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Milly Books, Inc.
Indianapolis, US · Founded 2021 · Delaware corporation · 27 employees on LinkedIn · 1 known investors
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milly is an online marketplace for buying and selling independent insurance agencies and their books of business, focused on smaller $300K–$5M deals that traditional M&A brokers don't serve. It offers free traceable book valuations, anonymous listings for sellers, and profiled matching for buyers, charging a 3% fee only at close.
Founders & leadership
Board
Investors · 1
Reported raises · per SEC filings
Form D private placements$4M disclosed across 2 rounds · 2022–2025
▶$3.8MraisedJun 2025 · 10 investors · OtherRule 506(b)
- Adam BoweExecutive Officer, Director
- John ClemmensExecutive Officer, Director
- Ward BeauchampDirector
- James HackbarthDirector
- Brook SmithDirector
- Offering amount
- $5.8M
- Amount sold
- $3.8M
- First sale
- Jun 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$250KraisedSep 2022 · 3 investors · OtherRule 506(b)
- Ian RupertExecutive Officer, Director, Promoter
- Offering amount
- $2M
- Amount sold
- $250K
- Minimum investment
- $20K
- First sale
- Sep 2022
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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Frequently asked questions
- What does Milly Books, Inc. do?
- milly is an online marketplace for buying and selling independent insurance agencies and their books of business, focused on smaller $300K–$5M deals that traditional M&A brokers don't serve. It offers free traceable book valuations, anonymous listings for sellers, and profiled matching for buyers, charging a 3% fee only at close.
- Who are Milly Books, Inc.'s investors?
- Milly Books, Inc.'s investors include Markd Insurtech.
- How much funding has Milly Books, Inc. raised?
- Milly Books, Inc. has disclosed $4M raised across 2 rounds.
- Where is Milly Books, Inc. headquartered?
- Milly Books, Inc. is headquartered in Indianapolis, US.