About Montrose Capital Partners
Montrose Capital Partners is a venture capital firm located in Miami, United States. As of Nov 2021, Montrose Capital Partners has invested in 28 companies. It primarily invests in Post IPO round in United States based startups. Its investments are spread across a wide range of sectors from Life Sciences to High Tech and Consumer. Most recently it participated in the $***** Series E round of Guerrilla Overall, Montrose Capital Partners portfolio has seen 17 IPOs and 6 acquisitions including key companies like Ekso Bionics, Transphorm and Gran Tierra Energy. A lot of funds co-invest with Montrose Capital Partners, with names like Jeffrey Shealy sharing a substantial percentage of its portfolio. Montrose Capital Partners has team of 3 people including 2 partners.Key Metrics
Team Members
Portfolio Count
Portfolio Sectors
Portfolio Locations
Rounds of Entry
Post IPO, Seed & 6 more
Portfolio IPOs
Portfolio Soonicorns
Montrose Capital Partners' List of Top Investments
Montrose Capital Partners has a portfolio of 28 companies. Their most notable investments are in SmartKem and Aerpio Therapeutics.Their portfolio spans across United States, United Kingdom, Canada and 2 more locations. They have invested in Life Sciences, High Tech, Consumer and 12 other sectors, across stages such as Post IPO, Seed and 6 more. Here is the list of top investments by Montrose Capital Partners:1. Omaze
Online fundraising platform for donation-based charities. Non Profit organizations create campaigns and upload them on the platform. Interested users select a campaign and donate an amount. Omaze uses a larger share of funds raised for charity purposes. Some of the campaigns include a trip to SpaceX’s Singularity University headquarters, or a hang-out session with the cast of It’s Always Sunny In Philadelphia. Also, offers production of all of the videos announcing the campaigns, as well as the back-end details around analytics, social distribution, and of course, transactions.
Key facts about Omaze
- Founded Year: 2012
- Location: Los Angeles (United States)
- Stage: Series C
- Total Funding till date: $127M
- Employee Count: 51 - 200 as on Jul 01, 2024
- Investors: Savano Capital Partners, Finger Group and 43 Others
- Latest Funding Round: Series C, Sep 16, 2021, $*****
- Highlight: Editors' Pick
2. Ekso Bionics
Developer of exoskeletons for rehabilitation and personal mobility assistance. It offers devices intended for clinical use in rehabilitation settings. These devices are for individuals recovering from stroke, brain injury, spinal cord injury, and multiple sclerosis. Personal exoskeletons are available for home and community use. These are designed for individuals with spinal cord injuries.
Key facts about Ekso Bionics
- Founded Year: 2005
- Location: San Rafael (United States)
- Stage: Public
- Total Funding till date: $24.4M
- Employee Count: 61 as on Feb 28, 2025
- Investors: Western Technology Investment, Saints Capital and 14 Others
- Latest Funding Round: Post IPO, Dec 04, 2014, $*****
- Highlight: Public
3. Transphorm
Manufacturer of gallium nitride power discretes for diverse application needs. The company provides reliable, high-performance solutions spanning from low to high power applications. It offers a selection of package options, including compact and surface-mount packages. These solutions are designed for compatibility with standard silicon drivers.
Key facts about Transphorm
- Founded Year: 2007
- Location: Goleta (United States)
- Stage: Acquired
- Total Funding till date: $266M
- Employee Count: 67 as on May 31, 2026
- Investors: TriplePoint Capital, Foundation Capital and 15 Others
- Latest Funding Round: Post IPO, Apr 03, 2023, $*****
- Highlight: Acquired
Key facts about Gran Tierra Energy
- Founded Year: 2003
- Location: Calgary (Canada)
- Annual Revenue: $500M - $1B as on Dec 31, 2011
- Stage: Public
- Employee Count: 819 as on Aug 09, 2025
- Investors: IFC Asset Management Company and Montrose Capital Partners
- Latest Funding Round: Conventional Debt, May 23, 2019, $*****
- Highlight: Public
5. Halozyme
Developer of drug delivery technologies for the treatment of various diseases. The company's lead product is ENHANZE drug delivery technology, based on the proprietary enzyme rHuPH20, which is used to facilitate the delivery of injected drugs and fluids. Also, it offers Hylenex recombinant an endoglycosidase indicated as an adjuvant to increase the dispersion and absorption of other injected drugs.
Key facts about Halozyme
- Founded Year: 1999
- Location: San Diego (United States)
- Annual Revenue: $1B+ as on Dec 31, 2025
- Stage: Public
- Employee Count: 527 as on May 31, 2026
- Investors: Colt Ventures, Third Security and 8 Others
- Latest Funding Round: Post IPO, Aug 15, 2022, $*****
- Highlight: Public
Montrose Capital Partners' Year-on-Year Investment Trends
Montrose Capital Partners has invested in 29 companies over the last 15 years, with an average of 1 new investment annually in the last 10 years. Its most recent first time investment was in Guerrilla and most recent follow-on round was in Akoustis.Montrose Capital Partners' Investments by Stage
Montrose Capital Partners has made 4 investments in Post IPO stage with an average round size of $21.4M, 2 investments in Seed stage with an average round size of $1.5M and 2 investments in Series A stage with an average round size of $6.65M.Stage of entry | No. of Investments |
|---|---|
Post IPO | 4 |
Seed | 2 |
Series A | 2 |
Conventional Debt | 1 |
Series B | 1 |
Others | 3 |
Note: We have considered here, only first round of investments
Montrose Capital Partners' Investments by Sector
Montrose Capital Partners has a diverse portfolio, with companies operating in the Life Sciences, Semiconductors, Enterprise Applications, High Tech and Consumer. Notably, it has invested in 25 Tech companies, 20 Enterprise (B2B) companies, 10 Tech hardware companies and at least 6 companies focusing on Consumer (B2C).Sector | No. of Investments |
|---|---|
Life Sciences | 5 |
Semiconductors | 4 |
Enterprise Applications | 3 |
High Tech | 3 |
Consumer | 2 |
Others | 8 |
Note: We have considered here, only first round of investments
Montrose Capital Partners' Investments by Geography
Montrose Capital Partners has made most investments in United States (10), followed by United Kingdom where it has made 2 investments.Country | No. of Investments |
|---|---|
United States | 10 |
United Kingdom | 2 |
Germany | 1 |
Note: We have considered here, only first round of investments
Montrose Capital Partners' recent investments
Montrose Capital Partners has not made any investment in 2026 so far.Here are the most recent investments by Montrose Capital Partners:
Date | Company | Location | Round Details | Round Amount | Co-Investors |
|---|---|---|---|---|---|
Nov 17, 2021 | United States | Series E | 9716 | [+1] | |
Jul 07, 2021 | United States | Series A | 8106 | [+3] | |
Apr 01, 2021 | United Kingdom | Conventional Debt | 2882 | - | |
Feb 24, 2021 | United Kingdom | Series B | 1261 | - | |
Mar 16, 2017 | United States | Series C | 4100 |
IPOs and Publicly Listed companies in Montrose Capital Partners' Portfolio
17 of Montrose Capital Partners' portfolio companies have become public. Perfect Moment got listed on the American Stock Exchange (NYSEAMERICAN), in Feb 2024 at marketcap of $93.5M and Aeluma got listed on the National Association of Securities Dealers Automated Quotations (NASDAQ).Here are Montrose Capital Partners' portfolio companies that went public:
Company | IPO Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
Feb 08, 2024 | Apr 01, 2021 | Conventional Debt | 1310 | |
Nov 17, 2022 | Jul 07, 2021 | Series A | 7045 | |
Jul 29, 2022 | Nov 17, 2021 | Series E | 4859 | |
Feb 04, 2022 | Feb 24, 2021 | Series B | 3250 | |
Apr 05, 2021 | - | - | 9301 |
Acquired companies in Montrose Capital Partners' Portfolio
6 companies from Montrose Capital Partners' portfolio have been acquired. The most recent acquisition was Akoustis in May 2025 by SpaceX for $*****.Here are Montrose Capital Partners' portfolio companies that got acquired most recently:
Company | Acquisition Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
May 19, 2025 | May 26, 2015 | Series A | 1981 | |
Oct 02, 2024 | - | - | 1148 | |
Jan 11, 2024 | - | - | 9224 | |
Feb 10, 2020 | May 04, 2016 | Post IPO | 7400 | |
May 13, 2016 | - | - | 8475 |
Team profile of Montrose Capital Partners
Montrose Capital Partners has a team of 3 members including 2 Partners and 1 Principal located in United States. Montrose Capital Partners' team does not sit on the board of any company as of now.Here is a list of all team members in Montrose Capital Partners:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | Raleigh | - | ||
Partner | Fairlawn | - | ||
Principal | New York City | - |
Co-investors of Montrose Capital Partners
Over the past 15 years, 107 investors have co-invested in Montrose Capital Partners's portfolio companies. This includes funds and angels.
- Invested before Montrose Capital Partners: Aisling Capital, CRG and 53 others have invested in rounds before Montrose Capital Partners. There are 2 companies where Aisling Capital has invested before Montrose Capital Partners and 2 companies where CRG has invested before Montrose Capital Partners.
- Top Co-investors of Montrose Capital Partners: 14 investors entered a company along with Montrose Capital Partners. These include investors like Jeffrey Shealy (2 companies).
- Invested after Montrose Capital Partners: A total of 38 investors have invested in Montrose Capital Partners's portfolio after their investments. Top Investors include WndrCo (1 company), Telstra Ventures (1 company) and B.D.M. International (1 company).
Recent News related to Montrose Capital Partners
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Guerrilla RF raises extra $4.4m in subsequent closings of private placementSemiconductor Today•Nov 18, 2021•Montrose Capital Partners, The Benchmark Company, Guerrilla,
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Guerrilla RF goes public with reverse merger transactionThe Business Journals•Oct 28, 2021•Guerrilla, The Benchmark Company, Montrose Capital Partners
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Guerrilla RF Goes Public in a Reverse Merger Transaction, Raises Over $7M in Private Placement FinancingMicrowave Journal•Oct 28, 2021•Guerrilla, The Benchmark Company, , Montrose Capital Partners and 2 others
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Manchester tech firm completes reverse takeover and raises $24.6millionProlific North•Feb 25, 2021•SmartKem, , Montrose Capital Partners, Intuitive Venture Partners and 1 other
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Remote Medical Documentation Startup Augmedix Closes $25M, Reverse Merger with Malo HoldingHIT Consultant•Oct 06, 2020•Augmedix, Redmile Group, DCM Ventures, McKesson Ventures and 4 others
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Transphorm Raises $21 Million and Completes Reverse MergerPowerPulse.Net•Mar 03, 2020•Transphorm, KKR, Magneti Marelli, B. Riley & Co. and 3 others
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Aerpio Pharmaceuticals Announces Results From TIME-2b Study of AKB-9778 in Diabetic RetinopathyBusiness Wire•Mar 18, 2019•Aerpio Therapeutics, Novartis Venture Fund, Orbimed, Kearny Venture Partners and 3 others
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Aerpio Pharmaceuticals Raises $40M from NovartisCitybizlist•Mar 16, 2017•Aerpio Therapeutics, Akebia Therapeutics, Novartis Venture Fund, Orbimed and 4 others
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Miramar Labs, Inc. Completes Alternative Public Offering, Raises $9.0 MillionGlobeNewswire•Jul 13, 2016•Miramar Labs, Domain Associates, Morgenthaler, Aisling Capital and 3 others
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Akoustis™ Begins Public Trading, Raises $5.3 Million | Business WireBusiness Wire•May 26, 2015•Akoustis, Montrose Capital Partners