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Wellington Financial

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

Overview

Wellington Financial LP is a privately-held specialty finance firm providing term, venture and amortizing loans up to $40 million across the U.S., Canada and United Kingdom. Wellington Financial LP is currently managing a $900 million investment program with offices in Menlo Park, Santa Monica and Toronto. LPs include several of Canada’s largest institutional investors, crown corporations, financial institutions and pension funds. Please visit www.wellingtonfund.com for additional information.

Total investments
27
Lead investments
24
Investments · 12mo
0
Active investors
0

Sector focus

  • Finance
  • Financial Services
  • Venture Capital
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Investment portfolio

  • Agilence

    Led · Equity · Aug 2017

    Agilence develops the 20/20 Data Analytics™ Platform, a cloud-based reporting solution that provides retail and restaurant organizations with a complete view of their business. The platform integrates POS, ERP, supply chain, promotion planning, and loyalty management data to enable analyses from global “what if” queries down to single-location anomaly detection. Users across ranks — from store managers to CFOs and CEOs — run role-relevant reports to increase sales and eliminate losses. Founded in 2006 and led by president and CEO Russ Hawkins, Agilence positions itself as an industry leader in data analytics and reporting for retail and restaurant organizations. The company received debt financing from Accel-KKR Credit Partners and intends to use the funds to accelerate growth. The amount of the financing was not disclosed. Agilence develops the 20/20 Data Analytics™ platform to deliver cloud-based reporting and insights for retailers, restaurants, and pharmacies. The platform includes industry-specific products—20/20 Retail™, 20/20 F&B™, and 20/20 Rx™—that evaluate performance across the sales cycle and support compliance. Agilence serves more than 118 brands and covers over 35,000 stores, with customers such as Rite Aid, L Brands, Panera Bread, and BJ's Wholesale Club. Its analytics are used to identify patterns in point-of-sale data to increase efficiency, improve margins, and reduce losses. The company says the new capital will be used to further develop its reporting solution and expand its product offering. Agilence is headquartered in Mount Laurel, New Jersey. Agilence develops 20/20 Data Analytics™, a family of cloud-based reporting solutions that provide organizations with a view of their business to make informed decisions, increase efficiency and improve profit margins. The company's product is aimed at retail and food & beverage organizations and has been implemented by over 50 such organizations in the U.S. over the last 18 months. Agilence is led by President & CEO Russ Hawkins. The firm plans to use new funding to enhance product development, improve sales and marketing, and expand its support team. Management intends to use the capital to drive further growth in the retail sector and expand into additional food & beverage markets. The article reports a $6m financing to support these initiatives. Agilence provides SaaS exception-based reporting solutions aimed at retail loss prevention and operations, offering a cloud-based product called Retail 20/20 that surfaces daily-store operational issues. Retail 20/20, launched in 2013, is designed to give visibility into store operations to reduce fraud and operational inefficiencies. The company was founded in 2006 by CEO Russ Hawkins and is based in Mount Laurel, NJ. As of the article, the application had been adopted by 35 retailers, with 20 of those joining in 2014. Agilence intends to use newly raised funds to continue growing operations, add new features and functionality, and expand its sales, software development and support teams. The company’s immediate plans focus on product development and hiring to support broader customer adoption. Agilence, Inc. is a Camden, N.J.-based developer of intelligent loss prevention solutions for retailers. Its platform enables retailers to identify point-of-sale losses caused by operational errors, promotion execution issues, systemic errors, and associate fraud. The company says these sources of loss directly impact organizational profitability. Agilence secured funding to support continued product development and go-to-market efforts. The article reports the company raised equity financing to accelerate product development, sales, and marketing.

  • Exari Systems

    Led · Equity · Jun 2017

    Exari provides enterprise contract management software that helps companies create, store, manage and optimize contracts. Its platform delivers complete contract lifecycle management (CLM), enabling organizations to automatically assemble contracts, track every contract, and analyze contracts for compliance and revenue enhancement. Exari serves major enterprises, including nine of the top ten insurance firms, three of the top ten banks, and leading professional services and energy firms worldwide. With the announced funding, Exari is financing its acquisition of Adsensa, a document intelligence supplier with a strong presence in the US and UK that is expanding into Continental Europe, Asia Pacific and Latin America. The convergence of the two companies is intended to strengthen Exari's platform, expand its global footprint, and provide tools to automate time-consuming contract tasks. Beacon Equity Partners, the principal shareholder, initially invested in Exari in 2008 and has continued to back the company.

  • Anonymous Health

    Led · Equity · May 2017

    The unnamed company provides information-technology tools that facilitate communications across the healthcare ecosystem. Positioned as a fast-growing, venture-backed business, it focuses on improving the quality and efficiency of healthcare delivery in the digital age. Its platform is designed to streamline interactions among providers, payers, and other stakeholders, helping them share information more effectively. Management emphasizes continual innovation in healthcare communications, suggesting an expanding product roadmap aimed at broader industry adoption. While specific operating metrics such as revenue or user counts were not disclosed, the company has advanced far enough to attract non-dilutive growth capital. The firm is headquartered in the United States and counts multiple venture investors among its backers.

  • Electric Cloud

    Led · Equity · Feb 2017

    Electric Cloud offers DevOps Release Automation software that automates and accelerates build, deployment and release processes at scale for teams developing enterprise web/IT, mobile and embedded systems. Its flagship product, ElectricFlow, orchestrates the entire delivery process by automating builds, tests and deployments. The company serves customers including Cisco, E*TRADE, Gap, GE, HP, Intel, Lockheed Martin, Sony and Qualcomm. Led by CEO Steve Brodie, Electric Cloud recently received financing to support growth. The company intends to use the funds to expand operations, enter new regions worldwide and fund further product development. Electric Cloud builds Continuous Delivery solutions that automate and accelerate software delivery to speed time-to-market, boost developer productivity, and improve software quality. Its products and services are used across financial services, ISVs, mobile devices, semiconductors and transactional websites. Led by CEO Steve Brodie, the company employs a global staff of more than 120. The company raised an additional $4M tranche of Series E funding and previously raised an $8M Series round in September 2013. Electric Cloud is using the new funds to continue to grow operations. Electric Cloud provides software delivery acceleration solutions that help organizations optimize their software delivery process across IT, ISV and embedded-software sectors. The company serves customers in industries including financial services, ISVs, mobile devices, semiconductors and transactional websites. Electric Cloud is led by CEO Steve Brodie. The company raised $8M in funding and intends to use the proceeds to expand engineering, sales and marketing efforts. The round was intended to support broader adoption of its software delivery offerings.

  • Dejero

    Led · Equity · Feb 2017

    Dejero aggregates diverse connectivity paths — including LTE and 5G cellular, satellite and broadband — using cloud-based technology to deliver enhanced reliability, expanded coverage and greater bandwidth. Its core offering blends multiple links into a managed service to improve connection resilience and capacity for users. The company recently secured a $13 million term loan commitment from Runway Growth Capital, which provides growth capital as an alternative to raising equity. Runway tailored the loan to Dejero and welcomed the company back to its portfolio, signaling continued support. Dejero’s CFO said the growth loan will infuse incremental capital to help the company grow, diversify its suite of products and services, and make them more readily available to companies who can benefit from network aggregation. Runway stated it sees Dejero as having potential to be a critical player in the future of 5G and cloud connectivity. Founded in 2008 and based in Waterloo, Dejero builds cloud-based software and hardware that aggregates LTE, 5G cellular, satellite, and broadband into a virtual "network of networks" to support mission-critical live video transport and real-time data transfer. Its customers include broadcasters, production companies, businesses, public safety organizations, and government agencies. Dejero plans to use the new funding to expand its live video and real-time data solutions in global markets. The company operates offices in the United States and the United Kingdom and maintains a global distribution network. According to Crunchbase, Dejero has raised $59.5 million to date. Dejero combines IP networks—cellular, Ku-band satellite and other IP links—into cloud-managed solutions to transport high-throughput, low-latency video and provide Internet connectivity while mobile or in remote locations. Its solutions are used by news organizations to report live from around the world and to provide Internet connectivity in remote locations. With global partners the company supplies equipment, software, connectivity services, cloud services and support to deliver required uptime and bandwidth. Dejero collaborates with Intelsat on the Dejero CellSat solution, which intelligently combines cellular connectivity from multiple mobile network providers with Ku-band satellite connectivity. The company intends to use the financing to accelerate its product development roadmap and to expand globally into the broadcast and media market. Dejero is led by CEO Bruce Anderson and is headquartered in Waterloo, Ontario, Canada. Dejero Labs develops cloud-managed solutions that simplify the transport of live video and real-time data across remote or mobile IP networks. Its LIVE+ cloud-based platform manages and bonds wired and wireless network connections to deliver broadcast-quality live video from virtually anywhere, paired with portable IP newsgathering equipment. The company serves broadcasters, media organizations, and mobile production companies and counts major North American networks as customers, including ABC, CBC, CBS, CTV/Bell Media, Fox, NBC and Rogers Media. Dejero’s equipment is positioned as a cost-effective, faster alternative to microwave or satellite trucks, enabling rapid coverage of breaking news and international events such as the Olympics. The $14 million growth financing from Wellington Financial will support continued innovation and expansion beyond news reporting into broader live broadcast media and entertainment. Dejero has been recognized on Deloitte’s Technology Fast 50 (ranked 37th in 2016), reflecting its continued growth and technological distinction. Dejero develops bonded wireless transmission solutions for the broadcasting industry from its base in Waterloo, Ontario. The company produces centrally managed LIVE+ platforms that allow video journalists to record and transmit live from the scene using wireless uplink solutions. Its technology includes a patent-pending Intelligent Connection Management system. Led by CEO Brian Cram, Dejero targets broadcasters and field video journalists with its products. The company said it will use new funding to extend sales growth and continue developing broadcasting technologies. In April 2014 Dejero raised $4.5M to support those efforts.

Team

No current team members are available.