Morningstar Investments & Fund Profile

Overview

Independent investment research and asset-management services provider.

Founded

1984

Deals · 12mo

0

Links

Website LinkedIn X (Twitter)

Stage focus

Series B

Geographic focus

Canada

Sweden

United States

Sector focus

Asset Management

Enterprise Software

Finance

Financial Services

...

Investment portfolio

16rounds

LedParticipated

NAME	DATE	SIZE
Fanable	Oct 2025Participated	$12 MOther Equity
Bondex	Jun 2024Led	$11 MCrowdfunding
TIFIN	May 2022Participated	$109 MSeries D
Ellevest	Apr 2022Participated	$53 MSeries B
Brewbike	Dec 2021Participated	$3 MOther Equity
TIFIN	Nov 2021Participated	$47 MSeries C
Meme.com	May 2021Participated	$5 MOther Equity
TIFIN	Apr 2021Participated	$22 MSeries B
Ellevest	Sep 2017Participated	$35 MOther Equity
Ellevest	Sep 2016Participated	$9 MOther Equity
Ellevest	Mar 2016Participated	$10 MSeries A
PitchBook	Jan 2016Led	$10 MOther Equity
Fanable	Oct 2025Participated	$12 MOther Equity
Bondex	Jun 2024Led	$11 MCrowdfunding
TIFIN	May 2022Participated	$109 MSeries D
Ellevest	Apr 2022Participated	$53 MSeries B
Brewbike	Dec 2021Participated	$3 MOther Equity
TIFIN	Nov 2021Participated	$47 MSeries C
Meme.com	May 2021Participated	$5 MOther Equity
TIFIN	Apr 2021Participated	$22 MSeries B
Ellevest	Sep 2017Participated	$35 MOther Equity
Ellevest	Sep 2016Participated	$9 MOther Equity
Ellevest	Mar 2016Participated	$10 MSeries A
PitchBook	Jan 2016Led	$10 MOther Equity

16 Items

16

Items

...

Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Morningstar: 16 funding rounds are recorded in the selected participation categories. All available history
Round type	Led deals	Participated deals
Series A	0	1
Series B	2	2
Series C+	1	2
Other Equity	2	5
Crowdfunding	1	0

Monthly Deal Activity

Morningstar: 16 deals are recorded across 180 months. All available history
Month	Deals
Nov '11	1
Dec '11	0
Jan '12	1
Feb '12	0
Mar '12	0
Apr '12	0
May '12	0
Jun '12	0
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	1
Jun '13	0
Jul '13	0
Aug '13	0
Sep '13	0
Oct '13	0
Nov '13	0
Dec '13	0
Jan '14	0
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	0
Dec '14	0
Jan '15	0
Feb '15	0
Mar '15	0
Apr '15	0
May '15	1
Jun '15	0
Jul '15	0
Aug '15	0
Sep '15	0
Oct '15	0
Nov '15	0
Dec '15	0
Jan '16	1
Feb '16	0
Mar '16	1
Apr '16	0
May '16	0
Jun '16	0
Jul '16	0
Aug '16	0
Sep '16	1
Oct '16	0
Nov '16	0
Dec '16	0
Jan '17	0
Feb '17	0
Mar '17	0
Apr '17	0
May '17	0
Jun '17	0
Jul '17	0
Aug '17	0
Sep '17	1
Oct '17	0
Nov '17	0
Dec '17	0
Jan '18	0
Feb '18	0
Mar '18	0
Apr '18	0
May '18	0
Jun '18	0
Jul '18	0
Aug '18	0
Sep '18	0
Oct '18	0
Nov '18	0
Dec '18	0
Jan '19	0
Feb '19	0
Mar '19	0
Apr '19	0
May '19	0
Jun '19	0
Jul '19	0
Aug '19	0
Sep '19	0
Oct '19	0
Nov '19	0
Dec '19	0
Jan '20	0
Feb '20	0
Mar '20	0
Apr '20	0
May '20	0
Jun '20	0
Jul '20	0
Aug '20	0
Sep '20	0
Oct '20	0
Nov '20	0
Dec '20	0
Jan '21	0
Feb '21	0
Mar '21	0
Apr '21	1
May '21	1
Jun '21	0
Jul '21	0
Aug '21	0
Sep '21	0
Oct '21	0
Nov '21	1
Dec '21	1
Jan '22	0
Feb '22	0
Mar '22	0
Apr '22	1
May '22	1
Jun '22	0
Jul '22	0
Aug '22	0
Sep '22	0
Oct '22	0
Nov '22	0
Dec '22	0
Jan '23	0
Feb '23	0
Mar '23	0
Apr '23	0
May '23	0
Jun '23	0
Jul '23	0
Aug '23	0
Sep '23	0
Oct '23	0
Nov '23	0
Dec '23	0
Jan '24	0
Feb '24	0
Mar '24	0
Apr '24	0
May '24	0
Jun '24	1
Jul '24	0
Aug '24	0
Sep '24	0
Oct '24	0
Nov '24	0
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	1
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.

Morningstar: Fintech is the largest displayed sector by deal count (13 deals). All available history
Sector	Deals
Fintech	13
Consumer & Lifestyle	4
Enterprise Software	4
AI & Machine Learning	4
Data, Analytics & IT	4
Crypto & Blockchain	3
Networks, Cloud & Communication	1
E-Commerce & Retail	1
Food & Agriculture	1
Social & Community Platforms	1

Deal Size Distribution

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

Morningstar: 16 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)	Deals
<$5M	3
$5M-$10M	3
$10M-$25M	6
$25M-$50M	2
$50M-$100M	1
$100M-$250M	1
$250M-$500M	0
$500M-$1B	0
$1B+	0

Deals By Geography

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

Morningstar: United States has the largest recorded deal count among the displayed regions (14 deals). All available history
Region	Deals
United States	14
Canada	1
Europe	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.

Morningstar: 20 co-investors are shown, with Astia Angels sharing 3 recorded deals. All available history
Co-investor	Shared deals
Astia Angels	3
Broadridge Financial Solutions	3
Hyde Park Angels	3
I2A Fund	3
J.P. Morgan	3
Khosla Ventures	3
Contour Venture Partners	2
Hamilton Lane	2
Salesforce Ventures	2
Ulu Ventures	2
Allianz Life Ventures	1
AME Cloud Ventures	1
Amicus	1
Amicus Capital Partners	1
Animoca Brands	1
Aspect Ventures	1
Be-Cause Ventures	1
Blockhype	1
BMO Family Office	1
Borderless Capital	1