Companies · Other

PolicyGenius Inc.

NEW YORK · Other

Diligence memoA one-page analyst read on PolicyGenius Inc. — recommendation, valuation, rhythm, risks.
$162.0M
Total raised · real
4
Rounds
3.7×
Latest step-up
Top 3%
Sector rank · raised
Series D+
Latest stage · inferred · Wed Dec 18 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

PolicyGenius Inc. looks fair against its niche peers and is dormant on financing cadence.

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.

Fair
  • Modeled value is 0.89× the median modeled value of Series D+ Other companies in 2019–2021 (110 peers) — value vs value, same stage and era.
  • Within the normal band (89% of peer median) for its niche.
Dormant
  • Last raise 6.5 yr ago; this sector typically re-raises about every 11 months.
  • Silent for over 3× the sector's normal cadence.
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 Other

PolicyGenius Inc. is one of 25008 Other companies tracked from NEW YORK. By capital raised it ranks among the largest (ahead of 98% of sector peers), and among the largest by modeled valuation est..

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

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
9
Investors (latest)
2019-12-18
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$500M$1.0B$1.5B$2.0BSeries A · 2015-04-24 Raised $5.9M (real) Modeled valuation $90M (est)$5.9M$90MSeries A2015Series A · 2015-12-18 Raised $15M (real) Modeled valuation $227M (est)$15M$227MSeries A2015Series B · 2017-05-05 Raised $30M (real) Modeled valuation $498M (est)$30M$498MSeries B2017Series D+ · 2019-12-18 Raised $111M (real) Modeled valuation $1.9B (est)$111M$1.9BSeries D+2019+$15M+$30M+$111MCumulative $162M

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$5.9M · 2015
Series A extension$15.0M · 2015
Series B$30.0M · 2017
Series D+$111.0M · 2019no Series C on file

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series C — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 50%.

Modeled valuation trajectory
$1.9B
Base estimate est.
$629.1M
Conservative case
$4.2B
Upside case
$925.2M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series D+a $100M–$400M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Series A · modeled $89.9M · 2015-04-242015Series A · modeled $227.0M · 2015-12-18Series B · modeled $498.4M · 2017-05-05Series D+ · modeled $1.9B · 2019-12-182019
Model inputs · modeled:benchmark-stage-stepup-v1
12%
Dilution assumption
Implied ownership sold in the financing.
85%
Survival probability
68% low · 94% high
1.16×/yr
Annual markup
1.30×/yr upside case
6.0 yr
Elapsed time used
6.5 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
19 mo
Avg between rounds
$34.8M/yr
Capital velocity
11.2 yr
On record since
2015
First round
4
Rounds on file
How it compares to the market

Benchmarked against 25008 companies in Other. 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) 79× above median
This company$162.0M
Sector median$2.0M
Latest round — vs other Series D+ rounds in sector (real $, this stage) 0.9× of median
This company$111.0M
Sector median$125.1M
Modeled value — vs sector median (estimate, all stages) 109× above median
This company$1.9B
Sector median$17.7M

Raised more than 98% of sector peers (real $). Modeled value above 98% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series D+) 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. This company ranks #68 of 110.

This companyCohort peer
$1.0B$10.0B$100.0M$1.0BCapital raised (log)Renascence Equity Ventures, Inc. · Series D+ Raised $400.0M · modeled $6.1B (est)Trulioo Information Services Inc. · Series D+ Raised $429.5M · modeled $5.9B (est)Diamond S Shipping Inc. · Series D+ Raised $333.3M · modeled $5.8B (est)BOA Holdings Inc. · Series D+ Raised $340.1M · modeled $5.6B (est)Maverick Parent L.P. · Series D+ Raised $305.7M · modeled $5.3B (est)Sustainable Bioproducts, Inc. · Series D+ Raised $460.0M · modeled $5.3B (est)Convoy, Inc. · Series D+ Raised $479.6M · modeled $5.2B (est)Natasha Harris-Johnson Trust · Series D+ Raised $300.0M · modeled $5.2B (est)Thriveworks TopCo, LLC · Series D+ Raised $340.2M · modeled $5.0B (est)Fanatics TC Holdco, Inc. · Series D+ Raised $347.0M · modeled $5.0B (est)ALCV Investments, L.P. · Series D+ Raised $310.0M · modeled $4.8B (est)Kabompo Holdings, Ltd. · Series D+ Raised $375.8M · modeled $4.6B (est)PolicyGenius Inc. (this company) Raised $162.0M · modeled $1.9B (est)PolicyGenius Inc.
CompanyStageRaised · realValue · estvs peer med.
Renascence Equity Ventures, Inc.Series D+$400.0M$6.1B2.80×
Trulioo Information Services Inc.Series D+$429.5M$5.9B2.75×
Diamond S Shipping Inc.Series D+$333.3M$5.8B2.66×
BOA Holdings Inc.Series D+$340.1M$5.6B2.60×
Maverick Parent L.P.Series D+$305.7M$5.3B2.44×
Sustainable Bioproducts, Inc.Series D+$460.0M$5.3B2.44×
Convoy, Inc.Series D+$479.6M$5.2B2.41×
Natasha Harris-Johnson TrustSeries D+$300.0M$5.2B2.40×
Thriveworks TopCo, LLCSeries D+$340.2M$5.0B2.33×
Fanatics TC Holdco, Inc.Series D+$347.0M$5.0B2.30×
ALCV Investments, L.P.Series D+$310.0M$4.8B2.20×
Kabompo Holdings, Ltd.Series D+$375.8M$4.6B2.13×
PolicyGenius Inc. this companySeries D+$162.0M$1.9B0.89×
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$5.9M2015-04-24$27.0M$89.9M85%
Series A$15.0M2015-12-18$68.2M$227.0M85%
Series B$30.0M2017-05-05$166.7M$498.4M90%
Series D+$111.0M2019-12-18$925.2M$1.9B90%
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$5.9M2015-04-24
    • First recorded raise — entered as Series A.
    • 58 investors on this round.
  2. Series A$15.0M2015-12-18
    • Raised 8 mo later, in step with the ~11 mo sector norm.
    • Round 2.5× larger than the prior — scaling up.
    • 22 investors on this round.
  3. Series B$30.0M2017-05-05
    • Raised 17 mo later, in step with the ~11 mo sector norm.
    • Round 2.0× larger than the prior — scaling up.
    • 9 investors on this round.
  4. Series D+$111.0M2019-12-18
    • Raised again after 31 mo — slower than the ~11 mo sector norm.
    • Round 3.7× larger than the prior — scaling up.
    • 9 investors on this round.
Intelligence
2021 ~Q3
Modeled next raise · ~19mo cadence
$333.1M
Modeled next size est.range $216.5M$532.9M
3.7×
Last step-up
$34.8M/yr
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
David Golden10 other2015-04
Tianxiang Zhuo6 other2015-04
Jay Mandelbaum2 other2017-05
PARKER BARRILE2 other2017-05
Allan Jean-Baptiste2019-12
Francois De Lame2015-04
Jennifer Fitzgerald2015-04
Registry & provenance

PolicyGenius 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
1663729
SEC CIK
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
MRO MaryRuth, LLCOtherSeries D+$162.5M$2.4Bsame sector · same stage
Brandless, Inc.OtherSeries D+$163.0M$2.0Bsame sector · same stage
Alva Topco, LlcOtherSeries D+$163.1M$2.2Bsame sector · same stage
ONX, Inc.OtherSeries D+$167.3M$2.5Bsame sector · same stage
Crewline TopCo, L.P.OtherSeries D+$167.4M$1.7Bsame sector · same stage
Gsp Arb, LlcOtherSeries D+$156.5M$2.0Bsame sector · same stage
One Source Virtual HR, Inc.OtherSeries D+$155.3M$2.6Bsame sector · same stage
Skyryse, Inc.OtherSeries D+$169.6M$1.3Bsame 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
Public Policy Holding Company, Inc.OtherSeries A$290K81%
Your Policy Holdings, LLCOtherSeries C$520.7M81%
GovX, Inc.OtherSeries A$56.4M80%
Politichatter Inc.OtherPre-Seed$6.7M80%
Poligage, Inc.OtherPre-Seed$3.8M80%
Hillgenius, Inc.Other TechnologyPre-Seed$388K79%
Global Strategix, IncOtherSeries B$432.0M79%
Votegrity Inc.OtherPre-Seed$2.1M78%
Frequently asked
How much funding has PolicyGenius Inc. raised?
PolicyGenius Inc. has raised approximately $162.0M in disclosed capital across 4 recorded financing rounds, aggregated from public filings.
What is PolicyGenius Inc.'s estimated valuation?
Provath's modeled valuation for PolicyGenius Inc. is approximately $1.9B (modeled range $629.1M–$4.2B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is PolicyGenius Inc. at?
PolicyGenius Inc.'s latest modeled financing stage is Series D+. Its most recent recorded round closed around Wed Dec 18.
What does PolicyGenius Inc. do and where is it based?
PolicyGenius Inc. operates in the Other sector, based in NEW YORK.
Explore related

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