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

Treasury Prime Inc.

Treasury Prime Inc. 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

Treasury Prime Inc. operates in Fintech, based in SAN FRANCISCO, CA, USA; Remote. Embedded banking software platform and marketplace

Sub-sector tags: API, B2B, Banking as a Service, Fintech, fintech.

Capital & rounds (filed)filed

Treasury Prime Inc. has raised $54M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).

Largest single filing: $34M on 2022-09-02.

Most recent recorded round closed around 2022-09-02.

Valuation (modeled)modeled

Provath models Treasury Prime Inc. at approximately $491M (range $82M–$1.2B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Over-valued. Modeled value is 1.80× the median modeled value of Series B Fintech companies in 2022–2024 (14 peers) — value vs value, same stage and era.

Financing rhythm & timingmixed

Historic cadence: a new round about every 16 months.

Last raise 3.8 yr ago; this sector typically re-raises about every 12 months.

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

The last round stepped up 1.7× from the prior — scaling.

Comparablesmixed

Capital scale ranks ahead of 97% of Fintech peers (1063 compared).

Modeled value ranks above 96% of those peers.

Closest niche peers: PayMongo Inc., Advisor Credit Exchange, LLC, Butter Payments, Inc., Apto Payments, Inc., Nomba.

Peoplefiled

5 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.