Lemonade, Inc. Enters Material Definitive Agreement

Ticker: LMND · Form: 8-K · Filed: Feb 7, 2025 · CIK: 1691421

Lemonade, INC. 8-K Filing Summary
FieldDetail
CompanyLemonade, INC. (LMND)
Form Type8-K
Filed DateFeb 7, 2025
Risk Levelmedium
Pages3
Reading Time3 min
Key Dollar Amounts$0.00001, $150 million, $140 million, $200 million
Sentimentneutral

Sentiment: neutral

Topics: material-agreement, financial-obligation

Related Tickers: LMND

TL;DR

Lemonade just signed a big deal, creating new financial obligations. Details TBD.

AI Summary

On February 3, 2025, Lemonade, Inc. entered into a material definitive agreement, which also created a direct financial obligation for the company. The filing does not specify the counterparty or the financial details of this agreement.

Why It Matters

This filing indicates a significant new financial commitment or contract for Lemonade, Inc., which could impact its financial obligations and future operations.

Risk Assessment

Risk Level: medium — The creation of a direct financial obligation without immediate disclosure of terms introduces uncertainty regarding the company's financial health and future commitments.

Key Players & Entities

FAQ

What is the nature of the material definitive agreement entered into by Lemonade, Inc. on February 3, 2025?

The filing states that Lemonade, Inc. entered into a material definitive agreement on February 3, 2025, but does not provide specific details about its nature.

What type of direct financial obligation was created for Lemonade, Inc. as a result of this agreement?

The filing confirms the creation of a direct financial obligation for Lemonade, Inc. but does not specify the type or terms of this obligation.

Who is the counterparty to the material definitive agreement with Lemonade, Inc.?

The filing does not disclose the identity of the counterparty to the material definitive agreement.

What is the financial impact or value of the direct financial obligation created?

The filing does not provide any specific dollar amounts or financial details related to the direct financial obligation.

When was the material definitive agreement filed or reported?

The report date for this 8-K filing is February 7, 2025, with the earliest event reported being February 3, 2025.

Filing Stats: 752 words · 3 min read · ~3 pages · Grade level 12.8 · Accepted 2025-02-07 16:45:19

Key Financial Figures

Filing Documents

01

Item 1.01 Entry into a Material Definitive Agreement. On February 3, 2025, Lemonade, Inc. (the "Company") entered into a Fourth Amended and Restated Customer Investment Agreement (the "Agreement"), with GC Customer Value Arranger, LLC, as Arranger on behalf of the Investors (the "Investors"). Unless otherwise specified, capitalized terms used but not defined herein have the meanings given to them in the Agreement. Under the original customer investment agreement dated June 28, 2023, as amended in January, April and June 2024 (collectively, the "Amended and Restated Agreement"), the Investors agreed to provide up to $150 million of financing for the Company's sales and marketing growth efforts through December 31, 2024, and up to $140 million from January 1, 2025 through December 31, 2025. Under the Agreement as amended in February 2025, the Investors agreed to provide the Company with up to $200 million from January 1, 2026 through December 31, 2026, for the Company's sales and marketing growth efforts. Under the Agreement, subject to certain terms and conditions specified therein, at the start of each Growth Period, the Investors will provide an Investment Amount equal to up to 80% of the Company's Growth Spend with respect to a particular Reference Cohort. During each Growth Period, the Company will pay to the Investors an amount equal to the Investor Sharing Percentage of Reference Income generated during the Growth Period corresponding to such Disbursement Date for each Reference Cohort for every Growth Period until the Investors receive an amount sufficient to attain an effective Internal Rate of Return of 16% across all cash remittances associated with specific transactions, at which point all future Reference Income is retained by Company. The Agreement contains standard customary representations, warranties and covenants by the parties, and will continue in effect unless terminated by any party pursuant to its terms. The foregoing description of t

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. LEMONADE, INC. Date: February 7, 2025 By: /s/ Tim Bixby Tim Bixby Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR

View on Read The Filing