Fundraising Fox

Valuation Research

Milwaukee, US · Founded 1975 · Nevada corporation · 381 employees on LinkedIn

A valuation firm that provides financial reporting and tax valuations for clients, with expertise in international business combinations and regulatory compliance.

Enterprise SoftwareFintech

Founders & leadership

PP
Pankaj PatelExecutive
JP
James P. TruoginExecutive
CK
Chantal KnierinExecutive
NC
Neil C. KellyinExecutive
MB
Mark BratteboExecutive
WHWilliam Hughes
William HughesinExecutive
PP
PJ PatelinCo-CEO
JJJustin Johnson
Justin JohnsoninCo-CEO
JCJohn Czapla
John CzaplainChairman

Board

JM
Jane MyungBoard director
CSCharles Sapnas
Charles SapnasBoard director
MR
Mose RuckerBoard director

Reported raises · per SEC filings

Form D private placements

$3.1M disclosed across 12 rounds · 2014–2026

▶$900KraisedMay 2026 · 5 investors · Business Services
Rule 506(b)
VP, Financial Reporting & Valuation — Lead Strategic Valuations at VRC (Valuation Research Corporation) | Apply now! – Vaia – Talentstalents.vaia.com · Jul 2026
Officers, directors & promoters on the filing
  • John D. CzaplaExecutive Officer, Director
  • Justin E. JohnsonExecutive Officer, Director
  • Parag PatelDirector
  • Jane MyungDirector
  • Charles SapnasDirector
  • Jeffery MillerDirector
  • James P. TruogExecutive Officer, Director
  • Pankaj PatelExecutive Officer, Director
Offering amount
$900K
Amount sold
$900K
Minimum investment
$100K
First sale
Apr 2026
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$231KraisedApr 2025 · 6 investors · Business Services
Rule 506(b)
Officers, directors & promoters on the filing
  • Justin E. JohnsonExecutive Officer, Director
  • Jane MyungDirector
  • Pankaj PatelExecutive Officer, Director
  • Charles SapnasDirector
  • Mose RuckerDirector
  • James P. TruogExecutive Officer, Director
  • Kevin MeyersDirector
  • John D. CzaplaExecutive Officer, Director
Offering amount
$231K
Amount sold
$231K
Minimum investment
$33K
First sale
Apr 2025
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$363KraisedApr 2024 · 9 investors · Business Services
Rule 506(b)
Officers, directors & promoters on the filing
  • James P. TruogExecutive Officer, Director
  • Pankaj PatelExecutive Officer, Director
  • Charles SapnasDirector
  • Mose RuckerDirector
  • Justin E. JohnsonExecutive Officer, Director
  • Kevin MeyersDirector
  • Jane MyungDirector
  • John D. CzaplaExecutive Officer, Director
Offering amount
$429K
Amount sold
$363K
Minimum investment
$33K
First sale
Apr 2024
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$462KraisedApr 2023 · 9 investors · Business Services
Rule 506(b)
Officers, directors & promoters on the filing
  • John D. CzaplaExecutive Officer, Director
  • James P. TruogExecutive Officer, Director
  • Kevin MeyersDirector
  • Neil C. KellyDirector
  • Pankaj PatelExecutive Officer, Director
  • Justin E. JohnsonExecutive Officer, Director
  • Lawrence E. Van KirkDirector
  • Mose RuckerDirector
Offering amount
$462K
Amount sold
$462K
Minimum investment
$33K
First sale
Apr 2023
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$394.2KraisedApr 2022 · 9 investors · Business Services
Rule 506(b)
Officers, directors & promoters on the filing
  • Lawrence E. Van KirkDirector
  • Chantal S. KnierExecutive Officer
  • James P. TruogExecutive Officer, Director
  • Kevin MeyersDirector
  • Mose RuckerDirector
  • Neil C. KellyDirector
  • John D. CzaplaExecutive Officer, Director
  • Pankaj PatelExecutive Officer, Director
  • Justin E. JohnsonExecutive Officer, Director
Offering amount
$394.2K
Amount sold
$394.2K
Minimum investment
$32.9K
First sale
Apr 2022
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$65.7KraisedApr 2021 · 2 investors · Business Services
Rule 506(b)
Officers, directors & promoters on the filing
  • Kevin MeyersDirector
  • Lawrence K. Van KirkDirector
  • John D. CzaplaExecutive Officer, Director
  • Justin E. JohnsonExecutive Officer, Director
  • Neil KellyDirector
  • Mose RuckerDirector
  • Pankaj PatelExecutive Officer, Director
  • Chantal S. KnierExecutive Officer
  • James P. TruogExecutive Officer, Director
Offering amount
$65.7K
Amount sold
$65.7K
Minimum investment
$32.9K
First sale
Apr 2021
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$262.8KraisedApr 2020 · 7 investors · Business Services
Rule 506(b)
Officers, directors & promoters on the filing
  • Lawrence K. Van KirkDirector
  • James P. TruogExecutive Officer, Director
  • Neil C. KellyDirector
  • John D. CzaplaExecutive Officer, Director
  • Chantal S. KnierExecutive Officer
  • Pankaj PatelExecutive Officer, Director
  • Justin E. JohnsonExecutive Officer, Director
  • William J. HughesDirector
Offering amount
$262.8K
Amount sold
$262.8K
Minimum investment
$32.9K
First sale
Apr 2020
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$98.5KraisedApr 2019 · 3 investors · Business Services
Rule 506(b)
Officers, directors & promoters on the filing
  • James P. TruogExecutive Officer
  • Chantal KnierExecutive Officer
  • Justin E. JohnsonExecutive Officer, Director
  • Neil C. KellyExecutive Officer, Director
  • Pankaj PatelExecutive Officer, Director
  • John D. CzaplaDirector
  • Mark BratteboDirector
  • William HughesDirector
Offering amount
$98.5K
Amount sold
$98.5K
Minimum investment
$32.9K
First sale
Apr 2019
Incorporated
Corporation, Nevada
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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In the news

VP, Financial Reporting & Valuation — Lead Strategic Valuations at VRC (Valuation Research Corporation) | Apply now! – Vaia – Talentstalents.vaia.com · Jul 2026Perspectives | Valuation Researchvaluationresearch.com · Aug 2017

Frequently asked questions

What does Valuation Research do?
A valuation firm that provides financial reporting and tax valuations for clients, with expertise in international business combinations and regulatory compliance.
How much funding has Valuation Research raised?
Valuation Research has disclosed $3.1M raised across 12 rounds.
Where is Valuation Research headquartered?
Valuation Research is headquartered in Milwaukee, US.