Diligence memo · auto-generated · as of July 2, 2026
When Insurance Agency, Inc.
When Insurance Agency, Inc. has raised $16M over 4 rounds; too few niche peers to rank its valuation yet.
Businessfiled
When Insurance Agency, Inc. operates in Insurance, based in HIGHWOOD.
Sub-sector tags: insurance.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
When Insurance Agency, Inc. has raised $16M in disclosed capital across 4 recorded rounds, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).
Largest single filing: $10M on 2025-12-05.
Most recent recorded round closed around 2025-12-05.
Valuation (modeled)modeled
Provath models When Insurance Agency, Inc. at approximately $30M (range $14M–$47M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Too few comparable companies in this niche to rank the valuation fairly yet.
Financing rhythm & timingmixed
Historic cadence: a new round about every 16 months.
Last raise 7 mo ago; this sector typically re-raises about every 12 months.
Raising on or ahead of the sector's normal rhythm.
The last round stepped up 2.7× from the prior — scaling.
Comparablesmixed
Capital scale ranks ahead of 88% of Insurance peers (146 compared).
Modeled value ranks above 81% of those peers.
Closest niche peers: Irene Insurance Inc., Elysian Insurance Services Inc..
Peoplefiled
10 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.