PE | VC | RIA

Most RIAs need at least $1M of E&O insurance, but the right limit depends on AUM, client profile, investment strategy, custody, discretion, cyber exposure, defense costs, and custodian requirements.

Does an RIA need D&O insurance? Learn when E&O is not enough and how D&O may protect investment advisers against ownership disputes, regulatory investigations, M&A claims, investor disputes, creditor claims, and private fund management liability.

By Steven Barge-Siever, Esq. Most companies that add insurance to their product are not building an insurance business. They are renting one. Quick Definitions Embedded insurance is a distribution model where insurance is offered inside another product, platform, checkout flow, lease process, loan process, or customer journey. A Captive CLIP is a risk-financing structure where a company uses a contractual liability insurance policy (CLIP) to support its own contractual obliga

Selling an extended warranty can create recurring revenue, but the structure matters. Learn how state service contract laws, reimbursement insurance, reserves, surety, disclosures, and warranty classification affect whether a program can be sold legally and profitably.

CFOs aren’t just managing financials anymore they’re absorbing liability. High-growth companies often treat insurance like a purchase, not a defense strategy. The CFO is told to “handle it.” The broker is told to “get it done.” But when projections miss, deals collapse, or funding dries up, it’s the CFO’s name on the dotted line - and increasingly, at the top of the lawsuit. Fiduciary duty claims are up 233% year-over-year. Fraud-related suits are rising. Indemnification

Startup D&O and SEC Risk: When Pitch Deck Claims Become Liability

GPL insurance policies often fail where it matters most. We break down the top 10 gaps fund managers miss and explain how to fix them before the claim hits.

Limited Partners (LPs) are increasingly requiring venture capital firms to carry dedicated fund-level insurance to protect both partners and investor capital. This article explains why fund D&O, GPL, and EPL insurance are becoming critical risk management tools for modern venture funds - and what sophisticated LPs expect today.