Diligence memo · auto-generated · as of July 2, 2026
SMG Aggregator, LLC
SMG Aggregator, LLC looks over-valued against its niche peers and is at-risk on financing cadence.
Businessfiled
SMG Aggregator, LLC operates in AI / ML, based in NEW YORK. Pioneers in connected commerce marketing. We partner with major retailers, power global brands and build meaningful connections with shoppers.
Sub-sector tags: ai/ml.
Capital & rounds (filed)filed
SMG Aggregator, LLC has raised $602M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Growth/Late (a round over $400M).
Largest single filing: $602M on 2023-10-02.
Most recent recorded round closed around 2023-10-02.
Valuation (modeled)modeled
Provath models SMG Aggregator, LLC at approximately $10.9B (range $4.6B–$14.9B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Over-valued. Modeled value is 1.70× the median modeled value of Growth/Late AI / ML companies in 2022–2024 (5 peers) — value vs value, same stage and era.
Financing rhythm & timingmixed
Last raise 2.7 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 99% of AI / ML peers (2067 compared).
Modeled value ranks above 100% of those peers.
Closest niche peers: CoreWeave, Inc., Figma, Inc., Clinigence Holdings, Inc., Envisionit Deep AI.
Peoplefiled
4 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.