The Heritage Group
Overview
The Heritage Group is a fourth-generation, family-owned holding company and investment firm that manages a diverse portfolio of over 50 companies specializing in construction and materials, environmental services, and specialty chemicals, while also operating a corporate venture capital arm, HG Ventures, to invest in and incubate visionary startups.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| CyCognito | Dec 2021 | Series C | Co-investor |
| Daily | Nov 2021 | Series B | Co-investor |
| Ateios Systems | Sep 2019 | Accelerator | Co-investor |
| CICLA 3D | Aug 2022 | Accelerator | Co-investor |
| Biond Biologics | Nov 2021 | Series C | Co-investor |
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Key People
Cheyenne Valencia
Managing Director
Avjit Dugal
R D Project And Portfolio Manager
Nicolas Hurt
Senior Compensation Total Rewards Partner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is The Heritage Group based?
The Heritage Group is headquartered in Indianapolis, Indiana, United States.
When was The Heritage Group founded?
The Heritage Group was founded in 1930.
How many portfolio companies does The Heritage Group have?
The Heritage Group has 24 portfolio companies in Caplight's dataset.
What are some companies in The Heritage Group's portfolio?
Portfolio companies visible on Caplight include CyCognito, Daily, Ateios Systems, CICLA 3D, Biond Biologics.
What was The Heritage Group's most recent investment shown here?
The Heritage Group's most recent investment in this portfolio sample was in CICLA 3D in 2022.
What sectors does The Heritage Group focus on?
The Heritage Group focuses on Healthcare & Life Sciences, Healthcare & Life Sciences, Energy & Sustainability, Healthcare & Life Sciences, Cybersecurity, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Energy & Sustainability, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Healthcare & Life Sciences, Healthcare & Life Sciences, Energy & Sustainability, Energy & Sustainability, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Energy & Sustainability, Frontier & Industrial Tech, Energy & Sustainability, Frontier & Industrial Tech, Energy & Sustainability, Energy & Sustainability, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Enterprise Software, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Energy & Sustainability, Cybersecurity, Energy & Sustainability, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Energy & Sustainability, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software.
What company stages does The Heritage Group focus on?
The Heritage Group typically invests at the Early stage.
What is The Heritage Group's AUM?
The Heritage Group's assets under management are estimated between $500.0M and $1.0B.