Companies · Insurance

Swirl Insurance Services, Llc

MEQUON · Insurance · refined from filed group “Other Technology

Diligence memoA one-page analyst read on Swirl Insurance Services, Llc — recommendation, valuation, rhythm, risks.
$100K
Total raised · real
1
Rounds
Latest step-up
Top 32%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Fri May 25 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

Swirl Insurance Services, Llc has raised $100K over 1 round; too few niche peers to rank its valuation yet.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Dormant
  • Last raise 8.1 yr ago; this sector typically re-raises about every 12 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

Swirl Insurance Services, Llc behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
8.1 yr record
Peak capital year was 2018 with $100K across 1 filings.
Market position
ahead of 69% of Insurance peers
Capital scale is ahead of 69% of Insurance peers; modeled value is above 71% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Normal applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Consistent
Canonical totals and visible filing detail are broadly aligned.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2018: $100K across 1 filings.
  • Largest single filing was $100K on 2018-05-25.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • The more important signal is lifecycle: repeated filings ended years ago, so current activity needs outside confirmation.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Insurance

Swirl Insurance Services, Llc is one of 146 Insurance companies tracked from MEQUON. By capital raised it ranks mid-pack (ahead of 69% of sector peers), and in the upper tier by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

insurance

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
1
Investors (latest)
2018
Year incorporated
2018-05-25
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$1.3M$2.5M$3.8M$5.0MPre-Seed · 2018-05-25 Raised $100K (real) Modeled valuation $2.3M (est)$100K$2.3MPre-Seed2018

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Pre-Seed$100K · 2018

Stages are modeled from round size (public records carry no series label). Ladder is contiguous — every modeled rung has a record.

Modeled valuation trajectory
$2.3M
Base estimate est.
$67K
Conservative case
$26.2M
Upside case
$556K
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Pre-Seeda round under $1.0M). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
30%
Survival probability
12% low · 55% high
1.55×/yr
Annual markup
2.10×/yr upside case
6.0 yr
Elapsed time used
8.1 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
Avg between rounds
Capital velocity
8.1 yr
On record since
2018
First round
1
Rounds on file
How it compares to the market

Benchmarked against 146 companies in Insurance. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 0.0× of median
This company$100K
Sector median$8.7M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 0.2× of median
This company$100K
Sector median$500K
Modeled value — vs sector median (estimate, all stages) 0.0× of median
This company$2.3M
Sector median$47.3M

Raised more than 69% of sector peers (real $). Modeled value above 71% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Pre-Seed) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful.

This companyCohort peer
$1.0M$10.0M$100.0M$10K$100K$1.0MCapital raised (log)Air Centurion Insurance Services, Inc. · Pre-Seed Raised $600K · modeled $13.9M (est)BloomAPI, Inc. · Pre-Seed Raised $395K · modeled $5.8M (est)Topo Insurance Group, LLC · Pre-Seed Raised $142K · modeled $3.3M (est)Swirl Insurance Services, Llc (this company) Raised $100K · modeled $2.3M (est)Swirl Insurance Services, Llc
CompanyStageRaised · realValue · estvs peer med.
Air Centurion Insurance Services, Inc.Pre-Seed$600K$13.9M3.06×
BloomAPI, Inc.Pre-Seed$395K$5.8M1.28×
Topo Insurance Group, LLCPre-Seed$142K$3.3M0.72×
Swirl Insurance Services, Llc this companyPre-Seed$100K$2.3M0.51×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Pre-Seed$100K2018-05-25$556K$2.3M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Pre-Seed$100K2018-05-25
    • First recorded raise — entered as Pre-Seed.
    • 1 investor on this round.
Intelligence
Modeled next raise
$160K
Modeled next size est.range $104K$256K
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Jonathan T. Kunkle2018-05
Kent T. Wakefield2018-05
Registry & provenance

Swirl Insurance Services, Llc is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1742915
SEC CIK
2018
Incorporated
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
Gaingels Boost Insurance LLCInsurancePre-Seed$111K$807Ksame sector · same stage
Topo Insurance Group, LLCInsurancePre-Seed$142K$3.3Msame sector · same stage
BloomAPI, Inc.InsurancePre-Seed$395K$5.8Msame sector · same stage
Gaingels Branch Insurance LLCInsurancePre-Seed$417K$4.6Msame sector · same stage
CuracelInsurancePre-Seed$450K$7.5Msame sector · same stage
Air Centurion Insurance Services, Inc.InsurancePre-Seed$600K$13.9Msame sector · same stage
Gaingels Kin Insurance LLCInsurancePre-Seed$821K$2.0Msame sector · same stage
Exits MENAInsurancePre-Seed$1.0M$6.6Msame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Covered Insurance Solutions, Inc.InsuranceSeed$46.3M86%
Elysian Insurance Services Inc.InsuranceSeries A$20.1M86%
Pattern Insurance Services Inc.InsuranceSeries A$68.1M84%
Modern Insurance Agency, Inc.InsuranceSeries A$9.0M84%
Authentic Insurance Services, Inc.InsuranceSeries A$63.3M84%
When Insurance Agency, Inc.InsuranceSeries A$30.3M84%
InsuranceZebra, Inc.Other TechnologySeries D+$23.8M84%
Halos Insurance Inc.InsuranceSeed$34.9M83%
Frequently asked
How much funding has Swirl Insurance Services, Llc raised?
Swirl Insurance Services, Llc has raised approximately $100K in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Swirl Insurance Services, Llc's estimated valuation?
Provath's modeled valuation for Swirl Insurance Services, Llc is approximately $2.3M (modeled range $67K–$26.2M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Swirl Insurance Services, Llc at?
Swirl Insurance Services, Llc's latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Fri May 25.
What does Swirl Insurance Services, Llc do and where is it based?
Swirl Insurance Services, Llc operates in the Insurance sector, based in MEQUON.
Explore related

See where Swirl Insurance Services, Llc sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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