Diligence memo · auto-generated · as of July 2, 2026
Plank Road Financial Partners, LLC
Plank Road Financial Partners, LLC looks fair against its niche peers and is at-risk on financing cadence.
Businessfiled
Plank Road Financial Partners, LLC operates in Business Services, based in Charlotte.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Plank Road Financial Partners, LLC has raised $2.8M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Seed (a $1.0M–$4.0M round).
Largest single filing: $2.8M on 2023-08-30.
Most recent recorded round closed around 2023-08-30.
Valuation (modeled)modeled
Provath models Plank Road Financial Partners, LLC at approximately $19M (range $2.6M–$63M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Fair. Modeled value is 1.48× the median modeled value of Seed Business Services companies in 2022–2024 (98 peers) — value vs value, same stage and era. Within the normal band (148% of peer median) for its niche.
Financing rhythm & timingmixed
Last raise 2.8 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 69% of Business Services peers (2439 compared).
Modeled value ranks above 63% of those peers.
Closest niche peers: Astralabs Inc., Partnerslate, Inc., Resolve Advocates, Inc., OBM, Inc., Mooveguru, Inc..
Peoplefiled
1 named person 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.