CalcFocus, a Philadelphia, PA-based provider of cloud-native policy administration and illustration solutions, has secured growth investment. 

Investors 

The investment was led by Pamlico Capital, a private equity firm founded in 1988 that invests in growing middle-market companies in North America. Pamlico Capital seeks control-oriented growth equity investments of up to $200 million alongside founders and proven leaders in its target industries: communications, healthcare, services, and software. The firm is based in Charlotte, NC, and has more than $5.0 billion in assets under management. 

CalcFocus Use of Funds 

The company will use the funds to accelerate product innovation, scale operations, and further modernize mission-critical insurance systems for carriers. 

About CalcFocus 

Founded in 2014, CalcFocus offers cloud-native policy administration and illustration solutions to the individual and group life, health, and annuity insurance markets. Its Achieve and Forecast platforms are designed for configurability and quality, providing a comprehensive enterprise solution for policy administration and illustration needs. CalcFocus's vision is to transform the insurance industry by delivering cutting-edge solutions that drive efficiency, transparency, and sustainable growth for insurance carriers. Headquartered in Philadelphia, Pennsylvania, CalcFocus serves nearly 20 leading insurance carriers and service providers. 

Funding Details 

Company: CalcFocus 

Raised: Undisclosed 

Round: Growth / Private Equity 

Funding Date: January 2026 

Lead Investor: Pamlico Capital 

Additional Investors:  

Company Website: https://calcfocus.com/  

Software Category: Insurtech / Insurance Core Systems (SaaS) 

Source: https://www.businesswire.com/news/home/20260114300311/en/