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Debt & Specialty Finance
FINANCE | Investment Firms & Funds
virgo-llc.com

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Investments

31

Portfolio Exits

5

Funds

4

Partners & Customers

1

About Virgo Investment Group

Virgo Investment Group ("Virgo") is an opportunistic, private investment firm with a value investment philosophy, a bias toward the preservation of capital and an emphasis on generating a current yield on invested capital. Virgo leverages macroeconomic viewpoints to identify market seams where there are mis-pricings and where investment returns are less correlated with market credit spreads and corporate valuation multiples.

Virgo Investment Group Headquarter Location

555 Twin Dolphin Drive Suite 615

Redwood City, California, 94065,

United States

650-453-3627

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Virgo Investment Group Web Traffic

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Page Views per Million (PVPM)
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Virgo Investment Group Rank

Latest Virgo Investment Group News

Senior care company Lifespark closes on $20 million round of funding led by UCare

Oct 13, 2021

Lifespark, a St. Louis Park-based senior care company, has raised a $20 million Series B round of funding, according to an announcement Wednesday.  The investment was led by California-based Virgo Investment Group and Minneapolis-based UCare, the largest Medicare Advantage provider in Minnesota. In a separate announcement Tuesday, Lifespark said the strategic investment from UCare strengthens the development of its technology and health operating system.  "The proprietary technology we are…

Virgo Investment Group Investments

31 Investments

Virgo Investment Group has made 31 investments. Their latest investment was in Lifespark as part of their Series B on October 10, 2021.

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Virgo Investment Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

10/13/2021

Series B

Lifespark

$20M

No

5

10/7/2021

Series B

NOW Corp

$29M

No

1

7/12/2021

Series B

Swift Medical

$35M

Yes

20

6/9/2021

Series A

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$99M

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10

5/26/2021

Private Equity

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10

Date

10/13/2021

10/7/2021

7/12/2021

6/9/2021

5/26/2021

Round

Series B

Series B

Series B

Series A

Private Equity

Company

Lifespark

NOW Corp

Swift Medical

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Amount

$20M

$29M

$35M

$99M

New?

No

No

Yes

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Co-Investors

Sources

5

1

20

10

10

Virgo Investment Group Portfolio Exits

5 Portfolio Exits

Virgo Investment Group has 5 portfolio exits. Their latest portfolio exit was Peerfit on February 15, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

2/15/2022

Acquired

1

8/27/2021

Reverse Merger

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10

4/28/2021

Merger

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10

7/31/2019

Acquired

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10

2/8/2019

Acq - Fin

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10

Date

2/15/2022

8/27/2021

4/28/2021

7/31/2019

2/8/2019

Exit

Acquired

Reverse Merger

Merger

Acquired

Acq - Fin

Companies

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Valuation

Acquirer

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Sources

1

10

10

10

10

Virgo Investment Group Acquisitions

2 Acquisitions

Virgo Investment Group acquired 2 companies. Their latest acquisition was Nautilus Solar Energy on October 08, 2015.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/8/2015

Debt

$99M

$224.68M

Management Buyout

2

8/19/2014

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$99M

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10

Date

10/8/2015

8/19/2014

Investment Stage

Debt

Companies

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Valuation

$99M

$99M

Total Funding

$224.68M

Note

Management Buyout

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Sources

2

10

Virgo Investment Group Fund History

4 Fund Histories

Virgo Investment Group has 4 funds, including Virgo Trillion Funding.

Closing Date

Fund

Fund Type

Status

Amount

Sources

5/21/2020

Virgo Trillion Funding

$67.55M

1

4/16/2020

Virgo-Transverse

$99M

10

2/24/2020

Virgo Transverse Core

$99M

10

6/6/2018

Virgo Societas Partnership IV LP

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$99M

10

Closing Date

5/21/2020

4/16/2020

2/24/2020

6/6/2018

Fund

Virgo Trillion Funding

Virgo-Transverse

Virgo Transverse Core

Virgo Societas Partnership IV LP

Fund Type

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Status

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Amount

$67.55M

$99M

$99M

$99M

Sources

1

10

10

10

Virgo Investment Group Partners & Customers

1 Partners and customers

Virgo Investment Group has 1 strategic partners and customers. Virgo Investment Group recently partnered with Allvue Systems on July 7, 2017.

Date

Type

Business Partner

Country

News Snippet

Sources

7/28/2017

Vendor

United States

AltaReturn selected by Virgo Investment Group - Allvue Systems

July , 2017 , Redwood Shores , California : AltaReturn , A leading provider of cloud-based end-to-end financial software solutions for Private Equity , Venture Capital and the Alternative Investment industry , is delighted to announce that Virgo Investment Group has selected AltaReturn for the provision of business software solutions .

1

Date

7/28/2017

Type

Vendor

Business Partner

Country

United States

News Snippet

AltaReturn selected by Virgo Investment Group - Allvue Systems

July , 2017 , Redwood Shores , California : AltaReturn , A leading provider of cloud-based end-to-end financial software solutions for Private Equity , Venture Capital and the Alternative Investment industry , is delighted to announce that Virgo Investment Group has selected AltaReturn for the provision of business software solutions .

Sources

1

Virgo Investment Group Team

4 Team Members

Virgo Investment Group has 4 team members, including current Founder, Chief Information Officer, Jesse Watson.

Name

Work History

Title

Status

Jesse Watson

Founder, Chief Information Officer

Current

Brian Wade

Managing Director

Current

Scott Guthrie

President

Former

Steve Lapin

LendUp, Fortress Investment Group, Bank of New York, and Bear Stearns

Investment Partner

Former

Name

Jesse Watson

Brian Wade

Scott Guthrie

Steve Lapin

Work History

LendUp, Fortress Investment Group, Bank of New York, and Bear Stearns

Title

Founder, Chief Information Officer

Managing Director

President

Investment Partner

Status

Current

Current

Former

Former

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