Upper Canada Equity Fund co-invests in early stage enterprises through a unique private-public model for impact investing.
Upper Canada Equity Fund invests in companies that:
In selecting investment opportunities, the following factors are considered:
Prospective investments are expected to demonstrate some or all of the following characteristics:
The fund reduces overall risk through diversification of investments in various industry sectors, including but not limited to:
An important element of the investment strategy is the creation of value that occurs after the initial investment is made. Upper Canada Equity Fund and its co-investors work closely with portfolio companies in the development of business strategies, assembly of management teams and boards of directors, identification and pursuit of strategic partners and execution of business plans.