# Wellington Financial: portfolio, investments and team

> Wellington Financial is an investment firm based in Canada. 31 investments on record, latest Jun 2017. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/wellington-financial-lp (Millionrounds; every figure on the page links to its filing or article)

Canada · [Investor](https://millionrounds.com/investors)

# Wellington Financial

Last cheque observed Jun 2017. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet Investment firm

Debt Venture Growth Biotechnology Medical Venture Capital & Private Equity

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 31 on record

Since the last cheque **3423** days **00** hrs **00** min **00** sec

Median round **$13M** Rounds led **0 of 31** Sole investor **22 rounds** Exits **7 from the portfolio** Mostly in **United States, 63%**

Pitch Wellington Financial

## Wellington Financial highlights

- 01 31 rounds on record
- 02 Mostly Debt and Venture: 96% of its rounds
- 03 Sole investor in 22 rounds, median $6.0M
- 04 7 exits from the portfolio

## What they do

- **Type:** Investment firm (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Biotechnology Medical Venture Capital & Private Equity
- **Based in:** Toronto, Canada
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **31 appearances**

- **2017** 3 rounds
- **Jun** **[Exari](https://millionrounds.com/company/exari)** Debt · AU · FinSMEs **$24M** Sole investor
- **Feb** **[Electric Cloud](https://millionrounds.com/company/electric-cloud)** Debt · US · FinSMEs **$11M** With 1 other
- **Feb** **[Dejero Labs](https://millionrounds.com/company/dejero-labs)** CA · BetaKit **$14M** Sole investor
- **2016** 3 rounds
- **Dec** **[SparkPost](https://millionrounds.com/company/sparkpost)** US · FinSMEs **$10M** Sole investor
- **Oct** **[Metamarkets](https://millionrounds.com/company/metamarkets)** US · FinSMEs **$14M** With 1 other
- **Sept** **[Unified](https://millionrounds.com/company/unified)** Debt · US · FinSMEs **$10M** With 3 others
- **2015** 2 rounds
- **Oct** **[FilmTrack](https://millionrounds.com/company/filmtrack)** Debt · US **$10M** With 1 other
- **Sept** **[Aquam](https://millionrounds.com/company/aquam)** Debt · US **$13M** Sole investor
- **2014** 5 rounds
- **Dec** **[iPerceptions](https://millionrounds.com/company/iperceptions)** US **Undisclosed** Sole investor
- **Nov** **[Mindjet](https://millionrounds.com/company/mindjet)** Debt · US **$10M** With 3 others
- **May** **[Agiliance](https://millionrounds.com/company/agiliance)** Venture · US **$5.0M** Sole investor
- **Mar** **[Akana](https://millionrounds.com/company/akana)** Debt · US **$10M** With 2 others
- **Mar** **[Operative Media](https://millionrounds.com/company/operative-media)** Debt · US **$11M** Sole investor
- **2013** 3 rounds
- **Aug** **[Salsa Labs](https://millionrounds.com/company/salsa-labs)** Debt · US · finsmes.com **$2.0M** Sole investor
- **Jun** **[Elastic Path Software](https://millionrounds.com/company/elastic-path-software)** Debt · CA · techcrunch.com **$7.8M** Sole investor
- **Mar** **[PHD Virtual Technologies](https://millionrounds.com/company/phd-virtual-technologies)** Debt · US · finsmes.com **$2.0M** Sole investor
- **2012** 5 rounds
- **Nov** **[TIM Group](https://millionrounds.com/company/tim-group)** Debt · GB · bizjournals.com **$2.4M** Sole investor
- **Oct** **[Beyond the Rack](https://millionrounds.com/company/beyond-the-rack)** Debt · CA · finsmes.com **$10M** Sole investor
- **Sept** **[Insception Biosciences](https://millionrounds.com/company/insception-biosciences)** Debt · CA · finance.yahoo.com **$4.5M** Sole investor
- **May** **[FolioDynamix](https://millionrounds.com/company/foliodynamix)** Debt · US · finsmes.com **$4.0M** Sole investor
- **May** **[Softgate Systems](https://millionrounds.com/company/softgate-systems)** Debt · US · finsmes.com **$7.5M** Sole investor
- **2011** 5 rounds
- **Dec** **[Harmony Information Systems](https://millionrounds.com/company/harmony-information-systems)** Debt · US · finsmes.com **$4.0M** Sole investor
- **May** **[Interact Public Safety](https://millionrounds.com/company/interact-public-safety)** Debt · US · finsmes.com **$7.0M** Sole investor
- **Mar** **[Mformation Technologies](https://millionrounds.com/company/mformation-technologies)** Debt · US · prnewswire.com **$8.0M** Sole investor
- **Mar** **[INVISION](https://millionrounds.com/company/invision)** Venture · US · paidcontent.org **$8.5M** With 1 other
- **Jan** **[Vantrix](https://millionrounds.com/company/vantrix)** Debt · CA · finsmes.com **$3.0M** Sole investor
- **2010** 1 round
- **Sept** **[Real Matters](https://millionrounds.com/company/real-matters)** Debt · CA · realmatters.com **$5.0M** Sole investor
- **2007** 2 rounds
- **Dec** **[BelAir Networks](https://millionrounds.com/company/belair-networks)** Venture · CA **$18M** With 10 others
- **Oct** **[Intelligent Hospital Systems](https://millionrounds.com/company/intelligent-hospital-systems)** Growth **$7.6M** With 2 others
- **2006** 2 rounds
- **Oct** **[Wmode](https://millionrounds.com/company/wmode)** Debt · CA **$6.0M** Sole investor
- **Oct** **[Vision Critical](https://millionrounds.com/company/vision-critical)** Venture · CA · canadait.com **$3.0M** Sole investor

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 listed **7 in all**

**[Mformation Technologies](https://millionrounds.com/company/mformation-technologies)** Bought by [Alcatel-Lucent](https://millionrounds.com/fund/alcatel-lucent) **Undisclosed** Sept 2015

**[Softgate Systems](https://millionrounds.com/company/softgate-systems)** Bought by [TIO Networks](https://millionrounds.com/fund/tio-networks) **$31M** Jul 2015

**[Interact Public Safety](https://millionrounds.com/company/interact-public-safety)** Bought by Constellation Software **Undisclosed** Mar 2015

**[FolioDynamix](https://millionrounds.com/company/foliodynamix)** Bought by [Actua Corporation](https://millionrounds.com/fund/actua-corporation) **$199M** Sept 2014

**[Harmony Information Systems](https://millionrounds.com/company/harmony-information-systems)** Bought by Mediware Information Systems **Undisclosed** Jun 2014

**[PHD Virtual Technologies](https://millionrounds.com/company/phd-virtual-technologies)** Bought by Unitrends **Undisclosed** Dec 2013

**[BelAir Networks](https://millionrounds.com/company/belair-networks)** Bought by [Ericsson](https://millionrounds.com/fund/ericsson-ventures) **Undisclosed** Apr 2012

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

## The cheque

Debt Venture Growth

Median round joined **$13M** the round, not its cheque Alone, median **$6.0M**

Led 0 of 31 rounds **0%**

- **Sole investor:** 22 rounds
- **Last cheque:** Jun 2017
- **Exits:** 7 from the portfolio

Rounds by stage said on their site

- Debt *22*
- Venture *4*
- Growth *1*

Cheques by year Led Joined

2006 2017

Often in the room with

- [SVB Capital](https://millionrounds.com/fund/svb-capital) 3
- [BDC Capital](https://millionrounds.com/fund/bdc-venture-capital) 2

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## Who they invest alongside

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

[**SVB Capital** VC firm **3** rounds together](https://millionrounds.com/fund/svb-capital)[**BDC Capital** VC firm **2** rounds together](https://millionrounds.com/fund/bdc-venture-capital)

## Recently backed

The latest companies Wellington Financial put money into.

[**Electric Cloud** $11M · Feb 2017](https://millionrounds.com/company/electric-cloud)[**SparkPost** $10M · Dec 2016](https://millionrounds.com/company/sparkpost)

## Quick answers about Wellington Financial

### What does Wellington Financial invest in?

Wellington Financial invests most often at Debt and Venture (96% of the rounds on record), in sectors such as Biotechnology, Medical and Venture Capital & Private Equity.

### How active is Wellington Financial?

31 investments on record, 0 of them in the last 12 months. The most recent was in Jun 2017.

### What has Wellington Financial invested in recently?

Its most recent investments on record: Exari (Debt, Jun 2017), Electric Cloud (Debt, Feb 2017) and Dejero Labs (Undisclosed round, Feb 2017).

### How big are Wellington Financial's cheques?

The median round it joins is $13M.

### Does Wellington Financial lead rounds?

Rarely, if at all: none of its 31 investments on record names it as the lead.

### Where does Wellington Financial invest?

Most of the companies it backs are in the United States (63%) and Canada (30%).

### Is Wellington Financial investing now?

No investments in the last 12 months; the latest was in Jun 2017.

### Who does Wellington Financial invest alongside?

Most often SVB Capital (3 rounds together) and BDC Capital (2 rounds together).

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