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Nicola Wealth

1477 West Broadway, Vancouver, BC, V6J 1W8, Canada

Overview

Sophisticated wealth management strategies for high net worth individuals.

Founded

1994

Deals ยท 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series C

Geographic focus

Canada
United States

Sector focus

Consulting
Finance
Financial Services
Risk Management
...

Investment portfolio

8rounds
NAMEDATESIZE
Spare
Sep 2024Participated
$31 MSeries B
Kore.ai
Jan 2024Led
$150 MOther Equity
Avidbots Corp.
Sep 2022Participated
$70 MSeries C
Sonic Incytes
Dec 2021Participated
$7 MSeries A
Kore.ai
Sep 2021Participated
$70 MSeries C
Vendasta
May 2021Participated
$99 MOther Equity
FoodLogiQ
Mar 2018Participated
$20 MOther Equity
WealthBar
May 2016Led
$6 MOther Equity
Spare
Sep 2024Participated
$31 MSeries B
Kore.ai
Jan 2024Led
$150 MOther Equity
Avidbots Corp.
Sep 2022Participated
$70 MSeries C
Sonic Incytes
Dec 2021Participated
$7 MSeries A
Kore.ai
Sep 2021Participated
$70 MSeries C
Vendasta
May 2021Participated
$99 MOther Equity
FoodLogiQ
Mar 2018Participated
$20 MOther Equity
WealthBar
May 2016Led
$6 MOther Equity
8
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Nicola Wealth: 8 funding rounds are recorded in the selected participation categories.All available history.
Nicola Wealth: 8 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Series B01
Series C+02
Other Equity22

Monthly Deal Activity

Nicola Wealth: 8 deals are recorded across 126 months.All available history.
Nicola Wealth: 8 deals are recorded across 126 months. All available history
MonthDeals
May '161
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 '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '181
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 '190
May '190
Jun '190
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 '211
Jun '210
Jul '210
Aug '210
Sep '211
Oct '210
Nov '210
Dec '211
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '221
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 '241
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '241
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

Nicola Wealth: Enterprise Software 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.

Nicola Wealth: Enterprise Software is the largest displayed sector by deal count (7 deals). All available history
SectorDeals
Enterprise Software7
AI & Machine Learning4
Networks, Cloud & Communication3
Transportation & Logistics2
Hardware & Robotics1
Marketing & Advertising1
Fintech1
Manufacturing1
Media & Entertainment1
Health & Life Sciences1
Food & Agriculture1

Deal Size Distribution

Nicola Wealth: 8 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.

Nicola Wealth: 8 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M2
$10M-$25M1
$25M-$50M1
$50M-$100M3
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Nicola Wealth: Canada has the largest recorded deal count among the displayed regions (5 deals).All available history.

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

Nicola Wealth: Canada has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
Canada5
United States3
Nicola Wealth: 20 co-investors are shown, with Kensington Capital Partners 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.

Nicola Wealth: 20 co-investors are shown, with Kensington Capital Partners sharing 2 recorded deals. All available history
Co-investorShared deals
Kensington Capital Partners2
NextEquity Partners2
Vistara Growth2
BDC Capital1
Beedie1
Beedie Capital1
BMO Capital Partners1
Canadian Business Growth Fund1
FTV Capital1
Gaingels1
GGV Capital1
Golden Ventures1
Golden Vision Capital1
Greenhouse Capital1
Inovia Capital1
INP Capital1
Jeneration Capital1
Luxor Capital1
MEDTEQ+1
Mint Venture Partners1

Investment Strategy

Nicola Wealth: Led accounts for 25% and participating for 75% of round participation.All available history.
Nicola Wealth: Led accounts for 25% and participating for 75% of round participation. All available history
CategoryDeals (count)Share (%)
Led225%
Participating675%
Nicola Wealth: Single-lead accounts for 50% and co-led for 50% of lead dynamics.All available history.
Nicola Wealth: Single-lead accounts for 50% and co-led for 50% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead150%
Co-led150%

Team

Chris Nicola

CTO

David Sung

President | Client Relationship Manager

Jamie Duncan

Chief Operating Officer

John Nicola

Chairman & Chief Executive Officer & Founder

Karen Ikeda

Sr Financial Advisor, Wealth Management