BANFF VENTURE FORUM - Constant...
Transcript of BANFF VENTURE FORUM - Constant...
PRESENTED BY
BANFF VENTURE FORUM
Investor Profile Report
FAIRMONT BANFF SPRINGS HOTELSeptember 22-23, 2016
PRESENTED BY
Glossary Business Description: A description of the firm’s primary type, preferences and location. PitchBook is an impartial information provider and will remove promotional language.
Assets under management (AUM): The amount of money that the investor manages for clients based on number of currently-managed funds.
Active private equity investments: The number of active companies in the investor’s current portfolio identified by PitchBook in the last five years. This includes add-on transactions.
Total private equity investments: The total number of companies in the investor’s portfolio, identified by PitchBook in the last five years. This includes add-on transactions.
Target EBITDA: Preferred EDITDA range targeted for investment.
Target revenue: Preferred revenue range targeted for investment.
Preferred investment amount: Preferred investment amount range that the firm typically invests in a transaction.
Recently closed investments: The top five recent investments or transactions serviced identified by PitchBook.
Most recent closed fund (Type, Size, Vintage): The most recently closed fund (The fund is no longer in a fundraising state and is not accepting additional commitments) identified by PitchBook. Evergreen funds are not included.
All investments by industry: Graph of transactions by industry, represented in the PitchBook Platform. This breakdown is based on primary industries of the portfolio/serviced companies.
Specific to Lender Profiles Total debt financings: The number of entities identified by PitchBook that received debt financing from the firm in the last five years.
Target debt financing amount: Preferred amount of debt typically provided by the firm in a transaction.
Specific to Service Provider Profiles Total transactions: The number of transactions identified by PitchBook that the firm has provided service on in the last five years.
Total companies serviced: The number of unique companies the firm has provided service to in the last five years, identified by PitchBook.
Total investors serviced: The number of unique investors identified by PitchBook that the firm has provided service to in the last five years.
Target EBITDA: The EBITDA range for buy-side and sell-side target companies.
Target transaction amount: The transaction amount range for buy-side and sell-side companies.
Disclaimer: This information is currently published in the PitchBook Platform or was provided by the firm for this conference.
500 Startups
Accelerate Fund
Accel-Rx Health Sciences
Accelerator Society
AIMCo.
Alberta Enterprise Corporation
Avrio Capital
BASF Venture Capital
BDC Capital
Bloom Burton
Blueline Biosciences
Brightpath Capital Partners
Capricorn Investment Group
Chrysalix Energy Venture Capital
Comerica Bank
Denka Co
Emerald Technology Ventures
EnerTech Capital
Espresso Capital
Evok Innovations
Formation 8
Garibaldi Capital
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
GE Ventures
iNovia Capital
Intel Capital
Kensington Capital Partners
Lighthouse Equity Partners
Merck
Mistral Venture Partners
Mitsui & Co - Global
Investment, Inc.
Obvious Ventures
Pangaea Ventures
Prelude Ventures
Relay Ventures
Round 13 Capital
SABIC Ventures
Sand Hill Angles
Saudi Aramco Energy
Ventures - US
Schlumberger
Shoreline Ventures
Skoll Foundation
SPIRE Bioventures
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
Sterling Investment Partners
Stonebridge Merchant Capital Corp
Sustainable Development
Technology Canada
Takeda Ventures
Tandem Expansion Fund
TIMIA Capital
TMX Group
Totem Capital
Trident Capital
Vanedge Capital
Verdex Capital
Versant Ventures
Wesley Clover
Yaletown Partners
45
46
47
48
49
50
51
52
53
54
55
56
57
58
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
500 Startups Investor type: Accelerator/Incubator | Year founded: 2010
500 Startups is a seed fund and startup accelerator that offers accelerator programs for start-up companies operating in the financial services, consumer products, healthcare, e-commerce, business productivity, education, infrastructure services and internet sectors. The firm was founded in 2010 and is headquartered in Mountain View, California.
Contact
444 Castro Street
Suite 1200
Mountain View, CA 94041
United States
Primary contact
Patrick Lor Venture Partner [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$330M 1037 1299 $0M-$1M
Recently closed investments
Name Deal type Deal date
Socius Live Seed Round Aug-2016
Baker Seed Round Aug-2016
Alodokter Early Stage VC (Series A) Aug-2016
Finova Financial Early Stage VC Aug-2016
Carousell Early Stage VC (Series B) Aug-2016
Most recent closed fund
500 Luchadores
Type: Venture Capital - Early
Stage
Size: $3M
All investments by industry
13.0%24.3%
0.1%2.7%2.4%
57.5%0.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
AVAC Investor type: Venture Capital | Year founded: 1997
AVAC is an Alberta-based, not-for-profit investment company that invests in early-stage commercial ventures in the value-added agri-business, information and communications technologies, life sciences and other industrial technology sectors. It also manages an active early-stage venture capital fund-of-funds investment pool and the Accelerate Fund, an angel co-investment fund available to Alberta technology companies. The firm was founded in 1997 and is based in Calgary, Canada with an additional office in Edmonton, Canada.
Contact
220, 6815-8 Street NE
Calgary, Alberta T2E 7H7
Canada
+1 (403) 274-2774
Primary contact
Warren Bergen President [email protected]
+1 (780) 485-2411
General statistics
Assets under management Active private equity investments Total private equity investments
$61M 54 74
Recently closed investments
Name Deal type Deal date
BlackSquare Later Stage VC May-2016
Circle Cardiovascular Imaging Later Stage VC Mar-2016
Levven Electronics Early Stage VC Aug-2015
Sustainable Produce Urban Delivery Later Stage VC May-2015
Leankor Early Stage VC Feb-2015
Most recent closed fund
Accelerate Fund
Type: Venture Capital - Early
Stage
Size: $10M
All investments by industry
11.0%24.2%
5.5%24.2%
27.5%7.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Accel-Rx Investor type: Accelerator/Incubator
Accel-Rx is Canada’s health innovation accelerator fund providing seed capital and expertise to promising early-stage companies developing therapeutics, diagnostics and medical devices. A rigorous screening process and funding match requirement provides validation for Accel-Rx investments while custom programs and resources gives Accel-Rx portfolio companies the best chance of success. Accel-Rx provides seed funding together with founding partner, BDC Capital, and is part of the health-related Centres of Excellence for Commercialization and Research (CECRs) program.
Contact
301-1224 Hamilton Street
Vancouver, BC V6B 2S8
Canada
+1 778 379 7409
Primary contact
Michael Lincoln Chief Financial & Business Officer [email protected]
General statistics
Active private equity investments Total private equity investments
3 3
Recently closed investments
Name Deal type Deal date
ImStar Therapeutics Seed Round Jun-2016
ScarX Early Stage VC (Series A) Feb-2016
Encycle Therapeutics Early Stage VC Sep-2015
All investments by industry
100.0%Healthcare
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Alberta Enterprise Investor type: Fund of Funds | Year founded: 2008
Alberta Enterprise Corporation promotes the development of Alberta’s venture capital industry by investing in venture capital funds that finance early stage technology companies. The firm focuses on funds that have a strong commitment to Alberta – including a full-time presence in the province. In addition to capital, the firm works to support Alberta’s venture capital ecosystem by connecting investors, entrepreneurs, and technology executives. Since its inception the firm has committed $105 million to nine VC funds and the Accelerate Fund, covering a diverse range of forward-looking industries including clean and energy technologies, information and communications technologies, life sciences, and agriculture and food.
Contact
10830 Jasper Avenue
Suite 1100
Edmonton, Alberta T5J 2B3
Canada
+1 (780) 392-3901
Primary contact
Kenya Kondo Director of Industry Development [email protected]
General statistics
Assets under management
$175M
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Alberta Investment Management Investor type: Asset Manager | Year founded: 2008
Alberta Investment Management is an investment manager based in Edmonton, Canada and was formed on January 1, 2008. The firm provides investment management services to pensions, endowments and government funds in the Province of Alberta. It forms a part of the ministry of finance and enterprise. The pension fund meets the retirement income need of nearly 310,000 active and retired public sector employees. In 2012, these funds paid out nearly $1.3 billion in pension payments, refunds and transfers to other plans.
Contact
1100 - 10830 Jasper Ave
Edmonton, Alberta T5J 2B3
Canada
+1 (780) 392-3600
Primary contact
Jennifer Schweers Investment Relations Specialist [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$90B 19 50
Recently closed investments
Name Deal type Deal date
Howard Energy Partners PE Growth/Expansion Aug-2016
WPT Industrial 2PO Jul-2016
JSC International Buyout/LBO (Add-on) Apr-2016
London City Airport Buyout/LBO (Secondary) Feb-2016
WPT Industrial PIPE Jan-2016
All investments by industry
32.8%26.2%
18.0%9.8%
3.3%8.2%
1.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Avrio Capital Investor type: Venture Capital | Year founded: 2006
Avrio Capital is a venture capital firm that invests in innovative food and agricultural companies that provide solutions to global challenges in the areas of health, wellness and sustainability. The firm invests predominantly in Canadian-based companies.
Contact
600 Crowfoot Crescent NW
Calgary, Alberta T3G 0B4
Canada
+1 (403) 215-5492
Primary contact
Michael McGee Managing Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$249M 30 47 $3M-$10M
Recently closed investments
Name Deal type Deal date
Alasko Foods Mezzanine May-2016
Hortau Later Stage VC (Series A) Feb-2016
Farmers Edge Later Stage VC Jan-2016
Telesta Therapeutics PIPE Aug-2015
Ensyn Later Stage VC (Series B) Dec-2014
Most recent closed fund
Avrio Ventures III
Type: Venture Capital
Size: $80M
Vintage: 2014
All investments by industry
15.9%39.7%
4.8%11.1%
3.2%25.4%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
BASF Venture Capital Investor type: Corporate Venture Capital | Year founded: 2001
BASF Venture Capital is the venture capital arm of BASF Group that seeks to invest in startup companies. The firm typically invests in the broader chemicals and advanced materials space. Areas of focus are chemicals, plastics, plant and industrial biotechnology, agricultural solutions, nanotechnology, and oil and gas. The firm was founded in 2001 and is headquartered in Ludwigshafen, Germany.
Contact
Deutschland Benckiserplatz 1
Geb. BE 01
Ludwigshafen, 67059
Germany
+49 (0)62 1607 6801
Primary contact
Michaela Kemper Executive Assistant [email protected]
+1 (510) 299-4904
General statistics
Active private equity investments Total private equity investments Preferred Investment amount
19 36 $1M-$6M
Recently closed investments
Name Deal type Deal date
EnerG2 Buyout/LBO Jun-2016
QD Vision Later Stage VC Nov-2015
SDCmaterials Later Stage VC (Series D) Jul-2015
Renmatix Later Stage VC (Series D) Mar-2015
Solidia Technologies Later Stage VC (Series C) Dec-2014
All investments by industry
21.2%7.7%
15.4%1.9%
7.7%17.3%
28.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
BDC Industrial, Clean & Energy Technology Venture Fund Investor type: Venture Capital | Year founded: 2001
BDC Industrial, Clean and Energy Technology Venture Fund is a venture capital fund that invests in early and development stage companies. The fund was founded in 2001 and is based in Montreal, Quebec.
Contact
5 Place Ville Marie
Suite 400
Montreal, Quebec H3B 5E7
Canada
+1 (877) 232-2269
Primary contact
Mark Trevitt Associate Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$152M 19 26
Recently closed investments
Name Deal type Deal date
Bit Stew Systems Later Stage VC (Series C) Apr-2016
Librestream Later Stage VC Mar-2016
Salesfloor Seed Round Feb-2016
Invixium Early Stage VC (Series A) Oct-2015
Vizimax Seed Round Jun-2015
Most recent closed fund
BDC Industrial, Clean & Energy Technology Venture Fund
Type: Venture Capital
Size: $118M
All investments by industry
12.1%9.1%
27.3%51.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Bloom Burton & Co. Service provider type: Investment Bank | Year founded: 2008
Bloom Burton & Co. is a firm dedicated to accelerating returns in the healthcare sector for both investors and companies. Bloom Burton has a team of medical, scientific, pharmaceutical, legal and capital markets professionals to assists clients in achieving monetization events. Bloom Burton and its affiliates provide capital raising, M&A advisory, equity research, business strategy and scientific consulting, advisory on direct investing and company creation and incubation services.
Contact
65 Front Street East
Suite 300
Toronto, Ontario M5E 1B5
Canada
+1 (416) 640-7580
Primary contact
Brian Bloom Co-Founder & President [email protected]
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
33 51 6
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Noden Pharma Advisor Merger/Acquisition May-2016 Dublin, Ireland
Knight Therapeutics Underwriter Bought Deal Apr-2016 Westmount, Canada
Nuvo Research Advisor Reorganization Mar-2016 Mississauga, Canada
Titan Medical Bookrunner Follow On Offering Mar-2016 Toronto, Canada
Tribute Pharmaceuticals Advisor Merger/Acquisition Feb-2016 Milton, Canada
All transactions by industry
3.0%6.1%
3.0%84.8%
3.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Blueline Bioscience Investor type: Accelerator/Incubator| Year founded: 2013
Blueline Bioscience is a Toronto-based Canadian biotechnology incubator backed by Versant Ventures and co-funded by Celgene Corporation. The firm identifies, develops and builds therapeutics companies in Canada.
Contact
101 College Street
Suite 340
Toronto, Ontario M5G 1L7
Canada
+1 (416) 649-5645
Primary contact
Joel Drewry, PhD Associate [email protected]
General statistics
Active private equity investments Total private equity investments
3 3
Recently closed investments
Name Deal type Deal date
Northern Biologics
Undisclosed
Undisclosed
Seed
Seed
Seed
Jun-2014
Jun-2016
Sep-2016
All investments by industry
100.0%Healthcare
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
BrightPath Capital Partners Investor type: Late Venture/Growth | Year founded: 2010
BrightPath Capital Partners is a venture capital/growth equity investment firm focused on companies providing sustainable solutions with social impact. BrightPath seeks to generate superior ROI and positive environmental, social, and/or community impact. The firm invests in clean technology, renewable energy, sustainable agriculture, healthy food and wellness. The firm primarily focuses on late-stage venture and growth stage companies based in the United States. It was founded in 2010 and based in Oakland, California.
Contact
One Kaiser Plaza
Suite 650
Oakland, CA 94612
United States
+1 (510) 488-4140
Primary contact
Jonathan Mi Principal [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$40M 6 7 $2M $1M-$5M
Recently closed investments
Name Deal type Deal date
Ecologic Brands Later Stage VC May-2015
Sungevity Later Stage VC Dec-2015
Blu Homes Later Stage VC Jun-2013
Most recent closed fund
Brightpath Capital Partners
Type: Venture/Growth
Size: $40M
All investments by industry
28.6%43.0%
14.2%14.2%
Building Products
Renewable & Efficient Energy
Financial Services
Consumer Products
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Capricorn Investment Group Investor type: Asset Manager | Year founded: 2001
Capricorn Investment Group is an investment management firm that invests in the public equity, fixed income, private equity and real assets markets. It provides services to the foundations, endowments, institutions and high-net-worth individuals. The firm was founded in 2001 and has offices in Palo Alto, New York, London and Washington, D.C.
Contact
250 University Avenue
Suite 300
Palo Alto, CA 94301
United States
+1 (650) 331-8800
Primary contact
John Ballard Entrepreneur-in-Residence [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$5B 31 41
Recently closed investments
Name Deal type Deal date
GotIt! Early Stage VC (Series A) Apr-2016
Rayvio Early Stage VC (Series B2) Apr-2016
Altruista Health PE Growth/Expansion Dec-2015
Pagatech Later Stage VC Oct-2015
Aspiration Partners Early Stage VC (Series A) Sep-2015
Most recent closed fund
The Sustainable Asset Fund
Type: Energy -
Alternative/Renewable
Size: $430M
Vintage: 2016
All investments by industry
19.4%16.1%16.1%
1.6%11.3%
25.8%9.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Chrysalix Venture Capital Investor type: Venture Capital | Year founded: 2001
Chrysalix Venture Capital invests in breakthrough industrial innovations including robotics, artificial intelligence, carbon capture, nuclear fusion, 3D printing, smart mining and solar steam generators. Chrysalix provides early stage financing, hands-on support and strategic connections to companies developing innovative and game changing technologies. The company was founded in 2001 and is based in Vancouver, Canada.
Contact
1055 West Georgia
Suite 2480
Vancouver, BC V6E 3P3
Canada
+1 (604) 659-5499
Primary contact
Alfred Lam Vice President [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$250M 11 32
Recently closed investments
Name Deal type Deal date
Axine Water Technologies Early Stage VC (Series B) Jul-2016
MineSense Technologies Early Stage VC (Series B) Feb-2016
Primus Power Later Stage VC (Series D) Jul-2015
General Fusion Later Stage VC (Series 1) May-2015
ENBALA Power Networks Later Stage VC Mar-2015
NanoSteel Convertible Debt Mar-2015
Most recent closed fund
Chrysalix Energy III US Limited Partnership
Type: Industrial Innovation /
Sustainable Energy
Active Investment by Type (6/30/16)
26.4%6.5%
67.1%
Energy
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Comerica Bank Service provider type: Lender | Year founded: 1849
Comerica Bank is a commercial bank headquartered in Dallas, Texas. The firm offers wide range of financial services which include business banking, retail banking, and wealth and institutional management services. It also offers personal finance services such as banking, loan and credit cards and insurance, small business services, such as small business banking, loans and lines of credit, cash management, and business services, and corporate services such as lending, leasing and banking, treasury management, global services, risk management and insurance, institutional services and investments, retirement plan services, capital markets and investment banking.
Contact
MC 6507
1717 Main Street
Dallas, TX 75201
United States
+1 (214) 589-1400
Primary contact
Rob Rosen Senior Vice President & Regional Managing Director, Technology and Life Science [email protected]
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Total investors serviced (last 5 years)
17 128 17
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Anomali General Business Banking Later Stage VC Aug-2016 Redwood City, CA
Perion Networks Debt Financing Merger/Acquisition Dec-2015 New York, NY
Kinderhook Industries Debt Financing Buyout/LBO Nov-2015 Sumter, SC
Aria Energy Lead Manager or Arranger Debt Refinancing May-2015 Novi, MI
ClubCorp Advisor Secondary Transaction - Open Market Jun-2014 Dallas, TX
All transactions by industry
13.3%20.0%
23.3%6.7%6.7%
26.7%3.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Denka Co. Investor type: Corporation | Year founded: 1915
Denka Co. is a manufacturer and supplier of chemical products. The company is engaged in the manufacture and supply of chemical products such as basic chemicals, agrochemicals, petrochemicals, pharmaceuticals, and construction materials to its clients in Japan.
Contact
Nihonbashi Mitsui Tower
Nihonbashi-Muromachi 2-chome Chuo-ku
Tokyo, 103-8338
Japan
+81 (0)35 290 5055
Primary contact
Sam Ali Strategic Partnerships & Business Development Executive
General statistics
Active private equity investments Total private equity investments
1 4
Recently closed investments
Name Deal type Deal date
Icon Genetics Merger/Acquisition Aug-2015
E.I. du Pont de Nemours & Co. (Chloroprene Rubber Business) Merger/Acquisition Jun-2015
Denka Performance Elastomer Joint Venture Dec-2014
All investments by industry
25.0%50.0%
25.0%
Business Products and Services (B2B)
Healthcare
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Emerald Technology Ventures Investor type: Venture Capital | Year founded: 2000
Emerald Technology Ventures is a venture capital firm with a focus in industrial technology investments. It seeks to invest in wide range of sectors including advanced materials, agriculture, energy, industrial IT and water. The firm was founded in 2000 and is based in Zurich, Switzerland.
Contact
Seefeldstrasse 215
Zurich, 8008
Switzerland
+41 (0)44 269 6100
Primary contact
Neil Cameron Investment Director, Advanced Materials [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$422M 20 49 $1M-$13M
Recently closed investments
Name Deal type Deal date
Librestream Later Stage VC Mar-2016
MetGen Later Stage VC Feb-2016
Elcore Early Stage VC Dec-2015
SDCmaterials Later Stage VC (Series D) Jul-2015
P97 Networks Early Stage VC (Series A) Jul-2015
Most recent closed fund
SAM Private Equity Fund
Type: Buyout
All investments by industry
33.3%4.5%
24.2%3.0%
24.2%10.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
EnerTech Capital Partners Investor type: Venture Capital | Year founded: 1996
EnerTech Capital is a private investment firm that focuses on early to mid-stage companies operating in the energy and power industries that offer technology products or services that improve the profitability of producing or consuming energy. Founded in 1996, the firm is currently investing out if it’s fourth fund and has Canadian offices located in Toronto, Montreal, Calgary and U.S offices in Philadelphia and San Francisco
Contact
1235 Bay Street Suite 801
Toronto, Ontario
M5R 3K4
416-515-2759
Primary contact
Wally Hunter Managing Director [email protected]
General statistics
Active private equity investments Total private equity investments Preferred Investment amount
15 69 $2M-$10M
Recently closed investments
Name Deal type Deal date
Power Survey Early Stage VC Jan-2016
Terralux Later Stage VC Feb-2015
Blue Pillar Later Stage VC (Series C) Feb-2015
Geodigital Later Stage VC May 2014
HPC Energy Later Stage VC/PE Sep-2013
Most recent closed fund
EnerTech Capital Partners IV
Type: Venture Capital
Size: $119M
Vintage: 2013
All investments by industry
31.0%1.4%
29.6%35.2%
2.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Espresso Capital Partners Service provider type: Lender | Year founded: 2009
Espresso Capital is a growth capital firm focused on the Canadian technology sector. Since 2009, Espresso has funded more than 200 early and growth stage companies across Canada. Espresso's team of experienced professionals understand the unique financing requirements of technology-based companies and are committed to providing “fast, fairly priced and user-friendly” risk capital to empower clients to achieve their growth objectives.
Contact
322 King Street West
Suite 403
Toronto, Ontario M5V 1J2
Canada
Primary contact
Alkarim Jivraj Chief Executive Officer [email protected]
General statistics
Total debt financings (last 5 years)
9
Recent debt financings
Name Deal type Deal date Deal location
Recon Instruments Merger/Acquisition Jun-2015 Vancouver, Canada
INETCO Systems Debt - General Jan-2014 Burnaby, Canada
FundRazr Debt - General Jan-2014 Vancouver, Canada
Recon Instruments Debt - General Jan-2014 Vancouver, Canada
Tagga Media Debt - General Jan-2014 Vancouver, Canada
Most recent fund
Espresso Fund V
Type: Debt
Size: $8M (Fundraising ongoing)
Vintage: 2016
All debt financings by industry
43.3%
14.4%
4.9%
4.9%
4.6%
1.1%
26.8%
Enterprise Software/SaaS
Digital Media/Gaming
CleanTech
Consumer Software/SaaS
Life Science
Energy
Other Tech
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Evok Innovations Investor type: Accelerator/Incubator | Year founded: 2015
Evok Innovations is a new cleantech fund which aims to accelerate the development and commercialization of impactful energy solutions to address the most pressing environmental and economic challenges facing the oil and gas sector. The firm was founded in 2015 and is based in Vancouver, British Columbia.
Contact
200 - 560 Beatty Street
Vancouver, British Columbia V6B 2L3
Canada
Primary contact
Marty Reed Chief Executive Officer [email protected]
General statistics
Assets under management
$100M
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Formation 8 Investor type: Venture Capital | Year founded: 2011
Formation 8 is a venture capital firm based in San Francisco, California. The firm focuses on investing in the internet, software, smart enterprise, energy, energy technology, agriculture technology and technology companies including hardware sectors located in United States and Asia.
Contact
501 2nd Street
Suite 300
San Francisco, CA 94107
United States
Primary contact
James Kim Co-Founder & General Partner [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$1.2B 103 112
Recently closed investments
Name Deal type Deal date
Plated Early Stage VC (Series B) Aug-2016
Memebox Later Stage VC (Series C) Aug-2016
Revinate Later Stage VC (Series C) Jun-2016
SevenFifty Early Stage VC (Series A) Jun-2016
Bolt Threads Later Stage VC (Series C) May-2016
Most recent closed fund
Formation8 Partners Fund II
Type: Venture Capital
Size: $500M
All investments by industry
16.9%16.9%
1.8%4.8%
6.6%52.4%
0.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Garibaldi Capital Advisors Service provider type: Financing Advisory | Year founded: 2013
Garibaldi Capital Advisors is a mid-market transaction advisory services firm focused exclusively on the technology market. The firm provides a wide array of services such as mergers and acquisitions advisory, growth equity, capital raising, technology corporate development and technology acquisitions.
Contact
210 – 415 West Cordova Street
Vancouver, BC V6B 1E5
Canada
+1 (604) 259-9766
Primary contact
Brent Holliday Co-Founder & Chief Executive Officer [email protected]
+1 (604) 718-6800
General statistics
Total transactions (last 5 years)
Total companies serviced (last 5 years)
Target transaction amount
10 10 $10M-$50M
Recently closed transactions
Investor/company serviced Service Deal type Deal date Deal location
Mobify Advisor Later Stage VC Jan-2016 Vancouver, Canada
Cymax Stores Advisor Later Stage VC Oct-2015 Burnaby, Canada
ARAS 360 Technologies Advisor Merger/Acquisition Feb-2015 Kamloops, Canada
Retsly Software Advisor Merger/Acquisition Jul-2014 North Vancouver, Canada
Vision Critical Advisor Later Stage VC Jul-2014 Vancouver, Canada
All transactions by industry
33.3%22.2%
44.4%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
GE Ventures Investor type: Corporate Venture Capital | Year founded: 2013
GE Ventures is a corporate venture arm of General Electric. The firm focuses on software, healthcare, energy, advanced manufacturing sectors and offers a tailored approach, from partnering to investing and advising. It invests in early to mid as well as late stage companies.
Contact
2882 Sand Hill Road
Suite 240
Menlo Park, CA 94025
United States
+1 (650) 233-3900
Primary contact
Adam Lasics Senior Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$300M 104 129
Recently closed investments
Name Deal type Deal date
EventBoard Early Stage VC (Series B) Aug-2016
Ornim Later Stage VC (Series C) Aug-2016
FogHorn Systems Early Stage VC (Series A) Jul-2016
Caremerge Later Stage VC (Series C) Jul-2016
Jiff Later Stage VC (Series C) Jun-2016
Most recent closed fund
GE Healthymagination Fund
Type: Venture Capital
Size: $250M
Vintage: 2009
All investments by industry
18.2%3.5%
17.1%20.0%
39.4%1.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
iNovia Capital Investor type: Venture Capital | Year founded: 2007
iNovia Capital is an early stage venture capital firm that investments in next generation digital platforms and investing in companies that solve large problems in valuable markets. The firm is headquartered in Canada, it manages $450M and invests across North America.
Contact
2000 McGill College Avenue
Suite 2210
Montreal, Quebec H3A 3H3
Canada
+1 (514) 982-2251
Primary contact
Hugues Lalancette Senior Analyst [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$349M 61 93 $1M-$6M
Recently closed investments
Name Deal type Deal date
Smooch Seed Round Aug-2016
Collective Later Stage VC Apr-2016
Peraso Technologies Later Stage VC (Series C) Mar-2016
TrackTik Seed Round Feb-2016
Thirdshelf Seed Round Feb-2016
Most recent closed fund
iNovia Investment Fund 2015
Type: Venture Capital
Size: $90M
Vintage: 2015
All investments by industry
22.6%21.1%
1.5%3.8%
7.5%42.9%
0.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Intel Capital Investor type: Corporate Venture Capital | Year founded: 1991
Intel Capital is Intel's global investment arm which seeks to make equity investments in innovative technology start-ups and companies worldwide. The firm invests in a broad range of sectors including hardware, software, and services targeting enterprise, mobility, consumer internet, digital media and semiconductor manufacturing. The firm was established in 1991 and is based out of Santa Clara, California.
Contact
2200 Mission College Blvd.
Santa Clara, CA 95054
United States
+1 (408) 765-8080
Primary contact
Harry Singh Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$1.3B 450 1075
Recently closed investments
Name Deal type Deal date
Sedona Systems Early Stage VC (Series B) Aug-2016
Velostrata Early Stage VC (Series B) Aug-2016
Panoply.io Early Stage VC (Series A) Aug-2016
CognitiveScale Early Stage VC (Series B) Aug-2016
Wooptix Early Stage VC (Series A) Jul-2016
All investments by industry
11.2%11.5%
1.2%1.3%2.5%
71.5%0.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Kensington Capital Partners Investor type: PE/Buyout | Year founded: 1996
Kensington Capital Partners is a private equity firm which specializes in seed, early stage, later stage, mezzanine, buyout and growth capital investments. The firm prefers to invest in companies based in Canada, Latin America, Africa and developing South Asian countries. It seeks to invest in the energy, information technology, digital media, telecommunications and internet sectors. The firm was founded in 1996 and is based in Toronto, Canada with additional offices in Calgary, Canada and Montreal, Canada.
Contact
95 Saint Clair Avenue West
Suite 905
Toronto, Ontario M4V 1N6
Canada
+1 (416) 362-9000
Primary contact
Michelle Scarborough Senior Vice President [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$940M 21 43 $5M
Recently closed investments
Name Deal type Deal date
Q4 Later Stage VC (Series C) May-2016
Bit Stew Systems Later Stage VC (Series C) Apr-2016
Influitive Later Stage VC (Series B) Mar-2016
Pure Power Technologies Buyout/LBO Feb-2016
Hubba Early Stage VC (Series A) Oct-2015
Most recent closed fund
Kensington Value Fund
Type: Buyout
All investments by industry
28.8%21.2%
5.8%3.8%
36.5%3.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Lighthouse Equity Partners Investor type: PE/Buyout | Year founded: 2012
Lighthouse Equity Partners is a private equity investor focused on innovative, profitable Western Canadian businesses. Its target portfolio companies are characterized by having significant growth opportunities, proven products and services, in-place or identified senior management leadership and annual cash flows of between $2 million and $6 million. These businesses sit at the cross roads between the disciplined financial and operating orientation of private equity investment and the hands-on approach to company-building and growth-optimization for which venture capital investment is known.
Contact
1333 West Broadway
Suite 750
Vancouver, BC V6H 4C1
Canada
Primary contact
Steven Hnatiuk Managing Partner & Co-Founder [email protected]
+1 (604) 657-0500
General statistics
Active private equity investments Total private equity investments Target revenue
Target EBITDA
2 3 $4M-$27M $2M-$5M
Recently closed investments
Name Deal type Deal date
AdPerfect Dynamic Advertising Solutions Buyout/LBO (MBO) Feb-2016
Vanguard Plastics Buyout/LBO (MBO) Nov-2014
Most recent closed fund
Lighthouse Equity Parntners
Type: Buyout
All investments by industry
75.0%25.0%
Business Products and Services (B2B)
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Merck Investor type: Corporation | Year founded: 1891
Merck & Co is a provider of health care services. The company offers neuro-muscular blocking agents for use in surgery; anti-bacterial products for skin and skin structure infections, antidepressants, ophthalmic and cholesterol modification products, non-sedating antihistamine; and vaginal contraceptive implants. It serves drug wholesalers and retailers, hospitals, government agencies and entities, physicians, physician distributors, veterinarians, distributors and managed health care providers. The company continues to grow by making periodic small acquisitions.
Contact
2000 Galloping Hill Road
Kenilworth, NJ 07033
United States
+1 (908) 740-4000
Primary contact
Steve Xanthoudakis Director Business Development & Licensing [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$750M 5 34
Recently closed investments
Name Deal type Deal date
Afferent Pharmaceuticals Merger/Acquisition Jul-2016
IOmet Pharma Merger/Acquisition Jan-2016
Quartet Medicine Corporate Jan-2016
cCAM Biotherapeutics Merger/Acquisition Jul-2015
Cubist Pharmaceuticals Merger/Acquisition Jan-2015
Most recent closed fund
Merck Research Venture Fund
Type: Fund of Funds
Size: $250M
All investments by industry
10.5%2.6%
84.2%2.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Mistral Venture Partners Investor type: Venture Capital | Year founded: 2013
Mistral Venture Partners is a venture capital firm that invests in seed and early stage companies. The firm seeks to invest in the technology sector including leveraging mobile, internet of things, cloud, security and networking innovation companies.
Contact
100-80 Aberdeen Street
Ottawa, Ontario K1S 5R5
Canada
Primary contact
Code Cubitt Managing Director [email protected]
+1 (613) 878-9916
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$16M 11 37 $0M-$4M
Recently closed investments
Name Deal type Deal date
OMsignal Early Stage VC Jun-2016
The Better Software Company Early Stage VC Apr-2016
Sensibill Early Stage VC (Series A) Jan-2016
The Better Software Company Seed Round Nov-2015
CENX Later Stage VC (Series D) Aug-2015
All investments by industry
4.3%15.2%
4.3%4.3%
8.7%60.9%
2.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Mitsui Global Investment Investor type: Corporate Venture Capital | Year founded: 1996
Mitsui Global Investment is a venture capital arm of Mitsui & Co based in Tokyo, Japan. The firm seeks to invest in the information technology, cleantech, medical device, hardware, retail, services, biotechnology, life sciences and media sectors. The firm was founded in 1996 under its original name MVC Corporation.
Contact
535 Middlefield Road
Suite 100
Menlo Park, CA 94025
United States
Primary contact
Yoichiro Miwa Investment Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$300M 68 141 $1M-$15M
Recently closed investments
Name Deal type Deal date
Global Consumer Products PE Growth/Expansion Jan-2016
Naaptol Online Shopping Later Stage VC Nov-2015
Uhuru Early Stage VC Oct-2015
CounterTack Later Stage VC (Series C) Sep-2015
Symic Biomedical Early Stage VC (Series A) Aug-2015
Most recent closed fund
Mitsui Ventures Global Fund
Type: Venture Capital - Early
Stage
All investments by industry
15.0%10.4%
6.4%1.2%
20.2%42.8%
4.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Obvious Ventures Investor type: Venture Capital | Year founded: 2014
Obvious Ventures is an investment firm based in San Francisco, California. The firm focuses on early stage investments with a simple hypothesis: startups that deliver positive environmental and social benefits with every dollar of revenue will have a market advantage. The firm is focused on three investment themes — each category has the potential to build many large, profitable businesses: Sustainable Systems, People Power, and Healthy Living.
Contact
220 Halleck Street
Suite 120
San Francisco, CA 94129
United States
+1 (415) 254-5902
Primary contact
Andrew Beebe Managing Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$124M 26 26
Recently closed investments
Name Deal type Deal date
Mosaic Later Stage VC (Series C) Aug-2016
Good Eggs Later Stage VC Jul-2016
OLLY Early Stage VC (Series A1) Jun-2016
Lucid Seed Round May-2016
Plant Prefab Early Stage VC (Series A) Mar-2016
Most recent closed fund
Obvious Ventures I
Type: Venture Capital
Size: $124M
All investments by industry
10.8%27.0%
8.1%2.7%2.7%
48.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Pangaea Ventures Investor type: Venture Capital | Year founded: 2001
Pangaea Ventures is a venture capital firm that invests in advanced materials technology. The firm invests in start-up companies operating in the energy, electronics, health and sustainability sectors. Pangaea is based in Vancouver, Canada and was established in 2001.
Contact
1500 West Georgia Street
Suite 1555
Vancouver, BC V6G 2Z6
Canada
+1 (604) 800-0411
Primary contact
Andrew Haughian Partner [email protected]
+1 (604) 800-0411
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$102M 14 22 $1M-$10M
Recently closed investments
Name Deal type Deal date
Vestaron Later Stage VC (Series D) Aug-2016
CarbonCure Later Stage VC (Series C) May-2016
Tivra Early Stage VC (Series AA) Mar-2016
Airborne International PE Growth/Expansion Mar-2016
Calysta Early Stage VC (Series C) Feb-2016
Most recent closed fund
Pangaea Ventures III
Type: Venture Capital - Early
Stage
Size: $60M
All investments by industry
34.6%7.7%
26.9%7.7%
11.5%11.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Prelude Ventures Investor type: Venture Capital | Year founded: 2009
Prelude Ventures is a venture capital firm founded in 2009 and is headquartered in San Francisco, California. The firm seeks to invest in seed, early stage and growth stage companies operating in the clean technology and energy ecosystem sectors.
Contact
One Ferry Building
Suite 300
San Francisco, CA 94111
United States
+1 (415) 729-1270
Primary contact
Mark Cupta Vice President [email protected]
General statistics
Active private equity investments Total private equity investments
16 18
Recently closed investments
Name Deal type Deal date
Ripple Foods Early Stage VC (Series B) Jul-2016
Renew Financial Later Stage VC (Series D) Mar-2016
Alveo Energy Early Stage VC (Series B) Mar-2016
MineSense Technologies Early Stage VC (Series B) Feb-2016
Powerhive Early Stage VC (Series A) Jan-2016
All investments by industry
17.4%8.7%
39.1%4.3%
17.4%13.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Relay Ventures Investor type: Venture Capital | Year founded: 2008
Relay Ventures is an early-stage venture capital firm headquartered in Toronto, Ontario with an additional office located in Menlo Park, California. The firm invests strictly in mobile startups that are on track to disrupt large markets. Relay focuses on companies in North America.
Contact
Bay Adelaide Center
333 Bay Street, Suite 600
Toronto, Ontario M5H 2R2
Canada
+1 (416) 367-2440
Primary contact
John Albright Co-Founder & Managing Partner [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$500M 41 79
Recently closed investments
Name Deal type Deal date
Ecobee Later Stage VC Aug-2016
Kira Talent Early Stage VC (Series A) Aug-2016
Kiip Later Stage VC (Series C) Jul-2016
OMsignal Early Stage VC Jun-2016
Tynker Early Stage VC (Series A) May-2016
Most recent closed fund
Relay Ventures Fund III
Type: Venture Capital
All investments by industry
17.0%17.9%
2.7%3.6%
58.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Round 13 Capital Investor type: Venture Capital | Year founded: 2011
Round 13 Capital is a venture capital firm that seeks to invest in the mobile, media and information services, and information technology industries. The firm selectively looks at early-stage companies, but its main focus is on companies with proven market demand that need ramp-up capital. The firm is based in Ontario, Canada and was founded in 2011.
Contact
100 Broadview Avenue
Suite 300
Toronto, Ontario M4M 3H3
Canada
Primary contact
Craig Strong Partner
General statistics
Assets under management Active private equity investments Total private equity investments
$35M 7 7
Recently closed investments
Name Deal type Deal date
Statflo Seed Round Feb-2016
VarageSale Early Stage VC (Series B) Apr-2015
Statflo Seed Round Jan-2015
Aislelabs Seed Round Mar-2014
Bunch Seed Round Jun-2013
All investments by industry
11.1%22.2%
66.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
SABIC Ventures Investor type: Venture Capital | Year founded: 2011
SABIC Ventures is a wholly-owned subsidiary of SABIC that is focused on providing seed and early stage venture capital financing to innovative companies in the fund’s sectors of interest on a global scale. The fund aims to invest in outstanding entrepreneurial teams who dare to challenge the status quo in their respective industries and who are seeking to build extraordinary businesses that can support SABIC’s innovation and growth strategy. SABIC seeks to invest and co-invest with a broad network of VC partners, angel investors or investment groups that specialize in their targeted investment markets and geographies.
Contact
14100 Southwest Freeway
Suite 600
Sugar Land, TX 77478
United States
Primary contact
John Wei Senior Investment Manager,
North America & China
General statistics
Active private equity investments Total private equity investments Preferred Investment amount
5 9 $1M-$20M
Recently closed investments
Name Deal type Deal date
Carbon Conversions Later Stage VC Jul-2015
Molecular Rebar Design Early Stage VC Dec-2014
MTPV Later Stage VC (Series B1) Jul-2014
FibeRio Technology Later Stage VC (Series C) Feb-2013
Vitriflex Early Stage VC (Series B) Oct-2012
All investments by industry
40.0%13.3%
6.7%13.3%
26.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Sand Hill Angels Investor type: Angel Group | Year founded: 2000
Sand Hill Angels is a group of Silicon Valley accredited investors focused on entrepreneurship and the commercialization of disruptive technologies and business models. The group has experience with growing companies from the formative stage through management of multi-billion dollar enterprises. Sand Hill Angels provides expertise and assistance to fledgling companies. Their investment space includes Internet, Information Technology, Clean Tech, Consumer, and Life Sciences businesses. The Sand Hill Angel operating model is to work openly and collaboratively with venture capital funds, other angel organizations, and the Bay Area ecosystem that fosters the growth of technology startups.
Contact
440 North Wolf Road
Sunnyvale, CA 94085
United States
Primary contact
Linda Judge Member & Advisor
General statistics
Active private equity investments Total private equity investments Target revenue Preferred Investment amount
67 93 $50M-$100M $0M-$1M
Recently closed investments
Name Deal type Deal date
Magnetic Insight Seed Round Jul-2016
Savioke Early Stage VC (Series A) Jan-2016
Crowd Mics Seed Round Dec-2015
Limelight Seed Round Dec-2015
Spruce Platform Creation Dec-2015
All investments by industry
21.2%13.6%
3.0%4.5%
13.6%43.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Saudi Aramco Energy Ventures Investor type: Corporate Venture Capital | Year founded: 2012
Saudi Aramco Energy Ventures is the corporate venture capital arm of Saudi Aramco and is based in Dhahran, Saudi Arabia. The firm focuses on investing in the oil and gas, energy efficiency, water, technology and renewable energy sectors.
Contact
9009 West Loop South
Houston, TX 77096
United States
Primary contact
Johanna Schmidtke Investment Director [email protected]
General statistics
Active private equity investments Total private equity investments Preferred Investment amount
18 18 $1M-$30M
Recently closed investments
Name Deal type Deal date
Geomec Later Stage VC Aug-2016
Zahroof Valves Later Stage VC (Series C) Jul-2016
Parsable Early Stage VC (Series B) Jun-2016
Maana Early Stage VC (Series B) May-2016
Desktop Metal Early Stage VC (Series B) Apr-2016
All investments by industry
28.6%3.6%
35.7%17.9%
14.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Schlumberger Technology Investments Investor type: Venture Capital | Year founded: 2008
Schlumberger Technology Investments is the investment arm of Schlumberger. The former is a technology based venture capital firm that seeks to invest in early stage companies. The firm prefers to invest in the electronics, advanced materials, energy, clean-tech, robotics and automation, and manufacturing and industrial sectors.
Contact
300 Schlumberger Drive
Sugar Land, TX 77478
United States
Primary contact
Iain Cooper Manager Corporate Venturing [email protected]
+1 (713) 375-3471
General statistics
Active private equity investments Total private equity investments Preferred Investment amount
14 20 $1M-$10M
Recently closed investments
Name Deal type Deal date
Alphabet Energy Early Stage VC (Series A) July-2016
GHGSat Early Stage VC (Series A) May-2016
Parsable Early Stage VC (Series B) Mar-2016
Houston Mechatronics Early Stage VC (Series A) Aug-2015
908 Devices Early Stage VC (Series C) May-2015
CelluForce Later Stage VC (Series A) Mar-2015
All investments by industry
21.4%21.4%
50.0%7.1%
Business Products and Services (B2B)
Energy
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Shoreline Venture Management Investor type: Venture Capital | Year founded: 1998
Shoreline Venture Management is a venture capital firm that seeks to provide seed and early stage investments in companies operating in the information technology and infrastructure, software, medical devices, diagnostics, healthcare technology, food, retail, mobile and wireless sectors.
Contact
675 Mariners Island Boulevard
Suite 109
San Mateo, CA 94404
United States
+1 (650) 854-6685
Primary contact
Maria Pacella Managing Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$10M 6 14 $0M-$5M
Recently closed investments
Name Deal type Deal date
CoinFlip Solutions Seed Round Jun-2016
Blab Early Stage VC (Series B) Dec-2014
PatientSafe Solutions Later Stage VC (Series B1) Feb-2010
Attune Systems Later Stage VC Aug-2008
Navitas Cancer Rehabilitation Centers of America
Later Stage VC (Series C) Jul-2008
Most recent closed fund
Shoreline Venture Partners III Co-Investment
Type: Co-Investment
Size: $2M
All investments by industry
6.3%31.3%
62.5%
Business Products and Services (B2B)
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
The Skoll Foundation Investor type: Not-For-Profit Venture Capital | Year founded: 1999
The Skoll Foundation is an independent non-profit foundation based in Palo Alto, California. Established in 1999, the foundation was created by Jeff Skoll to pursue his vision of a sustainable world of peace and prosperity. The mission of the foundation is to drive large scale change by investing in, connecting and celebrating social entrepreneurs and the innovators who help them solve the world’s most pressing problems.
Contact
250 University Avenue
Suite 200
Palo Alto, CA 94301
United States
+1 (650) 331-1031
Primary contact
Sally Osberg President & Chief Executive Officer [email protected]
+1 (650) 331-1031
General statistics
Active private equity investments Total private equity investments
3 4
Recently closed investments
Name Deal type Deal date
Targeted Growth Later Stage VC Jul-2012
Nanosolar Later Stage VC (Series D) Mar-2008
Accomable Grant
mothers2mothers Early Stage VC
All investments by industry
16.7%16.7%
33.3%16.7%16.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Spire Bioventures Service provider type: Management Consultants | Year founded: 2014
Spire Bioventures is a management consulting firm focused on providing entrepreneurs with assistance across all areas of the life science startup life-cycle. The firm offers services on the areas of strategy, consulting, coaching, mentorship and execution. The firm was founded in 2014 and is based out of Palo Alto, California.
Contact
656 Hale Street
Palo Alto, CA 94301
United States
+1 (650) 215-3673
Primary contact
Hatim Chraibi Founder & Managing Partner of
North America [email protected]
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Sterling Investment Partners Investor type: PE/Buyout | Year founded: 1991
Sterling Investment Partners makes private equity investments in middle-market businesses that have strong, sustainable competitive advantages and growth potential. Sterling works as partners with management to build companies that have enduring value. Sterling maintains a broad industry focus, including outsourcing and business services, niche manufacturing and industrial companies, transportation and logistics, high value-added distribution, technology-related companies, energy services, consumer products and services and training and educational services.
Contact
285 Riverside Avenue
Suite 300
Westport, CT 06880
United States
+1 (203) 226-8711
Primary contact
Amy Ludwig Weisman Director, Business Development [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Target EBITDA
Preferred Investment amount
$1.5B 5 56 $100M-$500M $10M-$40M $75M-$150M
Recently closed investments
Name Deal type Deal date
Aurora Parts & Accessories Buyout/LBO Aug-2015
Power Stop Buyout/LBO Apr-2015
Lipari Foods Buyout/LBO Oct-2014
American West Restaurant Group Buyout/LBO Dec-2012
Service Logic Buyout/LBO Sept-2012
Most recent closed fund
Sterling Investment Partners III
Type: Buyout
Size: $721M
All investments by industry
55.2%29.9%
6.0%9.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
StoneBridge Merchant Capital Investor type: PE/Buyout | Year founded: 1996
StoneBridge Merchant Capital Corp. is a private equity investment firm, located in Calgary, Alberta, that invests in growing private companies. Since 1996 the firms mission has been to enable entrepreneurs to build successful businesses. The firm invests in established private companies that have a need for capital, opportunity for growth and can substantially benefit from expertise.
Contact
2370, 255 - 5th Avenue SW
Bow Valley Square 3
Calgary, Alberta T2P 3G6
Canada
+1 (403) 216-2161
Primary contact
Michael Lang Chairman [email protected]
General statistics
Total private equity investments Target EBITDA
7 $2M-$16M
Recently closed investments
Name Deal type Deal date
Trydor Industries PE Growth/Expansion Jul-2010
Brews Supply Buyout/LBO (MBO) Apr-2006
Creative Door PE Growth/Expansion Jul-2005
Enflow Industries Buyout/LBO Jan-2002
MessagingDirect Early Stage VC Jan-2000
All investments by industry
62.5%12.5%12.5%12.5%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Sustainable Development Technology Canada Investor type: Government of Canada Funding
Sustainable Development Technology Canada (SDTC) is a not-for-profit foundation that funds development and demonstration projects focusing on clean technologies. The organization is based in Ottawa, Ontario and has multiple offices across Canada.
Contact
45 O'Connor Street
Suite 1850
Ottawa, Ontario K1P 1A4
Canada
+1 (613) 234-6313
Primary contact
Paul Austin Regional Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$928M 123 320
Recently closed investments
Name Deal type Deal date
Polystyvert Grant Jul-2016
QD Solar Grant Mar-2016
Nanoleaf Grant Mar-2016
General Fusion Grant Mar-2016
Terrestrial Energy Grant Mar-2016
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Takeda Ventures Investor type: Corporate Venture Capital | Year founded: 2001
Takeda Ventures is the corporate venture arm of Takeda Pharmaceutical. The firm seeks to invest in the healthcare, life sciences and oncology sectors. It does not invests in the diagnostic platforms, medical technology devices and anti-infective products.
Contact
435 Tasso Street
Suite 300
Palo Alto, CA 94301
United States
+1 (650) 328-2900
Primary contact
Michael Martin Senior Investment Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$6M 15 27 $0M-$5M
Recently closed investments
Name Deal type Deal date
Bioniz Later Stage VC (Series A) Aug-2016
Cortexyme Early Stage VC (Series A) Jan-2016
Univercells Early Stage VC (Series A) Oct-2015
Encycle Therapeutics Early Stage VC Sep-2015
Aptinyx Seed Round Sep-2015
All investments by industry
100.0%Healthcare
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Tandem Expansion Management Investor type: Venture Capital | Year founded: 2009
Tandem is a growth equity investor that makes significant minority investments in Canadian growth businesses. The firm primarily invests in information technology, hardware, software, clean technology, energy and resource technology, advanced materials, technological innovations in traditional industries and life-science sectors.
Contact
1250 Rene Levesque Blvd West
38th floor
Montreal, Quebec H3B 4W8
Canada
+1 (514) 510-8900
Primary contact
Marc Weiner Principal [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$231M 12 13 $4M-$38M $8M-$23M
Recently closed investments
Name Deal type Deal date
Coveo Later Stage VC (Series D) Nov-2015
Averna Technologies Buyout/LBO Apr-2015
Beyond the Rack Later Stage VC (Series D) Feb-2015
Beyond the Rack Later Stage VC Nov-2013
Anaergia PE Growth/Expansion Oct-2013
Most recent closed fund
Tandem Expansion Fund I
Type: PE Growth-Expansion
Size: $282M
All investments by industry
25.0%6.3%
25.0%43.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
TIMIA Capital Investor type: Other | Year founded: 2008
TIMIA Capital is a revenue financing firm that provides investment capital to Canadian technology companies in exchange for a royalty on revenue. The firm's financing option complements both debt and equity financing while allowing entrepreneurs to retain control of their own business.
Contact
209 – 415 West Cordova Street
Vancouver, British Columbia V6B 1E5
Canada
+1 (604) 398-8839
Primary contact
Greg Smith Chief Investment Officer [email protected]
General statistics
Active private equity investments Total private equity investments Target revenue Preferred Investment amount
8 8 $2M-$8M $1M-$2M
Recently closed investments
Name Deal type Deal date
QuickMobile Revenue Financing Jul-2016
Lambda Solutions Angel (individual) Mar-2016
Predictable Revenue Debt - General Feb-2016
Predictable Revenue Early Stage VC Feb-2016
Delaware Power Systems Early Stage VC Jun-2011
All investments by industry
50.0%50.0%
Business Products and Services (B2B)
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
TMX Group Investor type: PE-Backed Company | Year founded: 2008
TMX Group's key subsidiaries operate cash and derivative markets and clearinghouses for multiple asset classes including equities, fixed income and energy. Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, NGX, BOX Options Exchange, Shorcan, Shorcan Energy Brokers, AgriClear and other TMX Group companies provide listing markets, trading markets, clearing facilities, depository services, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across Canada (Montréal, Calgary and Vancouver), in key U.S. markets (New York, Houston, Boston and Chicago) as well as in London, Beijing, Singapore and Sydney.
Contact
The Exchange Tower
130 King Street West
Toronto, Ontario M5X 1J2
Canada
+1 (416) 947-4700
Primary contact
Michael Kousaie Head of Business Development, Technology [email protected]
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Totem Capital Investor type: PE/Buyout
Totem Capital is an investment management firm that seeks to invest in private corporations as well as public securities. The firm is based in Calgary, Alberta and is active in Canada and the Northwest United States.
Contact
108 - 9th Avenue South West
Suite 1704
Calgary, Alberta T2P 0S9
Canada
+1 (403) 510-0766
Primary contact
Irfhan Rawji Principal [email protected]
General statistics
Preferred Investment amount
$1M-$5M
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Trident Capital Investor type: Venture Capital | Year founded: 1993
Trident Capital is a venture capital firm that invests in the enterprise software and services, internet and mobility, healthcare, IT and cybersecurity sectors. The firm was founded in 1993 and invests across North America in both control and lead investments. In 2015 Trident Capital launched two new firms: Trident Capital Cybersecurity, an early stage venture fund focused on cybersecurity companies and Sunstone Partners, a growth equity fund focused on technology-enabled services companies.
Contact
400 South El Camino Real
Suite 300
Palo Alto, CA 94402
United States
+1 (650) 289-4400
Primary contact
Alberto Yepez Managing Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$1.3B 46 162 $0M-$30M
Recently closed investments
Name Deal type Deal date
UserZoom Later Stage VC (Series A) Oct-2015
Outmatch Later Stage VC Aug-2015
Mocana Later Stage VC (Series E) Jul-2015
4IQ Early Stage VC Jul-2015
HyTrust Later Stage VC (Series D) Mar-2015
All investments by industry
20.7%9.6%
3.4%4.3%
7.2%54.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Vanedge Capital Investor type: Venture Capital | Year founded: 2010
Vanedge Capital is a venture capital firm which invests in the enterprise software, cloud infrastructure, security, digital media and cloud computing sectors. The firm targets companies that are post-revenue with a fast-growing user base and have demonstrated product market fit.
Contact
1333 West Broadway
Suite 750
Vancouver, British Columbia V6H 4C1
Canada
+1 (604) 569-3883
Primary contact
Moe Kermani Managing Partner [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$188M 10 21 $0M-$1M $1M-$10M
Recently closed investments
Name Deal type Deal date
Bridgit Seed Round Apr-2016
MapD Early Stage VC (Series A) Mar-2016
MapD Early Stage VC Mar-2016
Boundless Spatial Early Stage VC (Series B) Dec-2015
Control Mobile Seed Round Jun-2015
Most recent closed fund
Vanedge Capital I
Type: Venture Capital
Size: $136M
Vintage: 2010
All investments by industry
8.7%4.3%
87.0%
Business Products and Services (B2B)
Healthcare
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Verdex Capital Investor type: Venture Capital
Verdex Capital is a venture capital group focused on Agriculture Technology investments. It was established by AVAC Ltd. The firm prefers to invest in the animal health, crop genetics, crop protection, biomass, big data, precision farming, advanced farm management and urban farming sectors. Verdex has partnered with Finistere Ventures to assist with the management of the $150 Million Finistere FVII Fund in Canada through deal sourcing, due diligence, investment recommendations and portfolio monitoring, and exits.
Contact
220, 6815-8 Street NE
Calgary, Alberta T2E 7H7
Canada
+1 (403) 274-2774
Primary contact
Martin Vetter Senior Investment Manager [email protected]
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Versant Ventures Investor type: Venture Capital | Year founded: 1999
Versant Ventures is a healthcare investment firm that specializes investments in the bio-pharmaceutical and medical device sectors. The firm was established in 1999 and is based in San Francisco, California.
Contact
One Sansome
Suite 3630
San Francisco, CA 94104
United States
+1 (415) 801-8100
Primary contact
Robin Praeger Chief Financial Officer & Managing Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$4.3B 62 163 $10M-$20M
Recently closed investments
Name Deal type Deal date
Audentes Therapeutics IPO Jul-2016
CRISPR Therapeutics Early Stage VC (Series B) Jun-2016
Nouscom Early Stage VC (Series A) May-2016
Aprea Later Stage VC (Series B) Mar-2016
Bird Rock Bio Later Stage VC (Series C) Jan-2016
Most recent closed fund
Versant Ophthalmic Affiliates Fund I
Type: Venture Capital
All investments by industry
2.3%1.2%2.3%
90.2%3.5%
0.6%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Financial Services
Healthcare
Information Technology
Materials and Resources
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Wesley Clover Investor type: Angel Group
Wesley Clover is an Ontario, Canada-based private equity and venture capital firm. The firm primarily seeks to invest in seed, early stage startup, growth stage companies particularly in the information and communications technology, leisure, digital media and commercial real estate sectors. It invests in both public and private companies.
Contact
390 March Road
Suite 110
Ottawa, Ontario K2K 0G7
Canada
+1 (613) 271-6305
Primary contact
Owen Matthews Executive Vice President [email protected]
General statistics
Active private equity investments Total private equity investments
32 41
Recently closed investments
Name Deal type Deal date
CareerJSM Accelerator/Incubator Jun-2016
The Better Software Company Early Stage VC Apr-2016
Coldra Court Hotel Buyout/LBO Mar-2016
HYAS Infosec Seed Round Feb-2016
Mydoma Seed Round Jan-2016
All investments by industry
14.6%18.8%
66.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Information Technology
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Yaletown Partners Investor type: Venture Capital | Year founded: 2002
Yaletown manages private investments in Canadian emerging-growth technology companies.The firm focuses on companies that develop products for enterprise customers to improve physical capital, and for industrial companies to address resource consumption, climate change and foster next generation technologies. Yaletown's emerging-growth strategy is specifically tailored to address the unique discontinuities of the Canadian private capital landscape for technology companies, resulting in a “between the silos” risk-return profile. With offices in Vancouver and Calgary, Yaletown invests across Canada.
Contact
Suite 510
1122 Mainland Street
Vancouver, BC V6B 5L1
Canada
+1 (604) 688-7807
Primary contact
Brad Johns General Partner [email protected]
+1 (403) 444-8301
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$109M 27 42 $2M-$8M $1M-$8M
Recently closed investments
Name Deal type Deal date
Solegear Bioplastics PIPE Jun-2016
Bit Stew Systems Later Stage VC (Series C) Apr-2016
nFluids Early Stage VC Mar-2016
Chaordix Later Stage VC Feb-2016
LoginRadius Later Stage VC Feb-2016
Most recent closed fund
Yaletown Ventures II
Type: Venture Capital
Size: $87M
All investments by industry
16.9%5.1%
10.2%5.1%5.1%
50.8%6.8%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources