Nicola Wealth

Nicola Wealth, established in 1994, is a Vancouver-based, privately owned investment management firm. It offers comprehensive wealth management services, including taxation and retirement planning, as well as business consultation services such as advice on incorporation, mergers, and acquisitions. Primarily serving high net worth individuals and families across Canada, Nicola Wealth manages client-focused portfolios, investing in global public equity, fixed income, real estate, and alternative investment markets. The firm seeks value-oriented equity investments and provides its services through offices in Vancouver, Richmond, Kelowna, and Toronto.

John Nicola

Founder, Chairman, Chief Investment Officer, CEO and Member of the Investment Review Board and Private Capital Investment Committee

Jurgen Van Vuuren

Senior Director and Head, Private Debt

13 past transactions

Spare

Series B in 2024
Spare is a mobility management software company that enhances public transit services through on-demand and shared transportation solutions. The platform integrates various modes of transport, enabling efficient and accessible mobility for all users. Their platform uses advanced algorithms and data analytics to optimize routes, reduce wait times, and improve overall efficiency for transportation services. By optimizing transportation services and promoting shared rides, Spare Labs reduces traffic congestion and emissions, supporting more sustainable urban mobility.

Kore.ai

Series D in 2024
Kore.ai, Inc. is a developer of artificial intelligence-based chatbot solutions tailored for enterprises. Established in 2011 and headquartered in Orlando, Florida, the company offers a comprehensive conversational and generative AI platform that enables organizations to design, develop, test, and manage chatbots for various business applications, both internal and customer-facing. Utilizing neuro-linguistic programming and AI, Kore.ai's chatbots enhance digital interactions across industries such as banking, sales, commerce, and IT services. The platform features no-code tools and supports multiple communication channels, allowing clients to optimize their customer and employee experiences. Kore.ai is recognized for its innovative approach and robust patent portfolio in the AI domain, serving over 200 partners and 400 Fortune 2000 companies globally, with additional offices in regions including India, the UK, the Middle East, Japan, South Korea, and Europe.

Avidbots

Series C in 2022
Avidbots, established in 2014 and headquartered in Ottawa, Canada, specializes in developing and manufacturing autonomous commercial floor cleaning robots. Their flagship product, NEO, uses laser mapping technology to efficiently clean and maintain large spaces in various industries, including airports, retail malls, hospitals, and warehouses. NEO operates alongside human cleaning crews, allowing them to focus on higher-value tasks while the robot handles repetitive floor scrubbing. The company's mission is to integrate robots into everyday life to enhance human potential.

RenoRun

Series B in 2022
RenoRun Inc. is a construction materials delivery company that caters to the needs of the construction industry. Founded in 2016 and headquartered in Montreal, Canada, the company offers a wide range of products, including beams, bricks, and concrete mixes. RenoRun has developed a mobile-friendly platform that allows general contractors to place orders easily, streamlining the process of procuring materials. This innovative service minimizes wasted time and effort for contractors by providing efficient delivery directly to job sites, with trained runners ensuring timely collection and drop-off of materials. In addition to its Montreal headquarters, RenoRun operates in Toronto, Canada, and Austin, Texas, positioning itself as a significant player in the construction supply market.

Sonic Incytes Medical

Series A in 2021
Sonic Incytes Medical Corp is a medical device company based in Vancouver, Canada, focused on developing handheld ultrasound solutions for the assessment and monitoring of chronic liver diseases. Incorporated in 2012, the company specializes in quantitative ultrasound technology that supports point-of-care diagnostics and procedure guidance. Its portable devices provide a non-invasive method for diagnosing liver diseases, particularly in quantifying fatty liver disease, thereby enhancing the standard of care provided by medical practitioners. The company's mission is to facilitate routine assessment and management of liver health with reliable diagnostic accuracy.

Spare

Series A in 2021
Spare is a mobility management software company that enhances public transit services through on-demand and shared transportation solutions. The platform integrates various modes of transport, enabling efficient and accessible mobility for all users. Their platform uses advanced algorithms and data analytics to optimize routes, reduce wait times, and improve overall efficiency for transportation services. By optimizing transportation services and promoting shared rides, Spare Labs reduces traffic congestion and emissions, supporting more sustainable urban mobility.

Kore.ai

Series C in 2021
Kore.ai, Inc. is a developer of artificial intelligence-based chatbot solutions tailored for enterprises. Established in 2011 and headquartered in Orlando, Florida, the company offers a comprehensive conversational and generative AI platform that enables organizations to design, develop, test, and manage chatbots for various business applications, both internal and customer-facing. Utilizing neuro-linguistic programming and AI, Kore.ai's chatbots enhance digital interactions across industries such as banking, sales, commerce, and IT services. The platform features no-code tools and supports multiple communication channels, allowing clients to optimize their customer and employee experiences. Kore.ai is recognized for its innovative approach and robust patent portfolio in the AI domain, serving over 200 partners and 400 Fortune 2000 companies globally, with additional offices in regions including India, the UK, the Middle East, Japan, South Korea, and Europe.

CPS Capital

Debt Financing in 2021
CPS Capital is a private equity investment firm established in 2013 and based in Toronto, Canada. The firm specializes in supporting small and medium-sized businesses by collaborating closely with their management teams to enhance growth and operational efficiency. CPS Capital is dedicated to fostering the long-term objectives of business owners, either by facilitating their growth strategies or offering liquidity solutions. With a strong commitment to entrepreneurship, CPS Capital actively engages in the investment process, aiming to create value for its portfolio companies.

Vendasta Technologies

Venture Round in 2021
Vendasta Technologies, Inc., established in 2008 and headquartered in Saskatoon, Canada, specializes in building and operating Vendasta, a comprehensive sales and marketing automation platform. This platform empowers agencies and media companies to sell digital solutions to local businesses, both in Canada and internationally. Key features include marketing automation for prospect identification, a product catalog for diverse offerings, pipeline management for sales teams, personalized reports for local businesses, and digital agency management solutions. Additionally, Vendasta offers a wholesale marketplace with tools for reputation management, listing management, social marketing, and competitive insights. The company's mission is to stimulate local economies by democratizing technology for small and medium-sized enterprises through its end-to-end e-commerce platform.

FoodLogiQ

Series B in 2019
FoodLogiQ, LLC is a technology company based in Durham, North Carolina, specializing in supply chain transparency for the food industry. Founded in 2006, it offers a comprehensive suite of software solutions designed to enhance traceability, food safety, and sustainability among food companies and their value chains. FoodLogiQ's platform includes modules for consumer mobile access, product identification, internal and external audits, lab testing, and automation of quality management procedures. The company's products, such as Mange+Monitor, Track+Trace, and Recall+Response, cater to various stakeholders, including growers, packers, shippers, food service companies, grocery retailers, and consumer packaged goods. FoodLogiQ focuses on improving global supply chain visibility, streamlining supplier management, and ensuring compliance with food safety regulations. Its solutions also encompass sustainability initiatives, quality incident management, and blockchain technology. The company operates an additional office in Calgary, Canada, and functions as a subsidiary of Clarkston Consulting, Inc.

FoodLogiQ

Venture Round in 2018
FoodLogiQ, LLC is a technology company based in Durham, North Carolina, specializing in supply chain transparency for the food industry. Founded in 2006, it offers a comprehensive suite of software solutions designed to enhance traceability, food safety, and sustainability among food companies and their value chains. FoodLogiQ's platform includes modules for consumer mobile access, product identification, internal and external audits, lab testing, and automation of quality management procedures. The company's products, such as Mange+Monitor, Track+Trace, and Recall+Response, cater to various stakeholders, including growers, packers, shippers, food service companies, grocery retailers, and consumer packaged goods. FoodLogiQ focuses on improving global supply chain visibility, streamlining supplier management, and ensuring compliance with food safety regulations. Its solutions also encompass sustainability initiatives, quality incident management, and blockchain technology. The company operates an additional office in Calgary, Canada, and functions as a subsidiary of Clarkston Consulting, Inc.

WealthBar

Venture Round in 2016
WealthBar is building Canada's first online portfolio management services. This brings together technology, financial advice and expert portfolio management to make online investing simpler, easier and cheaper than the alternatives. The end result is Canada's very first completely online financial advisor service.

WealthBar

Seed Round in 2013
WealthBar is building Canada's first online portfolio management services. This brings together technology, financial advice and expert portfolio management to make online investing simpler, easier and cheaper than the alternatives. The end result is Canada's very first completely online financial advisor service.
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