Form D · Other
PolicyGenius Inc.
New York, NY · CIK 0001663729
Offering snapshot reported Jan 30, 2020 · SEC filing
- Reported sold
- $111M Offering amount: $111M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 18, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 30, 2020 | Initial | $111,023,248 | No comparison | 9 | SEC filing |
| May 25, 2017 | Initial | $29,999,998 | No comparison | 9 | SEC filing |
| Jan 19, 2016 | Initial | $5,943,357 | No comparison | 58 | SEC filing |
| Jan 19, 2016 | Initial | $15,000,000 | No comparison | 22 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-359345
The Total Offering Amount and Total Amount Sold includes $11,023,333.33 from the conversion of outstanding convertible securities.
Source: Form D, filed Jan 30, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Parker Barrile | Director |
| Francois De Lame | Director |
| Jennifer Fitzgerald | Director, Executive |
| David Golden | Director |
| Allan Jean Baptiste | Director |
| Jay Mandelbaum | Director |
| Tianxiang Zhuo | Director |
Issuer details
Industry: Other (See others in industry)
Address:
50 W 23rd St Fl 9
New York, NY, 10010
New York, NY, 10010