Bank of Montreal

Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of $367 billion as of October 31, 2007 and almost 36,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions. They serve Canadian clients through BMO Bank of Montreal®, their personal and commercial banking business, BMO Nesbitt Burns®, one of Canada's leading wealth management firms, and BMO Capital Markets™, their North American investment and corporate banking division. In the United States, clients are served through Harris, a major U.S. Midwest financial services organization with a network of community banks in the Chicago area and wealth management offices across the United States, as well as BMO Capital Markets™, their North American investment and corporate banking division. They help their customers manage their financial affairs by delivering the broadest range of financial services through a single point of contact. Their financial service professionals provide access to any services their customers require across the entire enterprise.

David Casper

US CEO

George A. Cope

Director

Past deals in Toronto

PopReach

Post in 2022
PopReach Corporation is a mobile game publisher based in Toronto, Canada, specializing in the acquisition and optimization of established game franchises. The company operates primarily in North America, Europe, and Australia, and currently owns 12 popular game franchises, including Smurfs’ Village, Kitchen Scramble, Gardens of Time, and Kingdoms of Camelot. With a portfolio that includes over 25 games enjoyed by millions of players, PopReach leverages its expertise in digital media to enhance user engagement and monetization. In addition to its gaming division, the company encompasses various technology assets, including notifyAI, a push notification platform; Q1Media, a digital advertising services provider; and Contobox, which specializes in eCommerce and personalized advertising solutions. Through its diverse offerings, PopReach aims to grow its presence in the digital media ecosystem.

Flexiti

Debt Financing in 2021
Flexiti Financial Inc. is a sales financing company based in Toronto, Canada, with an additional office in Rosario, Argentina. Founded in 2013, Flexiti specializes in providing flexible sales financing options, including lower interest rates, longer payment terms, and revolving credit, primarily targeting the retail, health, and home improvement sectors. The company utilizes a mobile application process and patented ID scanning technology to facilitate point-of-sale financing for consumers, ensuring a quick and efficient application experience. Flexiti's focus on customer service and its robust credit policies enable high credit approval rates, allowing consumers to access promotional offers and shop conveniently at a network of retailers. By leveraging advanced technology and operational excellence, Flexiti aims to enhance the purchasing experience for customers while supporting business growth for its partners.

Alida

Series D in 2021
Alida, formerly known as Vision Critical Communications Inc., offers a cloud-based customer intelligence platform that enables organizations to establish engaged and secure communities for continuous real-time feedback and insights. The platform includes various solutions such as IdeaHub, which streamlines the idea generation process within online communities, and IdeaScreen, a web application designed to evaluate early-stage ideas. Additionally, Alida provides Sparq Share, a secure workspace for users of its customer intelligence platform, along with real-time reporting and analytics tools to assist stakeholders in decision-making. The company also offers community management and research consulting services, including insight community planning and management. Alida serves a diverse range of industries, including media, retail, financial services, technology, and healthcare, helping leading brands improve customer experiences and foster loyalty. Founded in 2000, Alida is headquartered in Vancouver, Canada.

Creative Destruction Lab

Venture Round in 2017
The Creative Destruction Lab (CDL) is a seed-stage program designed to support the growth of scalable, science- and technology-driven ventures. Established in 2012 at the Rotman School of Management in Toronto, CDL employs an objectives-focused coaching process that connects startups with experienced entrepreneurs and leading scientists. The program concentrates on various sectors, including artificial intelligence, quantum computing, healthcare, and clean technology. With a presence in six cities, including Vancouver, Calgary, Toronto, Montreal, Halifax, and New York City, CDL aims to facilitate the commercialization of scientific advancements and technological innovations, fostering the development of promising startups in Canada and beyond.

Fortuna.ai

Pre Seed Round in 2017
Fortuna.ai is an artificial intelligence platform designed to assist financial services firms in growing their assets under management. By automating prospecting, client interactions, and scheduling, Fortuna enables these companies to enhance productivity while focusing on the personal aspects of client relationships. The platform empowers financial advisors to attract new clients and retain existing ones, moving away from traditional methods such as referrals and cold calling. Fortuna's innovative approach leverages video and digital transformation, turning current customers into advocates for the business. The company has successfully supported over 400 advisors in scaling their operations, positioning itself as a leader in this emerging category of AUM growth solutions.

Daylight

Pre Seed Round in 2017
Daylight, operating under FormHero Inc., is a Toronto-based company that specializes in developing a data collection software platform designed to enhance internal and customer-facing processes for enterprise organizations. This platform enables users to create smart forms that validate information in real-time, ensuring accuracy and facilitating the automatic generation of necessary documents and integrations. Daylight primarily serves sectors such as banking, insurance, and wealth management, along with clients in government, corporate, software, and home and lending markets. The focus is on improving the data collection process, making it more efficient and user-friendly for both customers and back-office operations.

Dwello

Seed Round in 2016
Developer of an online rental payment platform intended to facilitate and automate monthly rental payments between landlords and tenants. The company's platform offers an easy-to-use dashboard to view and manage all properties and units, detailed online reporting, and automated and secure same-day payments, enabling tenants to get credit for rent payments and help improve credit scores and get favorable terms on financial products.

Cority

Venture Round in 2016
Cority, formerly known as Medgate, specializes in Environmental, Health, Safety, and Quality (EHSQ) software designed to enhance sustainability and operational efficiency for organizations. With over 30 years of experience, Cority provides a comprehensive and secure SaaS platform that helps companies measure their environmental impact, manage compliance with regulations, and mitigate workplace injuries and illnesses. The software facilitates tracking of medical trends and supports informed decision-making, ultimately promoting the well-being of both workers and the environment. Serving more than 800 clients across 70 countries, Cority is backed by a team of 250 experts and boasts high levels of client satisfaction along with recognition for its positive workplace culture and business performance.

Whoosh!

Debt Financing in 2015
WHOOSH! manufactures and sells safer products that provide clean solutions to screens, devices, and gadgets. The company's first line of products, focusing on Tech Hygiene, is transforming how consumers keep their digital screens, devices and gadgets clean, polished and protected. Screen Shine is a two-time CES Innovations Design and Engineering Awards Honoree. WHOOSH! was ranked the 9th fastest growing startup in Canada in 2016 by Canadian Business.
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