The Venture Codex Logo

The Venture Codex

OPTrust

1 Adelaide Street East, Suite 2900, Toronto, ON, M5C 3A7, Canada

Overview

Diversified private equity and infrastructure investment portfolios.

Founded

2006

Deals ยท 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Debt

Geographic focus

Australia
United States

Sector focus

Financial Services

Investment portfolio

5rounds
NAMEDATESIZE
Skykraft
Oct 2023Participated
$63 MOther Equity
Lineage Logistics
Jan 2022Participated
$1.7 BOther Equity
Lineage Logistics
Mar 2021Participated
$4.7 BDebt
Lineage Logistics
Sep 2020Participated
$1.6 BOther Equity
Judo Bank
Aug 2019Participated
$400 MOther Equity
Skykraft
Oct 2023Participated
$63 MOther Equity
Lineage Logistics
Jan 2022Participated
$1.7 BOther Equity
Lineage Logistics
Mar 2021Participated
$4.7 BDebt
Lineage Logistics
Sep 2020Participated
$1.6 BOther Equity
Judo Bank
Aug 2019Participated
$400 MOther Equity
5
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

OPTrust: 5 funding rounds are recorded in the selected participation categories.All available history.
OPTrust: 5 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity04
Debt01

Monthly Deal Activity

OPTrust: 5 deals are recorded across 87 months.All available history.
OPTrust: 5 deals are recorded across 87 months. All available history
MonthDeals
Aug '191
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 '201
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '211
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '221
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 '231
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
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

OPTrust: Food & Agriculture is the largest displayed sector by deal count (3 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.

OPTrust: Food & Agriculture is the largest displayed sector by deal count (3 deals). All available history
SectorDeals
Food & Agriculture3
Transportation & Logistics3
Networks, Cloud & Communication1
Fintech1
Space & Frontier Tech1

Deal Size Distribution

OPTrust: 5 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.

OPTrust: 5 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M1
$100M-$250M0
$250M-$500M1
$500M-$1B0
$1B+3

Deals By Geography

OPTrust: United States has the largest recorded deal count among the displayed regions (3 deals).All available history.

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

OPTrust: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Australia2
OPTrust: 19 co-investors are shown, with BentallGreenOak sharing 3 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.

OPTrust: 19 co-investors are shown, with BentallGreenOak sharing 3 recorded deals. All available history
Co-investorShared deals
BentallGreenOak3
CenterSquare Investment Management3
Cohen & Steers3
D1 Capital Partners3
Oxford Properties3
Morgan Stanley2
Abu Dhabi Capital Group1
Bain Capital Credit1
Conversant Capital1
Foresight Australia1
Healthcare of Ontario Pension Plan1
Ironbridge1
Main Sequence Ventures1
NYSTRS1
QuadReal Property Group1
Rabobank1
SPF Investment Management1
StepStone1
Tikehau Capital1

Investment Strategy

OPTrust: Led accounts for 0% and participating for 100% of round participation.All available history.
OPTrust: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating5100%
OPTrust: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
OPTrust: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Morgan McCormick

Managing Director & Head of European Office

Peter L.

President and CEO

Victor Dudemaine

AVP, Enterprise Data Services