stage
Health Professionals Alliance Inc.Business ServicesSeries D+$299.4M$634.4Mnetwork2 shared operators · same sector
COURTTRAX CorpBusiness ServicesPre-Seed$875K$13.4Msame sector · same stage
Propeller, Inc.Business ServicesPre-Seed$864K$20.5Msame sector · same stage
Port Logistics, LLCBusiness ServicesPre-Seed$860K$27.2Msame 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
RWT Investors, LLCBusiness ServicesSeries A$159.3M83%
Aurarius Investment Group, Inc.Business ServicesPre-Seed$9.0M82%
Whiteboard Advisors, LLCBusiness ServicesPre-Seed$25.3M82%
CHC Partners Holdings, Inc.Business ServicesSeed$23.5M82%
King Ridge Capital, Inc.Business ServicesSeries A$20.2M81%
Semple Investments IncBusiness ServicesSeries A$206.9M81%
Str Capital, Inc.Business ServicesSeries C$1.9M81%
Kingsway Financial Services IncBusiness ServicesSeries A$24.8M80%
Frequently asked
How much funding has Whitestone Investment Network, Inc. raised?
Whitestone Investment Network, Inc. has raised approximately $915K in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Whitestone Investment Network, Inc.'s estimated valuation?
Provath's modeled valuation for Whitestone Investment Network, Inc. is approximately $19.1M (modeled range $412K–$216.8M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Whitestone Investment Network, Inc. at?
Whitestone Investment Network, Inc.'s latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Sat Jul 01.
What does Whitestone Investment Network, Inc. do and where is it based?
Whitestone Investment Network, Inc. operates in the Business Services sector, based in LAKE OSWEGO.
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