/Investor DB

Portag3 Ventures — 2017 Investments

4 investments dated 2017 · listed companies and verified rows first · show all

Personal Capitalpersonalcapital.comin𝕏Jul 2017SEC filingmedium confidence

Personal Capital provides wealth management and investment advisory services, offering personalized portfolio strategy, retirement planning, and tax-optimized investment management for individual investors.

FintechSan Carlos, US

William H Harris(Executive Officer, Director)Paul Bergholm(Founder)Mike Armsby(Executive Officer)Jay Shah(Executive Officer, Director)Bill Harris(Founder)Louie Gasparini(Founder)

Board seatPaul Desmarais III· per SEC Form D · $50M raise · filed Aug 2017

Co-investorsCorrelation VenturesCrosslink CapitalEnergy Capital VenturesIVP (Institutional Venture Partners)New York Life VenturesPropel Venture Partners+3 more

Kin Insurancekin.comin𝕏Aug 2017

Kin is a home insurance provider that offers both self-service and agent-assisted policy purchase and management for homeowners.

ConsumerFintechInsurTechChicago, US

Sean Harper(Founder)inLucas Ward(Founder)inSebastian Villarreal(Founder)inBret Bret HarperinJason HeidkampinBrian Pogrundin

Co-investors500 GlobalACTIVATE CAPITAL PARTNERSAlpha EdisonAugust CapitalAvanta VenturesBetter Tomorrow Ventures+27 more

Limelight Healthlimelighthealth.comAug 2017 · $7MAcquired

Insurtech provider of cloud quoting, rating and underwriting software for group employee benefits carriers; acquired by FINEOS in 2020.

San Francisco, US

Michael Lujan(Executive Officer, Director)Jason Andrew(Executive Officer, Director)Jason T. Andrew(Founder)inGarrett Viggers(Director)

BoardManish Agarwal(Director)inEric Emmons(Director)in

Co-investorsPlug and Play VenturesAtlantic Vantage PointAXA Venture PartnersMassMutual Ventures

Streetcontxtstreetcontxt.comin𝕏Apr 2017Acquired

Street Contxt provides email intelligence and communication tools for capital markets participants, helping brokers, banks, and buy-side firms manage research distribution, identity, and client interests.

Enterprise SoftwareFintechSaaSSales Tech

Co-investorsCommunitas Capital PartnersGarage Capital8VCJoe LonsdalePalm Drive CapitalPoint72 Ventures+1 more

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.