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Berrett-Koehler Group, Inc.

Operating

Media & Entertainment · Oakland, CA

Estimated pre-money ⓘ
$9.2M
As of Oct 2020 · from Reg CF Offering (2020) · our estimate: offering price × shares outstanding, not a stated valuation
Total raised
$643,649
Crowd $584K · Private $60K · 4 rounds since 2012
Latest share price
$12.00
Reg CF · Preferred Stock · Oct 2020 offering price

Financials

FY2018–FY2019 · from SEC filings · hover any figure for its source
$10.8M
$231K
2018
$10.6M
−$358K
2019
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2018 reviewed*
FY2019 reviewed*
Income statement
Revenue
$10,764,366
$10,591,109
Cost of goods sold
$1,832,831
$2,025,083
Gross margin
83%
81%
Net income
$230,647
-$358,149
Taxes paid
$66,788
-$24,989
Balance sheet
Cash
$147,096
$114,469
Accounts receivable
$1,920,482
$1,469,533
Total assets
$6,575,926
$6,688,153
Short-term debt
$3,889,565
$4,403,605
Long-term debt
$449,716
$505,107
Total liabilities
$4,339,281
$4,908,712
Other
Headcount
—
32

Figures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.

Valuation over rounds

Pre-money — the valuation set before each round’s money came in
$9.2M
est. pre-money
Reg CF · Preferred · Oct 2020

Dotted grey bars are our estimate for rounds that didn't state one: the round's share price × the shares outstanding in its filings. Same measure as blue, but rougher.

Cap table

Share counts as of Dec 31, 2019
ClassOutstandingVotes / shareShare of totalLast price
Common stock767,608—100.0%$12.00Oct 2020

Shares outstanding over timein today's share terms

804K402K0
Dec 2017Dec 2019
Common stock

Principal holders% as the filing states it, Oct 13, 2020

  • Steve Piersanti38.3%of company
  • Everyone else (not named in filings)61.7%

Sold to the crowd

From the company's SEC filings: share counts per class, each class's voting and conversion terms, and the holders of 20% or more that Form C requires (officers and 10%+ holders on Form 1-A). Filings name only large holders, so most owners — including crowd investors — are not listed, and a holder's percentage may be of its own class rather than of the whole company. Prices and crowd share counts are in today's share terms — adjusted for splits and conversions since they were sold. Hover a figure for its filing.

Fundraising history

Raised $583.6K / $1.1MInvestors 81Est. pre-money $9.2M
Raised $60KInvestors 4

Team

10 people
David Marshall
Chief Executive Officer
William L. Upton
Board Chair
Ed Frauenheim
Board Member
Jack W. Perry
Board Member
Jesse Lyn Stoner
Board Member
Johanna E. Vondeling
Board Member
Katie Sheehan
Board Member
Marilyn McConnell
Board Member
Peter Neuwirth
Board Member
Show 1 more person
Steven Piersanti
Board Member

Names and titles as disclosed on SEC Form C. Bios and photos come from the platform campaign page and may be out of date.

Reg CF annual-report compliance

Delinquent

Filed 0 of 6 annual reports (FY2020–FY2025)

Missing: 2020, 2021, 2022, 2023, 2024, 2025

81 investors
holder-count proxy

Reg CF issuers must file a Form C-AR each year until a Rule 202(b) termination trigger is met.

SEC filings

  • Form C-UJun 24, 20210001556917-21-000002
    EDGAR
  • Form COct 13, 20200001556917-20-000009
    EDGAR
  • Form DFeb 25, 20200001556917-20-000005
    EDGAR
  • Form DNov 5, 20130001556917-13-000002
    EDGAR
  • Form DSep 13, 20120001556917-12-000001
    EDGAR
Source: SEC EDGARCIK 0001556917CAShare price $12.00Last synced Aug 17, 2026

About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.