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The Venture Codex

Overview

Leader in U.S. life insurance and annuity solutions.

Founded

2004

Deals ยท 12mo

0

Stage focus

Multi-stage

Geographic focus

United States

Sector focus

Financial Services
Insurance
Life Insurance
Retirement

Investment portfolio

4rounds
NAMEDATESIZE
Policygenius
Mar 2022Participated
$125 MSeries E
Beacon Platform
Oct 2021Participated
$56 MSeries C
Beacon Platform
Jan 2020Participated
$20 MSeries B
Sunlight Financial
Apr 2018Led
$180 MDebt
Policygenius
Mar 2022Participated
$125 MSeries E
Beacon Platform
Oct 2021Participated
$56 MSeries C
Beacon Platform
Jan 2020Participated
$20 MSeries B
Sunlight Financial
Apr 2018Led
$180 MDebt
4
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Insights

Time horizon

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Deal Distribution

Global Atlantic Financial Group: 4 funding rounds are recorded in the selected participation categories.All available history.
Global Atlantic Financial Group: 4 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Series C+02
Debt10

Monthly Deal Activity

Global Atlantic Financial Group: 4 deals are recorded across 103 months.All available history.
Global Atlantic Financial Group: 4 deals are recorded across 103 months. All available history
MonthDeals
Apr '181
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '201
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '211
Nov '210
Dec '210
Jan '220
Feb '220
Mar '221
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Global Atlantic Financial Group: Fintech is the largest displayed sector by deal count (4 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Global Atlantic Financial Group: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Data, Analytics & IT2
E-Commerce & Retail1
Clean Energy & Sustainability1

Deal Size Distribution

Global Atlantic Financial Group: 4 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Global Atlantic Financial Group: 4 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M0
$50M-$100M1
$100M-$250M2
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Global Atlantic Financial Group: United States has the largest recorded deal count among the displayed regions (4 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Global Atlantic Financial Group: United States has the largest recorded deal count among the displayed regions (4 deals). All available history
RegionDeals
United States4
Global Atlantic Financial Group: 11 co-investors are shown, with Centana Growth Partners sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Global Atlantic Financial Group: 11 co-investors are shown, with Centana Growth Partners sharing 2 recorded deals. All available history
Co-investorShared deals
Centana Growth Partners2
PIMCO2
Blackstone1
Brighthouse Financial1
iA Financial Group1
KKR1
Lincoln Financial1
Norwest Venture Partners1
Pacific Life1
Revolution Ventures1
Warburg Pincus1

Investment Strategy

Global Atlantic Financial Group: Led accounts for 25% and participating for 75% of round participation.All available history.
Global Atlantic Financial Group: Led accounts for 25% and participating for 75% of round participation. All available history
CategoryDeals (count)Share (%)
Led125%
Participating375%
Global Atlantic Financial Group: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Global Atlantic Financial Group: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1100%
Co-led00%

Team

Madhu Ghosh

Head of Enterprise Data Governance and Data Quality Management

Paula Nelson

Co-Head & Managing Director - Individual Markets

Robert Arena

President

Timothy Bridgers

Managing Director of Preneed