Companies · Insurance
OMAHA · Insurance · refined from filed group “Other Technology”
Diligence memoA one-page analyst read on Modern Insurance Agency, Inc. — recommendation, valuation, rhythm, risks.→Modern Insurance Agency, Inc. has raised $8.5M over 4 rounds; too few niche peers to rank its valuation yet.
Synthesized from the figures below est. — every claim rests on a number shown on this page.
Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.
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.
Modern Insurance Agency, Inc. is one of 146 Insurance companies tracked from OMAHA. By capital raised it ranks in the upper tier (ahead of 84% of sector peers), and in the upper tier 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.
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.
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.
Stages are modeled from round size (public records carry no series label). No record for: Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 67%.
Round size and date are reported; the stage label is inferred from round size (latest is Series A — a $4.0M–$15M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.
Benchmarked against 146 companies in Insurance. 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.
Raised more than 84% of sector peers (real $). Modeled value above 77% of peers (estimate).
A tighter cohort than the sector chart above — only companies at the same stage (Series A) 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.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Authentic Insurance Services, Inc. | Series A | $12.5M | $63.2M | 1.72× |
| Slaine Insurance Holdings, LLC | Series A | $10.0M | $63.1M | 1.72× |
| Carbon Insurance Inc. | Series A | $15.1M | $10.3M | 0.28× |
| Modern Insurance Agency, Inc. this company | Series A | $8.5M | $9.0M | 0.25× |
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.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| Pre-Seed | $1.0M | 2018-07-01 | $5.6M | $23.1M | 90% |
| Pre-Seed | $500K | 2020-04-22 | $2.8M | $11.6M | 90% |
| Series A | $5.5M | 2021-06-01 | $25.1M | $63.4M | 90% |
| Series A | $1.4M | 2023-06-14 | $6.6M | $9.0M | 90% |
Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.
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.
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.
| Person | Role | Also runs | Tied since |
|---|---|---|---|
| Lisa Dolan | — | 4 other | 2021-06 |
| CODY LEACH | — | — | 2021-06 |
| COLIN NABITY | — | — | 2018-07 |
Modern Insurance Agency, 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.
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.
| Company | Sector | Stage | Raised · real | Value · est | Why similar |
|---|---|---|---|---|---|
| Elysian Insurance Services Inc. | Insurance | Series A | $8.9M | $20.1M | same sector · same stage |
| Slaine Insurance Holdings, LLC | Insurance | Series A | $10.0M | $63.1M | same sector · same stage |
| Irene Insurance Inc. | Insurance | Series A | $6.0M | $22.5M | same sector · same stage |
| Authentic Insurance Services, Inc. | Insurance | Series A | $12.5M | $63.2M | same sector · same stage |
| Wave Insurance Technologies, Inc. | Insurance | Series A | $5.0M | $67.3M | same sector · same stage |
| Boost Insurance USA, Inc. | Insurance | Series A | $14.5M | $174.0M | same sector · same stage |
| Carbon Insurance Inc. | Insurance | Series A | $15.1M | $10.3M | same sector · same stage |
| When Insurance Agency, Inc. | Insurance | Series A | $15.7M | $30.3M | same sector · same stage |
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.
| Company | Sector | Stage | Value · est | Match |
|---|---|---|---|---|
| When Insurance Agency, Inc. | Insurance | Series A | $30.3M | 93% |
| Covered Insurance Solutions, Inc. | Insurance | Seed | $46.3M | 90% |
| Authentic Insurance Services, Inc. | Insurance | Series A | $63.2M | 90% |
| InsuranceZebra, Inc. | Other Technology | Series D+ | $23.8M | 87% |
| Kin Insurance, Inc. | Insurance | Series D+ | $152.9M | 87% |
| Pattern Insurance Services Inc. | Insurance | Series A | $68.1M | 86% |
| Embedded Insurance Inc. | Insurance | Series B | $263.2M | 86% |
| Upsurance Inc. | Other Technology | Pre-Seed | $12.1M | 85% |
See where Modern Insurance Agency, Inc. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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