PRESS RELEASE –– BenefitFlow, a sales intelligence platform for the benefits and insurance market, today announced it has closed a growth equity investment from M-One Capital’s (formerly McCarthy Capital) emerging growth strategy.
The investment will fuel BenefitFlow’s continued expansion as it builds an effective sales tool for the benefits and insurance market. With fresh resources, the company is accelerating its investment in product innovation and expanding its team to further support vendors, carriers, brokers, and the broader insurance ecosystem.
“Our mission is to redefine how the benefits and insurance industry sells, competes, and grows,” said Patrick Wales, Co-Founder at BenefitFlow. “This investment strengthens our position in the market and enables us to continue broadening our solutions for an expanding set of customers.”
M-One Capital brings a track record of partnering with growth-stage companies to help them scale. The firm’s investment underscores the strength of BenefitFlow’s platform, customer traction, and long-term vision. “We are excited to partner with the BenefitFlow team,” said BJ Hansen, Managing Director at M-One Capital. “BenefitFlow’s platform equips users with the intelligence needed to accelerate their go-to-market strategies; we look forward to helping the company grow and provide more value to its customers.”
BenefitFlow’s platform is trusted by benefits vendors, carriers, and brokers to deliver advanced market intelligence, streamline prospecting, and drive measurable growth. This new partnership positions the company to move faster, deliver more value to customers, and drive innovation across the benefits and insurance market.
BenefitFlow is a sales intelligence platform built for the benefits and insurance market. By combining cutting-edge data, AI-driven insights, and workflow automation, BenefitFlow empowers vendors, carriers, and brokers to target prospects more effectively and close deals faster.
M-One Capital Management, LLC is a registered investment advisor that conducts business as M-One Capital. M-One Capital is a private investment firm focused on being a value-added partner for management teams, founders and family owners. Specializing in supporting management teams who retain operating control and meaningful ownership, M-One Capital provides equity capital, guidance and strategic resources to the entrepreneurs and companies in which it invests. McCarthy Capital rebranded to M-One Capital in 2025. For more information, please visit m-onecapital.com