Mads Jensen

Senior Analyst

Matthew Kinley

Managing Partner

Dave Miles

Managing Partner

54 past transactions

InShare Services Inc.

Seed Round in 2021
InShare Services is founded on the premise that the majority of players offering risk management solutions in the Sharing Economy lack intimate knowledge and insights. InShare founders Mark Warnquist, Sean Fitzsimmons and Andy Cohen bring more than 75 years of insurance/risk management experience with over a decade in High Tech & the Sharing Economy. We are “the” source for Sharing Economy Insurance & Claims Solutions:

reThought Insurance

Series A in 2021
reThought Insurance Corporation provides commercial flood insurance. The company provides proprietary underwriting methodology and risk assessment technology to visualize, assess, underwrite, and price commercial flood. The company was founded in 2017 and is based in Broomfield, Colorado.

Verikai

Series A in 2020
Founded in 2018, Verikai is an insurance technology company leveraging alternative data and machine learning to change the way the industry views risk. Our well-established database includes more than 4,000 behavior attributes for 250+ million people in the United States and provides deep insight to these individuals’ true health risks. With this data, we help insurance companies improve underwriting precision, speed and efficiency – and ultimately, we provide consumers and small businesses with greater access to a broader range of insurance products. Better insights. Better outcomes.

Matic Insurance

Series A in 2017
Matic Insurance Services, Inc. operates as a digital insurance agency that offers solutions for consumers, originators, and insurance servicers. The company was formerly known as Matic Insurance and changed its name to Matic Insurance Services, Inc. in May 2014. Matic Insurance Services, Inc. was incorporated in 2014 and is based in Columbus, Ohio with additional offices in Los Angeles and San Francisco, California; and Lviv, Ukraine.

Limit Financial

Seed Round in 2021
Limit Financial is a managing general underwriter (MGU) specializing in credit insurance and reinsurance solutions. They help clients diversify risks through best-in-class underwriting, maximum transparency, and unparalleled service to the (re)insurance community. Its platform focuses on low-loss, conservatively structured credit risks where there is not considered to be an optimal private capital or capital markets solution. The company was founded in 2021 and is headquartered in Woodcliff Lake, New Jersey.

Rollick

Venture Round in 2021
Rollick Outdoor, Inc. operates an online marketing platform which allows manufacturers of recreational products to connect with dealers. The platform helps retailers and manufacturers provide an individualized online and in-store experience for the powersports, RV, and marine industries. The company was founded in 2017 and is based in Austin, Texas.

CNote

Seed Round in 2020
CNote is an investment platform that earns a better return while investing in the causes and communities that matters. CNote rewards great savers with alternative financial vehicles that earn more - safely and simply. Their first product, CNote Savings, helps good savers earn up to 2.5% annual return -- that's 35x more than a traditional savings account. The was founded in 2016 by two women with decades of experience working in finance, venture capital, and private equity. CNote is headquartered in Oakland, California.

FloatMe

Seed Round in 2020
FloatMe Corp. develops an application to provides overdrafts to the user in case of emergency. The company offers employees to prevent overdraft and build savings. It offers overdraft interest cash in advance. FloatMe Corp. was founded in 2017 and is based in San Antonio, Texas.

Anagram

Private Placement in 2020
Anagram Inc. develops a software platform that assists healthcare professionals with the intricacies of health insurance networks. It offers Anagram, an online insurance assistant for managing patients' healthcare plans across various networks by displaying patient’s out-of-network benefits and submitting a claim for them. The company’s platform is also used by healthcare professionals to leverage insurance benefits and avoid any constraints. The company was formerly known as Glass Health, Inc. and changed its name to Anagram Inc. in February 2020. Anagram Inc. was incorporated in 2014 and is based in Santa Monica, California.

Betterview

Private Placement in 2019
Betterview provides property insight and workflow tools for Insurance companies to improve the customer experience by accelerating decisions and improving risk at every point of the lifecycle.

Groundspeed Analytics

Series A in 2017
Groundspeed Analytics, Inc. (Groundspeed) accelerates commercial insurance performance with the power of machine learning and artificial intelligence. The Groundspeed platform automatically turns files like submissions, loss runs, exposure schedules and policy documents into actionable information, empowering users to lower costs, identify profitable pools of risk and drive top-line growth.

Just Insure

Seed Round in 2020
Just provides auto insurance that is, well, more just. Instead of your rate being set by who you are - your age, zipcode and marital status - your rate is set by how you drive. This means that for the first time, there is a real financial incentive for people to make smart driving decisions. Unsafe driving doesn't lead to the possibility of an accident, it leads to the certainty of paying more on your insurance. For younger drivers, or those who might have been in an accident, or just happen to live in the wrong zipcode, this means better - perhaps dramatically better - rates. Just Auto Insurance launches in Arizona in October 2019.

Smart Picture Technologies, Inc.

Private Placement in 2018
Smart Picture Technologies, Inc. develops an augmented reality (AR) software to provide virtual interior property claims and enables self-service claims; generates data sets, including 3D models; provides detailed measurements of the interior of properties; and puts desk adjuster virtually in interior spaces with digital desk tools. The company through its software provides a digital view of interior spaces. It serves the home insurance industry. Smart Picture Technologies, Inc. was founded in 2012 and is based in Austin, Texas.

Rollick

Series A in 2018
Rollick Outdoor, Inc. operates an online marketing platform which allows manufacturers of recreational products to connect with dealers. The platform helps retailers and manufacturers provide an individualized online and in-store experience for the powersports, RV, and marine industries. The company was founded in 2017 and is based in Austin, Texas.

Rollick

Private Placement in 2018
Rollick Outdoor, Inc. operates an online marketing platform which allows manufacturers of recreational products to connect with dealers. The platform helps retailers and manufacturers provide an individualized online and in-store experience for the powersports, RV, and marine industries. The company was founded in 2017 and is based in Austin, Texas.

Fringe

Seed Round in 2021
Fringe is a personalized employee benefits technology company.

PLNAR

Series A in 2018
Smart Picture Technologies, Inc. develops digital measurement systems for collecting and storing accurate measurement data. Its systems enable users to create and share dimensions embedded in images between users, customers, and their contractors. The company solutions include visual scene information, dimension data, and user defined tags. It offers its solutions for applications, such as DIY and home improvement, medical and biometrics, package delivery and tracking, and field service and repairs. The company was incorporated in 2012 and is based in Austin, Texas.

SF Insuretech

Private Placement in 2020
SF Insuretech Inc., doing business as, SF Development Technologies, offers auto insurance products. The company collects data, such as weather data, driving data, image data, satellite data, and car data; and uses using machine learning to turn this mass of information into auto insurance products. SF Insuretech Inc. was incorporated in 2019 and is based in Los Angeles, California.

Matic Insurance

Series B in 2020
Matic Insurance Services, Inc. operates as a digital insurance agency that offers solutions for consumers, originators, and insurance servicers. The company was formerly known as Matic Insurance and changed its name to Matic Insurance Services, Inc. in May 2014. Matic Insurance Services, Inc. was incorporated in 2014 and is based in Columbus, Ohio with additional offices in Los Angeles and San Francisco, California; and Lviv, Ukraine.

Betterview

Series A in 2019
Betterview provides property insight and workflow tools for Insurance companies to improve the customer experience by accelerating decisions and improving risk at every point of the lifecycle.

Verikai

Private Placement in 2020
Founded in 2018, Verikai is an insurance technology company leveraging alternative data and machine learning to change the way the industry views risk. Our well-established database includes more than 4,000 behavior attributes for 250+ million people in the United States and provides deep insight to these individuals’ true health risks. With this data, we help insurance companies improve underwriting precision, speed and efficiency – and ultimately, we provide consumers and small businesses with greater access to a broader range of insurance products. Better insights. Better outcomes.

Matic Insurance

Private Placement in 2020
Matic Insurance Services, Inc. operates as a digital insurance agency that offers solutions for consumers, originators, and insurance servicers. The company was formerly known as Matic Insurance and changed its name to Matic Insurance Services, Inc. in May 2014. Matic Insurance Services, Inc. was incorporated in 2014 and is based in Columbus, Ohio with additional offices in Los Angeles and San Francisco, California; and Lviv, Ukraine.

Rainwalk Technology

Seed Round in 2024
Rainwalk Technology is a SaaS cloud-native platform providing pet insurance. It offers pet rating, policy, and claims services through the Rainwalk Integration Framework, which is a set of API and utilities built to make connecting to legacy systems or modern insurance tech stacks easy. In addition to these three core services, it also provides full rate, rule, and form filing services, loss ratio commitments to protect their insurer partners' combined ratio, and sales and content design support delivered to agents and marketing teams. The company is headquartered in Columbia, South Carolina in 2018 by Tong Wu.

Joyn Insurance

Series A in 2023
Joyn Insurance is a Managing General Agency that underwrites commercial insurance in the Small and Middle Markets.

Trailblazer Technology

Seed Round in 2022
Trailblazer Technology provides setup tools for business professionals and small insurers. Their products can be utilized as a full suite, or any combination of our products can be deployed as an integrated component of your existing third-party tools.

Goose Insurance Services

Series A in 2023
Goose Insurance Services Inc. develops an application to provide travel insurance brokerage services. The company develops an application that enables users to choose from single-day or multi-day travel policies, get reminders every time a user is near an airport or border, and provides an in-app emergency service locator. Goose Insurance Services Inc. was founded in 2017 and is based in Vancouver, Canada.

FloatMe

Series A in 2021
FloatMe Corp. develops an application to provides overdrafts to the user in case of emergency. The company offers employees to prevent overdraft and build savings. It offers overdraft interest cash in advance. FloatMe Corp. was founded in 2017 and is based in San Antonio, Texas.

Plum

Seed Round in 2022
At Plum, they aim to use beautiful design and smart technology to reinvent age-old technology. They don't see "the home of the future" or a "smart home." They just see a better way to live. Their aim is to craft product experiences that change your life without getting in your way. That's why everything they make is created with precision and care. Their mission isn't just to create great products but to build the products that create experiences you'll love.

Just Insure

Convertible Note in 2021
Just provides auto insurance that is, well, more just. Instead of your rate being set by who you are - your age, zipcode and marital status - your rate is set by how you drive. This means that for the first time, there is a real financial incentive for people to make smart driving decisions. Unsafe driving doesn't lead to the possibility of an accident, it leads to the certainty of paying more on your insurance. For younger drivers, or those who might have been in an accident, or just happen to live in the wrong zipcode, this means better - perhaps dramatically better - rates. Just Auto Insurance launches in Arizona in October 2019.

Circle

Seed Round in 2021
For the 60m people on Medicare and the 40m people joining Medicare in the next 10 years, Trusty.care's platform empowers their insurance brokers to get them the right insurance, public benefits and cost savings tools to manage retirement and healthcare costs. They are also developing a platform to help order adults use telemedicine during COVID-19.

OpenLoop

Series A in 2022
Turnkey clinician workforce solution.

CNote

Series A in 2022
CNote is an investment platform that earns a better return while investing in the causes and communities that matters. CNote rewards great savers with alternative financial vehicles that earn more - safely and simply. Their first product, CNote Savings, helps good savers earn up to 2.5% annual return -- that's 35x more than a traditional savings account. The was founded in 2016 by two women with decades of experience working in finance, venture capital, and private equity. CNote is headquartered in Oakland, California.

HealthBridge

Private Placement in 2019
HealthBridge is an Insurtech company that unites all parties with a stake in healthcare payments. The company's mission is to reimagine the way the healthcare ecosystem addresses the growing financial burden of patient deductibles and coinsurance in the employer-sponsored insurance space.

Circle

Seed Round in 2020
For the 60m people on Medicare and the 40m people joining Medicare in the next 10 years, Trusty.care's platform empowers their insurance brokers to get them the right insurance, public benefits and cost savings tools to manage retirement and healthcare costs. They are also developing a platform to help order adults use telemedicine during COVID-19.

Gainfully

Series A in 2019
Gainfully is a financial services platform that helps financial professionals generate new business and connect with their clients better.

SMArtX Advisory Solutions

Venture Round in 2020
SMArt Xchange is the first UMA/SMA platform providing advisors access to institutional quality managers offering traditional and alternative investment strategies, as well as individual securities, mutual funds, and ETFs, in a single brokerage account. These investment strategies include:

FinMkt

Private Placement in 2019
FinMkt provides best-in-class, customizable online marketplace technology for the global financial services industry. They help organizations rapidly deploy marketplace solutions in a timely, cost-efficient manner while ensuring the highest quality technology and client support. From customer acquisition to product matching to tracking and reporting, their secure, patent-pending technology solutions are the gold standard of the financial marketplace ecosystem. FinMkt’s industry-leading platform and applications drive innovation, accelerate processes, and expand opportunities for growth in the financial services arena.

Betterview

Private Placement in 2020
Betterview provides property insight and workflow tools for Insurance companies to improve the customer experience by accelerating decisions and improving risk at every point of the lifecycle.

Betterview

Convertible Note in 2020
Betterview provides property insight and workflow tools for Insurance companies to improve the customer experience by accelerating decisions and improving risk at every point of the lifecycle.

Gainfully, Inc.

Private Placement in 2019
Gainfully, Inc. provides an online marketing platform that includes social networking tools and a platform to license third-party applications for the financial services industry that delivers branded marketing content and campaigns to advisors and generate new business. It offers a mobile application that provides a financial network that provides advisors, brokers, and agents with access to content resources and a library of client resources for sharing, as well as allows users to market their professional brand with automated social media, send personally branded emails, subscribe to campaigns for automatic content updates, and generate leads and referrals. The company’s network also allows asset management and insurance companies to scale marketing; broker-dealers and registered investment advisors (RIAs) to empower their representatives online; and financial product distribution and marketing firms to accelerate service. The company was formerly known as AdvisorDeck, LLC. Gainfully, Inc. was incorporated in 2012 and is based in San Francisco, California with an additional office in New York, New York.

FinMkt

Series A in 2017
FinMkt provides best-in-class, customizable online marketplace technology for the global financial services industry. They help organizations rapidly deploy marketplace solutions in a timely, cost-efficient manner while ensuring the highest quality technology and client support. From customer acquisition to product matching to tracking and reporting, their secure, patent-pending technology solutions are the gold standard of the financial marketplace ecosystem. FinMkt’s industry-leading platform and applications drive innovation, accelerate processes, and expand opportunities for growth in the financial services arena.

SmartX Technology Solutions Inc.

Private Placement in 2019
SmartX Technology Solutions Inc. operates a financial services platform. The company was incorporated in 2018 and is based in West Palm Beach, Florida.

CNote Group, Inc.

Private Placement in 2020
CNote Group, Inc. operates a financial platform for socially conscious savers and investors. Its financial platform enables individuals to invest their money by purchasing notes issued by CNote, which in turn lends funds to the community development financial institutions in the United States. CNote Group, Inc. was founded in 2016 and is headquartered in Oakland, California.

Wisedocs

Series A in 2024
Rethinking Medical Assessments.

OpenLoop

Series A in 2023
Turnkey clinician workforce solution.

Betterview

Venture Round in 2023
Betterview provides property insight and workflow tools for Insurance companies to improve the customer experience by accelerating decisions and improving risk at every point of the lifecycle.

COVU

Seed Round in 2022
Vero Intelligence is a mission-driven company with a focus on helping everyday people better manage their risks in life.