Coterie Insurance offers small business insurance and aims to simplify the insurance process for agents and brokers. Self-described as making commercial insurance easy and providing instant bindable quotes.

Coterie Insurance

At-Bay offers property and casualty insurance services with a focus on cyber risk management and security solutions.

Rotem Iram

Etai Hochman

Roman Itskovich

Tilli Kalisky-Bannett

At-Bay

Finley Davis Financial Group offers personalized financial planning services by matching clients with financial planners who focus on understanding individual goals and needs. They provide a range of financial solutions including insurance, banking, legal, tax strategies, estate planning, and investments.

Metric
Company Name	Coterie Insurance	At-Bay	Finley Davis Financial Group
Symbol
MSH ID	COM:COTERIEINSURANCE	COM:AT-BAY	COM:FINLEYDAVIS
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Insurance	Insurance	Financial Services
Country	US	US	US
Stage		Venture Round
Employee Count		321
Website	coterieinsurance.com	at-bay.com	finleydavis.com
LinkedIn
Founders

Metric
Market Cap		1.80B
Enterprise Value
Monthly Web Traffic		18.90K
Web Traffic Growth		0.72
Valuation
Raised Capital		3.75M

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
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Revenue 2022
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Revenue 2025
Revenue 2026

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Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:COTERIEINSURANCE

Coterie Insurance

Company Overview

Market Metrics

Financial Performance

Growth Metrics

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Valuation Multiples

Operational Metrics

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Efficiency Metrics

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Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
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EV Multiple

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Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue