# Adam Felesky

> Adam Felesky is a Series A investor at Portage Ventures backing FinTech and Financial Services. See 26 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Portage Ventures](https://shizune.co/investors/profile/portag3-ventures)
- Location: Toronto, Canada
- Total investments: 26
- Last investment: Jun 2026
- Lead investor: 42%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/adam-felesky-3212b340

Adam Felesky is a Series A investor at Portage Ventures in Toronto focused on FinTech and Financial Services. Adam Felesky - CEO @ Portage Ventures

## Round sizes

| Stage | Round size |
| --- | --- |
| Series A | $4.6M–$32M |
| Series B | $7.7M–$80M |
| Series C | $18M–$50M |

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 8 | 31% |
| Financial Services | 7 | 27% |
| Finance | 3 | 12% |
| InsurTech | 3 | 12% |
| Artificial Intelligence | 3 | 12% |

23 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 6 | 23% |
| Series B | 6 | 23% |
| Series C | 3 | 12% |
| Seed | 2 | 8% |
| Venture - Series Unknown | 2 | 8% |

9 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| Canada | 4 | 15% |
| United States | 3 | 12% |
| Cyprus | 1 | 4% |
| United Kingdom | 1 | 4% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| KOHO Financial | KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone. Its platform helps users to complete their day to day banking operations while offering tools such as goals, cash flow projections, group spending, spending insights, and categorizations, enabling users to manage theirexpenses and banking operations on the go. | $93.2M | Series E | Jun 10, 2026 |  |
| ZILO | Our technology offers Enhanced Efficiency with focus on Quality and Adaptability. Through AI and automation, we ensure Data Integrity and Scalability using our cloud-based solutions. ZILO is a London-based technology company transforming the financial industry with innovative, cloud-native solutions. Backed by a team of over 150 highly experiencedprofessionals, we bring deep industry expertise and a future-focused mindset to everything we do. Whether streamlining legacy systems or enabling next-generation digital offerings, ZILO is trusted by clients to deliver the agility, security, and scalability they need to thrive. We exist to bridge the gap between traditional finance and the digital future - helping our clients unlock new possibilities through smarter, more connected technolog | $27M | Series A | Sep 09, 2025 |  |
| Conquest Planning | Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. The platform offers digital self‑service, collaborative hybrid, and traditional advisor‑led modes tailored to varied client needs. Its Strategic Advice Manager dynamically generatespersonalized strategies and adjusts plans using client data and tax‑aware modeling. The system centralizes data integration, scenario testing, and reporting to streamline advisor efficiency and client engagement. Multiple financial institutions deploy the platform to automate plan creation and foster goal‑based conversations without replacing human expertise. | $80M | Series B | Jun 23, 2025 |  |
| Boosted.ai | Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry through distributed machine learning. Its web-based platform, Boosted Insights, brings advanced quantitative investing techniques to portfolio managers, without requiring any coding or data science background. | $15M | Venture - Series Unknown | Nov 25, 2024 |  |
| CoverTree | CoverTree offers a digital insurance solution for manufactured home residents. The company's primary goal is to bring digital distribution, automated underwriting, and data-driven pricing to specialty personal lines of insurance. CoverTree’s manufactured home product is available in Arizona, Indiana, Michigan, New Mexico, Ohio, Illinois, andTennessee.The company is headquartered in Detroit, Michigan. | $13M | Series A | May 09, 2024 |  |
| ZILO | Our technology offers Enhanced Efficiency with focus on Quality and Adaptability. Through AI and automation, we ensure Data Integrity and Scalability using our cloud-based solutions. ZILO is a London-based technology company transforming the financial industry with innovative, cloud-native solutions. Backed by a team of over 150 highly experiencedprofessionals, we bring deep industry expertise and a future-focused mindset to everything we do. Whether streamlining legacy systems or enabling next-generation digital offerings, ZILO is trusted by clients to deliver the agility, security, and scalability they need to thrive. We exist to bridge the gap between traditional finance and the digital future - helping our clients unlock new possibilities through smarter, more connected technolog | $31.8M | Series A | Jan 09, 2024 |  |
| KOHO Financial | KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone. Its platform helps users to complete their day to day banking operations while offering tools such as goals, cash flow projections, group spending, spending insights, and categorizations, enabling users to manage theirexpenses and banking operations on the go. | $63.2M | Series D | Dec 07, 2023 |  |
| Conquest Planning | Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. The platform offers digital self‑service, collaborative hybrid, and traditional advisor‑led modes tailored to varied client needs. Its Strategic Advice Manager dynamically generatespersonalized strategies and adjusts plans using client data and tax‑aware modeling. The system centralizes data integration, scenario testing, and reporting to streamline advisor efficiency and client engagement. Multiple financial institutions deploy the platform to automate plan creation and foster goal‑based conversations without replacing human expertise. | $17.9M | Series A | Feb 07, 2023 |  |
| TheGuarantors | TheGuarantors is a FinTech company that offers innovative risk and financial solutions for the real estate ecosystem. With a focus on data and industry expertise in real estate, risk, and finance, TheGuarantors has created winning opportunities for landlords, leasing staff, brokers, renters, and tenants by taking the risk out of the leasing processand making it more efficient at the same time. The company ranks on the lists of The Inc. 5000, Forbes' Best Startup Employers, Insider's Proptech Companies to Bet Your Career On, and The Financial Times' Fastest Growing Companies. | $50M | Series C | Apr 25, 2022 |  |
| LoanStreet | LoanStreet is a new marketplace that enables the efficient syndication of any sized loan. LoanStreet automates and standardizes syndication from origination to maturity, enabling lenders and investors to buy, sell and manage loans directly on the website. | $25M | Series B | Feb 08, 2022 |  |

10 of 26 investments shown.

## Co-investors
- [Business Development Bank of Canada](https://shizune.co/investors/profile/bdc-capital) — VC Fund, 4 deals together
- [Business Development Bank of Canada](https://shizune.co/investors/profile/business-development-bank-of-canada) — VC Fund, 4 deals together
- [Drive Capital](https://shizune.co/investors/profile/drive-capital) — VC Fund, 4 deals together
- [Fidelity International Strategic Ventures](https://shizune.co/investors/profile/fidelity-international-strategic-ventures) — VC Fund, 4 deals together
- [Eldridge Industries](https://shizune.co/investors/profile/eldridgeindustries) — VC Fund, 3 deals together
- [Equitable Bank](https://shizune.co/investors/profile/equitable-bank) — VC Fund, 3 deals together

## About Portage Ventures

VC Fund · Toronto, Canada

Portage Ventures is a global fintech-focused venture capital investor. The firm makes early-stage investments in promising Canadian financial tech companies that have potential for global impact.

5 contacts available at Portage Ventures.

| Name | Title | Profile |
| --- | --- | --- |
| Tripp Shriner | General Partner | https://shizune.co/investors/profile/tripp-shriner |
| Adam Felesky | CEO | https://shizune.co/investors/profile/adam-felesky |
| AJ Okereke | Principal | https://shizune.co/investors/profile/aj-okereke |
| Carina Doshi | Chief of Staff | https://shizune.co/investors/profile/carina-doshi |
| Daniel Ballen | Partner and Co-Head, Portage Capital Solutions | https://shizune.co/investors/profile/daniel-ballen |

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## FAQ

### What does Adam Felesky invest in?

Adam Felesky invests primarily in FinTech, Financial Services and Finance startups, most often at Series A and Series B stage. Most of the 26 investments tracked by Shizune back companies in Canada. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### What is Adam Felesky's check size?

Adam Felesky typically joins rounds of $4.6M–$32M at Series A, $7.7M–$80M at Series B and $18M–$50M at Series C. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds Adam Felesky participates in.

### When did Adam Felesky last invest?

The most recent investment recorded for Adam Felesky closed in Jun 2026. Shizune tracks 26 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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