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Purpose Investments

$5.3Mdisclosed portfolio round capital
1 Feb, 2023last investment
1portfolio companies
49team members

Analyst signals

Portfolio activity and matriculation

Metrics use all recorded activity through 21 Jul 2026 across seed. Later-round outcomes are capped at the period end.

100%companies with a later round · 1/1
5094339.62×median round-size step-up · n=1
Not availablemedian valuation step-up · n=0
0%recorded-solo rate · 0 solo / 1 syndicated
Finance · 1 companies

These are activity signals, not fund-return metrics. Round capital is the full disclosed financing amount, not this fund's check size. “Recorded solo” means only one investor is present in the source data and is a lead signal, not verified lead status; syndicated rounds are a co-investor or follower signal. IRR, TVPI, DPI, ownership, exits, and market beta cannot be calculated from the available records.

People

Team

A

Alia Durbarry

Trader

A

Andrew McBain

VP, Sales Ontario

A

Anis Jubaili

Business Development Manager

B

Barry Morrison

Portfolio Manager

B

Blake Bonham

VP, Sales Eastern Ontario/Maritimes

B

Brett Gustafson

Associate Portfolio Manager

B

Brett Morden

VP, Sales – Alberta & Saskatchewan

C

Craig Basinger, CFA

Chief Market Strategist

D

Darcy Forster

VP, Operations

D

Darren Horgan

Associate Vice President, Sales

D

David Pham

Associate Vice President, Sales

D

Derek Benedet

Portfolio Manager

D

Dylan Cancilla

Business Development Managers (BC region)

E

Edwin Chan

VP, Innovation

É

Éric Bacque

VP, Sales, Central and Eastern Quebec

F

Fraser Stark

Head of Portfolio Solutions & Strategy

H

Hilbert Wan, CFA

Associate Portfolio Manager

H

Hugh Donaghy

Business Development Manager

J

Jason Chen, CFA, FRM

Portfolio Manager, Systematic Investing

J

Jason Thacker

Chief Strategy and Growth Officer

J

Jeff Logan

VP, Institutional Relationships

J

Jeremy Lin, CFA

Portfolio Manager

J

Jessica Palter

Chief Legal Officer

J

Jessie Xun, CFA, FRM

Senior Investment Associate

J

Joe Svorinic

VP, Sales SW Ontario

J

Jordan Radevski

Business Development Manager

K

Kevin Black

Head of Advisor Sales

M

Mark Campbell

VP, Sales British Columbia

M

Markus Gould

Business Development Managers (BC region)

M

Marlo Kravetsky

Head of Regulatory Affairs & CPO

M

Matthew Chicoine

VP, Sales BC

M

Michael Llanes

Manager, Intermediary Sales

M

Michael McNabb

Portfolio Manager

N

Nawan Butt, CFA

Head of Capital Markets & Portfolio Manager

N

Nicholas Mersch, CFA

Portfolio Manager

P

Paloma Tonaco

Chief People Officer

P

Paul Pincente

VP, Digital Asset Products

P

Peter Giglio, CFA

VP, Sales GTA West and MB

P

Peter Nash

Business Development Manager

R

Ragheb Othmani, CFA

Associate Portfolio Manager

R

Ron Biswas, CFA

VP, National Accounts

S

Sandy Liang, CFA

Head of Fixed Income

S

Sima Etezadi

Business Development Manager

S

Simon Barcelon

VP, Product

S

Som Seif

CEO

S

Sylvie Methot

VP, Sales Western Region QC

T

Tyler Meyrick

Chief Financial Officer

V

Vlad Tasevski

Chief Innovation Officer

Y

Yvette Antoniak

Account Manager

Portfolio

Investments

Full financing histories for portfolio companies. Highlighted rounds are those where Purpose Investments is recorded as an investor.

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Series A28 Feb, 2024$27T round
Seed1 Feb, 2023$5.3M roundSyndicated · 8 disclosed investors