Search company, investor...

Total Raised

$276.05M

Investors Count

22

Deal Terms

2

Funding, Valuation & Revenue

9 Fundings

PolicyGenius has raised $276.05M over 9 rounds.

PolicyGenius's latest funding round was a Acquired for on April 25, 2023.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

4/25/2023

Acquired

$XXM

0

FY undefined

13

3/17/2022

Series E

$XXM

0

FY undefined

10

3/17/2022

Line of Credit

$XXM

0

FY undefined

10

3/17/2022

Loan

$XXM

$XXM

0

FY undefined

10

1/30/2020

Series D

$XXM

$XXM

$60M

(8.81x)

FY 2019

10

Date

4/25/2023

3/17/2022

3/17/2022

3/17/2022

1/30/2020

Round

Acquired

Series E

Line of Credit

Loan

Series D

Amount

$XXM

$XXM

Investors

Valuation

$XXM

$XXM

$XXM

$XXM

$XXM

Revenue

0

FY undefined

0

FY undefined

0

FY undefined

0

FY undefined

$60M

(8.81x)

FY 2019

Sources

13

10

10

10

10

You're one click away from the most comprehensive, unmatched analyst expertise in tech, in-depth private company data and a platform that brings it all together.
Click Now. Join a live demo
Join a demo
CB Insights
Looking for a leg up on competitive, customer and technology insights?
CB Insights puts confidence and clarity into your most strategic decisions.
See how. Join a demo.
Join a demo
Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
MicrosoftWalmartWells Fargo

PolicyGenius Deal Terms

2 Deal Terms

PolicyGenius's deal structure is available for 2 funding rounds, including their Series B from January 14, 2016.

Round

Series B

Series A

Funding Date

$XXM

$XXM

Pre-Money Valuation

Post-Money Valuation

Amount Raised

$XXM

$XXM

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

$XXM

$XXM

Board Voting

$XXM

$XXM

Par Value

Round

Funding Date

Pre-Money Valuation

Post-Money Valuation

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

Board Voting

Par Value

Series B

$XXM

$XXM

$XXM

$XXM

Series A

$XXM

$XXM

$XXM

$XXM

PolicyGenius Investors

22 Investors

PolicyGenius has 22 investors. Zinnia invested in PolicyGenius's Acquired funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

4/25/2023

4/25/2023

1
Acquired

Corporation

Kansas

6/15/2015

3/17/2022

5
Series A, Series B (2016), Series C (2017), Series D (2020), Series E (2022)

Corporate Venture

California

1/14/2016

3/17/2022

4
Series B, Series C (2017), Series D (2020), Series E (2022)

Corporate Venture

Massachusetts

00/00/0000

00/00/0000

Norwest Venture Partners

Subscribe to see more

Venture Capital

California

00/00/0000

00/00/0000

KKR

Subscribe to see more

Private Equity

New York

First funding

4/25/2023

6/15/2015

1/14/2016

00/00/0000

00/00/0000

Last Funding

4/25/2023

3/17/2022

3/17/2022

00/00/0000

00/00/0000

Investor

Norwest Venture Partners

KKR

Rounds

1
Acquired
5
Series A, Series B (2016), Series C (2017), Series D (2020), Series E (2022)
4
Series B, Series C (2017), Series D (2020), Series E (2022)

Subscribe to see more

Subscribe to see more

Board Seats

Type

Corporation

Corporate Venture

Corporate Venture

Venture Capital

Private Equity

Location

Kansas

California

Massachusetts

California

New York

CB Insights
Looking for a leg up on competitive, customer and technology insights?
CB Insights puts confidence and clarity into your most strategic decisions.
See how. Join a demo.
Join a demo
Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
MicrosoftWalmartWells Fargo

Compare PolicyGenius to Competitors

Snapsheet Logo
Snapsheet

Snapsheet specializes in insurance technology solutions. It enables a claim process starting with virtual estimations all the way to final repairs and payment, by generating communication between consumers, shops, and carriers. The company offers a range of services including appraisals, claims management, and payments, all aimed at managing the insurance claims process. It primarily serves the insurance industry. It was founded in 2011 and is based in Chicago, Illinois.

B
Bima Milvik

Bima Milvik provides digital health solutions in the healthcare industry. The company offers services such as telemedicine, discounts on medicines and lab tests, hospital cashback, and a health wallet with points. BIMA primarily serves underserved families across South Asia, Southeast Asia, and Africa. It was founded in 2010 and is based in Stockholm, Sweden. In October 2023, CapitalSG and LeapFrog Investments acquired a majority stake in Bima Milvik.

Alan Logo
Alan

Alan focuses on health and wellness, operating in the insurance industry. It offers health insurance services, providing solutions tailored to the needs of different types of businesses, from startups and small businesses to large corporations, as well as independent workers. The company was founded in 2016 and is based in Paris, France.

Ladder Logo
Ladder

Ladder is a company that specializes in providing term life insurance through a digital platform within the insurtech industry. The company offers affordable term life insurance policies with the flexibility to adjust coverage as the policyholder's life circumstances change. Ladder's services are designed to be accessible online, with a paperless application process and tools like an insurance calculator to help customers determine their coverage needs. It was founded in 2015 and is based in Menlo Park, California.

Bestow Logo
Bestow

Bestow operates as an insurance technology company and develops products and software for insurance companies. It provides an application programming interface (API) enabling partners to offer life insurance coverage to customers. The company was formerly known as Coverlife. It was founded in 2017 and is based in Dallas, Texas.

Ethos Logo
Ethos

Ethos provides life insurance solutions. It offers predictive analytics and data science technologies for life insurance policies. It covers expenses such as a home mortgage, debt, college tuition, and more. It was founded in 2016 and is based in Austin, Texas.

Loading...

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.