Diligence memo · auto-generated · as of July 2, 2026
Modern Insurance Agency, Inc.
Modern Insurance Agency, Inc. has raised $8.5M over 4 rounds; too few niche peers to rank its valuation yet.
Businessfiled
Modern Insurance Agency, Inc. operates in Insurance, based in OMAHA.
Sub-sector tags: insurance.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Modern Insurance Agency, Inc. has raised $8.5M in disclosed capital across 4 recorded rounds, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).
Largest single filing: $5.5M on 2021-06-01.
Most recent recorded round closed around 2023-06-14.
Valuation (modeled)modeled
Provath models Modern Insurance Agency, Inc. at approximately $9.0M (range $2.0M–$25M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Too few comparable companies in this niche to rank the valuation fairly yet.
Financing rhythm & timingmixed
Historic cadence: a new round about every 20 months.
Last raise 3.0 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 was 3.8× smaller than the prior — a bridge or down round.
Comparablesmixed
Capital scale ranks ahead of 84% of Insurance peers (146 compared).
Modeled value ranks above 77% of those peers.
Closest niche peers: Authentic Insurance Services, Inc., Slaine Insurance Holdings, LLC, Carbon Insurance 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.