
Wellington Financial
Description
Wellington Financial LP is a prominent privately-held specialty finance firm based in San Francisco, California, specializing in providing non-dilutive growth capital to technology and life sciences companies across North America. The firm is recognized as a leading venture debt provider, offering a flexible alternative or complement to traditional equity financing. Their core offering includes term loans, venture loans, and amortizing loans designed to support companies through various stages of growth, from expansion to pre-IPO.
Wellington Financial's investment strategy focuses on providing capital that allows entrepreneurs to maintain greater ownership and control of their companies. They typically partner with companies that have strong venture capital backing, proven business models, and significant growth potential. The firm's expertise lies in structuring debt solutions that are tailored to the specific needs and cash flow profiles of high-growth businesses, enabling them to fund working capital, accelerate product development, expand sales and marketing efforts, or finance strategic acquisitions without the immediate dilution associated with equity rounds.
Over its history, Wellington Financial has established a robust track record, having deployed over $1 billion in capital. This substantial investment has supported more than 200 companies, demonstrating their significant impact on the innovation ecosystem. They are known for providing loans that typically range from $5 million up to $40 million, catering to a diverse portfolio of companies seeking substantial growth capital. Their long-term approach and deep understanding of the venture landscape make them a valuable financial partner for ambitious enterprises.
Investor Profile
Wellington Financial has backed more than 45 startups, with 0 new investments in the last 12 months alone. The firm has led 17 rounds, about 38% of its total and boasts 32 exits across its portfolio.
Investment Focus Highlights
- Concentrates on Debt Financing, Series Unknown, Series B rounds (top funding stages).
- Majority of deals are located in United States, Canada, United Kingdom.
- Strong thematic focus on Software, Analytics, SaaS.
- Typical check size: $5M – $40M.
Stage Focus
- Debt Financing (62%)
- Series Unknown (24%)
- Series B (4%)
- Private Equity (2%)
- Series E (2%)
- Post Ipo Debt (2%)
- Series C (2%)
Country Focus
- United States (60%)
- Canada (38%)
- United Kingdom (2%)
Industry Focus
- Software
- Analytics
- Saas
- Information Technology
- Enterprise Software
- Mobile
- Internet
- Cloud Computing
- Collaboration
- Document Management
Frequently Asked Questions
Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.