Insurance programs built for investment managers
Your entire program, one dashboard
Track every policy, renewal date, and cost in one place. When LPs ask for proof of coverage during due diligence, export everything in one click.
- Every limit, retention, and exclusion, normalized
- Renewal calendar with proactive reminders
- One-click coverage matrix for LP questionnaires
How We Work
An end-to-end advisory service built around data-driven precision.
Program Audit
We analyze your current coverage, benchmarking premiums, limits, retentions, and exclusions against comparable funds to surface gaps and inefficiencies.
Market Placement
Leveraging deep relationships with specialist insurers, we negotiate aggressive terms and broader coverage tailored to the risk profile of investment managers.
Ongoing Management
From proactive renewal strategy to dedicated claims advocacy, we act as an extension of your operations team as your fund scales.
Insurance Expertise for Investment Managers
A licensed broker in your corner
Whether you’re placing your first policy or pressure-testing the coverage you already have, we’ll help you get it right.
- New to coverage? We’ll help you find the exact policies your fund needs.
- Already covered? We’ll map your coverage, benchmark your limits, and flag the gaps in your current policies.