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Heritage Group

Heritage Group
VC INVESTOR TYPE
Active STATUS
9 PROFESSIONALS
62 INVESTMENTS
20 PORTFOLIO
27 EXITS
Description

Founded in 1986, Heritage Group is a venture capital firm based in Nashville, Tennessee. The firm seeks to invest in the healthcare and technology sectors.

Investor Status
Actively Seeking New Investments
Year Founded
1986
Primary Investor Type
Venture Capital
Other Investor Types
Holding Company
Primary Office
  • 20 Burton Hills Boulevard
  • Suite 150
  • Nashville, TN 37215
  • United States

+1 (615) 000-0000

Heritage Group Investments (62)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Reputation.com 20-Aug-2019 Later Stage VC 0000 Business/Productivity Software Generating Revenue 0000 0000000
000000000 000000 01-Mar-2019 00000 00000 0000 Outcome Management (Healthcare) Generating Revenue 0000 0000000
000000000 19-Nov-2018 00000 00000 0000 Medical Records Systems Generating Revenue 0000 0000000
000000 05-Sep-2018 00000 00000 00.000 Financial Software Generating Revenue
000000 01-Aug-2018 00000 00000 0000 Medical Records Systems Generating Revenue 00000000 00000000
00000000 26-Mar-2018 00000 00000 00.00 Other Healthcare Technology Systems Generating Revenue 000000 000000
0000000000 15-Feb-2018 00000 00000 00000 Biotechnology Generating Revenue
000000 09-Nov-2017 00000 00000 000.00 Human Capital Services Startup 00000 00000 00
ClearDATA 13-Apr-2017 Later Stage VC 0000 Medical Records Systems Generating Revenue 0000 0000000
Reputation.com 28-Mar-2017 Later Stage VC 0000 Business/Productivity Software Generating Revenue 0000 0000000
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Heritage Group Exits (27)

Company Name Exit Date Exit Type Exit Size Status Buyers
Vivify Health 01-Nov-2019 Merger/Acquisition Completed
00000000 000000 04-Oct-2018 000 00000 Completed
00000 00000000000 16-Sep-2018 000000000000000000 Completed
  • 000000
000000000 00000 10-Aug-2018 0000000000 Completed
  • 2 buyers
0000000000 24-May-2018 000 00 00000000 Completed
00000 0000000000 20-Apr-2018 0000000000 Completed
  • 3 buyers
0000000 000000000 15-Jun-2017 0000000000 00000 Completed
  • 2 buyers
000000000 000000 01-Jun-2017 000 00 00000000 Completed
Valence Health 03-Oct-2016 Merger/Acquisition 00000 Completed
ScribeAmerica 01-Oct-2016 Buyout/LBO 00000 Completed
  • 2 buyers
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Heritage Group Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Heritage Group Team (16)

Name Title Deals Funds Boards Office Contact
Info
David McClellan Co-Founder & Managing Director 0 0 0 Nashville, TN
Rock Morphis Co-Founder & Managing Director 00 0 0 Nashville, TN
Paul Wallace Managing Director 00 0 0 Nashville, TN
Bryan Bui Principal Nashville, TN
Graham Hunter Principal 0 0 0 Nashville, TN

5 Former Team Members

You’re viewing 5 of 16 team members. Get the full list »