Portage

We are a global fintech and financial services investment platform

Portage is a global investment platform focused on fintech and financial services. Our team partners with ambitious companies across all stages, providing flexible capital and delivering a global network of investors, commercial partners, advisors and value creation experts. With deep industry knowledge and entrepreneurial experience, Portage is committed to supporting the leaders who are reshaping financial services.

Our mission is to empower entrepreneurs reshaping financial services

Our team partners with ambitious companies across all stages, providing flexible capital and delivering a global network of investors, commercial partners, advisors and value creation experts. With deep industry knowledge and entrepreneurial experience, Portage is committed to supporting the leaders who are reshaping financial services.

Our dedicated value creation team provides portfolio companies with hands-on support in go-to-market, technology & cybersecurity, business acceleration & M&A, and partnerships to accelerate their path to success.

Portage was born out of an ambition to reshape financial services globally.  Co-founders Adam Felesky and Paul Desmarais III launched the platform in 2016 to help fintech and financial services entrepreneurs traverse the challenging terrain from local startup to global scale up.

Portage’s roots are in the early-stage fintech venture space. Since 2016, we have raised three venture funds and expanded to late-stage fintech and financial services through Portage Capital Solutions in 2022.

Our culture is one of entrepreneurship, innovation, rigor, collaboration and authenticity. These values are part of our DNA. We live by them and carry them through our relationships with our partners – entrepreneurs and investors alike.

Portage is a global fintech and financial services investment platform within Sagard, a global multi-strategy alternative asset management firm with $14.5B under management³, 125+ portfolio companies and 300+ professionals located in Canada, the U.S. and Europe. Sagard invests across venture capital, private equity, private credit, real estate and royalties. Sagard also engages in private wealth management and new venture creation through its ecosystem partners Grayhawk and Diagram.

Sagard delivers flexible capital, an entrepreneurial culture, and a global network of investors, commercial partners, advisors, and value creation experts.  Its dynamic and supportive ecosystem gives its partners the advantage they need to learn, grow and win at every stage. 

Adam  Felesky

Adam Felesky

  • Co-Founder
  • Chief Executive Officer (CEO)
Daniel  Ballen

Daniel Ballen

  • General Partner
Jake  Bodanis

Jake Bodanis

  • Partner
Tamara  Chackeris

Tamara Chackeris

  • Vice President
Stephanie  Choo

Stephanie Choo

  • General Partner
Ross  Darwin

Ross Darwin

  • Principal
Hélène  Falchier

Hélène Falchier

  • General Partner
Sahil  Khatod

Sahil Khatod

  • Principal
Devon  Kirk

Devon Kirk

  • General Partner
Ivan  Koparan

Ivan Koparan

  • Senior Research Associate
Ricky  Lai

Ricky Lai

  • General Partner
Leo  Liu

Leo Liu

  • Senior Associate
Gabi  Makari

Gabi Makari

  • Principal
Adnan  Mkamel

Adnan Mkamel

  • Research Associate
AJ  Okereke

AJ Okereke

  • Principal
Matthew  Person

Matthew Person

  • Associate
Frederik  Schulz

Frederik Schulz

  • Research Associate
Tim  Tham

Tim Tham

  • Associate
Alex  Tung

Alex Tung

  • Associate
Adam  Vigna

Adam Vigna

  • Chief Investment Officer
  • Managing Partner
Jonathan  Watkin

Jonathan Watkin

  • Associate