Morningstar

Total investments

31

Average round size

11M

Portfolio companies

20

Rounds per year

0.78

Lead investments

5

Follow on index

0.35

Exits

6

Areas of investment
Venture CapitalImpact InvestingSoftwareFinancial ServicesFinTechAnalyticsFinanceWomen'sData VisualizationStock Exchanges

Summary

Morningstar is the famous Corporate Investor, which was founded in 1984. The main office of represented Corporate Investor is situated in the Chicago. The company was established in North America in United States.

Moreover, a startup needs to be at the age of 4-5 years to get the investment from the fund. For fund there is a match between the country of its foundation and the country of its the most frequent investments - United States. The fund has exact preference in some founders of portfolio startups. When startup sums 4 or 5+ of the founder, the probability for it to get the investment is little. Among the most popular portfolio startups of the fund, we may highlight YCharts, United Income, HelloWallet. Among the most successful fund investment fields, there are Market Research, Financial Services.

The standard case for the fund is to invest in rounds with 4-5 partakers. Despite the Morningstar, startups are often financed by HPA, I2A Fund, Dolphin Equity Partners. The meaningful sponsors for the fund in investment in the same round are I2A Fund, HPA, Astia Angels. In the next rounds fund is usually obtained by Ulu Ventures, Salesforce Ventures, Rethink Impact.

Besides them, we counted 20 critical employees of this fund in our database.

The typical startup value when the investment from Morningstar is 100-500 millions dollars. This Morningstar works on 2 percentage points less the average amount of lead investments comparing to the other organizations. The usual things for fund are deals in the range of 10 - 50 millions dollars. The fund is constantly included in less than 2 investment rounds annually. Considering the real fund results, this Corporate Investor is 33 percentage points more often commits exit comparing to other organizations. The top activity for fund was in 2018. The top amount of exits for fund were in 2019.

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Investments analytics

Analytics

Total investments
31
Lead investments
5
Exits
6
Rounds per year
0.78
Follow on index
0.35
Investments by industry
  • Financial Services (20)
  • FinTech (15)
  • Finance (13)
  • Women's (7)
  • Impact Investing (7)
  • Show 32 more
Investments by region
  • United States (23)
  • Canada (2)
  • Sweden (1)
  • Italy (1)
  • Singapore (1)
  • Show 1 more
Peak activity year
2021

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Quantitative data

Avg. startup age at the time of investment
8
Avg. valuation at time of investment
22M
Group Appearance index
0.87
Avg. company exit year
11
Avg. multiplicator
3.04

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Latest deals

Company name Deal date Industry Deal stage Deal size Location
BeatNami 05 Oct 2022 Software, Music, Blockchain Seed 22K
Ellevest 15 Sep 2016 Impact Investing, Financial Services, FinTech, Women's Early Stage Venture 9M United States, New York, New York
Ellevest 06 Apr 2022 Impact Investing, Financial Services, FinTech, Women's Early Stage Venture 53M United States, New York, New York
How we get our data

At Unicorn Nest, we combine cutting-edge technology with human expertise to build one of the most reliable venture capital databases in the market. Our process begins with automated AI-enhanced data collection, leveraging the full potential of Large Language Models (LLMs).

Later, our team of analysts takes it further with manual verification, using proprietary tools for data cleaning and validation to ensure accuracy and reliability. We cross-check and enhance our findings through press and media monitoring, integrating information from trusted news outlets and venture capital aggregators. Finally, we stay ahead of the curve by monitoring social networks like LinkedIn and X.com.