Take Command
PrivateLast Round
Series B
Sep 19, 2023
Total Funding Raised
$38M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Take Command is a health technology company that provides an insurance management platform to deliver impartial health plan recommendations and assist employers in reimbursing employees tax-free for health insurance and medical expenses.
Sector
Enterprise Software
Verticals
InsurTech, HR, Compliance, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Revenue Share, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Take Command Comparables
Compare Take Command with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Remodel Health | 93% | |
| BenefitBay | 90% | |
| Mindtrip | 89% |
Take Command Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Sep 19, 2023 | ||||
| Series A | Apr 28, 2021 | ||||
| VC Round | Aug 5, 2020 | ||||
| VC Round | May 30, 2019 | ||||
| Seed | Aug 1, 2016 |
Key People
Founding team and executive leadership
Take Command Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Edison Partners | Series B |
| SJF Ventures | Series B, Series A |
| LiveOak Ventures | Series B, VC Round, Series A |
| Sterling Private Capital | Seed |
| Green Park & Golf Ventures | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 27, 2026
Featured in The New York Times, The Wall Street Journal, and The Dallas Morning News.
- May 23, 2025
Jamie Potecha joins as the new Chief Operating Officer.
Take Command Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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