Philippe Daoust

Managing Director

22 past transactions

Sardine

Series B in 2022
FinTech, RegTech, Fraud Operating System

ClearEstate

Series A in 2022
Operator of an estate administration and planning platform intended to simplify the estate execution process. The company offers personalized real estate planning, settlement, and funeral home services, enabling clients to manage their real estate investments by making well-informed decisions.

Duality Technologies

Series B in 2021
Duality Technologies Inc. specializes in secure digital collaboration solutions that facilitate safe data sharing among organizations. Founded in 2016 and based in Maplewood, New Jersey, the company offers its SecurePlus Data platform, allowing data owners and analysis parties to collaborate securely at scale. Additionally, SecurePlus Insights integrates with analytical tools to provide insights in a hosted environment without exposing sensitive information. Duality's technology enables enterprises across various sectors, including healthcare, finance, automotive, insurance, telecommunications, and education, to leverage advanced analytics and artificial intelligence while ensuring data privacy and compliance with regulations. The company's solutions address critical barriers to digital transformation, such as privacy concerns and intellectual property protection, empowering organizations to generate insights without compromising security.

FICX

Series B in 2021
CallVU Ltd. was formerly known as Orodo. The company is based in Israel. As of September 25, 2017, CallVU Ltd. operates as a subsidiary of Enacomm, Inc.

ClearEstate

Seed Round in 2021
Operator of an estate administration and planning platform intended to simplify the estate execution process. The company offers personalized real estate planning, settlement, and funeral home services, enabling clients to manage their real estate investments by making well-informed decisions.

Borrowell

Series C in 2021
Borrowell Inc. is a financial services company based in Toronto, Canada, founded in 2014. It operates an online marketplace-lending platform that connects borrowers with lenders, offering a variety of financial products, including personal loans and credit cards. Borrowell provides Canadians with tools to manage their financial well-being, including free credit score monitoring and personalized recommendations for financial products from various partners. The platform aims to simplify the borrowing process by empowering users to make informed decisions, access low-interest loans, and improve their overall financial health. Through its innovative approach, Borrowell seeks to enhance the borrowing experience for Canadians.

Breathe Life

Series A in 2020
Breathe Life Inc. designs and develops a software platform for insurance companies and assists them in conducting business online. The company's platform uses tools and analytics for the digital distribution of life insurance policies and eliminates the requirement of brokers. It also features a single-session quote creation and application process which enables consumers to purchase products on their own. It caters to life and health insurers, distribution organizations, and advisors. The company was incorporated in 2017 and is based in Montreal, Canada.

Nest Wealth

Corporate Round in 2020
Nest Wealth, founded in 2014, is a Canadian company that has developed a SaaS-based digital wealth management platform aimed at providing accessible and personalized wealth management services to investors. The platform serves both wealth management firms and individual advisors, enabling them to manage a wide range of investments through a customizable white-label practice management tool. For individual investors, Nest Wealth offers an automated and low-fee direct-to-investor solution, designed to facilitate the achievement of financial goals while maintaining transparency in fees and services. The platform also includes features such as simple onboarding, transparent reporting, and integrated back-office compliance functionality, which help financial institutions reduce operational costs and enhance service delivery. Nest Wealth has garnered partnerships with some of Canada's major wealth management firms and financial institutions, reflecting its impact on modernizing wealth management practices in the country.

Flinks

Series A in 2020
Flinks Technology Inc. is a financial data aggregator based in Montreal, Canada, founded in 2016. The company provides solutions that enable businesses to connect their users' bank accounts, allowing access to critical financial data such as account balances and transaction histories. Flinks offers a hosted application programming interface (API) that facilitates the integration of banking information with mobile applications, helping companies enrich their data and deliver enhanced financial products. The platform not only validates account ownership but also ensures compliance in handling sensitive information. Trusted by numerous leading companies, Flinks aims to simplify online transactions and empower businesses to better serve their customers through improved data utilization.

KOHO

Series B in 2019
KOHO Financial Inc. is a financial technology company based in Toronto, Canada, founded in 2014. It offers low-cost banking services through a prepaid, reloadable Visa debit card and a mobile application designed to simplify financial management for users. The platform enables customers to conduct their daily banking operations while providing tools for expense management, such as setting financial goals, cash flow projections, group spending features, and spending insights. These functionalities allow users to effectively manage their finances and make informed spending decisions while on the go.

Moka

Series A in 2019
Moka Financial Technologies Inc. is a Canadian company that operates a financial application designed to help users save and invest more effectively. Founded in 2015 and based in Montreal, Moka provides a unique service that automatically rounds up users' everyday purchases and invests the spare change, enabling individuals to start investing without requiring substantial financial knowledge or lifestyle changes. Since its launch in 2017, the app has gained significant popularity, with over 750,000 downloads and numerous positive reviews. In 2020, the company rebranded from Mylo to Moka and expanded its reach to France. Moka aims to enhance its offerings by leveraging artificial intelligence and human expertise to develop new features that assist users in managing expenses, accelerating debt repayment, and providing financial coaching, thereby empowering individuals to optimize their financial well-being.

Sensibill

Series B in 2019
Sensibill Inc., founded in 2012 and based in Toronto, Canada, operates a cloud-based application that enables users to access digital receipts directly from their bank accounts. The company offers a comprehensive digital receipts ecosystem, providing financial institutions with a turnkey solution to help retail customers manage itemized receipts through trusted banking applications. Sensibill's platform emphasizes a user-friendly interface, enhancing customer engagement and fostering loyalty among users. By integrating technology with design, Sensibill transforms the way customers interact with their financial services, turning them into advocates for the banking applications they utilize.

MX

Series B in 2019
MX is a fintech data company established in 2010 that focuses on enhancing the financial experiences of individuals by automating access to their financial data. The company provides software solutions for banks, credit unions, and financial technology innovators, enabling them to aggregate, analyze, and present financial data effectively. By offering services such as data cleansing, auto-categorization, custom APIs, and data analytics, MX helps financial institutions improve customer engagement and drive growth. The company has established partnerships with over 600 financial institutions and more than 30 digital banking providers, positioning itself as a significant player in the fintech industry. MX's emphasis on customer-centric banking relationships allows clients to develop next-generation banking applications and solutions, ultimately leading to enhanced financial management for users.

SortSpoke

Venture Round in 2019
SortSpoke's artificial intelligence does the complex data extraction work that people do today. SortSpoke helps companies automate manual document processing. SortSpoke is a cloud service that learns how you classify your documents, what data you extract from them and then it does it for you.

NestReady

Venture Round in 2018
NestReady Inc. is a real estate technology company based in Montreal, Canada, founded in 2012. The company has developed a marketplace that integrates all stages of the home buying experience, connecting mortgage lenders with homebuyers. Its platform serves as a comprehensive tool that simplifies the home buying process by merging mortgage services with real estate offerings, facilitating better client relationships and improving visibility into the progress of transactions. This integration allows mortgage lenders to enhance customer understanding, reduce acquisition costs, and provide a seamless homebuying experience directly on their websites. By bridging the gap between home discovery and financing, NestReady aims to increase conversion rates and improve client retention.

MindBridge

Series A in 2018
MindBridge Analytics Inc. is a Canadian FinTech company that specializes in financial analytics software for audit, assurance, and commercial enterprises. Utilizing machine learning and artificial intelligence, the MindBridge platform identifies anomalous transactions and patterns within financial datasets, which aids organizations in detecting unintentional errors and intentional misstatements. The MindBridge AI Auditor provides risk-weighted analysis and deep insights into monetary flows, enabling companies to enhance their internal controls and improve decision-making processes. Through these capabilities, MindBridge helps organizations minimize financial losses and strengthen their overall financial integrity.

Dialogue

Series A in 2018
Dialogue Technologies Inc. operates a comprehensive care platform that focuses on employee wellness and health solutions. Founded in 2016 and based in Montreal, Canada, the company serves Canadian employers by providing a variety of services designed to enhance team engagement and health. Its platform facilitates virtual access to a multidisciplinary team of healthcare professionals, enabling employees to consult with nurses and doctors, navigate care options, receive medication deliveries, and obtain referrals to specialists. Dialogue aims to improve overall wellbeing by reducing barriers to quality care, supporting proactive management of both physical and mental health, and ultimately fostering a healthier workforce.

Borrowell

Series A in 2017
Borrowell Inc. is a financial services company based in Toronto, Canada, founded in 2014. It operates an online marketplace-lending platform that connects borrowers with lenders, offering a variety of financial products, including personal loans and credit cards. Borrowell provides Canadians with tools to manage their financial well-being, including free credit score monitoring and personalized recommendations for financial products from various partners. The platform aims to simplify the borrowing process by empowering users to make informed decisions, access low-interest loans, and improve their overall financial health. Through its innovative approach, Borrowell seeks to enhance the borrowing experience for Canadians.

Element AI

Series A in 2017
Element AI Inc. provides artificial intelligence solutions (AI) for organizations to identify opportunities to use artificial intelligence and machine learning and build AI solutions. It operates an AI as a Service (AIaaS) platform that enables businesses to launch and incubate AI solutions in partnership with large corporations. The company also operates a research and development laboratory that conducts research to deploy AI in computing infrastructure. It provides its products to insurance, banking and capital markets, manufacturing, logistics, retail, and consumer packaged goods industries. Element AI Inc. was founded in 2016 and is headquartered in Montreal, Canada with an additional office in Toronto, Canada.

SortSpoke

Seed Round in 2017
SortSpoke's artificial intelligence does the complex data extraction work that people do today. SortSpoke helps companies automate manual document processing. SortSpoke is a cloud service that learns how you classify your documents, what data you extract from them and then it does it for you.

SecureKey

Venture Round in 2010
SecureKey Technologies Inc. is an identity and authentication provider that facilitates secure and convenient access to online services for consumers. The company develops cloud-based identity networks that enable organizations to connect users with various online services while ensuring privacy and security. Serving diverse markets including banking, government, healthcare, telecommunications, and utilities, SecureKey offers both its proprietary identity network and professional services. Founded in 2008 and headquartered in Toronto, Canada, SecureKey also has offices in Boston and San Francisco. The firm has established strategic collaborations and is supported by prominent investors, including Visa, MasterCard, and Intel Capital, which enhances its capability to deliver innovative solutions in the identity and authentication space.
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