Insurance Due Diligence That Keeps Deals Moving

We work with PE sponsors to understand real risk exposure before close — not checkbox compliance, but actual insight into what could erode returns.

Who We Serve

From emerging sponsors to billion-dollar platforms

We support private equity sponsors across the lifecycle: platform acquisitions, add-ons, carve-outs, and portfolio company stabilization. Whether you're closing your first deal or your fiftieth, we speak the language of LOIs, reps & warranties, and EBITDA adjustments. We know what keeps you up at night: unreported claims, policy gaps discovered post-close, and insurance surprises that blow up your model.

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How Velora Does It Differently

01

Pre-Deal Diligence

Pre-Deal Diligence

We review target company policies before you sign — identifying gaps in coverage, retention structures that don't match your risk appetite, and claims that haven't hit the books yet. No surprises after close.

02

Warranty & Insurance

Warranty & Insurance Solutions

We structure reps & warranties insurance and tax liability coverage that aligns with your deal terms. The goal: clean indemnification structures that don't slow down negotiations.

03

Portfolio Optimization

Portfolio Optimization

Post-close, we consolidate and optimize coverage across your portfolio. One relationship, multiple companies, consistent reporting. We track claims, manage renewals, and flag issues before they become problems.

04

Exit Preparation

Exit Preparation

When it's time to sell, we position your portfolio companies for clean transitions — organized insurance records, reduced gaps, and documentation that buyers actually want to see.

Real Risks

01

Representations & Warranties

01

Protection against breaches of seller representations. We structure limits and retentions that match transaction size and risk profile — not boilerplate templates.

02

Tax Liability

02

Coverage for known and unknown tax exposures, especially critical for asset deals and international structures where historical liabilities may surface.

03

D&O & E&O

03

Run-off coverage for sellers, go-forward protection for portfolio companies, and tail coverage that matches your hold period — not just the first year.

04

Cyber Liability

04

Portfolio companies are targets. We assess cyber posture pre-close and structure coverage that actually responds to ransomware, data breaches, and business interruption.

Discuss Coverage for Your Deal Flow

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Get Started with Velora Risk Partners

Choose the path that best fits where you are in your insurance journey.

Talk to a Risk Advisor

Have questions or want guidance before moving forward?

Schedule a Call
30-minute consultation via Google Meet

Start a Quote

Get pricing and coverage guidance for your business.

Start a Quote
New coverage or renewal support

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

Switch to Velora
Broker of record support
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Talk to a Risk Advisor

Talk to a Risk Advisor

Have questions or want guidance before moving forward?

Next

Book a Consultation

Meet with a Velora Risk Advisor to review your business, current insurance, & next steps.

  • Industry-specific guidance
  • Coverage gap review
  • Investor / contract compliance insights
Home
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Talk to a Risk Advisor

Talk to a Risk Advisor

Have questions or want guidance before moving forward?

Home
/
Start a Quote

Start a Quote

Get pricing and coverage guidance for your business.

Home
/
Make Velora Your Broker

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

Next

Make Velora Your Broker of Record

Appoint Velora as your broker of record so we can review and optimize your existing insurance—without disrupting active policies.

  • Your policies stay in place
  • We become your official advisor
  • We can negotiate pricing, terms, and endorsements
  • No cost to change your broker
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Make Velora Your Broker

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

BOR Intake

Collect minimum info to prepare BOR paperwork + route to the right specialist.

Upload current insurance policies or Certificate of Insurance (COI)
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Make Velora Your Broker

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

Step 1
Step 2
Step 3

Broker of Record Authorization

We’ll prepare the required BOR form(s) based on your carriers and coverage.

  • We email you the BOR form(s)
  • You review and e-sign
  • Velora submits to carriers on your behalf
Check Your Email for BOR Forms
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Make Velora Your Broker

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

Step 1
Step 2
Step 3

You’re All Set

Your request to switch brokers is in progress.

  • We’ll confirm receipt of signed BOR
  • Our team reviews your current program
  • You’ll receive initial findings and recommendations
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