|
Q3 FY2026
As of Sep 30, 2026
|
Q2 FY2026
As of Jun 30, 2026
|
Q1 FY2026
As of Mar 31, 2026
|
Q4 FY2025
As of Dec 31, 2025
|
Q3 FY2025
As of Sep 30, 2025
|
|
|---|---|---|---|---|---|
| Assets | |||||
| Current assets: | |||||
| Cash and cash equivalents | |||||
| IPO transaction costs shareholder reimbursement receivable | |||||
| Fiduciary cash | |||||
| Fiduciary receivable | |||||
| Commissions and fees receivable | |||||
| Prepaid expenses and other current assets | |||||
| Income tax receivable | |||||
| Total current assets | |||||
| Intangible assets, net | |||||
| Intangible Assets Excluding Capitalized Software | |||||
| Software, Internally Developed | |||||
| Total intangible assets, net | |||||
| Internally developed software, net | |||||
| Goodwill | |||||
| Deferred tax assets | |||||
| Deferred financing asset | |||||
| Total assets | |||||
| Liabilities and Stockholders’ Deficit | |||||
| Current liabilities: | |||||
| Accounts payable | |||||
| Commissions payable | |||||
| Insurance company payables | |||||
| Income tax payable | |||||
| Accrued expenses | |||||
| Premium deposits | |||||
| Current portion of debt | |||||
| Total current liabilities | |||||
| Debt, less current portion | |||||
| Early exercise deposit liability | |||||
| Revolving credit facility | |||||
| Total liabilities | |||||
| Redeemable, convertible preferred stock, value | |||||
| Stockholders’ deficit: | |||||
| Common stock value | |||||
| Class A Common Stock | |||||
| Class B Common Stock | |||||
| Total common stock value | |||||
| Accumulated deficit | |||||
| Additional paid-in capital | |||||
| Total stockholders’ deficit | |||||
| Total liabilities and stockholders’ deficit | |||||
| Common stock, shares authorized (in shares) | |||||
| Class A Common Stock | |||||
| Class B Common Stock | |||||
| Total common stock, shares authorized (in shares) |
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