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The Venture Codex

Overview

Global financial services provider for protection and wealth management.

Founded

1887

Deals ยท 12mo

0

Stage focus

Series B
Series C

Geographic focus

Canada
United States

Sector focus

Finance
Financial Services

Investment portfolio

9rounds
NAMEDATESIZE
Spearmint Energy
Feb 2024Led
$48 MDebt
Silfab Solar
Mar 2023Participated
$125 MOther Equity
FreshBooks
Aug 2021Participated
$131 MSeries E
Vestwell
Jul 2021Participated
$70 MSeries C
Procurify
Jun 2019Participated
$20 MSeries B
Embroker
Apr 2019Participated
$28 MSeries B
NextCapital
Jan 2018Participated
$30 MSeries C
Liveoak Technologies
Sep 2017Participated
$3 MOther Equity
NextCapital
Dec 2015Led
$16 MSeries B
Spearmint Energy
Feb 2024Led
$48 MDebt
Silfab Solar
Mar 2023Participated
$125 MOther Equity
FreshBooks
Aug 2021Participated
$131 MSeries E
Vestwell
Jul 2021Participated
$70 MSeries C
Procurify
Jun 2019Participated
$20 MSeries B
Embroker
Apr 2019Participated
$28 MSeries B
NextCapital
Jan 2018Participated
$30 MSeries C
Liveoak Technologies
Sep 2017Participated
$3 MOther Equity
NextCapital
Dec 2015Led
$16 MSeries B
9
Items
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Insights

Time horizon

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Deal Distribution

Manulife: 9 funding rounds are recorded in the selected participation categories.All available history.
Manulife: 9 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B12
Series C+03
Other Equity02
Debt10

Monthly Deal Activity

Manulife: 9 deals are recorded across 131 months.All available history.
Manulife: 9 deals are recorded across 131 months. All available history
MonthDeals
Dec '151
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '171
Oct '170
Nov '170
Dec '170
Jan '181
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '191
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 '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '211
Aug '211
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 '231
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '241
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

Manulife: Fintech is the largest displayed sector by deal count (7 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.

Manulife: Fintech is the largest displayed sector by deal count (7 deals). All available history
SectorDeals
Fintech7
Networks, Cloud & Communication2
Enterprise Software2
Professional Services2
Clean Energy & Sustainability2
Marketing & Advertising1
Manufacturing1
Health & Life Sciences1
Cybersecurity & Privacy1
Transportation & Logistics1

Deal Size Distribution

Manulife: 9 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.

Manulife: 9 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M0
$10M-$25M2
$25M-$50M3
$50M-$100M1
$100M-$250M2
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Manulife: United States has the largest recorded deal count among the displayed regions (6 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Manulife: United States has the largest recorded deal count among the displayed regions (6 deals). All available history
RegionDeals
United States6
Canada3
Manulife: 20 co-investors are shown, with FinTech Collective sharing 2 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.

Investment Strategy

Manulife: Led accounts for 22% and participating for 78% of round participation.All available history.
Manulife: Led accounts for 22% and participating for 78% of round participation. All available history
CategoryDeals (count)Share (%)
Led222%
Participating778%
Manulife: Single-lead accounts for 50% and co-led for 50% of lead dynamics.All available history.
Manulife: Single-lead accounts for 50% and co-led for 50% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead150%
Co-led150%

Team

Eugene Wen

VP and Group Advanced Analytics

Koosha Golmohammadi

Director of Advanced Analytics

Marc Costantini

Global Head of Inforce Management

Naveed Irshad

Global Head of Inforce Management / Head of North American Legacy Business

Pam Kimmet

Chief Human Resources Officer

Phil Witherington

Chief Financial Officer

Roy Gori

President & CEO

Shamus Weiland

Global Chief Information Officer