Key facts
- Milly Books’s last known valuation is $28.5M (Jun 2025).
- It has raised $5.8M across 1 recorded rounds; the latest was Seed Round ($3.8M) in Jun 2025.
- Notable investors include 2ndF, 101 Weston Labs, Markd.
- Milly Books has filed 1 Form D with the SEC, most recently Jun 2025 ($3.8M sold to 10 investors).
- Status: Privately Held (backing).
Investors
3- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for Milly Books
Funding rounds
1 roundsAbout Milly Books
Operator of a digital platform intended to facilitate buying and selling books of business or slices of accounts. The company's platform offers services that include the transaction of insurance policies within books of business, full or fractional, enabling insurance agents to get assistance to value, buy and sell policies with ease.
- Sector
- Business Products and Services (B2B)
- HQ
- Indianapolis, IN, United States
- Founded
- 2021
- Employees
- 35
- Website
- millybooks.com/
- Ownership
- Privately Held (backing)
Milly Books doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Milly Books shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Milly Books in its N-PORT filings yet. We sweep new filings monthly.