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

Smart Group Operating, LLC

Smart Group Operating, 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

Smart Group Operating, LLC operates in Other, based in DENVER.

Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.

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

Capital & rounds (filed)filed

Smart Group Operating, LLC has raised $100M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series C (a $40M–$100M round).

Largest single filing: $100M on 2023-07-27.

Most recent recorded round closed around 2023-07-27.

Valuation (modeled)modeled

Provath models Smart Group Operating, LLC at approximately $932M (range $387M–$1.6B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Over-valued. Modeled value is 1.74× the median modeled value of Series C Other companies in 2022–2024 (192 peers) — value vs value, same stage and era. Issuer reports no revenue, yet is modeled well above niche peers.

Financing rhythm & timingmixed

Last raise 2.9 yr ago; this sector typically re-raises about every 11 months.

Past due for a raise versus sector cadence — watch for distress or a bridge.

Comparablesmixed

Capital scale ranks ahead of 96% of Other peers (25015 compared).

Modeled value ranks above 97% of those peers.

Closest niche peers: Wild Type, Inc., Thingy Thing Inc., Intelycare, Inc., CertiK Global Ltd., Ivanhoe Electric 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.

Modeled above niche peers — valuation risk on entry.

Broad sector classification weakens peer comparison.

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