Global fintech and financial services perspective

65+ portfolio companies in 13 countries

120+ partnerships facilitated for portfolio companies²

1,000+ relationships with financial institutions and investors worldwide

40+ institutional, corporate, and family office investors

20+ advisors with deep entrepreneurial and financial services experience

Thesis-driven investment approach

Our focused, thesis-driven approach enables differentiated insights, understanding of market dynamics and opportunities, and deep research and expertise in fintech and financial services.

Long-term partnership mindset

Our goal is to be the long-term partner to innovative fintech and financial services companies. Portage’s various pools of capital enable us to partner with companies across all stages, from seed to later-stage.

Seasoned team of investors & operators

We have extensive investing and operational experience across all aspects of fintech and financial services, from sourcing to transaction execution.

Value creation capabilities

Our Value Creation team of vertical domain experts accelerates the growth of our portfolio companies through access to our deep expertise including:

• Go-to-market
• Technology and cybersecurity
• Commercial partnerships origination
• Business acceleration and M&A

We are entrepreneurial

We want to partner with the best entrepreneurs and operators.  We are self-starters and have a deep attachment to the idea of building businesses, including our own.

We are lean and quick, yet always seek to maintain high integrity and diligence standards.

People matter more than anything. We prize talent over experience but we love both. We value contribution over hierarchy and value the desire to learn and develop.

Our capital is a trust. Investing is a risk business, but our duty is to our shareholders and partners.

We are innovative

We prize curiosity and the wonderment of what could be. We constantly remind ourselves that the knowledge of what was can be an impediment to seeing what is.

We believe that creative solutions can overcome almost any problem. We are constantly trying to keep the creativity and reduce complexity, even though we know sometimes complexity is our friend.

We understand that innovation involves failure as well as success and we do not fear it.

We are rigorous

We think analytically and critically. We base decisions on data and we know that the anecdote dies hard.

We believe that process aligns our team – in investments, in management and operations – but too much process and analysis can paralyze an organization.

We work really hard.

We are collaborative

We believe collaboration is more powerful than competition. If we can be in the pie-growing rather than the pie-splitting business, our success will be greater in the long run.

We align our financial success with our partners and shareholders and work toward a common goal of achieving best-in-class performance.

We make big and many small decisions collectively, with no room for politics.

We are authentic

Humility is one of our key values, which is derived from our past failures as much as our past achievements. We celebrate our teams and our portfolio companies before taking pride in our own successes.

We care a lot about one another as people and work hard to build loyal, trusted relationships across our whole ecosystem. We take risk as a team to be transparent about our weaknesses and mistakes.

We are on the side of taking risk to drive a better, more inclusive business in all senses. Insights and outcomes do not have a color, gender or sexual orientation and we are trying harder than ever to ensure that we don’t bring these prejudices to anything we do. We know we have a lot of work ahead.

We believe strongly in doing the right thing for all stakeholders and keeping our commitments. We believe that in the long term integrity pays dividends.