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The Venture Codex

The Institutes

720 Providence Road, Suite 100, Malvern, PA, 19355, United States

Overview

Provider of professional education for risk management and insurance.

Founded

1909

Deals ยท 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series B
Series C

Geographic focus

United States

Sector focus

Education
Insurance
Non Profit
Property Insurance

Investment portfolio

2rounds
NAMEDATESIZE
Homee
Oct 2024Participated
$12 MSeries C
Veruna
Oct 2023Led
$10 MSeries B
Homee
Oct 2024Participated
$12 MSeries C
Veruna
Oct 2023Led
$10 MSeries B
2
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Insights

Time horizon

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Deal Distribution

The Institutes: 2 funding rounds are recorded in the selected participation categories.All available history.
The Institutes: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B10
Series C+01

Monthly Deal Activity

The Institutes: 2 deals are recorded across 37 months.All available history.
The Institutes: 2 deals are recorded across 37 months. All available history
MonthDeals
Oct '231
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '241
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

The Institutes: 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.

The Institutes: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2
Enterprise Software1

Deal Size Distribution

The Institutes: 2 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.

The Institutes: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M2
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

The Institutes: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

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

The Institutes: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
The Institutes: 11 co-investors are shown, with Berkley Ventures 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.

The Institutes: 11 co-investors are shown, with Berkley Ventures sharing 1 recorded deals. All available history
Co-investorShared deals
Berkley Ventures1
CoVerica Insurance1
Desjardins Capital1
EMC1
Guidewire Software1
Keystone Insurers Group1
Liberty Mutual1
State Farm Ventures1
Sure1
The Hartford1
W.R. Berkley Corporation1

Investment Strategy

The Institutes: Led accounts for 50% and participating for 50% of round participation.All available history.
The Institutes: Led accounts for 50% and participating for 50% of round participation. All available history
CategoryDeals (count)Share (%)
Led150%
Participating150%
The Institutes: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
The Institutes: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Jeffrey Scheidt

Senior Vice President & Chief Financial Officer

Katherine Horowitz

Senior Vice President & Chief Administrative Officer

Peter L. Miller

President & Chief Executive Officer

Robert Haracz

Senior Vice President & Chief Information Officer