Technology companies retain more risk than they realize. Captive insurance may help scaled tech, fintech, SaaS, AI, marketplace, and payments companies finance defined layers of cyber risk, Tech E&O retention, fraud, platform abuse, contractual liability, and other losses that traditional insurance programs may not address efficiently.

Enterprise buyers do not only evaluate whether a venture-backed hardware product works. They evaluate whether the company can support the product after purchase. This article explains how warranty and guarantee strategy, service contracts, CLIPs, reimbursement insurance, and insurance-backed protection can help hardware, climate tech, robotics, energy, and infrastructure companies reduce buyer hesitation.

Private equity firms often look for revenue growth, margin expansion, and operational improvement across portfolio companies. Extended warranties may offer a hidden value-creation lever for manufacturers and product businesses that already create warranty risk, support service infrastructure, and absorb brand damage when products fail.

Manufacturers often create the product risk, support the service experience, and absorb the brand damage when something fails — while retailers or third-party administrators capture the extended warranty economics. This article explains how manufacturers and PE firms can evaluate extended warranty programs as a revenue, brand-control, and risk-transfer strategy.

By Steven Barge-Siever, Esq. If I launch a pooled fund, do I need different insurance? Generally, yes. A standard RIA E&O policy should not be assumed to cover a pooled investment fund. RIA E&O insurance is usually designed to cover claims arising from investment advisory services. A pooled investment fund creates additional risks involving the fund entity, general partner or managing member, fund governance, investor disclosures, valuation, expense allocation, liquidity, c

Tenant default insurance can help multifamily owners reduce security deposit friction, protect against rent default losses, and pursue profit-share economics through a carrier-backed program.

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.