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Asset/Investment Management

Investments

17

Portfolio Exits

8

About Investment Group of Santa Barbara

Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA.

Headquarters Location

1485 East Valley Road

Santa Barbara, California, 93150,

United States

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Latest Investment Group of Santa Barbara News

Commercial Insurance-as-a-Service API Provider Briza Secures $8 Million Through Series A Funding Round Led By Investment Group of Santa Barbara

Feb 22, 2021

Founded in 2016, Briza claims it is enabling the commercial insurance industry’s digital distribution evolution. “For agencies, we are an easy-to-use multi-carrier portal that will help you deliver commercial insurance to small business clients in minutes, not hours or days. Make small commercial policies profitable for your agency. For carriers, our platform acts as a marketplace for automated underwriting models, allowing insurers to bring their products to the world in digital form quickly and cheaply. Our mission is to connect insurance to the world.” Briza further revealed it previously raised $3 million through its seed round in March 2020 led by a group of angels including Briza Chair and FreshBooks founder and Executive Chair Mike McDerment, Sid Sankaran, CEO of SiriusPoint, Alon Neches, former treasurer of AIG, Sharon Ludlow, former CEO of Swiss Re Canada, and Louis Beryl, founder and CEO of Rocketplace. The Series A funding round brings Briza’s total funding to date to $11 million. Speaking about the platform, Rishi Sharma, CTO at Briza, stated: “Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. The emerging ‘embedded finance’ movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. By easily translating the quoting, binding, and payment experience, Briza seeks to allow insurance companies rapid, low-cost functionality into adjacent platforms, and likewise enable any brand or merchant to integrate innovative risk and protection services into their digital storefront.” Briza is planning to use the funding to continue the growth and development of its platform and team. Sponsored Links by DQ Promote   You may also like...

Investment Group of Santa Barbara Investments

17 Investments

Investment Group of Santa Barbara has made 17 investments. Their latest investment was in OneStream Software as part of their Series B on April 4, 2021.

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Investment Group of Santa Barbara Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/6/2021

Series B

OneStream Software

$200M

Yes

13

2/10/2021

Series A

Briza

$8M

Yes

12

1/6/2021

Series H

Roblox

$520M

Yes

90

12/13/2016

Seed VC - II

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$99M

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10

9/17/2015

Series A

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$99M

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10

Date

4/6/2021

2/10/2021

1/6/2021

12/13/2016

9/17/2015

Round

Series B

Series A

Series H

Seed VC - II

Series A

Company

OneStream Software

Briza

Roblox

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Amount

$200M

$8M

$520M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

13

12

90

10

10

Investment Group of Santa Barbara Portfolio Exits

8 Portfolio Exits

Investment Group of Santa Barbara has 8 portfolio exits. Their latest portfolio exit was Solvvy on May 12, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

5/12/2022

Acquired

$99M

2

8/18/2021

Acq - Pending

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$99M

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10

3/10/2021

IPO

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$99M

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10

10/25/2018

Acquired

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$99M

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10

4/30/2018

Acquired

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$99M

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10

Date

5/12/2022

8/18/2021

3/10/2021

10/25/2018

4/30/2018

Exit

Acquired

Acq - Pending

IPO

Acquired

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

10

10

10

10

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