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

SGP - BB Financial, LLC

SGP - BB Financial, LLC looks fair against its niche peers and is active on financing cadence.

Diligence furtherNo decisive signal either way from the public record alone — the call needs primary diligence beyond the filings.

Businessfiled

SGP - BB Financial, 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

SGP - BB Financial, LLC has raised $600K in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Pre-Seed (a round under $1.0M).

Largest single filing: $600K on 2026-01-20.

Most recent recorded round closed around 2026-01-20.

Valuation (modeled)modeled

Provath models SGP - BB Financial, LLC at approximately $1.3M (range $408K–$2.7M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 1.21× the median modeled value of Pre-Seed Business Services companies in 2025–2027 (102 peers) — value vs value, same stage and era. Within the normal band (121% of peer median) for its niche.

Financing rhythm & timingmixed

Last raise 5 mo ago; this sector typically re-raises about every 12 months.

Raising on or ahead of the sector's normal rhythm.

Comparablesmixed

Capital scale ranks ahead of 47% of Business Services peers (2439 compared).

Modeled value ranks above 26% of those peers.

Closest niche peers: Agrowise, LLC, Arcasa Services LLC, Monarch Commerce, Inc., Htlc-7, Llc, Table Needs, Inc..

Peoplefiled

1 named person on file across officers, directors and signatories.

Risks & flagsmixed

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