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Sun Life

1 York Street, Toronto, Ontario, M5J 0B6, Canada

Overview

Wealth management and financial security services.

Founded

1865

Deals · 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

—

Geographic focus

Canada
Hong Kong
United States

Sector focus

Finance
Financial Services
Insurance

Investment portfolio

7rounds
NAMEDATESIZE
Pillway (a Simpill Health Group Inc. Company)
Nov 2023Led
$10 MOther Equity
Bowtie Life Insurance Company
Sep 2023Led
$35 MSeries B
Collective Health
May 2021Participated
$280 MSeries F
Dialogue
Jul 2020Led
$33 MOther Equity
Collective Health
Jun 2019Participated
$205 MOther Equity
Bowtie Life Insurance Company
Dec 2018Participated
$30 MSeries A
Maxwell Health
Mar 2016Participated
$22 MSeries C
Pillway (a Simpill Health Group Inc. Company)
Nov 2023Led
$10 MOther Equity
Bowtie Life Insurance Company
Sep 2023Led
$35 MSeries B
Collective Health
May 2021Participated
$280 MSeries F
Dialogue
Jul 2020Led
$33 MOther Equity
Collective Health
Jun 2019Participated
$205 MOther Equity
Bowtie Life Insurance Company
Dec 2018Participated
$30 MSeries A
Maxwell Health
Mar 2016Participated
$22 MSeries C
7
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Insights

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Deal Distribution

Sun Life: 7 funding rounds are recorded in the selected participation categories.All available history.
Sun Life: 7 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Series B10
Series C+02
Other Equity21

Monthly Deal Activity

Sun Life: 7 deals are recorded across 128 months.All available history.
Sun Life: 7 deals are recorded across 128 months. All available history
MonthDeals
Mar '161
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 '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '181
Jan '190
Feb '190
Mar '190
Apr '190
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 '201
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 '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 '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '231
Oct '230
Nov '231
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

Sun Life: Fintech is the largest displayed sector by deal count (5 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.

Sun Life: Fintech is the largest displayed sector by deal count (5 deals). All available history
SectorDeals
Fintech5
Health & Life Sciences5
Networks, Cloud & Communication1
Enterprise Software1
E-Commerce & Retail1

Deal Size Distribution

Sun Life: 7 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.

Sun Life: 7 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M1
$25M-$50M3
$50M-$100M0
$100M-$250M1
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

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

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

Sun Life: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Hong Kong2
Canada2
Sun Life: 20 co-investors are shown, with DFJ Growth 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.

Sun Life: 20 co-investors are shown, with DFJ Growth sharing 2 recorded deals. All available history
Co-investorShared deals
DFJ Growth2
Founders Fund2
G Squared2
Maverick Ventures2
New Enterprise Associates2
SoftBank2
Adams Street Partners1
Caisse de dépôt et placement du Québec1
Cambia Health Solutions1
Catalyst Health Ventures1
Cendana Capital1
First Ascent Ventures1
Google Ventures1
Guardian Life1
Health Care Service Corporation1
Hong Kong X Technology Fund1
HV Capital1
Industry Ventures1
Lerer Hippeau1
Mitsui & Co.1

Investment Strategy

Sun Life: Led accounts for 43% and participating for 57% of round participation.All available history.
Sun Life: Led accounts for 43% and participating for 57% of round participation. All available history
CategoryDeals (count)Share (%)
Led343%
Participating457%
Sun Life: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Sun Life: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead3100%
Co-led00%

Team

Alanna Boyd

Senior Vice-President & Chief Sustainability Officer

Carolyn Tracy

Director, Direct Response Marketing

Chris Wei

EVP and Chief Client and Innovation Officer

Kevin Strain

Executive Vice-President & Chief Financial Officer

Luc Nhon Ly

Chief Executive Officer

Matthew Hamilton Gault

Founder

Melissa Kennedy

Executive Vice President, Chief Legal Officer and Public Affairs

Shiv Ranjan

Head Of Application Development - ASCI

Suzanne L Morin

Enterprise Chief Privacy Officer