Financial Snapshot

Quarter One Summary

$13.5
Million
Total Transaction Dollars
$6
Million
Total Investment Proceeds
$23
Million
Total Additional Capital Leveraged
16,286
Jobs
Jobs Supported in Active Portfolio
48
Companies
Unique Companies That Received Direct/Indirect Financial Assistance
$157.1
Million
Total Assets Under Management

Equity Investments

$10.3
Million
Equity and Risk Capital Investments
Industry Breakdown
  • Information Technology - $1.8 Million
  • Bioscience/Healthcare IT - $8.2 Million
  • Other - $0.3 Million
28
Transactions
Number of Transactions
$22.8
Million
Additional Capital Leveraged
1,562
Jobs
Jobs Supported in Active Portfolio as of 9.30.17

Debt and Specialty Finance

$3.2
Million
Debt and Specialty Finance Transactions
7
Transactions
Number of Transactions
$43
Thousand
Additional Capital Leveraged
14,724
Jobs
Jobs Supported in Active Portfolio as of 9.30.17

Other Initiatives

$3.9
Million
The Jackson Laboratory: Total Funded
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Quarter Two Summary

$11
Million
Total Transaction Dollars
$5.2
Million
Total Investment Proceeds
$33.6
Million
Total Additional Capital Leveraged
16,436
Jobs
Jobs Supported in Active Portfolio
36
Companies
Unique Companies That Received Direct/Indirect Financial Assistance
$154.7
Million
Total Assets Under Management

Equity Investments

$9.4
Million
Equity and Risk Capital Investments
INDUSTRY BREAKDOWN
  • Information Technology - $3.4 Million
  • Bioscience/Healthcare IT - $3 Million
  • Other - $2.4 Million
43
Transactions
Number of Transactions
29.4
Million
Additional Capital Leveraged
1,602
Jobs
Jobs Supported in Active Portfolio as of 12.31.17

Debt and Specialty Finance

$1.6
Million
Debt and Specialty Finance Transactions
9
Transactions
Number of Transactions
4.2
Million
Additional Capital Leveraged
14,834
Jobs
Jobs Supported in Active Portfolio as of 12.31.17

Other Initiatives

$9.5
Million
The Jackson Laboratory Total Funded
$2.2
Million
Angel Investor Tax Credit Program: Total investments in 5 companies made by 28 angels
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Quarter Three Summary

$11.3
Million
Total Transaction Dollars
$5.4
Million
Total Investment Proceeds
$78.1
Million
Total Additional Capital Leveraged
17,488
Jobs
Jobs Supported in Active Portfolio
38
Companies
Unique Companies That Received Direct/Indirect Financial Assistance
$161.9
Million
Total Assets Under Management

equity investments

$10.4
Million
Equity and Risk Capital Investments
INDUSTRY BREAKDOWN
  • Information Technology - $2.7 Million
  • Bioscience/Healthcare IT - $7.7 Million
38
Transactions
Number of Transactions
$78.3
Million
Additional Capital Leveraged
1,627
Jobs
Jobs Supported in Active Portfolio as of 3.31.18

debt and specialty finance

$1.0
Million
Debt and Specialty Finance Transactions
8
Transactions
Number of Transactions
$6
Thousand
Additional Capital Leveraged
15,864
Jobs
Jobs Supported in Active Portfolio as of 3.31.18

Other Initiatives

$12.7
Million
The Jackson Laboratory: Total funded
$3.6
Million
Angel Investor Tax Credit Program: Total investments in 10 companies made by 49 angels
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Year-end Summary

$52.9
Million
Total Transaction Dollars
$19.4
Million
Total Investment Proceeds
$155.7
Million
Total Additional Capital Leveraged
19,654
Jobs
Jobs Supported in Active Portfolio
116
Companies
Unique Companies That Received Direct/Indirect Financial Assistance
$170.8
Million
Total Assets Under Management

Equity Investments

$40.8
Million
Equity and Risk Capital Investments
Industry Breakdown
  • Information Technology - $12.7 Million
  • Bioscience - $21.7 Million
  • Other - $1.0 Million
  • Digital Health - $5.4 Million
159
Transactions
Number of Transactions
$150.1
Million
Additional Capital Leveraged
1,765
Jobs
Jobs Supported by Venture Equity Investments as of 6.30.18

Debt and Specialty Finance

$12.1
Million
Debt and Specialty Finance Transactions
35
Transactions
Number of Transactions
$5.6
Million
Additional Capital Leveraged
17,889
Jobs
Jobs Supported in Active Portfolio as of 6.30.18

Other Initiatives

$18.6
Million
The Jackson Laboratory: Total Funded
$5.9
Million
Angel Investor Tax Credit Program: Total investments in 15 companies made by 74 angels
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.

Year-End Summary

$49.8
Million
Total Transaction Dollars
$35.8
Million
Total Investment Proceeds
$373.6
Million
Total Additional Capital Leveraged
24,894
Jobs
Jobs Supported in Active Portfolio
148
Companies
Unique Companies That Received Direct/Indirect Financial Assistance
$149.6
Million
Total Assets Under Management

Equity Investments

$38.4
Million
Equity & Risk Capital Investments
Industry Breakdown
  • Information Technology - $13.4 Million
  • Bioscience - $21.7 Million
  • Clean Tech - $3.3 Million
116
Transactions
Number of Transactions
$370
Million
Additional Capital Leveraged
1,537
Jobs
Jobs Supported in Active Portfolio as of 6.30.17

Debt and Specialty Finance

$11.4
Million
Debt and Specialty Finance Transactions
37
Transactions
Number of Transactions
$3.6
Million
Additional Capital Leveraged
23,357
Jobs
Jobs Supported in Active Portfolio as of 6.30.17

Other Initiatives

$20.3
Million
The Jackson Laboratory: Total Funded
$9.5
Million
Angel Investor Tax Credit Program: Total investments in 27 companies made by 88 angels
ALL NUMBERS ARE SUBJECT TO CHANGE ACCORDING TO FINANCIAL REPORTING.