Diligence memo · auto-generated · as of July 2, 2026

Finzly, Inc.

Finzly, Inc. looks fair against its niche peers and is at-risk on financing cadence.

WatchOverdue for a raise versus sector cadence — could be a bridge, a down round, or distress. Watch for the next filing.

Businessfiled

Finzly, Inc. operates in Other Technology, based in CHARLOTTE.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

Finzly, Inc. has raised $10M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).

Largest single filing: $10M on 2023-10-16.

Most recent recorded round closed around 2023-10-16.

Valuation (modeled)modeled

Provath models Finzly, Inc. at approximately $74M (range $13M–$188M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 1.47× the median modeled value of Series A Other Technology companies in 2022–2024 (1325 peers) — value vs value, same stage and era. Within the normal band (147% of peer median) for its niche.

Financing rhythm & timingmixed

Last raise 2.7 yr ago; this sector typically re-raises about every 13 months.

Past due for a raise versus sector cadence — watch for distress or a bridge.

Comparablesmixed

Capital scale ranks ahead of 73% of Other Technology peers (21302 compared).

Modeled value ranks above 65% of those peers.

Closest niche peers: Phylum, Inc., Keon Foundation Ltd., Remoteam Inc., MultiSafe, Inc., Careerian Inc..

Peoplefiled

3 named people on file across officers, directors and signatories.

Risks & flagsmixed

Overdue for a raise versus sector norm — distress or bridge risk.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.