Companies · Insurance

Pattern Insurance Services Inc.

WILMINGTON · Insurance · refined from filed group “Other Technology

Diligence memoA one-page analyst read on Pattern Insurance Services Inc. — recommendation, valuation, rhythm, risks.
$4.5M
Total raised · real
1
Rounds
Latest step-up
Top 20%
Sector rank · raised
Series A
Latest stage · inferred · Fri Mar 20 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Pattern Insurance Services Inc. has raised $4.5M over 1 round; too few niche peers to rank its valuation yet.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Dormant
  • Last raise 6.3 yr ago; this sector typically re-raises about every 12 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Insurance

Pattern Insurance Services Inc. is one of 146 Insurance companies tracked from WILMINGTON. By capital raised it ranks in the upper tier (ahead of 81% of sector peers), and in the upper tier by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

insurance

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
13
Investors (latest)
2020
Year incorporated
2020-03-20
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$25M$50M$75M$100MSeries A · 2020-03-20 Raised $4.5M (real) Modeled valuation $68M (est)$4.5M$68MSeries A2020

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series A$4.5M · 2020

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 33%.

Modeled valuation trajectory
$68.1M
Base estimate est.
$6.1M
Conservative case
$370.3M
Upside case
$20.5M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Aa $4.0M–$15M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
55%
Survival probability
30% low · 75% high
1.35×/yr
Annual markup
1.70×/yr upside case
6.0 yr
Elapsed time used
6.3 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
Avg between rounds
Capital velocity
6.3 yr
On record since
2020
First round
1
Rounds on file
How it compares to the market

Benchmarked against 146 companies in Insurance. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 0.5× of median
This company$4.5M
Sector median$8.7M
Latest round — vs other Series A rounds in sector (real $, this stage) 0.8× of median
This company$4.5M
Sector median$6.0M
Modeled value — vs sector median (estimate, all stages) 1.4× above median
This company$68.1M
Sector median$47.3M

Raised more than 81% of sector peers (real $). Modeled value above 89% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series A) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful.

Not enough valued peers in this cohort to chart positioning.

CompanyStageRaised · realValue · estvs peer med.
Boost Insurance USA, Inc.Series A$14.5M$174.0M1.44×
Pattern Insurance Services Inc. this companySeries A$4.5M$68.1M0.56×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series A$4.5M2020-03-20$20.5M$68.1M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series A$4.5M2020-03-20
    • First recorded raise — entered as Series A.
    • 13 investors on this round.
Intelligence
Modeled next raise
$7.2M
Modeled next size est.range $4.7M$11.5M
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Assaf Wand2 other2020-03
Meitav Harpaz2020-03
Registry & provenance

Pattern Insurance Services Inc. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1808751
SEC CIK
2020
Incorporated
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
Wave Insurance Technologies, Inc.InsuranceSeries A$5.0M$67.3Msame sector · same stage
Paladin Data Insurance Corp.InsuranceSeries A$4.0M$61.1Msame sector · same stage
Irene Insurance Inc.InsuranceSeries A$6.0M$22.5Msame sector · same stage
Modern Insurance Agency, Inc.InsuranceSeries A$8.5M$9.0Msame sector · same stage
Elysian Insurance Services Inc.InsuranceSeries A$8.9M$20.1Msame sector · same stage
Slaine Insurance Holdings, LLCInsuranceSeries A$10.0M$63.2Msame sector · same stage
Authentic Insurance Services, Inc.InsuranceSeries A$12.5M$63.3Msame sector · same stage
Boost Insurance USA, Inc.InsuranceSeries A$14.5M$174.0Msame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Covered Insurance Solutions, Inc.InsuranceSeed$46.3M88%
PatternAg, Inc.Other TechnologySeries B$458.2M87%
InsuranceZebra, Inc.Other TechnologySeries D+$23.8M86%
Authentic Insurance Services, Inc.InsuranceSeries A$63.3M86%
Modern Insurance Agency, Inc.InsuranceSeries A$9.0M86%
PatternFast, IncOther TechnologyPre-Seed$1.5M85%
When Insurance Agency, Inc.InsuranceSeries A$30.3M85%
Kin Insurance, Inc.InsuranceSeries D+$153.0M85%
Frequently asked
How much funding has Pattern Insurance Services Inc. raised?
Pattern Insurance Services Inc. has raised approximately $4.5M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Pattern Insurance Services Inc.'s estimated valuation?
Provath's modeled valuation for Pattern Insurance Services Inc. is approximately $68.1M (modeled range $6.1M–$370.3M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Pattern Insurance Services Inc. at?
Pattern Insurance Services Inc.'s latest modeled financing stage is Series A. Its most recent recorded round closed around Fri Mar 20.
What does Pattern Insurance Services Inc. do and where is it based?
Pattern Insurance Services Inc. operates in the Insurance sector, based in WILMINGTON.
Explore related

See where Pattern Insurance Services Inc. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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