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

Soteris, Inc.

Soteris, Inc. looks over-valued against its niche peers and is active on financing cadence.

WatchModeled above niche peers — entry today likely prices in growth not yet evidenced in the filings.

Businessfiled

Soteris, Inc. operates in Fintech, based in GLEN ALLEN, CA, USA. We write ML software to more accurately select & price insurance risk.

Sub-sector tags: AI, Fintech, Machine Learning, ai/ml, insurance.

Capital & rounds (filed)filed

Soteris, Inc. has raised $8.0M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).

Largest single filing: $8.0M on 2025-06-20.

Most recent recorded round closed around 2025-06-20.

Valuation (modeled)modeled

Provath models Soteris, Inc. at approximately $30M (range $11M–$51M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Over-valued. Modeled value is 1.64× the median modeled value of Series A Fintech companies in 2025–2027 (18 peers) — value vs value, same stage and era.

Financing rhythm & timingmixed

Last raise 12 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 87% of Fintech peers (1063 compared).

Modeled value ranks above 79% of those peers.

Closest niche peers: Money Fellows, Raenest, Wildlife Partners Raleigh Wealth Solutions EBP 2, Lending Market Technology Inc., Summit Pay, Inc..

Peoplefiled

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

Risks & flagsmixed

Modeled above niche peers — valuation risk on entry.

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