The problem
Members can't see what care costs before they go; deductible plans confuse members and don't save employers money
What they do
Dynamic Copay health-plan infrastructure that insurers and TPAs use to launch upfront-price plans
Traction Team ~doubled to ~30 in a year; clients from local plans to large national insurers (unnamed); no revenue disclosed
Hiring trend
- Open roles
- 8
- Ops roles
- 3
- Headcount
- ~30
Headcount ~14 → ~30 in 12 mo (+114% YoY, LinkedIn); open roles 10 (Mar 2026) → 8 now
Funding
- Last round
- $10.5M
- Stage
- Series A
- Date
- Oct 2025
Led by .406 Ventures
- Hiring+18 open roles on the live job board (3–9 roles = +1)
- Funding recency+1Series A · $10.5M, Oct 2025 (12 months ago): 6–12 months = +1
- Traction+0.75Some growth: Team ~doubled to ~30 in a year; clients from local plans to large national insurers (unnamed); no revenue disclosed
- Red flags0None found in the last 24 months
- Total2.751 + 1 + 0.75 − 0 = 2.75 → Warm-up
Seed rule: a Series A of $15M or less without strong traction starts in Warm-up whatever the score (Steady by score alone).
Distance (Unproven) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Unproven · edge: hard to leave
Sits inside carriers' and TPAs' claims workflow (sticky once live) and says it is the only independent Dynamic Copay platform, but it is a ~30-person Series A with no named customers or revenue yet, and UnitedHealthcare's Surest already owns the category's best-known plan.
Sources: Helm: Partners page, integrates with any claims platform ↗ · SEC Form D: $10.5M Series A Preferred (first sale Oct 28, 2025; filed Mar 23, 2026) ↗
Last checked Oct 25, 2026