Investments
31Portfolio Exits
5Funds
4Partners & Customers
1About 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
Virgo Investment Group Web Traffic
Virgo Investment Group Rank
Latest Virgo Investment Group News
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.
Virgo Investment Group Investments Activity
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 | |||||
5/26/2021 | Private Equity |
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 | ||
Amount | $20M | $29M | $35M | ||
New? | No | No | Yes | ||
Co-Investors | |||||
Sources | 5 | 1 | 20 |
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.
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 | $224.68M | Management Buyout | 2 | ||
8/19/2014 |
Date | 10/8/2015 | 8/19/2014 |
|---|---|---|
Investment Stage | Debt | |
Companies | ||
Valuation | ||
Total Funding | $224.68M | |
Note | Management Buyout | |
Sources | 2 |
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 | ||||
2/24/2020 | Virgo Transverse Core | ||||
6/6/2018 | Virgo Societas Partnership IV LP |
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 | ||||
Status | ||||
Amount | $67.55M | |||
Sources | 1 |
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 | TA Associates, Wells Fargo Securities, and JLL Partners | Managing Director | Current |
Scott Guthrie | SodaStream International, Viacom, THQ, Embracer Group, The Walt Disney Company, and PepsiCo | 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 | TA Associates, Wells Fargo Securities, and JLL Partners | SodaStream International, Viacom, THQ, Embracer Group, The Walt Disney Company, and PepsiCo | 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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