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Phoenix Insurance

12323 Stony Plain Rd NW, Edmonton, AB, T5N 3Y5, Canada

Overview

Phoenix Insurance Group is an independent, globally recognized brokerage providing superior quality insurance and risk management services. Through leadership, innovation and professionalism, we provide the highest level of satisfaction to our industry, clientele, community and family of employees. Our commitment to integrity and honesty is paramount to our continued growth and success. Phoenix Insurance Group will continue to be a premier provider of innovative insurance and risk management solutions to satisfy changing consumer needs and insurance trends. As a member of the Insurance Brokers Association of Alberta we make this Customer Service Pledge to each and every customer we serve:

Total investments
9
Lead investments
1
Investments · 12mo
1
Active investors
2
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Investment portfolio

  • Notch.cx

    Participated · Series A · Mar 2026

    Notch builds an autonomous AI platform that deploys AI agents to automate and execute both conversational and back-office operational workflows while providing visibility, governance, and auditability required for regulated environments. The platform is positioned to move AI deployments from pilots to production by delivering operational results with human oversight and compliance controls. Notch’s solution acts like a company’s support agent, autonomously resolving complex customer inquiries with consistency across channels and languages. The company is led by CEO Rafael Broshi and is headquartered in New York City. Following the $30M Series A, Notch’s total disclosed funding stands at $45M. The company plans to use the new capital to accelerate U.S. expansion and continue developing its platform as an AI operating system for regulated industries.

  • Air Doctor

    Participated · Series B · Oct 2024

    Air Doctor operates a directory and algorithmic, location-based service that connects travelers with vetted doctors for in-person and remote consultations while handling insurance matching and payments. The product combines provider profiles (including languages and coverage), booking/matching algorithms, and back-end accounting to submit claims and pay doctors, taking service fees and commissions. The company says its platform delivers significant cost and processing savings—about 50% on outpatient claims, 60% for medical assistance providers, and 75% in handling and processing time. Air Doctor has more than 80,000 customers, a directory of 20,000 doctors across 84 countries, and contracts with around 18 major health insurance providers; it has shifted from B2C toward a B2B2C model with insurers referring users. Revenues are growing at roughly 2.5x annually, and the team uses insurer partnerships and travel data to prioritize network expansion and common ailments to cover. The founders, Jenny Cohen Derfler and Yam Derfler, built the network initially through on-the-ground sourcing and embassy recommendations and expanded rapidly during and after the pandemic. Air Doctor connects travelers who fall ill abroad with local private doctors through an intuitive mobile and desktop app. Its outpatient medical network covers 74 countries and includes over 20,000 medical professionals across 2,000 cities, offering in‑person and telemedicine consultations. The company says it has tens of thousands of registered users and employs over 60 people based in Israel and Europe. Air Doctor raised $20M in a recent funding round and had previously raised $10.9M since its 2018 launch. The new capital will be used to hire developers, expand product and marketing teams, grow the vetted medical professional network—particularly in the US and Europe—and open additional international offices. The company positions its service as addressing increased demand for travel medical assistance and travel insurance digitization following the COVID‑19 pandemic. Air Doctor operates a digital marketplace that lets travelers search for and book local private physicians by location, language, specialty, and cost. The platform is used typically via travel insurance or customer perks and provides access to doctors across 42 countries on five continents. Air Doctor positions itself to reduce insurer claim costs by steering patients to outpatient care and streamlining payments, while increasing physicians’ income and digital presence. The company emphasizes providing care in patients’ native languages to improve outcomes and traveler control. Founded in 2016, Air Doctor has attracted institutional backing and plans to expand its medical network and R&D capabilities internationally across the insurance, telecom, and credit card industries.

  • Honeycomb

    Participated · Series B · May 2024

    Honeycomb uses an AI-driven platform that ingests hundreds of data points—geospatial datasets, aerial imagery, and building history—to price multi-unit residential risks without physical inspections. Its underwriting approach allows the company to offer premiums it says can be up to 40% cheaper for well-maintained buildings compared with traditional carriers. Customers include landlords, condo associations, and HOA boards managing multifamily housing. Honeycomb was co-founded in 2019 by CEO Itai Ben-Zaken and CTO Nimrod Sadot. The company reported it was cash-flow positive and profitable, ending 2025 with $275 million in gross written premium and more than $100 billion in total insured value across 22 states. Management projects crossing $500 million in GWP in the next couple of years as it scales the business.

  • Everphone

    Participated · Series D · Jan 2024

    Everphone offers a one-stop Device-as-a-Service solution for company smartphones and tablets, handling sourcing, configuration, device administration, security, repairs, and returns. The company already manages more than 350,000 devices for over 1,000 companies, including international consulting firms and multiple DAX companies. Everphone employs about 300 people across Berlin, Munich, and Miami. In 2023 the company increased revenue to over €75m and doubled its EBITDA to €30m. Founded in 2016, Everphone plans to use new capital to strengthen its global position and pursue international expansion while working toward profitability. everphone is a Berlin-based Device as a Service (DaaS) business that offers companies a managed phone-as-a-service for smartphones, tablets and laptops. Led by CEO Jan Dzulko, the company serves numerous start-ups, SMEs and global enterprises. It raised over $32M in a Series C-2 financing. The round was led by Cadence Growth Capital and included existing investor Kevin Ryan as well as backers Deutsche Telekom, signals Venture Capital and Dr. Henrich Blase. everphone intends to use the funds to drive internationalization, product development and to grow its device fleet. everphone provides a one-stop phone-as-a-service solution for corporate smartphones, tablets and laptops, combining hardware provisioning with DSGVO-compliant mobile device management and fast replacement services. Its circular model refurbishes devices after a two-year life cycle and redeploys them, which the company says saves roughly 58 kg CO2 per device with two life cycles. The portfolio includes devices from Apple, Samsung, Nokia, Google and Fairphone, and everphone has been an official B2B partner of Samsung Electronics' device-as-a-service strategy in Germany since December 2020. Customers range from startups and SMEs to global players such as Henkel, Ernst & Young and TIER Mobility. everphone currently manages an active fleet of over 100,000 devices and employs more than 170 people. The company plans to use new capital to accelerate international expansion across Europe and the USA, ramp customer acquisition, increase headcount, and advance product development to grow its device fleet further. Everphone sells a one-stop “device as a service” offering that bundles rental of new or refurbished smartphones and tablets with administration, mobile device management integrations, repairs and 24-hour replacements. The service includes flexible device choices (iOS and Android), optional paid apps as employee perks, and pricing that ranges from €7.99/month for refurbished budget devices to €49.99/month for high-end kit. Everphone refurbishes returned devices and resells them, using that secondary lifespan to keep rental prices competitive. The company says it has more than 400 customers, including SMEs and multinationals such as Ernst & Young, and supports customers from ~100 employees up to enterprises of 30,000. Everphone emphasizes global rollout capability and plans to use growth capital to accelerate European expansion in response to rising remote-work demand.

  • CHEQ

    Participated · Series C · Feb 2022

    Cheq is a Go-to-Market security (GTMSec) provider offering cybersecurity solutions to protect sales pipelines, marketing funnels, sites, eCommerce, data and analytics from fake visitors, fraudsters and malicious bot traffic. The company is used by over 12,000 customers across 50,000 websites worldwide. Cheq raised a $150M Series C to accelerate growth and expand its research and development, sales and marketing teams. The company holds offices in New York, Tel-Aviv and Tokyo and aims to nearly triple its growth in 2022 across North America, EMEA and APAC. Led by CEO Guy Tytunovich, Cheq focuses on protecting Go-to-Market teams and scaling its product and commercial footprint. The round brings the company’s total funding to-date to $183M. Cheq builds a proactive ad-fraud prevention and brand-safety platform that blocks invalid or unsafe ad placements in real time. Rather than relying on post hoc verification, Cheq examines about 1,200 factors and inspects every single impression in JavaScript to reduce false positives and negatives. The company emphasizes accuracy to combat increasingly sophisticated, organized ad fraud and cites a Cheq report estimating fraud will cost advertisers $23 billion this year. Cheq is expanding into new channels such as connected TV and console gaming. CEO Guy Tytunovich frames the company’s ambition as becoming the “immune system of the internet,” addressing not only fraud but broader problems like fake news and harmful ad placements. Financially, Cheq recently raised $16 million in a Series B after a $5 million Series A the prior year. Cheq provides an "autonomous brand safety" platform that uses AI to analyze impressions in real time and block those that appear fraudulent or adjacent to undesirable content. The system examines roughly 700 data parameters per impression to make instant serve-or-block decisions. Advertisers set placement guidelines up front, and Cheq records reasons why individual ads were not served for post-hoc review. The company emphasizes speed and automation, drawing on the team’s prior experience in the Israel Defense Forces to compensate for scale with automation. About 80% of Cheq’s team are developers, and the company says most new funding will be used for further product development. Cheq operates offices in Tokyo, New York and Tel Aviv and is focused on the American and Japanese markets; companies listed on its website include Coca-Cola, Turner and Mercedes-Benz (the spokesperson said those listings reflect participation in The Bridge program).

Team