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The Venture Codex

HealthEquity

15 W Scenic Pointe Dr, Draper, UT, 84020, United States

Overview

Administers Health Savings Accounts and consumer-directed benefits.

Founded

2002

Deals · 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series A

Geographic focus

Spain
Switzerland

Sector focus

Financial Services
Health Care
Payments

Investment portfolio

11rounds
NAMEDATESIZE
Peptomyc
Dec 2020Participated
$14 MOther Equity
SANIFIT
Jun 2019Participated
$82 MSeries D
Minoryx Therapeutics
Sep 2018Participated
$25 MSeries B
GlyCardial Diagnostics
Nov 2017Participated
$3 MOther Equity
Peptomyc
Sep 2017Participated
$5 MSeries A
Versantis
Mar 2017Participated
$4 MSeries A
Peptomyc
May 2016Led
$1 MSeed
Minoryx Therapeutics
Oct 2015Participated
$22 MSeries A
Minoryx Therapeutics
Mar 2015Led
$0.81 MOther Equity
SANIFIT
Nov 2014Participated
$4 MOther Equity
nLife Therapeutics
Jun 2014Participated
$3 MOther Equity
Peptomyc
Dec 2020Participated
$14 MOther Equity
SANIFIT
Jun 2019Participated
$82 MSeries D
Minoryx Therapeutics
Sep 2018Participated
$25 MSeries B
GlyCardial Diagnostics
Nov 2017Participated
$3 MOther Equity
Peptomyc
Sep 2017Participated
$5 MSeries A
Versantis
Mar 2017Participated
$4 MSeries A
Peptomyc
May 2016Led
$1 MSeed
Minoryx Therapeutics
Oct 2015Participated
$22 MSeries A
Minoryx Therapeutics
Mar 2015Led
$0.81 MOther Equity
SANIFIT
Nov 2014Participated
$4 MOther Equity
nLife Therapeutics
Jun 2014Participated
$3 MOther Equity
11
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Insights

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Deal Distribution

HealthEquity: 11 funding rounds are recorded in the selected participation categories.All available history.
HealthEquity: 11 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed10
Series A03
Series B01
Series C+01
Other Equity14

Monthly Deal Activity

HealthEquity: 11 deals are recorded across 149 months.All available history.
HealthEquity: 11 deals are recorded across 149 months. All available history
MonthDeals
Jun '141
Jul '140
Aug '140
Sep '140
Oct '140
Nov '141
Dec '140
Jan '150
Feb '150
Mar '151
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '151
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '161
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '171
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '171
Oct '170
Nov '171
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '181
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '191
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '201
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
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
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Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

HealthEquity: Health & Life Sciences is the largest displayed sector by deal count (11 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.

HealthEquity: Health & Life Sciences is the largest displayed sector by deal count (11 deals). All available history
SectorDeals
Health & Life Sciences11
Professional Services1

Deal Size Distribution

HealthEquity: 11 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.

HealthEquity: 11 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M6
$5M-$10M1
$10M-$25M2
$25M-$50M1
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

HealthEquity: Europe has the largest recorded deal count among the displayed regions (11 deals).All available history.

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

HealthEquity: Europe has the largest recorded deal count among the displayed regions (11 deals). All available history
RegionDeals
Europe11
HealthEquity: 20 co-investors are shown, with Caixa Capital Risc sharing 6 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

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.

HealthEquity: 20 co-investors are shown, with Caixa Capital Risc sharing 6 recorded deals. All available history
Co-investorShared deals
Caixa Capital Risc6
Alta Life Sciences3
Ysios Capital3
Chiesi Ventures2
Idinvest Partners2
Kurma Partners2
Roche Venture2
Altus Partners1
Andera Partners1
AurorA Science1
Business Angels1
CDTI1
CDTI Innvierte1
Columbus Venture Partners1
Forbion1
Fund+1
Fundaci1
Gilde Healthcare1
Institut Catal de Finances1
Invercaria1

Investment Strategy

HealthEquity: Led accounts for 18% and participating for 82% of round participation.All available history.
HealthEquity: Led accounts for 18% and participating for 82% of round participation. All available history
CategoryDeals (count)Share (%)
Led218%
Participating982%
HealthEquity: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
HealthEquity: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2100%
Co-led00%

Team

Brad Bennion

SVP of Corporate Development

Darcy Mott

Executive Vice President, Treasurer and Chief Financial Officer

Jody Dietel

Special Advisor, Government Affairs

Jon Kessler

President & CEO

Kristy Westphal

VP, Security Operations

Natalie Atwood

Senior Vice President of People

Stephen Neeleman

Founder & Vice Chairman

Tyson Murdock

Executive Vice President & Deputy Chief Financial Officer