The Venture Codex

Participated · Seed · Mar 2022

Poppins Health (formerly UnifiHealth) modernizes health plans to deliver greater transparency, affordability and quality care for small businesses and their employees. Its plan can lower company healthcare costs by 20% and includes no deductibles or coinsurance, advance out-of-pocket cost estimates, and virtual options for primary and specialist visits. Members gain access to primary care physicians with more time for patients, the freedom to see any provider, and a dedicated Poppins Health Navigation Team. The company has expanded through strategic partnerships with healthcare technology providers and Advanced Primary Care partners such as Marathon Health and Firefly Medical Group. Poppins Health has rapidly grown its team, quadrupling headcount in less than a year and adding senior hires across clinical partnerships, clinical integrations, operations, marketing and growth. The company is based in Columbus, Ohio and recently closed a $6.9M seed financing.

Participated · Seed · Sep 2021

UnifiHealth is a modern health plan for small businesses that helps employers and employees choose their preferred method of primary care. The platform enables users to select their provider or facility of choice and identify high-quality providers at the best cost. The company is led by co-founders Ross Klosterman (CEO), Brodie Stone (Chief Revenue Officer) and Olivia Cameron (Chief Product Officer). UnifiHealth intends to use new funding to expand operations, grow its team and broaden its business reach. The article reporting the raise is dated 22/09/2021 and states the company is based in Columbus, Ohio.

Participated · Seed · Jul 2017

Tomorrow Ideas provides a mobile app that helps families create living wills and trusts, organize finances, designate guardians/executors/trustees, track owned items and beneficiaries, and record and share video memories. The company says its legal wills and trusts are made by 52 attorneys across America. Tomorrow is developing a premium suite called Tomorrow Plus that will let families make important financial decisions together on phones, tablets and online. The partnership with NFP will give NFP employees access to Tomorrow Plus as a company-sponsored benefit. Tomorrow is led by CEO Dave Hanley and positions its product around quick, digital-first estate and financial planning for families. The article does not disclose revenue or user metrics. Tomorrow Ideas provides Tomorrow, a financial and legal planning app for families to make long-term financial and legal decisions together. The app lets users create a free will and a free trust (revocable living trust) in minutes, purchase affordable term life insurance within the app or apply an existing policy’s proceeds to fund a trust. Its social features enable users to invite family and friends to serve future roles and encourage transparent dialog about hopes and expectations. The app is available on the iTunes App Store, with Android versions planned, and the company intends to add additional services in the future. Tomorrow Ideas raised $2.6M in seed funding from a syndicate of venture firms and angels, and is led by CEO and co-founder Dave Hanley alongside several co-founders and senior executives.

Participated · Seed · Jul 2017

Tomorrow provides a mobile app that lets users create legal wills and pay for term life insurance, digitizing a traditionally paper-filled process. Founded in 2016 by Dave Hanley, the 14-person company offers free legal documents that the company says meet the needs of more than 95% of Americans. Tomorrow has more than 50,000 users and monetizes as a licensed broker of financial services products such as term life insurance. The company plans to use the new funding for advertising, distribution, and partnerships to grow adoption. Hanley cofounded the business with Josh Heckathorn, Wayne Rambo, and Erik Berg; his prior exits include sales of Banyan Branch to Deloitte Digital and Shelfari to Amazon. Tomorrow offers a mobile app that helps users manage life insurance, accidental death & dismemberment (AD&D) insurance, inheritance, and financial investments. Its core offering is digital estate planning: users can store family information, assign roles such as heirs, beneficiaries, executors, trustees, and guardians, and track assets, belongings, and accounts to be included in one’s inheritance. Tomorrow partners with nine insurers, including AIG, Protective, and Mutual of Omaha, to provide life insurance; its AD&D insurance is complimentary for a year when users download the app, complete the Me section, register, and invite at least three people into important roles who then accept. The company was established in 2016 and is led by cofounder Dave Hanley. It raised $5.9M in equity via an SEC Form D filing, bringing total funding to date to $8.5M. A recent personnel note: Arthur Hoki left after eight months with the company. Tomorrow offers a mobile app that lets users establish family roles (guardian, executor, trustee), create free wills and trusts, list assets, and buy life insurance from their smartphone. The product emphasizes ease, transparency and social features that invite family and friends to participate in planning. The app uses bank-level security, encryption, and authentication protocols. Tomorrow plans to monetize when consumers purchase products via the app, typically earning commissions on sales and making tailored product recommendations. The company employs 12 people and expects headcount to double by early next year. Tomorrow also won $250,000 at a JP Morgan-funded fintech competition and was founded by CEO Dave Hanley with co-founders Josh Heckathorn, Wayne Rambo, and Erik Berg.