Bank of Montreal

Bank of Montreal is a diversified financial services organization founded in 1817 and headquartered in Montreal, Canada. It offers a wide array of personal banking products, including checking and savings accounts, credit cards, and mortgages, alongside commercial banking solutions such as business loans, cash management, and foreign exchange services. The company also provides investment and wealth advisory services, including digital investing and asset management for institutional and retail clients. Additionally, Bank of Montreal offers insurance products, debt and equity capital-raising services, and strategic advice on mergers and acquisitions. With a presence of approximately 1,400 branches and 4,800 automated banking machines throughout Canada and the United States, it serves clients through various brands, including BMO Bank of Montreal and Harris, emphasizing a comprehensive approach to managing financial affairs. The company employs around 36,000 individuals and is committed to delivering a broad range of financial solutions through a single point of contact.

Past deals in Toronto

Next Edge Capital

Debt Financing in 2022
Next Edge Capital provides asset management services. They offer investments, funds, alternatives, investment solutions, alternative investments, private debt, private lending, and biotech. Next Edge Capital enables clients to avail themselves of quality services.

PopReach

Post in 2022
PopReach operates as a multi-platform technology company. It focuses on acquiring, optimizing, and growing companies and assets that provide services, technology, or products within the digital media ecosystem. Its portfolio of assets includes PopReach Games, a free-to-play mobile game publisher with over 25 games enjoyed by millions of players; notifyAI, a push notification subscription and monetization platform; Q1Media, a digital media advertising services provider; and Contobox, an award-winning personalization, eCommerce and creative advertising technology platform.

Flexiti

Debt Financing in 2021
Flexiti is a Canadian fintech company. our vision is to help our partners in the retail, health, and home improvement sectors offer flexible sales financing solutions and enable them to sell more, develop and grow while helping consumers enjoy the things they need and want sooner.

Alida

Series D in 2021
Alida is a continuous customer insights solution provider that enables organizations to drive better business outcomes while ensuring world-class customer journeys. By combining deep insight with broad feedback, Vision Critical empowers some of the most powerful brands in the world to improve the customer experience. Hundreds of leading brands including BuzzFeed, LinkedIn and Red Bull are building better products and fostering customer loyalty with Vision Critical. To learn more about Vision Critical, follow us on LinkedIn, Facebook, and Twitter, or visit us at www.visioncritical.com.

Creative Destruction Lab (CDL)

Venture Round in 2017
Creative Destruction Lab (CDL) is a no-fee/no-equity organization that delivers an objectives-based mentoring program for massively scalable, pre-seed stage, science- and technology-based companies. Its nine-month program allows founders to learn from experienced entrepreneurs, increasing their likelihood of success. Founded in 2012 by Professor Ajay Agrawal at the University of Toronto’s Rotman School of Management, the program has expanded to thirteen sites across seven countries: Seattle, Oxford, Paris, Atlanta, Estonia, Wisconsin, Vancouver, Calgary, Montreal, Berlin, Melbourne and Halifax.

Fortuna.ai

Pre Seed Round in 2017
Fortuna is an AI-powered AUM growth platform helping financial services firms scale leveraging video, automation and digital transformation to get new clients and ultimately boost assets under management. AUM Growth Platform is a brand new category, most financial advisory businesses today rely on word of mouth referrals, cold calling, or hosting expensive seminars to acquire new clients. We've figured out a way to amplify your word of mouth client acquisition attracting new + retaining existing clients - leveraging the power of digital. Our mission is to turn your current customers and connections into your biggest advocates - a true sales army. We are extremely confident we can help you grow your financial services business. Talk to us today to give us an opportunity to show you how over 400+ advisors have used us successfully - let's brainstorm!

Daylight

Pre Seed Round in 2017
Daylight Automation specializes in providing a low-code platform that enables organizations to create user-friendly digital experiences without requiring coding skills. The company focuses on enhancing the efficiency of traditional processes, automating complex workflows, and personalizing customer interactions. By offering tools that simplify the development of digital solutions, Daylight Automation aims to help businesses maximize customer lifetime value and streamline operations across various sectors, including banking, insurance, and government. Based in Toronto, Canada, the company serves a diverse clientele, facilitating the transformation of internal and customer-facing processes into efficient digital experiences.

Dwello

Seed Round in 2016
Dwello is an online rental payment platform that automates monthly rental payments. Their platform offers a dashboard to view and manage all properties and units, detailed online reporting, and automated and secure payments, enabling tenants to get credit for their rent payments.

Cority

Venture Round in 2016
Cority (formerly Medgate) is the most trusted EHSQ software for assuring client success. Cority enables organizations to utilize Environmental, Health, Safety and Quality (EHSQ) software solutions to advance their journey to sustainability and operational excellence. Cority consistently enables client success by combining the deepest domain expertise with the most comprehensive and secure SaaS platform. With 30+ years of innovation and experience, Cority’s team of 250 experts serve more than 800 clients in 70 countries, supporting millions of end users. The company enjoys the industry’s highest levels of client satisfaction and has received many awards for its strong employee culture and outstanding business performance.

WHOOSH!

Debt Financing in 2015
WHOOSH! specializes in manufacturing and selling cleaning products designed specifically for electronic screens and devices. The company focuses on Tech Hygiene and offers a range of nontoxic, odorless cleaning solutions that effectively clean, polish, and protect gadgets. Their flagship product, Screen Shine, has received recognition as a two-time CES Innovations Design and Engineering Awards Honoree. By using WHOOSH!'s products, consumers can maintain the cleanliness and integrity of their digital screens while enjoying added features such as finger resistance. WHOOSH! has gained significant recognition in the market, being ranked as the 9th fastest growing startup in Canada in 2016.
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