Financial Snapshot

Quarter One Venture Summary

$20
Million
Total Transaction Dollars
$8
Million
Total Venture Investment Proceeds
$367
Million
Total Outside Investment Leveraged
29
Companies or Funds
Total Unique Investments
Investment Breakdown
  • Climate Tech - $8 Million
  • Consumer - $4 Million
  • Healthcare - $4 Million
  • Technology - $2 Million
  • Venture Funds - $2 Million

Angel Investment Tax Credit Program

$8
Million
Angel Investment
(39 angels invested in 16 qualified Connecticut businesses)
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Venture Summary

$8
Million
Total Transaction Dollars
$14
Million
Total Venture Investment Proceeds
$54
Million
Total Outside Investment Leveraged
24
Transactions
Number of Transactions
Investment Breakdown
  • Healthcare - $3 Million
  • Climate Tech - $1 Million
  • Technology - $1 Million
  • Consumer - $2 Million
  • Venture Funds - $1 Million

Angel Investment Tax Credit program

$3
Million
Angel Investment
(17 angels invested in 10 qualified Connecticut businesses)
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

quarter two venture summary

$18
Million
Total Transaction Dollars
$12
Million
Total Venture Investment Proceeds
$443
Million
Total Outside Investment Leveraged
28
Transactions
Total Transactions
Investment Breakdown
  • Healthcare - $5 Million
  • Climate Tech - $7.5 Million
  • Technology - $2 Million
  • Consumer - $3 Million
  • Venture Funds - $.5 Million

Angel Investment Tax Credit program

$6
Million
Angel Investment
(60 angels invested in 26 qualified Connecticut businesses)

year to date venture summary

$26
Million
Total Transaction Dollars
$26
Million
Total Venture Investment Proceeds
$506
Million
Total Outside Investment Leveraged
52
Transactions
Total Transactions
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

quarter three venture summary

$13
Million
Total Transcation Dollars
$5
Million
Total Venture Investment Proceeds
$148
Million
Total Outside Investment Leveraged
26
Transactions
Number of Transactions
Investment Breakdown
  • Healthcare - $2 Million
  • Technology - $3 Million
  • Consumer - $6 Million
  • Venture Funds - $2 Million

year to date venture summary

$39
Million
Total Transaction Dollars
$32
Million
Total Venture Investment Proceeds
$661
Million
Total Outside Investment Leveraged
79
Transactions
Total Transactions

Angel Investment Tax Credit Breakdown

$12
Million
Angel Investment
(130 angels invested in 38 qualified Connecticut businesses)
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Year-end Venture Summary

$49
Million
Total Transaction Dollars
$35
Million
Total Venture Investment Proceeds
$1
Billion
Total Outside Investment Leveraged
106
Transactions
Total Transactions
Year-end Investment Breakdown
  • Healthcare - $14 Million
  • Climate Tech - $10 Million
  • Technology - $9 Million
  • Consumer - $11 Million
  • Venture Funds - $5 Million

Angel Tax Credit Investment Breakdown

$19
Million
Angel Investment (202 angels invested in 47 qualified Connecticut businesses)
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Venture Summary

$9
Million
Total Transaction Dollars
$28
Million
Total Venture Investment Proceeds
$193
Million
Total Outside Investment Leveraged
21
Transactions
Number of Transactions

Investment Breakdown

  • Healthcare - $4 Million
  • Climate Tech - $2 Million
  • Technology - $1 Million
  • Venture Funds - $2 Million

Angel investment tax credit program

$2
Million
Angel investment
(22 angels invested in 11 qualified Connecticut businesses)
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Quarter Two Venture Summary

$10
Million
Total Transaction Dollars
$5
Million
Total Venture Investment Proceeds
$37
Million
Total Outside Investment Leveraged
22
Transactions
Number of Transactions
Quarter Two Investment Breakdown
  • Healthcare - $3 Million
  • Climate Tech - $1 Million
  • Technology - $4 Million
  • Consumer - $1 Million
  • Venture Funds - $1 Million

Angel investment tax credit program

$6
Million
Angel investment
(47 angels invested in 23 qualified Connecticut businesses year to date)
$2
Million
Angel investment
(24 angels invested in 2 cannabis social equity companies year to date)

Year to Date Venture Summary

$19
Million
Total Transaction Dollars
$33
Million
Total Venture Investment Proceeds
$230
Million
Total Outside Investment Leveraged
44
Transactions
Number of Transactions
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Quarter Three Venture Summary

$7
Million
Total Transaction Dollars
$2
Million
Total Venture Investment Proceeds
$89
Million
Total Outside Investment Leveraged
19
Transactions
Number of Transactions
Quarter Three Investment Breakdown
  • Healthcare - 2 Million
  • Climate Tech - 1 Million
  • Technology - 1 Million
  • Consumer - 2 Million
  • Venture Funds - 1 Million

Angel Investment Tax Credit Program

$9
Million
Angel Investment (78 angels invested in 34 qualified Connecticut businesses year to date)
$3
Million
Angel investment (25 angels invested in 2 cannabis social equity companies year to date)

Year to date venture summary

$25
Million
Total Transaction Dollars
$35
Million
Total Venture Investment Proceeds
$319
Million
Total Outside Investment Leveraged
63
Transactions
Total Transactions
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Year-end Venture Summary

$42
Million
Total Transaction Dollars
$38
Million
Total Venture Investment Proceeds
$455
Million
Total Outside Investment Leveraged
91
Transactions
Number of Transactions
Year-end Investment Breakdown
  • Healthcare - 20 Million
  • Climate Tech - 3 Million
  • Technology - 10 Million
  • Consumer - 4 Million
  • Venture Funds - 5 Million

Angel Investment Tax Credit Program

16
Million
Angel Investment (122 angels invested in 44 qualified Connecticut businesses)
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Venture Summary

$6.9
Million
Total Equity Transaction Dollars
$42.2
Million
Total Venture Investment Proceeds
$662
Million
Total Additional Capital Leveraged
26
Transactions
Number of Transactions

Equity Investment Breakdown

Industry
  • Healthcare - $4.70 Million
  • GreenTech (Thousands) - $.4 Million
  • Technology - $1.40 Million
  • Venture Funds (Thousands) - $.40 Million

Angel Investment Tax Credit Program

$2.6
Million
45 angels invested in 13 qualified Connecticut businesses
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Venture Summary

$15.1
Million
Total Equity Transaction Dollars
$17
Million
Total Venture Investment Proceeds
$112.6
Million
Total Additional Capital Leveraged
47
Transactions
Number of Transactions

Equity Investment Breakdown

  • Healthcare - $4.8 Million
  • Greentech (Thousands) - $.8 Million
  • Technology - $5.7 Million
  • Consumer (Thousands) - $.3 Million
  • Venture Funds - $3.5 Million

Angel Investment Tax Credit Program

$7.7
Million
108 angels invested in 33 qualified Connecticut businesses
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

venture summary

$36
Million
Total Equity Transaction Dollars
$65.2
Million
Total Venture Investment Proceeds
$1.2
Billion
Total Additional Capital Leveraged
108
Transactions
Number of Transactions

Equity Investment Breakdown

  • Healthcare - $17 Million
  • Greentech - $3.2 Million
  • Technology - $8.8 Million
  • Consumer - $2 Million
  • Venture Funds - $5 Million

Angel Investment Tax Credit Program

$12.3
Million
173 angels invested in 44 qualified Connecticut businesses
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Venture Summary

$55
Million
Total Transaction Dollars
$72
Million
Total Venture Investment Proceeds
$1.3
Billion
Total Additional Capital Leveraged
147
Transactions
Number of Transactions

Investment Breakdown

  • Healthcare - $23 Million
  • Climatetech - $5 Million
  • Technology - $18 Million
  • Consumer - $3 Million
  • Venture Funds - $6 Million

Angel investment tax credit program

$18.6
Million
Angel investment
(235 angels invested in 53 qualified Connecticut businesses)
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Quarter One FY2021 Summary

$16.6
Million
Total Transaction Dollars
$1.8
Million
Total Investment Proceeds
$201.2
Million
Total Additional Capital Leveraged
40,136
Jobs
Jobs Supported in Active Portfolio
25
Companies
Unique Companies That Received Direct/Indirect Financial Assistance
$204
Million
Total Assets Under Management

Equity Investments

$7.8
Million
Equity and Risk Capital Investments
Industry Breakdown
  • Bioscience/Healthcare IT - $5.6 Million
  • IT - $1.5 Million
  • Other - $.7 Million
19
Transactions
Number of Transactions
$170
Million
Additional Capital Leveraged
2,359
Jobs
Jobs Supported in Active Portfolio as of 9.30.20
19
Companies
Number of Unique Venture Companies

Debt and Specialty Finance

$8.8
Million
Debt and Specialty Finance Transactions
6
Transactions
Number of Transactions
$31.2
Million
Additional Capital Leveraged
37,777
Jobs
Jobs Supported in Active Portfolio as of 9.30.20
6
Companies
Number of Unique Debt Companies

Angel Investment Tax Credit Program

$1.6
Million
23 angels invested in 9 qualified Connecticut businesses
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Quarter Two FY2021 Summary

$8.8
Million
Total Transaction Dollars
$15.5
Million
Total Investment Proceeds
$156.2
Leveraged
Total Additional Capital Leveraged
40,158
Jobs
Jobs Supported in Active Portfolio
25
Companies
Unique Companies That Received Direct/Indirect Financial Assistance
$219.7
Million
Total Assets Under Management

Equity Investments

$7.2
Million
Equity and Risk Capital Investments
Industry Breakdown
  • Bioscience/Healthcare IT - $4.3 Million
  • IT - $2.4 Million
  • Other - $.5 Million
26
Transactions
Number of Transactions
$156
Million
Additional Capital Leveraged
2,376.5
Jobs
Jobs Supported in Active Portfolio as of 12.31.20
23
Companies
Number of Unique Venture Companies

Debt and Specialty Finance

$1.6
Million
Debt and Specialty Finance Transactions
2
Transactions
Number of Transactions
$210
Thousand
Additional Capital Leveraged
37,781
Jobs
Jobs Supported in Active Portfolio as of 12.31.20
2
Companies
Number of Unique Debt Companies

Angel Investment Tax Credit Program

$9
Million
148 angels invested in 21 qualified Connecticut businesses
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Quarter Three FY2021 Summary

$9.4
Million
Total Transaction Dollars
$6.2
Million
Total Investment Proceeds
$124
Million
Total Additional Capital Leveraged
40,189
Jobs
Jobs Supported in Active Portfolio
36
Companies
Unique Companies That Received Direct/Indirect Financial Assistance
$227.3
Million
Total Assets Under Management

Equity Investments

$9.4
Million
Equity and Risk Capital Investments
Industry Breakdown
  • Bioscience/Healthcare IT - $6.5 Million
  • IT - $1.8 Million
  • Other - $1.1 Million
36
Transactions
Number of Transactions
$124
Million
Additional Capital Leveraged
2,408
Jobs
Jobs Supported in Active Portfolio as of 3.31.21
36
Companies
Number of Unique Venture Companies

Angel Investment Tax Credit Program

$13.2
Million
190 angels invested in 34 qualified Connecticut businesses
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Venture Summary

$38.3
Million
Total Equity Transaction Dollars
$28.8
Million
Total Venture Investment Proceeds
$569
Million
Total Additional Capital Leveraged
129
Transactions
Number of Transactions

Equity investment breakdown

  • Bioscience/Healthcare IT - $21.5 Million
  • IT - $11.7 Million
  • Other - $3.3 Million
  • Cleantech - $1.8 Million

Angel Investment Tax Credit Program

$19
Million
229 angels invested in 44 qualified Connecticut businesses
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.