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Charter Oak Equity

North America, Connecticut, United States, Westport

Description

Charter Oak Equity invests in niche manufacturing, packaging, medical products & services, and financial services companies.

Investor Profile

Charter Oak Equity has backed more than 3 startups, with 0 new investments in the last 12 months alone. The firm has led 1 rounds, about 33% of its total and boasts 1 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Series C, Private Equity, Series Unknown rounds (top funding stages).
  • Majority of deals are located in United States, Canada.
  • Strong thematic focus on Health Care, Life Science, Medical Device.

Stage Focus

  • Series C (33%)
  • Private Equity (33%)
  • Series Unknown (33%)

Country Focus

  • United States (67%)
  • Canada (33%)

Industry Focus

  • Health Care
  • Life Science
  • Medical Device
  • Industrial
  • Manufacturing
  • Packaging Services
  • Wholesale
  • Child Care
  • Real Time
  • Saas
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Charter Oak Equity frequently co-invest with?

Fonds de solidarité FTQ
North America, Quebec, Canada, Montréal
Co-Investments: 1
ONSET Ventures
North America, California, United States, Menlo Park
Co-Investments: 1
Kaiser Permanente Ventures
North America, California, United States, Oakland
Co-Investments: 1
Aphelion Capital
North America, Colorado, United States, Littleton
Co-Investments: 1
Lurie Investment Fund
North America, Illinois, United States, Chicago
Co-Investments: 1
Apjohn ventures
North America, Michigan, United States, Kalamazoo
Co-Investments: 1
Capital Midwest Fund
North America, Wisconsin, United States, Milwaukee
Co-Investments: 1
Early Stage Partners
North America, Ohio, United States, Cleveland
Co-Investments: 1
Emergent Medical Partners
North America, California, United States, Portola Valley
Co-Investments: 1
North Coast Technology Investors
North America, Michigan, United States, Ann Arbor
Co-Investments: 1

What are some of recent deals done by Charter Oak Equity?

Licaplast Industrie Emballages inc

Lachine, Quebec, Canada

Licaplast is a vertically integrated flexible packaging manufacturer who provides top quality engineered primary packaging solutions.

IndustrialManufacturingPackaging ServicesWholesale
Private EquityOct 25, 2018
SmartCare

Las Vegas, Nevada, United States

SmartCare is a SaaS platform that helps childcare centers modernize their relationships with parents and business operations.

Child CareHealth CareReal TimeSaaSSoftware
Series UnknownMar 10, 2018
Amount Raised: $6,000,000
CytoPherx

Ann Arbor, Michigan, United States

CytoPherx is a medical device company offering a proprietary selective cytopheresis sytem for inflammation-based diseases and conditions.

Health CareLife ScienceMedical Device
Series CJan 4, 2012
Amount Raised: $34,000,000

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