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BMO Family Office

320 South Canal Street, Floor 12, Chicago, IL, 60606, USA

Overview

Wealth management advisory firm for families and family offices.

Deals · 12mo

0

Links

WebsiteLinkedIn

Stage focus

Series B

Geographic focus

United States

Sector focus

—

Investment portfolio

1rounds
NAMEDATESIZE
Ellevest
Apr 2022Led
$53 MSeries B
Ellevest
Apr 2022Led
$53 MSeries B
1
Items
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Insights

Time horizon

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Deal Distribution

BMO Family Office: 1 funding rounds are recorded in the selected participation categories.All available history.
BMO Family Office: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B10

Monthly Deal Activity

BMO Family Office: 1 deals are recorded across 55 months.All available history.
BMO Family Office: 1 deals are recorded across 55 months. All available history
MonthDeals
Apr '221
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

BMO Family Office: Fintech is the largest displayed sector by deal count (1 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

BMO Family Office: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1
Consumer & Lifestyle1

Deal Size Distribution

BMO Family Office: 1 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

BMO Family Office: 1 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

BMO Family Office: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

BMO Family Office: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
BMO Family Office: 14 co-investors are shown, with Allianz Life Ventures sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

BMO Family Office: 14 co-investors are shown, with Allianz Life Ventures sharing 1 recorded deals. All available history
Co-investorShared deals
Allianz Life Ventures1
AME Cloud Ventures1
Astia Angels1
Cleo Capital1
Contour Venture Partners1
Envestnet1
Halogen Ventures1
Khosla Ventures1
Morningstar1
PayPal Ventures1
Pivotal Ventures1
Salesforce Ventures1
Stardust Equity1
The Venture Collective1

Investment Strategy

BMO Family Office: Led accounts for 100% and participating for 0% of round participation.All available history.
BMO Family Office: Led accounts for 100% and participating for 0% of round participation. All available history
CategoryDeals (count)Share (%)
Led1100%
Participating00%
BMO Family Office: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
BMO Family Office: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

No team members found for this fund.