Allstate - Employer Stop Loss Business
Acquisition in 2025
Allstate - Employer Stop Loss Business is an insurance company that provides financial services and innovative risk management products.
Waterlily
Seed Round in 2025
Waterlily develops a financial planning platform that uses AI modeling software to analyze and project future long-term care needs and associated costs.
Coadjute
Corporate Round in 2024
Coadjute Ltd is a London-based company founded in 2018 that specializes in developing a blockchain and AI-based network aimed at enhancing the property industry. The company provides a real-time network that facilitates secure and standardized connections among property businesses, including estate agents, conveyancers, mortgage brokers, and lenders. Coadjute's solutions enable these professionals to optimize and track construction projects from inception to occupation through decentralized workflows and data sharing. Its offerings include a quality chain for project management, instant property solutions for mortgage optimization, and smart property features that digitalize building records and asset data. Utilizing R3 Corda technology, Coadjute enhances security and efficiency while allowing for innovative collaborations across the property ecosystem. The network is currently being implemented for professionals in the UK, with plans to extend availability to consumers later in 2023.
Vesta Healthcare
Venture Round in 2024
Vesta Healthcare is a technology and clinical services organization based in New York, specializing in connecting caregivers to care teams through its innovative health care platform. The company offers 24/7 telehealth support aimed at caregivers and care recipients, particularly focusing on high-need, frail senior populations. Vesta partners with home care agencies, health plans, and healthcare providers to develop value-based population health programs that prioritize clinical quality and improved health outcomes. Founded in 2008 and originally known as Hometeam Technologies, Inc., Vesta Healthcare has established itself as a leader in enhancing caregiver insights and facilitating personalized engagement in the healthcare setting.
Foretellix
Series C in 2023
Foretellix develops a vehicle verification platform and related tools to automate measurable safety verification of automated driving systems, including ADAS and autonomous vehicles. It provides solutions to inspect the smart systems of autonomous vehicles and has developed a language to standardize the description of autonomous vehicle scenarios. The platform automates analytics of safety-related coverage metrics, indicating the percentage of scenarios proven to work across diverse driving situations, enabling scalable verification from development to deployment. The approach adapts coverage-driven verification from semiconductor industries to safety verification, aiming to reduce risk, cost, and time to market. Foretellix was founded in 2010 and is based in Tel Aviv, Israel.
Planck
Venture Round in 2022
Planck is a commercial insurance data platform that enhances the underwriting process for insurers through advanced technology and artificial intelligence. The platform aggregates extensive datasets to provide real-time analytics and insights, streamlining the assessment of risks associated with businesses. By automating the completion of ACORD forms and leveraging publicly available data, image processing, and company reports, Planck facilitates accurate and efficient underwriting. This approach minimizes the potential for fraud and errors, ultimately helping insurance providers to develop tailored policies and reduce loss ratios. Through its innovative solutions, Planck aims to transform the way insurance companies evaluate and underwrite risks in the commercial sector.
Prime Trust
Series A in 2021
Prime Trust LLC, based in Summerlin, Nevada, is a technology-driven trust company that offers innovative solutions for trust and custodial services. By developing software that serves as a financial infrastructure, Prime Trust enables fintech and digital asset companies to streamline their operations. As a chartered and regulated financial institution, it is subject to oversight by the banking commissioner’s office at the Financial Institutions Division. Prime Trust holds a diverse range of assets, including cash, stocks, bonds, cryptocurrencies, real estate, and private business interests. The company acts as a custodian and trustee for various personal and corporate trusts, playing a significant role in the crowdfunding industry. It collaborates with individuals, corporations, legal professionals, and investment advisers to provide specialized custodial, escrow, and trust services.
Extend offers personalized extended warranties and protection plans for a wide range of consumer products. Its platform provides intelligent real-time optimization of warranty offers, improving conversions and generating revenue for merchants. Integrated with leading eCommerce solutions, Extend enhances the customer support experience by storing purchase details and assisting throughout the claim process.
Vesta Healthcare
Venture Round in 2021
Vesta Healthcare is a technology and clinical services organization based in New York, specializing in connecting caregivers to care teams through its innovative health care platform. The company offers 24/7 telehealth support aimed at caregivers and care recipients, particularly focusing on high-need, frail senior populations. Vesta partners with home care agencies, health plans, and healthcare providers to develop value-based population health programs that prioritize clinical quality and improved health outcomes. Founded in 2008 and originally known as Hometeam Technologies, Inc., Vesta Healthcare has established itself as a leader in enhancing caregiver insights and facilitating personalized engagement in the healthcare setting.
Beam Technologies Inc., founded in 2012 and based in Columbus, Ohio, operates as a dental benefits company with a focus on digital-first solutions. The company designs and develops the Beam Brush, a wirelessly connected toothbrush that allows users to track and monitor their brushing habits through a smartphone app. In addition to this innovative product, Beam offers dental insurance plans that include perks such as floss, toothpaste, and the Beam Brush itself. The company's approach emphasizes ease-of-use and tailored pricing, with a strong emphasis on preventive care and rewards for good dental hygiene.
HOVER Inc. develops a home measurement application that generates interactive 3D models of properties. Its application assists exterior contractors with measurements, enables insurance markets to create estimates, and helps homeowners visualize projects and process claims.
Kinetic, Inc. is a New York-based company that specializes in the development and manufacturing of wearable devices designed to reduce workplace injuries among industrial workers. Founded in 2014 by Haytham Elhawary and Aditya Bansal, Kinetic's flagship product, Reflex, is a device that attaches to a worker's belt and utilizes analytics to monitor high-risk movements, such as unsafe postures and slips. The Reflex device not only provides real-time reminders and notifications to help prevent injuries in environments like construction sites, warehouses, and factories, but also includes features for proximity alerts and contact tracing, which can assist in tracking COVID-19 exposure. Through its innovative technology, Kinetic aims to enhance worker safety and reduce the incidence of workplace accidents.
Bluevine is a financial technology company dedicated to improving the financial landscape for small business owners through tailored banking solutions. Established in 2013, Bluevine has rapidly expanded its customer base to over 400,000 across all 50 states and has facilitated more than $13 billion in financing. The company specializes in working capital management, offering products such as business lines of credit and invoice factoring. Through these services, Bluevine provides immediate access to capital, enabling businesses to manage payroll, purchase supplies, and invest in growth. With a strong commitment to innovation, security, and customer care, Bluevine aims to empower small businesses to focus on their core operations and future expansion.
VitusVet
Corporate Round in 2019
VitusVet is a technology company focused on enhancing communication and information sharing between veterinarians and pet owners. Its platform offers a mobile client app that allows pet owners to access comprehensive medical records, including notes, lab results, and prescriptions. By streamlining processes such as mobile payments and appointment requests, VitusVet aims to improve client retention and promote better care for pets. The platform also facilitates text and picture messaging, enabling veterinarians to strengthen their relationships with pet owners. Additionally, it provides tools for monitoring practice performance through an intuitive dashboard. VitusVet operates on a subscription-based model, charging veterinary practices a monthly fee for its services, and is positioned within a significant market that encompasses veterinary software as a service and prescription sales.
Founded in 2014, Socotra provides a cloud-based platform for the insurance sector. Its software supports policy administration, underwriting, claims management, billing, reporting, and other applications for property and casualty, and life insurance businesses worldwide.
E-Risk Services
Acquisition in 2019
E-Risk Services, LLC is an underwriting management facility based in Flanders, New Jersey, specializing in management and professional lines of insurance. Founded in 1998, the company provides a wide array of insurance products, including management indemnity, directors and officers coverage, employment practices liability, fiduciary coverage, commercial crime, and technology-related liability. E-Risk Services caters primarily to privately held and non-profit organizations, offering an online rating system that enables brokers to access instant terms for their clients. As a program manager, E-Risk Services operates through a dedicated network of wholesale brokers, delivering comprehensive and tailored insurance solutions designed to meet the diverse needs of its clients. The company became a subsidiary of Nationwide Mutual Insurance Company on January 1, 2019.
Bluevine is a financial technology company dedicated to improving the financial landscape for small business owners through tailored banking solutions. Established in 2013, Bluevine has rapidly expanded its customer base to over 400,000 across all 50 states and has facilitated more than $13 billion in financing. The company specializes in working capital management, offering products such as business lines of credit and invoice factoring. Through these services, Bluevine provides immediate access to capital, enabling businesses to manage payroll, purchase supplies, and invest in growth. With a strong commitment to innovation, security, and customer care, Bluevine aims to empower small businesses to focus on their core operations and future expansion.
Next Insurance
Series B in 2018
Founded in 2016, Next Insurance is a technology-driven online insurance agency specializing in small businesses. It offers a range of business insurance products, including general liability, professional liability, commercial auto, and workers' compensation, serving various sectors such as contractors, fitness, cleaning, and education. The company uses technology to streamline claims investigation, aiming for transparency within 48 hours.
Betterview
Venture Round in 2018
Betterview is a property intelligence platform that enables property and casualty insurers to effectively analyze, score, manage, and monitor property risk. By leveraging geospatial data and proprietary machine learning technology, Betterview transforms complex data into actionable insights, enhancing decision-making throughout the policy lifecycle. The platform aims to identify and mitigate risks while improving operational efficiency and inspection processes. Additionally, it fosters a more transparent customer experience, allowing insurers to automate critical functions such as pricing, underwriting, and renewal. Through its innovative approach, Betterview supports insurers in focusing their strategic efforts on high-risk properties, thereby enhancing overall risk management.
Next Insurance
Series A in 2017
Founded in 2016, Next Insurance is a technology-driven online insurance agency specializing in small businesses. It offers a range of business insurance products, including general liability, professional liability, commercial auto, and workers' compensation, serving various sectors such as contractors, fitness, cleaning, and education. The company uses technology to streamline claims investigation, aiming for transparency within 48 hours.
Jefferson National Financial
Acquisition in 2016
Jefferson National Financial is an innovative company that specializes in tax-advantaged investing solutions, primarily serving registered investment advisors and fee-based advisors. The firm is recognized for its adaptable technology platform, which enhances efficiency, transparency, and choice for its nearly 4,000 advisor partners. By offering a comprehensive suite of services, Jefferson National aims to provide cost-effective solutions that meet the diverse needs of financial clients. The company has established itself as a trusted partner in the financial services industry, leveraging its award-winning distribution strategy to deliver value to advisors and their clients.
Harleysville Insurance
Acquisition in 2012
Harleysville Insurance provides insurance products and services for small and mid-sized businesses.
ALLIED Group
Acquisition in 1998
ALLIED Group is a regional property-casualty insurance holding company specializing in personal lines. The Company's property-casualty subsidiaries use independent agencies, exclusive agencies, and direct response marketing to offer products in central and western states.