Key facts
- Notable investors include Diagram Ventures.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for PolicyBook
- ·The full record, as it builds
Funding rounds
No funding rounds for PolicyBook are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About PolicyBook
Operator of an insurance policy management platform intended to digitize insurance tracking and renewal. The company offers a centralized dashboard for managing multiple insurance policies, sending renewal reminders, and providing insights, helping businesses stay organized and avoid lapses in coverage.
- Sector
- Information Technology
- HQ
- Montreal, Canada
- Founded
- 2023
- Website
- policybook.com/
- Ownership
- Privately Held (backing)
PolicyBook 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 PolicyBook 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 PolicyBook in its N-PORT filings yet. We sweep new filings monthly.