PolicyGenius IPO

Policygenius is an insurance purchasing platform. Their proprietary technology makes it easy to compare personalized quotes and policies from top-rated insurers side by side. Their team of licensed experts help answer questions and handle paperwork. This company was founded by Francois de Lame and Jennifer Fitzgerald in 2014 and is headquartered in New York, NY.

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Can you invest in PolicyGenius pre-IPO?

PolicyGenius is a privately held company and is not publicly traded, therefore investing in PolicyGenius pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

Can you sell shares of PolicyGenius before it goes public?

You can seek to sell your shares in PolicyGenius while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.

What is the pre-IPO value of my PolicyGenius shares?

To determine the value of your PolicyGenius shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your PolicyGenius shares. You can also learn more about how to sell your private shares before getting started.

Is PolicyGenius a publicly traded company?

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To learn more about PolicyGenius potential IPO

Will PolicyGenius go IPO?

PolicyGenius has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.

What is PolicyGenius’ IPO price?

The PolicyGenius IPO price does not exist at this time, as PolicyGenius is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to PolicyGenius register for Forge Markets, today.

When was PolicyGenius founded?

PolicyGenius was founded in 2014.

What is PolicyGenius funding to date?

PolicyGenius has raised $222.26MM to date.

Who are PolicyGenius’s major investors?

Innovating Capital
Norwest Venture Partners
Greenspring Associates
Otter Rock Capital
Susa Ventures

PolicyGenius Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
03/17/2022 Series E $100MM $xx.xx $72.61B Axa Venture Partners, Brighthouse Financial, Global Atlantic Financial Group, Ia Financial Group, Kkr, Lincoln Financial, Massmutual Ventures, Norwest Venture Partners, Pacific Life, Revolution Ventures
Price per Share
$xx.xx
Shares Outstanding
5,067,650
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Axa Venture Partners, Brighthouse Financial, Global Atlantic Financial Group, Ia Financial Group, Kkr, Lincoln Financial, Massmutual Ventures, Norwest Venture Partners, Pacific Life, Revolution Ventures
01/30/2020 Series D-1 $23.51MM $xx.xx $55.98B Axa Venture Partners, Carson Private Capital, Kohlberg Kravis Roberts, Massmutual Ventures, Norwest Venture Partners, Revolution, Susa Ventures, Transamerica Ventures
Price per Share
$xx.xx
Shares Outstanding
1,255,375
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Axa Venture Partners, Carson Private Capital, Kohlberg Kravis Roberts, Massmutual Ventures, Norwest Venture Partners, Revolution, Susa Ventures, Transamerica Ventures
01/30/2020 Series D $46.89MM $xx.xx $55.98B Axa Venture Partners, Carson Private Capital, Kohlberg Kravis Roberts, Massmutual Ventures, Norwest Venture Partners, Revolution, Susa Ventures, Transamerica Ventures
Price per Share
$xx.xx
Shares Outstanding
5,340,475
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Axa Venture Partners, Carson Private Capital, Kohlberg Kravis Roberts, Massmutual Ventures, Norwest Venture Partners, Revolution, Susa Ventures, Transamerica Ventures
05/05/2017 Series C $30MM $xx.xx $13B Axa Venture Partners, Fika Ventures, Greenspring Associates, Karlin Ventures, Massmutual Ventures, Norwest Venture Partners, Revolution, Susa Ventures, Switch Ventures, Transamerica Ventures
Price per Share
$xx.xx
Shares Outstanding
4,860,267
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Axa Venture Partners, Fika Ventures, Greenspring Associates, Karlin Ventures, Massmutual Ventures, Norwest Venture Partners, Revolution, Susa Ventures, Switch Ventures, Transamerica Ventures
01/14/2016 Series B $16.25MM $xx.xx $5.32B Axa Venture Partners, Grape Arbor Vc, Karlin Ventures, Massmutual Ventures, Revolution, Susa Ventures, Transamerica Ventures
Price per Share
$xx.xx
Shares Outstanding
4,552,969
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Axa Venture Partners, Grape Arbor Vc, Karlin Ventures, Massmutual Ventures, Revolution, Susa Ventures, Transamerica Ventures
06/15/2015 Series A $4.81MM $xx.xx $1.51B Axa Venture Partners, Baroda Ventures, Karlin Ventures, Massmutual Ventures, Otter Rock Capital, Susa Ventures, Switch Ventures, Transamerica Ventures
Price per Share
$xx.xx
Shares Outstanding
3,134,345
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Axa Venture Partners, Baroda Ventures, Karlin Ventures, Massmutual Ventures, Otter Rock Capital, Susa Ventures, Switch Ventures, Transamerica Ventures
07/21/2014 Series A-1 $792,684.00 $xx.xx $225MM Brendan Wallace, Cj Macdonald, Michael Liou, Samir Kaji, Telemachus Luu
Price per Share
$xx.xx
Shares Outstanding
839,352
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Brendan Wallace, Cj Macdonald, Michael Liou, Samir Kaji, Telemachus Luu
Updated on: Nov 23, 2024

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