Heritage Group Investments & Fund Profile

Overview

Venture capital firm investing in innovative healthcare companies.

Founded

1986

Deals · 12mo

0

Links

Website LinkedIn

Stage focus

Series B

Series C

Geographic focus

United States

Sector focus

Finance

Financial Services

Health Care

Venture Capital

Investment portfolio

35rounds

LedParticipated

NAME	DATE	SIZE
Persperity Health	Nov 2024Participated	$1 MSeed
Connections	Oct 2023Participated	$28 MOther Equity
Wellvana Health	Mar 2023Led	$84 MOther Equity
Monogram Health	Jan 2023Led	$375 MOther Equity
Valera Health	Oct 2022Led	$45 MOther Equity
CyCognito	Dec 2021Participated	$100 MSeries C
Daily.co	Nov 2021Participated	$40 MSeries B
Daily	Nov 2021Participated	$40 MSeries B
Biond Biologics	Nov 2021Participated	$15 MSeries C
Equum Medical	Aug 2021Led	$20 MOther Equity
MDLIVE	Sep 2020Participated	$75 MOther Equity
AVER	Jan 2020Participated	$27 MSeries C
Persperity Health	Nov 2024Participated	$1 MSeed
Connections	Oct 2023Participated	$28 MOther Equity
Wellvana Health	Mar 2023Led	$84 MOther Equity
Monogram Health	Jan 2023Led	$375 MOther Equity
Valera Health	Oct 2022Led	$45 MOther Equity
CyCognito	Dec 2021Participated	$100 MSeries C
Daily.co	Nov 2021Participated	$40 MSeries B
Daily	Nov 2021Participated	$40 MSeries B
Biond Biologics	Nov 2021Participated	$15 MSeries C
Equum Medical	Aug 2021Led	$20 MOther Equity
MDLIVE	Sep 2020Participated	$75 MOther Equity
AVER	Jan 2020Participated	$27 MSeries C

35 Items

35

Items

...

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Insights

Time horizon

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Deal Distribution

Heritage Group: 35 funding rounds are recorded in the selected participation categories. All available history
Round type	Led deals	Participated deals
Seed	0	1
Series A	1	2
Series B	2	5
Series C+	0	7
Other Equity	7	10

Monthly Deal Activity

Heritage Group: 35 deals are recorded across 199 months. All available history
Month	Deals
Apr '10	1
May '10	0
Jun '10	0
Jul '10	0
Aug '10	0
Sep '10	0
Oct '10	0
Nov '10	1
Dec '10	0
Jan '11	0
Feb '11	0
Mar '11	0
Apr '11	0
May '11	0
Jun '11	0
Jul '11	0
Aug '11	0
Sep '11	0
Oct '11	0
Nov '11	0
Dec '11	0
Jan '12	0
Feb '12	0
Mar '12	0
Apr '12	0
May '12	0
Jun '12	1
Jul '12	0
Aug '12	0
Sep '12	0
Oct '12	0
Nov '12	0
Dec '12	0
Jan '13	0
Feb '13	0
Mar '13	0
Apr '13	0
May '13	0
Jun '13	0
Jul '13	0
Aug '13	0
Sep '13	1
Oct '13	0
Nov '13	0
Dec '13	0
Jan '14	1
Feb '14	0
Mar '14	0
Apr '14	0
May '14	0
Jun '14	0
Jul '14	0
Aug '14	0
Sep '14	0
Oct '14	0
Nov '14	1
Dec '14	0
Jan '15	0
Feb '15	0
Mar '15	0
Apr '15	0
May '15	1
Jun '15	1
Jul '15	0
Aug '15	0
Sep '15	0
Oct '15	0
Nov '15	1
Dec '15	1
Jan '16	2
Feb '16	0
Mar '16	0
Apr '16	0
May '16	2
Jun '16	2
Jul '16	0
Aug '16	0
Sep '16	0
Oct '16	0
Nov '16	0
Dec '16	0
Jan '17	0
Feb '17	0
Mar '17	0
Apr '17	1
May '17	0
Jun '17	0
Jul '17	0
Aug '17	0
Sep '17	0
Oct '17	0
Nov '17	0
Dec '17	0
Jan '18	0
Feb '18	0
Mar '18	1
Apr '18	0
May '18	0
Jun '18	0
Jul '18	0
Aug '18	2
Sep '18	0
Oct '18	0
Nov '18	1
Dec '18	0
Jan '19	0
Feb '19	0
Mar '19	0
Apr '19	1
May '19	0
Jun '19	0
Jul '19	0
Aug '19	1
Sep '19	0
Oct '19	0
Nov '19	0
Dec '19	0
Jan '20	1
Feb '20	0
Mar '20	0
Apr '20	0
May '20	0
Jun '20	0
Jul '20	0
Aug '20	0
Sep '20	1
Oct '20	0
Nov '20	0
Dec '20	0
Jan '21	0
Feb '21	0
Mar '21	0
Apr '21	0
May '21	0
Jun '21	0
Jul '21	0
Aug '21	1
Sep '21	0
Oct '21	0
Nov '21	3
Dec '21	1
Jan '22	0
Feb '22	0
Mar '22	0
Apr '22	0
May '22	0
Jun '22	0
Jul '22	0
Aug '22	0
Sep '22	0
Oct '22	1
Nov '22	0
Dec '22	0
Jan '23	1
Feb '23	0
Mar '23	1
Apr '23	0
May '23	0
Jun '23	0
Jul '23	0
Aug '23	0
Sep '23	0
Oct '23	1
Nov '23	0
Dec '23	0
Jan '24	0
Feb '24	0
Mar '24	0
Apr '24	0
May '24	0
Jun '24	0
Jul '24	0
Aug '24	0
Sep '24	0
Oct '24	0
Nov '24	1
Dec '24	0
Jan '25	0
Feb '25	0
Mar '25	0
Apr '25	0
May '25	0
Jun '25	0
Jul '25	0
Aug '25	0
Sep '25	0
Oct '25	0
Nov '25	0
Dec '25	0
Jan '26	0
Feb '26	0
Mar '26	0
Apr '26	0
May '26	0
Jun '26	0
Jul '26	0
Aug '26	0
Sep '26	0
Oct '26	0

Sector Breakdown

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

Heritage Group: Health & Life Sciences is the largest displayed sector by deal count (29 deals). All available history
Sector	Deals
Health & Life Sciences	29
Enterprise Software	8
Data, Analytics & IT	7
Networks, Cloud & Communication	7
Professional Services	7
Cybersecurity & Privacy	5
Hardware & Robotics	3
Social & Community Platforms	3
E-Commerce & Retail	2
Marketing & Advertising	2
Fintech	2
Developer Tools	2
Transportation & Logistics	1
Media & Entertainment	1
AI & Machine Learning	1

Deal Size Distribution

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

Heritage Group: 35 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)	Deals
<$5M	4
$5M-$10M	1
$10M-$25M	12
$25M-$50M	11
$50M-$100M	3
$100M-$250M	3
$250M-$500M	1
$500M-$1B	0
$1B+	0

Deals By Geography

Top 3 of 3 regions; European countries are grouped as Europe.

Heritage Group: United States has the largest recorded deal count among the displayed regions (33 deals). All available history
Region	Deals
United States	33
Brazil	1
Israel	1

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.

Heritage Group: 20 co-investors are shown, with Norwest Venture Partners sharing 4 recorded deals. All available history
Co-investor	Shared deals
Norwest Venture Partners	4
83North	3
Cigna Ventures	3
Excel Venture Management	3
Flare Capital Partners	3
Health Care Service Corporation	3
HLM Venture Partners	3
Industry Ventures	3
Merck	3
Sutter Health	3
Andreessen Horowitz	2
Bedford Funding	2
Cendana Capital	2
Freestyle Capital	2
GE Ventures	2
Haystack Ventures	2
Health Velocity Capital	2
Hearst Ventures	2
Humana	2
Kleiner Perkins	2