Opus Capital Firm Overview and Investment Focus

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Opus Capital is a global investment firm with a strong presence in Canada. They have a team of experienced professionals who have a proven track record of success.

Their investment focus is on high-growth companies in the technology and healthcare sectors. This focus allows them to leverage their expertise and network to provide value to their portfolio companies.

Opus Capital takes a hands-on approach to investing, working closely with their portfolio companies to drive growth and success.

Expand your knowledge: Greylock Partners Portfolio

Investment Strategy

Opus Capital has a significant track record with 96 investments under their belt.

Their investment strategy is not explicitly stated, but we can infer that they focus on early-stage companies, as evidenced by their Seed VC investment in ShopSe on April 07, 2021.

Opus Capital's investment approach appears to be active, with a steady stream of investments over the years.

Investments

Opus Capital Investments is a venture capital firm that has made 96 investments, with their latest investment being in ShopSe as part of their Seed VC on April 07, 2021.

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They generally invest in companies at the Series A stage, with 22 investments in this category. This suggests that they prefer to invest in companies that have already demonstrated some traction and are looking to scale.

Opus Capital also invests in Seed stage companies, with 5 investments in this category. This indicates that they are open to investing in early-stage companies with high growth potential.

Here's a breakdown of the company stages where Opus Capital generally invests:

It's worth noting that Opus Capital has also invested in companies that have gone public, such as Eye-Fi, which had an IPO on December 04, 2020.

Exits

Opus Capital has a robust exit strategy, with 25 portfolio exits to date. Their latest exit was Edunav, acquired by Ellucian in March 2024.

Opus Capital's exits have resulted in significant valuations, with Edunav valued at $XXM. This is a testament to the firm's ability to identify and invest in high-growth companies.

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The firm has also had success with IPOs, with Coursera going public in 2021. Coursera's valuation was a significant $XXM, making it one of the firm's most successful exits.

A breakdown of Opus Capital's exits is as follows:

These exits demonstrate Opus Capital's ability to identify and invest in companies that can achieve significant growth and success.

Our Approach

We co-invest alongside top-quartile private equity sponsors to acquire middle- and large-market corporate spinouts.

Our unique approach allows us to uncover new opportunities and transform existing companies.

We reposition these acquired businesses as scalable Minority Business Enterprise (MBE) businesses.

This approach has proven to generate enhanced value and improved bottom line results.

By leveraging diverse perspectives and experiences, we foster innovation and drive growth in the companies we invest in.

Fund Overview

Opus Capital is a global investment firm with a long history of providing expert investment advice to individuals, families, and institutions.

The firm was founded in 2000 by a team of experienced investment professionals who wanted to create a more personalized approach to wealth management.

If this caught your attention, see: Is Bain Capital a Private Equity Firm

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Opus Capital's investment philosophy is built around a thorough understanding of each client's unique goals, risk tolerance, and financial situation.

Their team of investment experts works closely with clients to develop tailored investment strategies that align with their individual needs and goals.

Opus Capital's investment approach is guided by a disciplined and research-driven process that seeks to identify opportunities for long-term growth and income.

Their investment strategies span a range of asset classes, including equities, fixed income, and alternative investments.

Opus Capital's commitment to delivering exceptional investment results has earned them a reputation as a trusted and respected investment partner among their clients.

Investment Focus

Opus Capital focuses on early stage investments in information technology in the United States and Israel.

The firm has a clear sector focus, with a significant portion of its investments concentrated in Enterprise Applications, Enterprise Infrastructure, and High Tech. In fact, Enterprise Applications make up 28 of Opus Capital's investments.

Here's a breakdown of Opus Capital's sector focus:

Cloud

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Opus Capital, a venture capital firm, focuses on early stage investments in information technology in the United States and Israel.

Their investment strategy has led to over 80 successful outcomes, including 50 IPOs over the past three decades. This track record demonstrates the firm's ability to identify and support promising companies in the tech industry.

Opus Capital has more than $1 billion under management, which is a significant amount of capital to deploy in the venture capital space. This allows the firm to make substantial investments in the companies they choose to support.

One notable aspect of Opus Capital's investment approach is their focus on the cloud. They have invested in numerous companies that are leveraging cloud technology to disrupt traditional industries.

A different take: Technology Startup Funding

Sectors of Investment

Opus Capital has a diverse investment portfolio, with a focus on early-stage investments in information technology. They've made 96 investments to date.

One of the sectors they invest in is Enterprise Applications, with 28 investments under their belt. This is a significant portion of their portfolio, indicating a strong interest in this area.

Additional reading: Sequoia Capital Portfolio

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Another sector they invest in is Consumer, with a relatively small 4 investments. This suggests that Opus Capital is selective in this area, only choosing to invest in a few promising companies.

Opus Capital also invests in various other sectors, including Enterprise Infrastructure, High Tech, FinTech, and Others. These sectors account for a significant portion of their investments, indicating a broad approach to investing.

Here's a breakdown of the sectors Opus Capital invests in:

Overall, Opus Capital's investment focus is on early-stage investments in information technology, with a diverse portfolio across various sectors.

Geographic Investment Focus

Investors often focus on specific geographic regions due to their unique market conditions and economic growth prospects.

Investing in emerging markets, such as those in Southeast Asia, can provide higher returns due to their rapid economic growth and increasing middle class.

The region's growing demand for consumer goods and infrastructure has led to significant investment opportunities in countries like Indonesia and Vietnam.

A unique perspective: Growth Capital

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However, investing in emerging markets also comes with higher risks, such as currency fluctuations and political instability.

Investors should carefully consider these risks before making a decision.

Investing in developed markets, such as those in Western Europe, can provide more stable returns due to their established economies and lower risk profiles.

Countries like Germany and the UK offer a range of investment opportunities in industries such as manufacturing and finance.

Investors looking for a mix of growth and stability may consider investing in developed markets with strong economic fundamentals.

Investors should also consider investing in regions with favorable business environments and government policies that support entrepreneurship and innovation.

Unicorns

Unicorns are a rare breed in the investment world, but they can be found in Opus Capital's portfolio. They are companies that have reached a valuation of over $1 billion.

Prove, a company that provides identity verification and authentication solutions, is one such unicorn with a Tracxn Score of 66. It was founded in 2008 and is based in New York City.

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Mercury, a digital bank for startups, is another unicorn with a Tracxn Score of 78. It was founded in 2010 and is based in San Francisco.

Sisense, a provider of business intelligence and data analysis solutions, is also a unicorn with a Tracxn Score of 76. It was founded in 2004 and is based in New York City.

Here are the unicorns in Opus Capital's portfolio:

IPOs and Public Companies

Eye-Fi took the leap and went public on December 4, 2020, after being first invested in on June 12, 2007, with a Series A round of $5.5 million.

SolarEdge's IPO date was March 27, 2015, and it was first invested in on December 9, 2007, with a Series A round of $11.8 million.

Brocade Communication Systems and Informatica both went public in 1999, but specific details about their investment rounds are not available.

Ciena took the plunge and went public on February 7, 1997, but the exact details of its initial investment are unknown.

Here's a list of the IPOs and public companies in Opus Capital's portfolio, along with their respective IPO dates and first invested on dates:

Portfolio

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Opus Capital has a diverse portfolio of companies, with a range of acquisition dates and investment rounds.

One notable company in their portfolio is Edunav, which was acquired in March 2024, after being first invested in during April 2016 with a Series A round of $7 million.

Edunav is not the only company in Opus Capital's portfolio, however. Blue Nile was acquired in August 2022, but the details of the investment are not publicly available.

Another company in their portfolio is Clarizen, which was acquired in January 2021 after being first invested in during April 2011 with a Series D round of $12 million.

The size of Opus Capital's investments can vary significantly, as seen in the case of Panzura, which was acquired in May 2020 after a Series B round of $13 million in September 2012.

Opus Capital's portfolio also includes Aquantia, which was acquired in May 2019, but the details of the investment are not publicly available.

Here's a breakdown of the companies in Opus Capital's portfolio:

Team and Partners

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At Opus Capital, a strong team is essential to driving success. The firm's team is comprised of seasoned investment professionals with a proven track record in private equity.

With a focus on building long-term relationships, Opus Capital partners with a select group of companies, investing in industries such as consumer products, healthcare, and business services.

If this caught your attention, see: Ra Capital Team

Team Profile

Meet the team behind Opus Capital, a group of talented individuals with diverse backgrounds and expertise.

Phil Greer is a member of the team, but his location is not specified.

Dan Avida is based in San Mateo and is a part of the team.

Gill Cogan, another team member, hails from Menlo Park.

Joseph Cutts is a team member, but his location is unknown.

Len Haussler is based in Cincinnati and is a part of the team.

Co-Investors

Co-investors play a crucial role in the success of Opus Capital's portfolio companies. Over the past 18 years, 172 investors have co-invested in these companies, including funds and angels.

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Some of these co-investors have a long history with Opus Capital, having invested in rounds before the firm itself. Matrix, for instance, has invested in 2 companies before Opus Capital, and Intel Capital has done the same in 2 companies.

A total of 40 investors have entered a company along with Opus Capital, forming strong partnerships. Shasta Ventures is one such investor, having co-invested with Opus Capital in 3 companies.

After Opus Capital's investment, a total of 96 investors have gone on to invest in the company's portfolio. Top investors among these include Orr Partners, Capital One Ventures, and Ibex Investors, each of which has co-invested in 2 companies with Opus Capital.

Here are some key co-investors of Opus Capital:

  • Matrix: 2 companies
  • Intel Capital: 2 companies
  • Shasta Ventures: 3 companies
  • Orr Partners: 2 companies
  • Capital One Ventures: 2 companies
  • Ibex Investors: 2 companies

Assets and Holdings

Opus Capital has a significant presence in the private equity space with a focus on investing in growth-stage companies in the technology and healthcare sectors.

Their investment strategy is centered around partnering with experienced management teams to drive growth and expansion.

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With a strong track record of success, Opus Capital has delivered impressive returns to its investors.

The firm's ability to identify and capitalize on emerging trends has been a key factor in its success.

Opus Capital's investment portfolio includes a diverse range of companies across various stages of growth.

Their investment approach is characterized by a long-term perspective and a commitment to supporting the growth and development of their portfolio companies.

Tasha Schumm

Junior Writer

Tasha Schumm is a skilled writer with a passion for simplifying complex topics. With a focus on corporate taxation, business taxes, and related subjects, Tasha has established herself as a knowledgeable and engaging voice in the industry. Her articles cover a range of topics, from in-depth explanations of corporate taxation in the United States to informative lists and definitions of key business terms.

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