Insurtech Startup
Series A Capital Strategy and Acquisition Structuring
Company Profile
Self-funded insurtech company with approximately $2–5 million in revenue.
Design financial and acquisition structures to support a brokerage roll-up strategy and prepare the business for a Series A equity raise.
Engagement Objective
Financial planning and analysis to support expansion strategy
Acquisition financing structures including bank loans, seller notes, and earn-outs
Capital strategy development aligned with roll-up execution
Equity investor, bank, and credit fund relationship development
Three Vectors’ Role
$20 million Series A term sheet agreed with lead investor
Structured financing framework established to support ongoing acquisition-led growth