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Wellington Financial

440 Davis Court, #1922, San Francisco, CA, 94111, United States

Overview

Specialty finance firm providing term and venture loans up to $40 million.

Founded

2000

Deals · 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Debt

Geographic focus

Canada
United States

Sector focus

Finance
Financial Services
Venture Capital

Investment portfolio

27rounds
NAMEDATESIZE
Agilence
Aug 2017Led
$4 MOther Equity
Exari Systems
Jun 2017Led
$24 MOther Equity
Anonymous Health
May 2017Led
$15 MOther Equity
Electric Cloud
Feb 2017Led
$11 MOther Equity
Dejero
Feb 2017Led
$14 MOther Equity
Conversica
Dec 2016Participated
$34 MSeries B
SparkPost
Dec 2016Led
$10 MDebt
Metamarkets
Oct 2016Led
$14 MDebt
Unified
Sep 2016Led
$10 MOther Equity
SpringCM
Jun 2016Participated
$18 MOther Equity
Exinda
May 2016Led
$10 MDebt
QLess
Mar 2016Led
$4 MOther Equity
Agilence
Aug 2017Led
$4 MOther Equity
Exari Systems
Jun 2017Led
$24 MOther Equity
Anonymous Health
May 2017Led
$15 MOther Equity
Electric Cloud
Feb 2017Led
$11 MOther Equity
Dejero
Feb 2017Led
$14 MOther Equity
Conversica
Dec 2016Participated
$34 MSeries B
SparkPost
Dec 2016Led
$10 MDebt
Metamarkets
Oct 2016Led
$14 MDebt
Unified
Sep 2016Led
$10 MOther Equity
SpringCM
Jun 2016Participated
$18 MOther Equity
Exinda
May 2016Led
$10 MDebt
QLess
Mar 2016Led
$4 MOther Equity
27
Items
...
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Insights

Time horizon

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Deal Distribution

Wellington Financial: 27 funding rounds are recorded in the selected participation categories.All available history.
Wellington Financial: 27 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Other Equity91
Debt151

Monthly Deal Activity

Wellington Financial: 27 deals are recorded across 202 months.All available history.
Wellington Financial: 27 deals are recorded across 202 months. All available history
MonthDeals
Jan '101
Feb '100
Mar '100
Apr '100
May '100
Jun '100
Jul '100
Aug '100
Sep '101
Oct '100
Nov '100
Dec '100
Jan '111
Feb '110
Mar '110
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '110
Oct '110
Nov '110
Dec '110
Jan '120
Feb '121
Mar '120
Apr '120
May '122
Jun '120
Jul '120
Aug '120
Sep '120
Oct '121
Nov '120
Dec '120
Jan '130
Feb '130
Mar '131
Apr '130
May '130
Jun '131
Jul '130
Aug '131
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '140
Mar '141
Apr '140
May '141
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '151
Feb '150
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '151
Oct '151
Nov '150
Dec '150
Jan '160
Feb '160
Mar '161
Apr '160
May '161
Jun '161
Jul '160
Aug '160
Sep '161
Oct '161
Nov '160
Dec '162
Jan '170
Feb '172
Mar '170
Apr '170
May '171
Jun '171
Jul '170
Aug '171
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 '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 '210
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 '230
Oct '230
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

Wellington Financial: Enterprise Software is the largest displayed sector by deal count (14 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.

Wellington Financial: Enterprise Software is the largest displayed sector by deal count (14 deals). All available history
SectorDeals
Enterprise Software14
Networks, Cloud & Communication12
Hardware & Robotics6
Data, Analytics & IT5
Marketing & Advertising5
E-Commerce & Retail4
Real Estate & Construction3
Consumer & Lifestyle3
Media & Entertainment3
Food & Agriculture3
Fintech2
Health & Life Sciences2
Developer Tools2
Government & Defense1
Clean Energy & Sustainability1
Manufacturing1
AI & Machine Learning1
Professional Services1

Deal Size Distribution

Wellington Financial: 27 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.

Wellington Financial: 27 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M6
$5M-$10M6
$10M-$25M14
$25M-$50M1
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Wellington Financial: United States has the largest recorded deal count among the displayed regions (20 deals).All available history.

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

Wellington Financial: United States has the largest recorded deal count among the displayed regions (20 deals). All available history
RegionDeals
United States20
Canada5
913612
Wellington Financial: 15 co-investors are shown, with Beacon Equity Partners sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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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.

Wellington Financial: 15 co-investors are shown, with Beacon Equity Partners sharing 1 recorded deals. All available history
Co-investorShared deals
Beacon Equity Partners1
Bluestem Capital1
Bridge Bank1
Citrix1
City National Bank1
Foundation Capital1
Insight Partners1
Kennet Partners1
North Bridge Venture Partners1
Panorama Point Partners1
PSG1
Recruit Holdings1
Silicon Valley Bank1
Square 1 Bank1
Toba Capital1

Investment Strategy

Wellington Financial: Led accounts for 89% and participating for 11% of round participation.All available history.
Wellington Financial: Led accounts for 89% and participating for 11% of round participation. All available history
CategoryDeals (count)Share (%)
Led2489%
Participating311%
Wellington Financial: Single-lead accounts for 92% and co-led for 8% of lead dynamics.All available history.
Wellington Financial: Single-lead accounts for 92% and co-led for 8% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2292%
Co-led28%

Team

No team members found for this fund.