Our Shift from Venture Capital to Early-Stage Growth Equity

At Avondale, it’s been clear to us for some time that the traditional venture investing model is not an ideal structure for what we are building in the insurance space. Instead, we’ve landed on the “early-stage growth equity” model, which others have had success with and we feel is more appropriate for our strategy.  

Understanding the Shift

Historically, venture capital has been synonymous with high-risk, high-reward investments. Investors would place bets on numerous startups, offering the capital, guidance, and support needed to help them succeed over the long term. This was done knowing that many would fail, while hoping for a few home runs to drive overall returns. This model often relies on a few breakout successes, leaving many promising ventures without the sustained support they need to thrive, particularly in specialized industries like insurance, where solutions are often sector specific.

Enter early-stage growth equity—a strategy that focuses on identifying startups that have already demonstrated proof of concept and have the potential for high growth within a specialized niche. This approach emphasizes providing not an initial check, but a longer-term approach involving ongoing funding along with the guidance and resources necessary for long-term success. By staying closely involved and aligning support with each unique company,  growth equity investors can reduce reliance on outside capital, better manage risk, and position their portfolio companies for sustainable, profitable growth.

Why Early-Stage Growth Equity Makes Sense in Insurance

  1. Our industry has an inherent need to balance growth and profitability: The venture model requires growth at all costs. This is a non-starter for risk-bearing business models such as MGAs as well as technology enablement platforms that aim to serve a customer niche within the industry.  

  2. A long-term approach allows for essential pivots: Pivoting based on customer feedback is essential to a successful startup. But the venture model actually discourages pivoting given the constant need to prove the existing business model to the next set of investors. The venture-led board will often prefer to stay the course at the risk of failure than pivot and risk the need to extend the company’s runway. Providing a consistent long-term source of capital allows the investor to encourage sensible pivots and deploy more capital only when known market information allows for lower-risk investments 

  3. The model encourages tailored, industry-specific support and shared-services: Unlike traditional venture capital, which often spreads resources thin across many startups, growth equity investors can roll up their sleeves and provide specific expertise. This hands-on approach is particularly beneficial in the insurance industry, where industry expertise is crucial for success. While one startup MGA may not be able to bring on an actuary with decades of experience, Avondale can provide that expertise to its portfolio of businesses.

  4. Filling the Gap: As private equity players increasingly look to invest in established businesses, there’s a growing need for incubators that can nurture startups until they reach a scale attractive to larger investors. Growth equity firms are well-positioned to fill this gap, providing the necessary support to prepare companies for future acquisition.

The Future of Investment

As we move forward, the emergence of growth equity as a dominant strategy has the potential to reshape the startup ecosystem. By prioritizing sustainable growth and tailored support, this model not only benefits investors but also empowers entrepreneurs to build resilient, high-performing businesses.

For startups seeking funding, understanding this shift is essential. It’s no longer just about securing capital; it’s about aligning with partners who understand the nuances of the industry and are committed to long-term success. As the investment landscape evolves, those who adapt will be best positioned to thrive.

At Avondale, we’re addressing a critical gap in the market by incubating companies in risk-bearing sectors like insurance—businesses that require a slower, more strategic growth path. Our approach bridges early-stage innovation with long-term operational success, positioning these companies for acquisition by strategic buyers or long-term operators.

By embracing this growth equity model, we believe we can help foster a more sustainable and successful entrepreneurial ecosystem. Stay tuned for more insights as we continue to explore the trends shaping the future of early-stage investment.

MonarkHQ Secures Strategic Investment from Avondale Insurtech Ventures to Accelerate Growth as the Leading Data Analytics Platform for Employee Benefits Professionals 

Los Angeles, CA – August 29, 2025 – MonarkHQ, the employee benefits sales quoting and data analytics platform transforming how brokers, carriers, and employers navigate benefits decisions, today announced a strategic investment from Avondale Insurtech Ventures. This investment comes on the heels of several significant milestones for MonarkHQ, including its successful participation in the Insurtech NY Accelerator and recognition on the Insurtech Global 100 list of the most innovative companies worldwide. MonarkHQ’s proprietary technology harnesses the power of AI to instantly analyze employee benefits RFPs across more than 100 carriers, giving benefits professionals actionable insights in seconds—drastically reducing the manual effort, inefficiencies, and delays that have long plagued the industry.

Avondale’s Vision + Strategic Alignment

Avondale Insurtech Ventures has a clear mission: to back the next generation of insurtech innovators who are redefining the industry through technology, data, and customer-first solutions. Avondale’s investment in MonarkHQ reflects that vision—aligning with Avondale’s focus on scaling platforms that deliver real impact across the insurance value chain.

“MonarkHQ is tackling one of the most stubborn inefficiencies in the employee benefits ecosystem,” said Karl Stark, Managing Director at Avondale. “Their ability to bring speed, transparency, and intelligence to a critical process positions them as a category leader. We’re excited to support their journey to scale.”

Future Vision for MonarkHQ

With Avondale’s support, MonarkHQ is positioned to expand its platform and accelerate adoption across the employee benefits landscape. The company’s vision is to become the go-to sales quoting and data analytics platform for employee benefits professionals across the entire ecosystem—brokers, carriers, consultants, and employers alike.

By unifying disparate data sources and applying AI-driven analytics, MonarkHQ will enable the industry to make smarter, faster, and more cost-effective benefits decisions, creating lasting value for organizations and employees.

“Being named to the Insurtech Global 100 and graduating from the Insurtech NY accelerator added additional validation on top of our current strong market traction that highlights the need for our platform,” said Dave Bryant, Monark’s CEO. “Partnering with Avondale gives us the strategic capital and expertise to realize our vision of transforming employee benefits decision-making through data and AI.”

About MonarkHQ
MonarkHQ is a NYC and LA -based insurtech company revolutionizing the employee benefits industry with AI-powered data analytics. Serving brokers, carriers, and employers, MonarkHQ enables instant RFP analysis across 100+ carriers, driving smarter and faster benefits decisions. Recognized by Insurtech NY and named to the Insurtech Global 100, MonarkHQ is committed to modernizing benefits with transparency, intelligence, and efficiency.

About Avondale Insurtech Ventures
Avondale Insurtech Ventures invests in innovative companies reshaping the insurance industry. Avondale brings market expertise and a hands-on approach to helping entrepreneurial teams scale transformative businesses across the industry.

The Evolution of Insurtech: Embracing Insurtech 3.0

In recent years, the insurance industry has undergone a significant digital transformation, driven by technological advancements, which is redefining the industry's infrastructure. As we delve deeper into this evolution, Insurtech 3.0 emerges as a pivotal phase, transforming how insurance is delivered and experienced to meet rising consumer expectations.

Understanding Insurtech 3.0

Insurtech 3.0 represents a paradigm shift, building on previous iterations to deliver smarter, more client-centric insurance solutions. While Insurtech 1.0 attempted to overhaul the industry and faced challenges, and Insurtech 2.0 focused on enhancing existing processes through technology, Insurtech 3.0 is about remaking the insurance landscape entirely. This phase is characterized by a more integrated approach, where technology is not just an add-on but a core component of the insurance ecosystem.


Key Developments in Insurtech 3.0

  1. Technology-Driven Underwriting Models: Innovative carriers and reinsurers are actively seeking technology-driven Managing General Agents (MGAs) to streamline underwriting. These models enable more precise risk assessment and faster policy issuance, ultimately enhancing speed, accuracy, and value for the end consumer.

  2. Evolving Distribution Channels: Traditional distribution models are being challenged as large brokers evolve into data-driven, tech-enabled platforms. By partnering with underwriters and leveraging analytics, these brokers can better understand customer needs and deliver tailored, efficient insurance solutions. 

  3. Customer-Centric Product Development: Insurance product development is increasingly shifting away from carrier-driven, black-box solutions toward approaches rooted in customer preferences. Distributors are now identifying market demand and designing insurance programs that directly address customer expectations, resulting in more relevant offerings and profitable models. 

  4. Enhanced Customer Engagement: The role of agents is evolving from sales process execution to relationship management. With technology handling much of the sales process, agents are becoming conduits for customer engagement, focusing on providing value through advice and support rather than merely facilitating transactions.

The Future of Insurance


As we look ahead, the implications of Insurtech 3.0 are profound. The industry is shifting toward a model where technology not only improves efficiency but also enables deeper, more meaningful customer engagement. This evolution promises a more responsive, transparent, and customer-centric insurance experience.

For industry professionals, staying ahead of these trends is essential. Embracing the changes brought by Insurtech 3.0 will not only drive operational performance but also better position companies to meet the demands of today’s digital-first consumer.

* * * * *

Insurtech 3.0 is not just a trend; it is a fundamental shift in how the insurance industry operates. By leveraging technology to build a more integrated and customer-focused approach, the industry is paving the way for a future that prioritizes innovation and customer satisfaction. As we navigate this exciting landscape, embracing these changes will be key to shaping a more dynamic and responsive insurance ecosystem.

Stay tuned for more insights as we continue to explore the evolving world of Insurtech!

The Evolution of Managing General Agents (MGAs): A New Era of Insurance Distribution

In the ever-evolving landscape of the insurance industry, one trend stands out: the rise of Managing General Agents (MGAs). Over the past few years, we've witnessed a significant transformation in how MGAs operate, driven by advancements in technology and shifting dynamics within the insurance market. As we look ahead, it's clear that the MGA market is evolving into a multi-layered ecosystem, and understanding this evolution is crucial for industry stakeholders.

The Rise of MGAs

MGAs have been a staple in the insurance sector for decades, but their prominence has surged recently. This growth can be attributed to the emergence of insurtech innovations and a strategic shift among carriers. Instead of focusing solely on underwriting, many capacity providers are returning to their core strengths—managing their balance sheets while allowing MGAs to handle the intricacies of underwriting.

A Multi-Layered Approach

As the MGA landscape matures, we are beginning to see a specialization within the sector. MGAs are not just one-size-fits-all entities anymore; they are evolving into distinct layers, each serving a unique purpose:

  1. Distribution-Focused MGAs: The first layer consists of MGAs that prioritize distribution channels. With the rise of embedded insurance and technology-driven platforms, these MGAs excel in identifying risks at the distribution level. Their expertise in navigating new channels can provide invaluable insights for underwriters, ensuring that the right risks are captured and addressed.

  2. Underwriting Technology MGAs: The second layer encompasses traditional MGAs that leverage advanced underwriting technologies. These entities are adept at selecting and pricing risks more effectively, thanks to their innovative approaches. By harnessing data analytics and machine learning, they can enhance their underwriting processes, leading to better outcomes for both insurers and policyholders.

  3. Data Layer MGAs: At the top tier, we find MGAs that act as data intermediaries for capacity providers. These organizations focus on standardizing risk data across multiple MGAs, offering real-time insights that streamline the underwriting process. This data-rich environment allows capacity providers to make informed decisions, adjust their underwriting appetites, and efficiently trade or reinsure risks.

The Future of Insurance

The evolution of MGAs into these specialized layers promises to create a more efficient and responsive insurance market. By embracing technology and data-driven strategies, MGAs can enhance collaboration with capacity providers, ultimately leading to a more agile and effective insurance ecosystem.

As we move forward, it’s essential for industry professionals to stay informed about these trends. The MGA landscape is not just changing; it’s transforming into a dynamic environment that will shape the future of insurance distribution.

Stay tuned for more insights as we delve deeper into each of these layers and explore how they will impact the insurance industry in the coming years.


Join the Conversation!

What are your thoughts on the evolving role of MGAs in the insurance market? Share your insights in the comments below or connect with us on LinkedIn!

AI’s Impact on Insurance: An Interview with Colby Tunick and Abbas Raza of ReFocus AI

By: Karl Stark, Managing Director, Avondale Insurtech Ventures

In the rapidly evolving landscape of insurance technology, automation and AI-driven solutions are reshaping how agencies operate. I recently sat down with Colby Tunick, CEO of ReFocus AI, and Abbas Raza, the company’s CTO, to discuss a major breakthrough that could redefine how insurance agencies grow, scale, and compete in the coming years.

Karl Stark: Colby, what does ReFocus AI do?

Colby Tunick: ReFocus AI helps insurance professionals manage the "tyranny of growth." As agencies grow, they spend more time servicing existing clients and less time acquiring new ones. The core challenge is that every customer must be touched every year, making it harder to scale. Our solution automates the servicing function, allowing insurance professionals to focus on what they do best: selling.

Karl Stark: That makes sense. How does the technology currently work?

Colby Tunick: Today, our analytics platform predicts which customers are likely to cancel or have unmet needs, helping agents prioritize their time. We also identify customers who might have additional budget for better coverage or new products. The goal is to maximize retention and upselling opportunities.

Karl Stark: How do you integrate with agency systems?

Colby Tunick: Traditionally, we've relied on APIs to pull data from agency management systems (AMS). However, not all data is accessible via APIs, and many AMS providers have been hesitant to open their systems to third-party developers. It took us three years to gain access to 90% of the market.

Karl Stark: Abbas, I understand there’s been a major shift in how AI can interact with these systems. Can you explain?

Abbas Raza: Yes. Over the past year, AI-driven automation tools have advanced significantly. These tools allow AI to interact with websites and applications as if they were human users. Instead of relying on APIs, AI can now log in, navigate, extract data, and perform tasks dynamically.

Karl Stark: So, instead of going in the back door via APIs, you can now come in through the front door just like an insurance agent would?

Abbas Raza: Exactly. Our system logs in as a user, understands the interface, adapts to changes, extracts, and inputs data, and performs necessary actions. This is particularly valuable in insurance, where many platforms have limited API support.

Karl Stark: Colby, what does this mean for insurance agencies?

Colby Tunick: It’s a game-changer. Take FirstMark Insurance Services. They spend over three hours per account during renewal season, managing 14,000 accounts. That’s 42,000 hours of work annually. With AI automation, we can log into 15 carriers simultaneously, generate real quotes, compare options, and recommend the best coverage in minutes. If the agent approves, we execute the changes automatically. Instead of manually re-quoting policies, agents can focus on growing their book of business.

Karl Stark: Won’t some agents be skeptical about letting AI handle these tasks?

Colby Tunick: Some will be hesitant, but the reality is that many agencies already outsource these tasks to offshore virtual assistants. AI offers more control and transparency; every step is documented and auditable. This isn’t about replacing people but rather making agencies more efficient so they can scale.

Karl Stark: What are the options for agents who want to adopt this technology?

Colby Tunick: They can choose different levels of automation:

  1. Guided AI – Agents receive recommendations and manually execute them.

  2. AI-Assisted Execution – AI performs actions with agent approval.

  3. Fully Automated – AI handles servicing tasks end-to-end.

Karl Stark: Abbas, how long until this technology is fully implemented?

Abbas Raza: We’re actively testing various AI models, including OpenAI’s Operator, Anthropic’s Computer Use, and Browser Use. We expect to have a viable MVP within three months. The biggest challenges are handling Captchas, two-factor authentication, and ensuring accurate data processing. Once we overcome those hurdles, adoption will accelerate.

Karl Stark: Why is this such a game-changer for the industry?

Colby Tunick: Because insurance has always been bogged down by friction; complicated sales processes, slow service, and outdated internal systems. AI automation eliminates these bottlenecks, enabling agents to focus on selling rather than administrative work.

Karl Stark: Colby, what does ReFocus AI need to stay ahead in this race?

Colby Tunick: We have a four-to-six-month window to cement our position before this technology becomes commoditized. In two years, AI-driven automation will be the industry standard, just like video conferencing software today. We’re already ahead because of our deep industry relationships and proven analytics. We need to invest to scale rapidly, and fortunately, we are in the process of securing additional capital to accomplish this.

Karl Stark: What will happen to companies that don’t adapt their technology?

Colby Tunick: They’ll struggle. Some companies built businesses around older automation methods that are now obsolete. For example, companies that focused on pixel-perfect website automation will likely become irrelevant because newer AI tools can dynamically adapt to any user interface. We’re about to see a massive shakeout in the insurtech space.

Karl Stark: It sounds like we’re at the beginning of a major transformation in insurance.

Colby Tunick: Absolutely. In the next four months, the industry will begin shifting toward AI-powered servicing. In two years, we’ll look back and wonder how agencies ever operated without this level of automation. The winners will be the ones who embrace it now.

Karl Stark: Thanks for your time, Colby and Abbas. Exciting times ahead!