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

Forward Lending, Inc.

Forward Lending, 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

Forward Lending, Inc. operates in Fintech, based in AUSTIN.

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

Capital & rounds (filed)filed

Forward Lending, Inc. has raised $56M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).

Largest single filing: $37M on 2024-05-10.

Most recent recorded round closed around 2024-05-10.

Valuation (modeled)modeled

Provath models Forward Lending, Inc. at approximately $294M (range $90M–$540M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 1.08× the median modeled value of Series B Fintech companies in 2022–2024 (14 peers) — value vs value, same stage and era. Within the normal band (108% of peer median) for its niche.

Financing rhythm & timingmixed

Historic cadence: a new round about every 18 months.

Last raise 2.1 yr ago; this sector typically re-raises about every 12 months.

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

The last round stepped up 2.0× from the prior — scaling.

Comparablesmixed

Capital scale ranks ahead of 97% of Fintech peers (1063 compared).

Modeled value ranks above 94% of those peers.

Closest niche peers: PayMongo Inc., Treasury Prime Inc., Advisor Credit Exchange, LLC, Butter Payments, Inc., Apto Payments, Inc..

Peoplefiled

5 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.