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

Mount Bay, LLC

Mount Bay, LLC looks over-valued 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

Mount Bay, LLC operates in Construction, based in DEER HARBOR.

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

Capital & rounds (filed)filed

Mount Bay, LLC has raised $35M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).

Largest single filing: $35M on 2023-11-16.

Most recent recorded round closed around 2023-11-16.

Valuation (modeled)modeled

Provath models Mount Bay, LLC at approximately $170M (range $88M–$343M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Over-valued. Modeled value is 1.58× the median modeled value of Series B Construction companies in 2022–2024 (14 peers) — value vs value, same stage and era.

Financing rhythm & timingmixed

Last raise 2.6 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.

Comparablesmixed

Capital scale ranks ahead of 96% of Construction peers (1338 compared).

Modeled value ranks above 96% of those peers.

Closest niche peers: Cardinal Winchester Holdings, L.P., Pengyou Partners One LLC, Thunderbird CC Land Partners, LLC, Traffic Marking Service, Inc., Blue Ridge Repair Aggregator, LLC.

Peoplefiled

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

Risks & flagsmixed

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

Modeled above niche peers — valuation risk on entry.

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