United States · Investor

Heritage Group

Last cheque observed Jan 2023. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

QuietCompanyWebsite unconfirmed

BuyoutDebtGrowthAutomotiveFood ProcessingHealthcare

Cheques on record
0%of best year0cheques in 12 months, 17 on record
Since the last cheque1382days00hrs00min00sec
Median round$17MRounds led1 of 17Sole investor2 roundsExits1 from the portfolioMostly inUnited States, 100%
Pitch Heritage Group

Heritage Group highlights

  1. 01

    17 rounds on record

  2. 02

    Mostly Series A and Venture: 55% of its rounds

  3. 03

    Sole investor in 2 rounds, median $12M

  4. 04

    1 exits from the portfolio

What they do

Type
Company
Cheque size
Not stated
Stages
BuyoutDebtGrowthSeedSeries A
Sectors
AutomotiveFood ProcessingHealthcare
Based in
United States
Cold pitches
Not stated

A website was listed for this organisation, but we could not confirm it belongs to the firm that wrote these cheques. Either the site never mentions them, or it turned out to be a different company sharing the name. We show neither it nor anything read from it. Tell us the right one.

The record

Every round we can evidence, newest first17 appearances

  1. 2023

    1 round

  2. Jan
    Monogram HealthGrowth · US · Cigna Ventures$375MWith 9 others
  3. 2022

    1 round

  4. Oct
    Valera HealthGrowth · US · Cigna Ventures$45MLed
  5. 2018

    2 rounds

  6. Aug
    ActifioUS · FinSMEs$100MWith 4 others
  7. Mar
    WorkpathUS · FinSMEs$1.5MWith 1 other
  8. 2017

    1 round

  9. Apr
    ClearDATAUS · FinSMEs$12MWith 5 others
  10. 2016

    3 rounds

  11. Oct
    Simplee$20MWith 13 others
  12. Jun
    IggboSeries A · US · Biospace$13MSole investor
  13. Jun
    Procured HealthSeries B · US · Builtinchicago$10MSole investor
  14. 2015

    5 rounds

  15. Nov
    Biological DynamicsSeries C · US$27MWith 2 others
  16. Jun
    Smart Vision LabsSeries A · US$6.1MWith 3 others
  17. May
    ClearDATASeries C · US$25MWith 5 others
  18. Feb
    Inspire EnergySeries A · US$5.0MWith 4 others
  19. Jan
    Ingenious MedVenture · USUndisclosedWith 3 others
  20. 2014

    3 rounds

  21. Nov
    Valence HealthVenture · US$15MWith 3 others
  22. Jan
    MDLIVEVenture · US$24MWith 2 others
  23. Jan
    AllyAlign HealthUSUndisclosedWith 1 other
  24. 2013

    1 round

  25. Apr
    TraitifyDebt · US$2.0MWith 5 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

Exits from the portfolio

Companies it backed that were later bought or listed1 in all

ActifioBought by GoogleUndisclosedDec 2020

An exit counts when it came after the firm's first round in the company. From historical deal records.

Who they invest alongside

The investors most often in the same rounds as Heritage Group. A count of rooms they were both in, not a relationship either has claimed.

Recently backed

The latest companies Heritage Group put money into.

Quick answers about Heritage Group

What does Heritage Group invest in?

Heritage Group invests most often at Series A and Venture (55% of the rounds on record), in sectors such as Automotive, Food Processing and Healthcare.

How active is Heritage Group?

17 investments on record, 0 of them in the last 12 months, and it led 1. The most recent was in Jan 2023.

What has Heritage Group invested in recently?

Its most recent investments on record: Monogram Health (Growth, Jan 2023), Valera Health (Growth, Oct 2022) and Actifio (Undisclosed round, Aug 2018).

How big are Heritage Group's cheques?

The median round it joins is $17M.

Does Heritage Group lead rounds?

Sometimes: it led 1 of its 17 investments on record (6%).

Where does Heritage Group invest?

Most of the companies it backs are in the United States (100%).

Is Heritage Group investing now?

No investments in the last 12 months; the latest was in Jan 2023.

Who does Heritage Group invest alongside?

Most often Norwest Venture Partners (3 rounds together), Cigna Ventures (2 rounds together) and Flare Capital (2 rounds together).

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it