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
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The average size of a deal this fund participated in
$17M
Portfolio companies 27
Rounds per year 1.11
Lead investments 4
Follow on index
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How often the fund supports its portfolio startups at next rounds
0.28
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

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Notable deals

CompanyIndustryRoundRound SizeDateInvestorsLocation

Equum Medical

Health Care
Hospital
n/a
$20M24 Aug 2021 United States, New York

AllyAlign Health

Clinical Trials
Health Care
Hospital
n/a
10 Jun 2021 United States, " United States"}

Upward Health

n/a
02 Mar 2021 United States, Providence

Aver

Database Software
Enterprise Systems (Healthcare)
Health Care
Information Technology
Medical
Other Healthcare Technology Systems
Software
1
$27M09 Jan 2020 United States, Columbus

Analytics
Enterprise Software
Internet
Reputation
SaaS
SEO
Social Media
n/a
$30M20 Aug 2019 United States, Redwood City

AllyAlign Health

Clinical Trials
Health Care
Hospital
n/a
$10M16 Apr 2019 United States, " United States"}

Lumere

Health Care
Medical Device
Pharmaceutical
Supply Chain Management
n/a
$5M11 Feb 2019 United States, Chicago

ClearDATA

Cloud Data Services
Cloud Infrastructure
Compliance
Cyber Security
Health Care
Information Technology
Security
Software
1
$26M19 Nov 2018 United States, Austin

Actifio

Analytics
Enterprise Software
Information Services
Information Technology
Virtualization
1
$100M07 Aug 2018 United States, Waltham
News
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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