SiriusB iQ
Algorithmic Fiduciary Intelligence Platform
Transforming $850B benefits waste into verifiable alpha
Investment Thesis
SiriusB iQ is building the algorithmic fiduciary intelligence platform for enterprise benefits—transforming a $120B market riddled with opacity, misaligned incentives, and manual processes.
AI-Native Platform
Built from the ground up with agentic AI at the core, not retrofitted legacy software
Fiduciary-Grade Security
SOC 2, HIPAA compliant with enterprise-grade audit trails and governance
Proven ROI
Average 18% cost reduction in first year with documented savings evidence
Data Moat
Proprietary benchmarking database across $12B+ in benefits spend
The Problem
- $800B+ annually spent on U.S. employee benefits with 15-25% waste due to poor oversight
- Misaligned incentives between brokers, TPAs, PBMs, and plan sponsors
- Manual processes require armies of consultants for basic analysis
- No audit trail for fiduciary compliance—massive litigation risk
Our Solution
- Agentic AI platform that continuously monitors benefits programs and surfaces optimization opportunities
- Evidence-based lineage for every insight—complete audit trails linking to source documents
- Multi-stakeholder collaboration workspace aligning CFO, HR, brokers, and advisors
- Proprietary benchmarking against $12B+ database of anonymized benefits data
Our Competitive Moat
Four structural advantages that compound over time
Algorithmic Fiduciary Intelligence
Our AI agents continuously monitor, analyze, and optimize benefits programs in real-time—going far beyond static dashboards or manual consulting.
Evidence-Based Lineage
Every recommendation includes complete audit trails linking to source documents, creating defensible fiduciary documentation.
Multi-Stakeholder Platform
Unified workspace for CFOs, HR, brokers, advisors, and TPAs—eliminating information silos and misaligned incentives.
Network Effects
Each customer adds anonymized benchmarking data, making the platform exponentially more valuable for all participants.
Market Opportunity
Massive, underserved market with clear path to value
Return on Investment
Exponential value creation over 5 years
Execution Roadmap
Clear milestones to market leadership
Series A Close
Complete $10M raise, expand team to 25
Product 2.0 Launch
Release agentic workflow automation suite
Enterprise Expansion
Onboard 10 new Fortune 1000 customers
Strategic Partnerships
Integrate with major HRIS & benefits platforms
Break Even
Achieve operational profitability
Series B Prep
Position for $30M+ growth round
Risk Factors & Mitigation
Transparent assessment of challenges and our strategies
Risk
Market Education
Mitigation
Early customers validate need; 24-month sales cycles already budgeted
Risk
Regulatory Changes
Mitigation
SOC 2, HIPAA certified; compliance-first architecture
Risk
Data Privacy Concerns
Mitigation
Zero raw PII stored; all data anonymized and aggregated
Risk
Competitive Entry
Mitigation
18-month technical lead; proprietary data moat; strong customer lock-in
Leadership Team
Deep domain expertise across benefits, AI, and enterprise SaaS
Jeremiah Shrack, Founder & CEO
15+ years in benefits consulting and compliance. Previously led $500M+ benefits programs for Fortune 500 clients. Deep expertise in ERISA, fiduciary governance, and benefits optimization.
View Full Board of Directors