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Morningstar

North America, Illinois, United States, Chicago

Description

Morningstar provides independent investment research to investors worldwide.

Investor Profile

Morningstar has backed more than 28 startups, with 0 new investments in the last 12 months alone. The firm has led 8 rounds, about 29% of its total and boasts 8 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Series B, Series A, Seed rounds (top funding stages).
  • Majority of deals are located in United States, Italy, Canada.
  • Strong thematic focus on Financial Services, FinTech, Finance.

Stage Focus

  • Series B (25%)
  • Series A (21%)
  • Seed (14%)
  • Series Unknown (14%)
  • Series C (7%)
  • Initial Coin Offering (4%)
  • Pre Seed (4%)
  • Convertible Note (4%)
  • Series D (4%)
  • Undisclosed (4%)

Country Focus

  • United States (86%)
  • Italy (4%)
  • Canada (4%)
  • The Netherlands (4%)
  • Sweden (4%)

Industry Focus

  • Financial Services
  • Fintech
  • Finance
  • Impact Investing
  • Women's
  • Analytics
  • Software
  • Data Visualization
  • Stock Exchanges
  • Blockchain
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Morningstar frequently co-invest with?

Spark Digital Capital
North America, New York, United States, New York
Co-Investments: 3
Astia Angels
North America, California, United States, San Francisco
Co-Investments: 5
GBV Capital
North America, Midland, Cayman Islands, Grand Cayman
Co-Investments: 3
Axia8 Ventures
Asia, Shanghai, China, Shanghai
Co-Investments: 3
MV
North America, West Virginia, United States, London
Co-Investments: 3
Contour Venture Partners
North America, New York, United States, New York
Co-Investments: 3
Salesforce Ventures
North America, California, United States, San Francisco
Co-Investments: 3
Aspect Ventures
North America, California, United States, Palo Alto
Co-Investments: 3
Ulu Ventures
North America, California, United States, Palo Alto
Co-Investments: 3
Khosla Ventures
North America, California, United States, Menlo Park
Co-Investments: 4

Which angels does Morningstar often collaborate with?

RA
Europe, Ile-de-France, France, Paris
Shared Deals: 1
Shared Deals: 1
EP
North America, California, United States, Santa Monica
Shared Deals: 2
MH
North America, Illinois, United States, Chicago
Shared Deals: 2
Sandeep Nailwal
Asia, Indonesia
Shared Deals: 1
NL
North America, California, United States, San Francisco
Shared Deals: 2
VW
North America, California, United States, Lynwood
Shared Deals: 2
SR
Europe, Monaco
Shared Deals: 1
MF
North America, District of Columbia, United States, Washington
Shared Deals: 2
ME
North America, California, United States, Newport Beach
Shared Deals: 2

What are some of recent deals done by Morningstar?

Optix

Washington, District of Columbia, United States

Optix is ​​a multi-chain option protocol service provider.

BlockchainCryptocurrencyTrading Platform
Series UnknownFeb 23, 2023
Amount Raised: $1,800,000
TIFIN

Boulder, Colorado, United States

TIFIN is a financial platform that utilizes AI to provide personalized experience.

Artificial Intelligence (AI)Financial ServicesFinTech
Series DMay 12, 2022
Amount Raised: $109,000,000
Ellevest

New York, New York, United States

Ellevest provides an engaging investing experience to help women meet their financial goals in life.

Financial ServicesFinTechImpact InvestingWomen's
Series BApr 6, 2022
Amount Raised: $53,000,000
Brewbike

Austin, Texas, United States

Brewbike opens student-run coffee shops on college campuses to provide entrepreneurial experiences to the next generation of leaders.

CommunitiesFood and Beverage
Convertible NoteDec 20, 2021
Amount Raised: $3,000,000
TIFIN

Boulder, Colorado, United States

TIFIN is a financial platform that utilizes AI to provide personalized experience.

Artificial Intelligence (AI)Financial ServicesFinTech
Series COct 28, 2021
Amount Raised: $47,000,000
IRALOGIX

Pittsburgh, Pennsylvania, United States

IRALOGIX is a next-gen record keeping and trading technology platform

AccountingEnterprise SoftwareFinTech
Series BJun 7, 2021
Amount Raised: $11,000,000
Meme.com

Hälsingborg, Skane Lan, Sweden

Meme.com is a platform dedicated to meme markets and trend exploration.

BlockchainCryptocurrencyInternet
SeedMay 27, 2021
Amount Raised: $5,000,000
DeFIRE

Cardano, Trentino-Alto Adige, Italy

DeFIRE is a decentralized smart order routing engine tapping into the Cardano ecosystem.

Initial Coin OfferingMay 13, 2021
Amount Raised: $5,000,000
TIFIN

Boulder, Colorado, United States

TIFIN is a financial platform that utilizes AI to provide personalized experience.

Artificial Intelligence (AI)Financial ServicesFinTech
Series BApr 20, 2021
Amount Raised: $22,300,000
Don-Key

New York, New York, United States

Don-Key finance is a social trading meets yield farming.

Financial Services
SeedApr 15, 2021
Amount Raised: $2,000,000