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Private Equity Insurance

We are one of 18 members of TechAssure®, a global group of elite insurance brokers endorsed by the National Venture Capital Association (NVCA) to deliver “best of breed” venture capital and private equity insurance solutions and products for their members and portfolio companies. CSI/TechAssure and the National Venture Capital Association have partnered exclusively with four of the nation’s leading A+ rated insurers specializing in Venture Capital and Private Equity liability coverage to provide NVCA members with superior protection and pricing.  Our specialization and focus with these companies enables us to ensure the highest levels of available coverage and cutting edge products that are dedicated to and crafted for the venture capital and private equity community.  The two coverages with the largest impact to a VC/PE insurance program are the Venture Capital Liability policy and the Directors & Officers Liability policy for the portfolio companies.  We use the majority of our resources to address these two cornerstone coverages.  Our goal is to provide our clients with the broadest policies available, ensuring that all risk exposures are addressed properly with adequate coverage. 

CSI represents every insurance company that is a player in the VC/PE  space, and we have personal relationships with these companies due to the volume of business that we write.  We continuously dedicate considerable time and resources to educating carriers about the unique risk exposures of our clients and their portfolio companies.  This helps the insurance companies design policies that address these special requirements.  We have an expertise in manuscripting specific contracts to fit your company’s specific risk exposure.

Our team is made up of seasoned professionals that have a passion for specializing in venture capital and private equity insurance and their portfolio companies. Our staff is dedicated to taking a holistic approach to our client’s programs, which includes portfolio company audits and best practices.  We strive to be our client’s outside risk managers. Our services go above and beyond placement of coverage. CSI takes pride in our paperless systems that reduce the administrative burden of insurance programs on our clients. And because CSI is an independent brokerage, you can be assured that we will work hard as your advocate in the event you need to file a claim.  The prompt and fair payment of claims is core promise of every policy. We work hard to make sure these promises are kept.  Our claims handling is often how we turn a client into a loyal business partner.

As a member of TechAssure, an international association of brokers that specialize in venture capital/private equity and technology companies.  TechAssure represents more than 4,000 clients in these spaces, with more than $1 billion in property and liability premiums. Clients of TechAssure members are served by professionals with extensive training and expertise; access to exclusive products and services for your risk management needs; and a coordinated global network of specialists.  We work closely with this network of similar brokers to share best practices, benchmarking and purchasing clout.  We endeavor to enhance our resources across the country and internationally so that we may better serve our clients.  TechAssure is also a member of Unison Brokers, one of the largest independent networks of mid-sized brokers with local specialists in international programs and solutions for all significant industrial regions worldwide. 

CSI is a full service brokerage firm.   In addition to our property and casualty products, we offer a wide range of additional products and services, such as: Group health, Dental, Life, Disability, Long-Term Care, 401(k) Plan set up and administration, Key Person Life, Buy/Sell Arrangements and Personal Insurance for high net worth individuals and family offices. CSI specializes in asset and income protection for individuals and families. Our process is both simple and comprehensive. We take the time to understand your unique needs. We work with all the leading companies to custom design a program that fits you and your financial goals. We strive to help you protect your home, autos, private collections, personal liability and much more.


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