DFX Intelligence
Sandbox Insurtech Fund II, LP
As of · the latest observation of this vehicle; each figure below carries its own filing date
MatureFundraising status unknownADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
2 additional principals
Every relationship, signal and contact on this record, with the source on each.
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Nothing material in the last 365 days. Last change: 7 Mar 2024, Latest Form D filed on 7 Mar 2024: $65.3M sold of $100M offered, 10 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2021basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $100Mwhat may be sold, not what was raised; file 021-421366, sworn by the adviser or filed under this vehicle
- Form D sold
- $65.3Mas of the filing of Mar 7, 2024, 10 investors
- First sale
- Nov 17, 2021
- Reported GAV
- $55.9Mon the Form ADV filed Mar 25, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 11
- Reported on ADV
- Mar 29, 2022 to Mar 25, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Unknown
latest Form D 2024-03-07, older than 15 months (fr-1)
evidence dated Mar 7, 2024.
Lifecycle
Mature
Lifecycle
vintage 4 to 7 years
age years: 5first sale: Nov 17, 2021vintage year: 2021adv gav as of: Mar 25, 2026vintage basis: Form d first saleform d sold: $65.3Mform d offering: $100Mform d latest filed at: Mar 7, 2024
The fund's own reporting through time
5 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 29, 2022 | Venture Capital Fund | $20.4M | 3 | $200,000 | 2% | yes | |
| Mar 29, 2023 | Venture Capital Fund | $57.5M | 10 | $200,000 | 2% | yes | |
| Jan 10, 2024 | Venture Capital Fund | $57.5M | 10 | $200,000 | 2% | yes | |
| Mar 29, 2024 | Venture Capital Fund | $57.4M | 11 | $200,000 | 2% | yes | |
| Mar 25, 2026 | Venture Capital Fund | $55.9M | 11 | $200,000 | 2% |
Principals and agents
5 principals on Form D, 0 placement agents
- Matthew Downs Executive Officer
- Christopher Zock Executive Officer
- Sandbox Insurtech Ventures II, LLC Executive Officer
Service providers
3 named on Form ADV Schedule D and Form D
- AuditorPLANTE & MORAN, PLLC · CHICAGO, Illinois, United StatesForm ADV filed Mar 25, 2026 reports.adviserinfo.sec.gov
- AdministratorCarta · SAN FRANCISCO, California, United StatesForm ADV filed Mar 25, 2026 reports.adviserinfo.sec.gov
- CustodianBANC OF CALIFORNIA · DURHAM, North Carolina, United StatesForm ADV filed Mar 25, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
4 events
- Mar 7, 2024Sandbox Insurtech Fund II, LP filed Form D/A: $65,306,122 sold of $100,000,000, Venture Capital FundForm D filed Fact Form D
- Nov 16, 2022Sandbox Insurtech Fund II, LP filed Form D/A: $60,204,081 sold of $100,000,000, Venture Capital FundForm D filed Fact Form D
- Mar 29, 2022Sandbox Insurtech Fund II, LP first reported on Form ADV by Sandbox Industries (Venture Capital Fund), GAV $20,408,163Fund first reported on Form ADV Fact Form ADV
- Nov 16, 2021Sandbox Insurtech Fund II, LP filed Form D: no sales yet of $100,000,000, Venture Capital FundForm D filed Fact Form D
Evidence
47 observations
Every observation on this vehicle
- Entity type: Limited Partnership Mar 7, 2024 Fact Form D
- Entity type: Limited Partnership Nov 16, 2022 Fact Form D
- Entity type: Limited Partnership Nov 16, 2021 Fact Form D
- Form D fund type: Venture Capital Fund Mar 7, 2024 Fact Form D
- Form D fund type: Venture Capital Fund Nov 16, 2022 Fact Form D
- Form D fund type: Venture Capital Fund Nov 16, 2021 Fact Form D
- Form D industry group: Pooled Investment Fund Mar 7, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Nov 16, 2022 Fact Form D
- Form D industry group: Pooled Investment Fund Nov 16, 2021 Fact Form D
- Amendment: true Mar 7, 2024 Fact Form D
- Amendment: true Nov 16, 2022 Fact Form D
- Amendment: false Nov 16, 2021 Fact Form D
- Revenue range (Form D): Not Applicable Mar 7, 2024 Fact Form D
- Revenue range (Form D): Not Applicable Nov 16, 2022 Fact Form D
- Revenue range (Form D): Not Applicable Nov 16, 2021 Fact Form D
- Incorporated: withinFiveYears Mar 7, 2024 Fact Form D
- Incorporated: withinFiveYears Nov 16, 2022 Fact Form D
- Incorporated: withinFiveYears Nov 16, 2021 Fact Form D
- Jurisdiction: Delaware Mar 7, 2024 Fact Form D
- Jurisdiction: Delaware Nov 16, 2022 Fact Form D
- Jurisdiction: Delaware Nov 16, 2021 Fact Form D
- Amount sold (Form D): $65.3M Mar 7, 2024 Fact Form D
- Amount sold (Form D): $60.2M Nov 16, 2022 Fact Form D
- Amount sold (Form D): $0 Nov 16, 2021 Fact Form D
- Offering amount (Form D): $100M Mar 7, 2024 Fact Form D
- Offering amount (Form D): $100M Nov 16, 2022 Fact Form D
- Offering amount (Form D): $100M Nov 16, 2021 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Mar 7, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Nov 16, 2022 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Nov 16, 2021 Fact Form D
- First sale: 2021-11-17 Mar 7, 2024 Fact Form D
- First sale: 2021-11-17 Nov 16, 2022 Fact Form D
- Investors (Form D): 10 Mar 7, 2024 Fact Form D
- Investors (Form D): 9 Nov 16, 2022 Fact Form D
- Investors (Form D): 0 Nov 16, 2021 Fact Form D
- Minimum investment (Form D): 0 Mar 7, 2024 Fact Form D
- Minimum investment (Form D): 0 Nov 16, 2022 Fact Form D
- Minimum investment (Form D): 0 Nov 16, 2021 Fact Form D
- Securities offered: pooled Mar 7, 2024 Fact Form D
- Securities offered: pooled Nov 16, 2022 Fact Form D
- Securities offered: pooled Nov 16, 2021 Fact Form D
- Office address: Mar 7, 2024 Fact Form D
- Office address: Nov 16, 2022 Fact Form D
- Office address: Nov 16, 2021 Fact Form D
- Year of incorporation: 2021 Mar 7, 2024 Fact Form D
- Year of incorporation: 2021 Nov 16, 2022 Fact Form D
- Year of incorporation: 2021 Nov 16, 2021 Fact Form D
Relationships across DFX
on 1 other DFX graph
Across the graphs
Sandbox Insurtech Fund II, LP is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
The joined record opens with the product, beside every other relationship on this page.
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Record history
4 dated events on the change ledger, latest event first
- Form D filed2024-03-07source on record
- Form D filed2022-11-16source on record
- Fund first reported on ADV2022-03-29source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.