FOF  Oregon Investment Fund

http://www.oregoninvestmentfund.com





     Office Locations:

c/o Oregon State Treasury
350 Winter Street NE, Suite 100
Salem, OR 97301-3896
Phone: 503-378-4000

 

Stages:

  • Early
  • Expansion
  • Growth


 

Industries:

  • Information Technology
  • Life Sciences & Healthcare
  • Manufacturing & Industrial

  •  

    Description:

    In July 2003, HB 3613 was passed in the Oregon State Legislature and enacted a mandate for the Oregon Investment Council (OIC) to design and implement a $100M program that encourages the growth of small businesses within the state of Oregon. To accomplish this mandate the OIC chose to develop a fund of funds, the Oregon Investment Fund (OIF). This fund, which is capitalized by funds from the OIC, has committed capital to private equity and venture capital funds that in turn invest in companies located primarily in the state of Oregon or the Pacific Northwest region. OIF chooses funds that make investments in venture capital, growth capital or later-stage buyout companies that could ultimately benefit start-up companies coming out of Oregon universities and colleges. In addition, a percentage of the assets of the OIF may be invested directly into operating companies alongside the OIF's private equity and venture capital managers. As of 2011, the OIF has invested $298 million in 44 Oregon and Pacific Northwest companies. The OIC chose Credit Suisse's Customized Fund Investment Group to develop and manage this Fund on a discretionary basis. Because Oregon possesses identifiable expertise in high technology, microtechnology, advanced textiles, and healthcare, OIF's portfolio includes companies in these sectors.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    David Almodovar Principal and Vice President
    Kelly M. Williams Managing Director and Group Head

     

    Portfolio companies include:


      Criterion Holdings
        web link


      Kryptiq
        web link


      Precision Wire Components
        web link


      Selmet
        web link


      Wellpartner
        web link


     

    Recent News:


      There is no recent news for Oregon Investment Fund.