Diligence memo · auto-generated · as of July 3, 2026

Smart-RIA Ventures, Inc.

Smart-RIA Ventures, Inc. looks fair against its niche peers and is quiet on financing cadence.

SourceRaising on rhythm with a 19.3× step-up on the last round — momentum worth tracking before it's priced in.

Businessfiled

Smart-RIA Ventures, Inc. operates in Other Technology, based in KNOXVILLE.

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

Capital & rounds (filed)filed

Smart-RIA Ventures, Inc. has raised $2.0M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Seed (a $1.0M–$4.0M round).

Largest single filing: $1.9M on 2025-01-15.

Most recent recorded round closed around 2025-01-15.

Valuation (modeled)modeled

Provath models Smart-RIA Ventures, Inc. at approximately $7.6M (range $1.7M–$17M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 1.33× the median modeled value of Seed Other Technology companies in 2025–2027 (459 peers) — value vs value, same stage and era. Within the normal band (133% of peer median) for its niche.

Financing rhythm & timingmixed

Historic cadence: a new round about every 88 months.

Last raise 18 mo ago; this sector typically re-raises about every 13 months.

Slightly overdue versus sector cadence.

The last round stepped up 19.3× from the prior — scaling.

Comparablesmixed

Capital scale ranks ahead of 41% of Other Technology peers (21302 compared).

Modeled value ranks above 19% of those peers.

Closest niche peers: Income Laboratory, Inc., Strala Group, Inc., Volur, Inc., Tensor9 Inc., TwinKnowledge Inc.

Peoplefiled

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

Risks & flagsmixed

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