# When

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/when

- Industry: Healthcare IT
- Headquarters: US
- Website: www.forwhen.com/
- Total disclosed funding: $14M
- Latest round: Series A (Dec 5, 2025)
- Investors on record: 9

## About

Founded in 2020 and based in Illinois, US, When Insurance Agency, Inc. operates as a software company that provides AI-powered offboarding solutions. The company was founded by its CEO, Andy Hamilton, and CSO Dan Wertheimer. In December 2025, When raised USD 10.2 million in series A funding co-led by investors 7wireVentures and ManchesterStory, with participation from Mairs & Power, B Capital, Enfield Capital, TTV Capital and Alumni Ventures Group.

When Insurance Agency offers an artificial intelligence-enabled post-employment platform that helps companies manage the offboarding process. The company’s streamlined offboarding process automates and centralizes the offboarding process. The firm’s AI-powered tools help employees understand and choose the best healthcare plan for their needs after leaving the company. The platform offers multiple features, such as HRIS integration, document management, case tracking, support services, and a marketplace analytics dashboard.

The company plans to utilize the January 2025 funding for team expansion and offering expansion across coverage transitions such as career transitions, medicare eligibility, and early retirements.

## Funding rounds

- Series A, Dec 5, 2025, $10M — TTV Capital, 7wireVentures, Alumni Ventures Group, B Capital, ManchesterStory, Mairs & Power, Enfield Capital Partners
- Seed, Jun 12, 2024, $3.8M — TTV Capital, Alumni Ventures Group, Network Ventures, B Capital, Joyance Partners, Enfield Capital Partners

## Investors

- TTV Capital (https://capitalatlas.ai/funds/ttv-capital) — Seed, Series A
- Alumni Ventures Group (https://capitalatlas.ai/funds/alumni-ventures-group) — Seed, Series A
- Network Ventures (https://capitalatlas.ai/funds/network-ventures) — Seed
- B Capital (https://capitalatlas.ai/funds/b-capital) — Seed, Series A
- Joyance Partners (https://capitalatlas.ai/funds/joyance-partners) — Seed
- Enfield Capital Partners — Seed, Series A
- 7wireVentures (https://capitalatlas.ai/funds/7wireventures) — Series A
- ManchesterStory (https://capitalatlas.ai/funds/manchesterstory) — Series A
- Mairs & Power (https://capitalatlas.ai/funds/mairs-power) — Series A