Heritage Group

Founded 1986
Founders David McClellan Rock Morphis


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This summary is composed by our algorithm based on the analysis of the deals. If you think that some of this information is not accurate, please let us know about it and provide any supporting evidences if possible. Such cases will be analyzed by our ML-algorithm and implemented in our database, which will improve this summary.
Total investments 39
Average round size
The average size of a deal this fund participated in
Portfolio companies 27
Rounds per year 1.11
Lead investments 4
Follow on index
How often the fund supports its portfolio startups at next rounds
Exits 13
Key employees 3
Stages of investment
Early Stage Venture
Late Stage Venture
Private Equity

Areas of investment

  • Health Care
  • Software
  • Information Technology
  • Hospital
  • Enterprise Software

Notable deals

CompanyIndustryRound SizeDateInvestorsLocation

Equum Medical

Health Care
$20M24 Aug 2021 New York, New York, United States

AllyAlign Health

Clinical Trials
Health Care
10 Jun 2021 Virginia, United States

Upward Health

02 Mar 2021 Providence, Rhode Island, United States


Database Software
Enterprise Systems (Healthcare)
Health Care
Information Technology
Other Healthcare Technology Systems
$27M09 Jan 2020 Columbus, Ohio, United States

Enterprise Software
Social Media
$30M20 Aug 2019 Redwood City, California, United States

AllyAlign Health

Clinical Trials
Health Care
$10M16 Apr 2019 Virginia, United States


Health Care
Medical Device
Supply Chain Management
$5M11 Feb 2019 Chicago, Illinois, United States


Cloud Data Services
Cloud Infrastructure
Cyber Security
Health Care
Information Technology
$26M19 Nov 2018 Austin, Texas, United States


Enterprise Software
Information Services
Information Technology
$100M07 Aug 2018 Waltham, Massachusetts, United States
SimBioSys Raises $15 Million Series A to Develop the Future of Precision Cancer Care

– SimBioSys announced it raised $15m in Series A funding to accelerate the development and commercialization of its TumorScope software platform.
– The company’s novel, simulation-based, precision medicine platform enables individualized treatment planning for cancer patients.
– This Series A was co-led by Genoa Ventures and Northpond Ventures, with participation from AV8 Ventures, Heritage Medical Group, and Mayo Clinic.
– Existing investors and founders also participated in this financing round, bringing the company’s total capital raised to $21m.
– In the first half of 2021, SimBioSys tripled its headcount, bringing in expert clinicians, scientists, and executives from the life sciences industry.

Upward Health Announces Significant Growth Equity Investment Led by Heritage Group

– Upward Health raised a significant equity financing led by Heritage Group, with participation from existing investors including Noro-Moseley Partners, the Blue Venture Fund and Windham Ventures.
– The company partners with health plans, taking on risk and guaranteeing outcomes in both cost and quality across their most complex and high-cost populations.
– The company pairs these members with care specialists who form trusted relationships and coordinate all aspects of the members’ care.
– Upward Health enables Facilitated Virtual Care™ visits with Upward Health providers and works to support and strengthen any existing member relationships with primary care physicians.


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