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iA Financial Group

1080 Grande Allée West, Quebec City, Quebec, G1K 7M3, Canada

Overview

Comprehensive provider of life, health, and financial insurance products.

Founded

1892

Deals · 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series E

Geographic focus

Canada
United States

Sector focus

Finance
Industrial
Insurance

Investment portfolio

3rounds
NAMEDATESIZE
Clutch
Jul 2024Led
$10 MOther Equity
Policygenius
Mar 2022Participated
$125 MSeries E
Borrowell
Mar 2021Participated
$25 MOther Equity
Clutch
Jul 2024Led
$10 MOther Equity
Policygenius
Mar 2022Participated
$125 MSeries E
Borrowell
Mar 2021Participated
$25 MOther Equity
3
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Insights

Time horizon

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Deal Distribution

iA Financial Group: 3 funding rounds are recorded in the selected participation categories.All available history.
iA Financial Group: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01
Other Equity11

Monthly Deal Activity

iA Financial Group: 3 deals are recorded across 68 months.All available history.
iA Financial Group: 3 deals are recorded across 68 months. All available history
MonthDeals
Mar '211
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
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 '241
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

iA Financial Group: Fintech is the largest displayed sector by deal count (2 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.

iA Financial Group: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2
E-Commerce & Retail2
AI & Machine Learning1
Transportation & Logistics1

Deal Size Distribution

iA Financial Group: 3 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.

iA Financial Group: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M1
$50M-$100M0
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

iA Financial Group: Canada has the largest recorded deal count among the displayed regions (2 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

iA Financial Group: Canada has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
Canada2
United States1
iA Financial Group: 14 co-investors are shown, with BDC Capital sharing 1 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.

iA Financial Group: 14 co-investors are shown, with BDC Capital sharing 1 recorded deals. All available history
Co-investorShared deals
BDC Capital1
Brighthouse Financial1
Equitable Bank1
Global Atlantic Financial Group1
Impact Engine1
Kensington Capital Partners1
KKR1
Lincoln Financial1
NAventures1
Norwest Venture Partners1
Pacific Life1
Portage1
Revolution Ventures1
White Star Capital1

Investment Strategy

iA Financial Group: Led accounts for 33% and participating for 67% of round participation.All available history.
iA Financial Group: Led accounts for 33% and participating for 67% of round participation. All available history
CategoryDeals (count)Share (%)
Led133%
Participating267%
iA Financial Group: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
iA 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

Caroline Drouin

Head of Investor Relations

Catherine Milum

President and Chief Executive Officer

Jean-Francois Poitras

Cybersecurity solution architect - PAM

Ludwig Willisch

Member Board Of Directors

Philippe Sarfati

EVP & Chief Risk Officer

Pierre Miron

Executive Vice-President and Chief Transformation Officer

Richard Talbot, FCPA, FCA, CFA, ICD.D

Chief Operating Officer, Investments

Stéphanie Butt Thibodeau

Executive Vice‑President and Chief Talent and Culture Officer