Private Equity Stats
82%
PE Funds Adopting AI
Convenience still outweighs expertise in AI adoption.
65%
Report Data Mgmt Inefficiency
Tech and AI enable funds to focus on the depth of investing.
50%
Prioritize Digital Transformation
Primary driver for insurance M&A over the next 12–24 months.
52%
Increase in Invstments
investments in insurance reached $18.62 through 2024.
Portfolio insurance programs allow PE firms to unlock efficiency, consistency, and leverage across their entire portfolio - turning what’s typically a fragmented, reactive process into a strategic advantage.
By consolidating insurance placements, firms gain visibility into risk, eliminate redundancies, and negotiate better terms through scale.
More importantly, a well-structured program ensures that coverage aligns with how the firm actually operates - protecting board members, aligning D&O and GPL, and standardizing protections where fund-level oversight creates exposure.
Portfolio Programs
GPL
Protecting private equity firms and their funds from management liability and professional services risks.
Cyber
Safeguards against data breaches, ransomware, and regulatory exposures, protecting both the firm and its portfolio.
Crime
Protects against fraud, embezzlement, and employee dishonesty, safeguarding firm assets and investor capital.
M&A
Protects buyers and sellers from financial losses due to breaches of representations, warranties, or unforeseen liabilities in a transaction.
Due Diligence
Comprehensive evaluation of financial, legal, and operational risks in a transaction, ensuring informed decision-making and mitigating potential liabilities.
Portfolio Program
Streamlines coverage across multiple investments, optimizing risk management, cost efficiency, and consistency for PE.
OUR SERVICES
D&O – Protecting the Fund and Its Leadership
Who it protects:
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The General Partner (GP) entity
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Individual partners, officers, and directors
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Occasionally, the fund itself
What it covers:
D&O (Directors & Officers) coverage responds to claims of mismanagement, breach of fiduciary duty, or regulatory violations involving fund-level decisions. It protects GPs when named personally, reimburses the fund when it indemnifies individuals (Side B), and covers the entity when it’s sued directly (Side C).
Common triggers:
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LP lawsuits over valuation or fund performance
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Regulatory investigations
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Disputes over allocation of deals, fees, or distributions
E&O – Protecting Investment Activity and Advisory Conduct
Who it protects:
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The GP/Management Company
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Partners and employees engaged in fund operations
What it covers:
Errors & Omissions (E&O) insurance protects the GP from claims related to investment advice, fund management, and service to portfolio companies. This includes communication with LPs, diligence errors, failed investments, or co-invest disputes.
Common triggers:
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A missed investment opportunity leading to LP loss
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Claims tied to valuation practices or deal execution
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Misstatements during fundraising or advisory services
ODL – Protecting GPs on Portfolio Company Boards
Who it protects:
-
GPs or firm executives serving as directors of portfolio companies
What it covers:
Outside Directorship Liability (ODL) activates when a portfolio company director (from the fund) is personally named in a lawsuit and the company cannot indemnify or has exhausted its D&O limits. This protects the individual without drawing on fund assets.
Common triggers:
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Portfolio company insolvency
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Claims from employees, creditors, or co-founders
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Exhausted or missing portfolio-level D&O coverage
What is GPL
General Partnership Liability (GPL) insurance is a specialized insurance policy designed for venture capital and private equity firms. It protects the general partner entity, the individual partners, and sometimes the fund itself against claims arising from their management of investor capital.
A GPL policy typically combines multiple layers of protection, including D&O, E&O and ODL (Outside Directorship Liability)
Tech-Enabled Portfolio Services
Private Equity is overdue for smarter risk management.
Portfolio Audits
AI-enabled experts flag coverage gaps, litigation exposure, and outdated terms using public + private data.
Portfolio Mgmt.
Track all PortCo coverage, quotes. We manage the calendar and the process. You get clean reports. PortCos get better quotes.
Portfolio Programs
Unified insurance solutions for PE portfolios, enhancing efficiency and reducing risk across all investments.
Due Diligence
Share your data room, we can deliver diligence in hours, not weeks.
