Level Equity
Growth equityNew York · Growth–Late Stage · 65 people tracked
Also known as LEVEL EQUITY 2015 · LEVEL EQUITY MANAGEMENT, LLC · LEVEL EQUITY PARTNERS
Investment thesis
Level Equity focuses on the lower middle market, providing long-term growth capital to rapidly growing software and technology-enabled businesses. It backs founders building companies that transform and innovate their markets, deploying capital through two strategies: growth equity and structured capital. The firm supports portfolio companies with hands-on strategic guidance via its in-house value creation team, NextLevel Operations.
Source: firm website, verified Aug 25, 2026.
Team · 65 people
from the firm's website & public directoriesWhat they invest in
from 70 of 144 portfolio companiesSaaS ×57AI & Machine Learning ×36Enterprise Software ×32Marketing Tech ×10Cybersecurity ×7Digital Health ×6Future of Work ×6Healthtech ×6
HQs:United States×44Canada×4Australia×1Germany×1France×1United Kingdom×1
Who they back
founder profiles across 35 portfolio companiesFounding team size:solo founder×262 founders×73 founders×2
Where their founders studiedfrom 10 founders with education data
University of Toronto - Woodsworth College ×2
Where their founders worked beforefrom 12 founders with career history
McKinsey & Company ×2
Accelerator rootsportfolio companies that came through a program
Investments · 144 tracked
founders shown can be your intro pathBy year:2026 · 12025 · 22024 · 52023 · 22022 · 22021 · 32020 · 32019 · 22018 · 12017 · 12016 · 22015 · 329 dated
Foxen provides an AI-powered compliance platform for multifamily property management, offering renters insurance compliance monitoring, COI verification, pet policy management, and rent reporting to credit bureaus.
InsurTechPropTechSaaSColumbus, US
Jay Harkrider(Founder)inJames Harkrider(Executive Officer, Director)Kelli Stiles(Executive Officer)Patrick McBride(Executive Officer, Director)Sean Scott(Executive Officer)Kevin Jacobsen(Executive Officer)
Co-investorsSummit Partners
Leonardo247 provides property operations software for the multifamily and apartment real estate industry, with products spanning acquisition, performance, risk protection, resident connection, and turn management.
AI & Machine LearningEnterprise SoftwarePropTechSaaSRedondo Beach, US
Daniel Cunningham(Founder)John Morris(Director)Suellen McFarling(Director)Mike Clow(Director)Joseph P. Bailey, III(Director)Ken McDonald(Chief Executive Officer)
Co-investorsBigfoot Capital
Aventura, US
Andrew Sturner(Executive Officer, Director)Marc Billings(Director)Fred Barboni(Executive Officer)Ed Fish(Director)Alex Warner(Director)
Board seatLuis Spradley· per SEC Form D · $10M raise · filed Aug 2024
Co-investorsUS VC
FormAssembly is a data collection platform that captures structured, validated information through secure online forms and routes it into Salesforce and other systems of record.
Data & InfrastructureEnterprise SoftwareSaaSBloomington, US
Cedric Savarese(Executive Officer, Director)
Board seatGeorge McCulloch· per SEC Form D
West Hollywood, US
Board seatBen LevinArthur Tingas· per SEC Form D · $4.9M raise · filed Dec 2022
MemberClicks provides an all-in-one association management system (AMS) for associations, chambers of commerce, and nonprofits, handling dues collection, member data management, reporting, renewals, and email communications.
AI & Machine LearningEnterprise SoftwareSaaSAtlanta, US
Board seatBen LevinArthur Tingas· per SEC Form D
Co-investorsAllos VenturesElevate VenturesFive Elms CapitalSaaS Capital
Accelo provides software solutions for professional services businesses, helping teams manage operations and deliver services more efficiently.
AI & Machine LearningEnterprise SoftwareSaaSWollongong, AU
Co-investorsBlackbird Ventures
ActiveComply provides a compliance software suite that automatically monitors, flags, and remediates advertising and social media compliance issues, including AI-powered review of marketing materials, website monitoring, and digital field/workstation inspections.
FintechSaaS
Chicago, US
John S. Howell, Jr.(Director)John Pinkerton(Executive Officer)Peter Bauert(Director)Joel Dryer(Director)Lewis Joseph Matyas(Executive Officer)Edward Jeffrey Lyons(Director, Promoter)
Co-investorsVista Equity PartnersWavecrest Growth Partners
Black Box Intelligence offers an AI-based restaurant performance platform that combines guest experience management (surveys, reputation management), financial benchmarks, and workforce analytics into a single connected view.
AI & Machine LearningData & InfrastructureSaaS
Co-investorsDiversis
BoardEffect provides board management software that lets organizations create AI-powered agendas and meeting summaries, share board books, minutes and materials, and manage committee workspaces, approvals and follow-ups.
Enterprise SoftwareGovTechSaaS
Casago is a full-service vacation rental management company that handles marketing, booking, housekeeping, maintenance, guest screening, and 24/7 support for property owners, distributing listings across Casago.com and platforms like Airbnb and Vrbo.
MarketplacesPropTechTravel & Hospitality
Chronus offers an AI-assisted mentoring and connection platform for enterprise organizations, matching and guiding employees through career development, mentorship, peer learning, and community building.
Future of WorkHR TechSaaS
Co-investorsMonta Vista CapitalSOSV
Clari, merged with Salesloft, provides an AI-powered system for revenue prediction and optimization serving enterprise customers.
AI & Machine LearningSaaSSales TechSunnyvale, US
Venkat Rangan(Executive Officer, Director)Andy Byrne(Executive Officer, Director)
BoardEnrique Salem(Director)inAjay Agarwal(Director)inAaref Hilaly(Director)inMark Gainey(Director)
Co-investorsB Capital GroupB4 CapitalBain Capital VenturesHubSpot VenturesMadrona Venture GroupQuest Venture Partners+8 more
Rochester, US
Aaron Newman(Executive Officer, Director)
Co-investorsMistral Venture Partners
Concept3D offers a platform of digital experience tools—including interactive maps, virtual tours, event calendars (Localist), and room reservation software—that help organizations engage and navigate audiences.
EdTechMarketing TechSaaSDenver, US
Matt Brown(Founder)inTom McKelvey(Director)Caitlin Finn(Executive Officer)Rawleigh Ralls(Director)Oliver Davis(Director)Wink Jones(Director)
cplace is a flexible platform for next-generation project and portfolio management (PPM), combining ready-to-use, mix-and-match solution modules (such as Gantt charts, Kanban boards, and risk management) with AI assistants that automate routine tasks, detect risks, and provide data-based recommendations.
AI & Machine LearningEnterprise SoftwareSaaS
West Hollywood, US
Josh Millet(Executive Officer, Director)David Sherman(Executive Officer, Director)
BoardSarah Sommer(Director)inEric Loken(Director)
CyberFOX provides preventive cybersecurity tools including privileged access management, password management, AI-powered DNS security, and zero trust network access.
CybersecuritySaaS
David BelliniAdam SlutskinOs Haque
Co-investorsRadian Capital
Dash Social provides an AI-powered social media management platform for organic, influencer, and paid marketing, covering planning, publishing, community management, and analytics.
AI & Machine LearningMarketing TechSaaS
DialogTech was a Chicago-based provider of AI-powered call tracking and marketing analytics, acquired by Invoca in May 2021.
AI & Machine LearningMarketing TechSaaSChicago, US
Irvin M Shapiro(Director)William M. Conroy(Director)Robert Burns(Executive Officer)Bruce Barron(Director)Martin Pankau(Executive Officer)Hunter Witherington(Director)
Co-investorsRC CapitalTensility Venture PartnersRiver Cities Capital
Eftsure provides a platform for verifying suppliers and protecting business-to-business payments, with tools for vendor management, payment verification, segregation of duties, and audit reporting.
CybersecurityFintechSaaS
Co-investorsOIF VenturesOur Innovation Fund
EHS Insight is an AI-powered EHS (environment, health, and safety) and ESG software platform for safety and sustainability teams to manage incidents, risks, audits, compliance, and ESG reporting in one place, with mobile and offline field access.
Climate TechEnterprise SoftwareSaaS
Co-investorsPamlico Capital
EnergySys offers a cloud platform that lets energy sector domain experts configure and run enterprise applications—covering production allocation, hydrocarbon accounting, emissions management, and reporting—using Excel-based, auditable logic without software developers.
Cloud ComputingEnergySaaS
Evaneos is an online platform that connects travelers with local, destination-based travel agencies to co-create customized, responsible trips tailored to each traveler's budget and preferences.
MarketplacesTravel & Hospitality
Yvan Wibaux(Founder)in
Co-investorsIsaiISAI GestionSerenaXAngePartech VenturesQuadrille Capital+1 more
FileCloud is an enterprise file sharing, sync, and content collaboration platform that can be self-hosted on-premises or deployed on AWS, Azure, and Oracle Cloud, with support for object storage, Active Directory integration, and white-label branding.
CybersecurityEnterprise SoftwareSaaS
Co-investorsKennet PartnersSavant
Fivetran builds software that automatically moves and transforms data between cloud platforms and data warehouses, handling tasks like schema changes and data extraction so engineering teams can focus on analysis and insights.
Data & InfrastructureEnterprise SoftwareSaaSSan Francisco, US
Taylor Brown(Founder/COO)inGeorge Fraser(Founder)in
Co-investorsAndreessen HorowitzDraper AssociatesEarl Grey CapitalGarage CapitalICONIQMatrix+4 more
Headversity provides a workplace mental health platform offering proactive resilience and mental fitness training plus an implementation system that translates standards like ISO 45003 and the MHCC National Standard into actionable programs.
Enterprise SoftwareHealthtechHR TechMental HealthWellness & Fitness
Dr. Ryan Todd(Founder)
Co-investorsGolden Opportunities Fund
Healthy Roster provides software for athletic trainers to document injuries, run concussion testing, and access continuing education.
Digital HealthSaaSSports Tech
Co-investorsConnetic VenturesJobsOhio VenturesJumpstart VenturesRev1 VenturesTamarind Hill
Higher Logic offers a community, communications, and engagement platform that unifies audience interaction data and applies AI to help organizations understand and personalize member and customer experiences.
AI & Machine LearningMarketing TechSaaSArlington, US
Robert A. Wenger(Chief Executive Officer)Andrew Steggles(President)
BoardLarry Contrella(Director)inRobert Nye(Director)in
Co-investorsJMI Equity
Hoxhunt provides an AI-powered human risk management platform that automates security awareness and phishing training for enterprise employees through gamified, personalized simulations and interactive training modules.
AI & Machine LearningCybersecurityEnterprise Software
Mika Aalto(Founder)in
Co-investorsDawn CapitalIcebreakerRound2 Capital Partners
Inbenta AI offers an AI-powered customer experience platform with virtual assistants, Voice AI, live agent assist tools (real-time translation, sentiment analysis, response generation), and an orchestration layer that coordinates LLMs, data, and workflows with audit trails and governance.
AI & Machine LearningEnterprise SoftwareSaaS
Instaclustr, part of NetApp, provides a managed platform, enterprise support, and consulting for open source data technologies, helping enterprises run their data layer more reliably and efficiently.
Cloud ComputingData & InfrastructureDeveloper ToolsEnterprise Software
Co-investorsBailador Technology InvestmentsOIF VenturesOur Innovation FundSignificant VenturesSydney Angels
Greenwood Village, US
Robert Eggebrecht(Executive Officer, Director)Charles Bloomquist(Executive Officer, Director)Julie Layton(Executive Officer)Gary Schlisner(Executive Officer)
BoardJoel Lanik(Director)Robert Dunn(Director)
Co-investorsMultiplier Capital
Invisible builds AI systems embedded into enterprise operations and workflows, focusing on integrating AI infrastructure into existing business processes rather than deploying standalone software solutions.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSSan Francisco, US
Francis Pedraza(Executive Officer, Director)inJay Kumar(Founder)inRicardo Pedraza(Executive Officer)Kamron J Palizban(Executive Officer)Marshall Sutherland(Executive Officer)Nicholas Paul Brysiewicz(Director)
Co-investorsAcrew CapitalBackedBY Venture PartnersDay One VenturesGolden Gate VenturesGreycroft+4 more
Legato Security is a US-based managed security service provider (MSSP) offering managed, strategic, and professional security services, including an MDR service that incorporates CAASM capabilities for real-time threat detection and asset visibility.
CybersecurityEnterprise SoftwareSaaS
Logile provides workforce management, labor planning, and operational execution software for retailers, used to improve store scheduling, productivity, and associate retention.
Enterprise SoftwareRetail TechSaaS
Co-investorsSixth Street
Lytho offers a marketing work management and digital asset management platform that combines creative workflows, approvals, and asset storage in one place, with AI tools that check content against brand and regulatory standards at the point of creation.
AI & Machine LearningMarketing TechSaaS
MachineMetrics provides a manufacturing execution system (MES) with AI-powered machine monitoring for discrete manufacturers.
Advanced ManufacturingAI & Machine LearningSaaSEasthampton, US
Co-investorsMassVenturesTola CapitalHyperplane Venture CapitalLRVHealth
Calabasas, US
Jonathan Atzen(Executive Officer)Dale Bartos(Executive Officer)Sean MacNeill(Executive Officer, Director)Jonathan F. Atzen(Executive Officer)
BoardYuri Pikover(Director)Ken Denman(Director)
Co-investorsMontage Capital
Santa Monica, US
Robert Reed(Director)Robert Blatt(Executive Officer, Director)Adam Schneider(Executive Officer)
BoardEd Cluss(Director)inSalil Pradhan(Director)David Cremin(Director)in
Co-investorsFrontier Venture CapitalKortschak Investments L.P.MI VenturesSignia Venture Partners
Movista is a SaaS provider of retail execution software that unifies planning, task execution and reporting for in-store teams.
Bentonville, US
Stanley Zylowski, Jr.(President)April Seggebruch(Vice President - Operations)
BoardJames K. Hendren(Director)Nathan Sanko(Director)
Co-investorsEscalate Capital Partners
Bethesda, US
Anjali Kataria(Executive Officer, Director)Vinay Bhargava(Executive Officer, Director)
Net Health provides specialized EHR software and clinical analytics for healthcare providers in specialty areas including wound care, rehab therapy, skilled nursing/value-based care, and occupational health.
AI & Machine LearningDigital HealthSaaS
Co-investorsSilversmith Capital PartnersSpectrum EquityACE & Company
NinjaCat is an AI agent platform that unifies cross-channel marketing data from 150+ connectors and deploys automated agents to handle reporting, budget pacing, anomaly detection, QA, and client-branded reports across many accounts.
AI & Machine LearningMarketing TechSaaSNew York, US
Paul Deraval(Executive Officer, Director)Brian Lee(Executive Officer)Joseph Collins(Executive Officer, Director)Adam Zeitsiff(Director)
Co-investorsLighter Capital
Onit provides a platform for legal teams to manage matters, vendors, contracts, spend, and workflows with integrated AI-driven contract reviews.
AI & Machine LearningEnterprise SoftwareLegalTech
Co-investorsElsewhere PartnersTexas HALO Fund
Osprey Flight Solutions provides geopolitical and airspace risk intelligence for the aviation industry, using AI and machine learning alongside expert analysis to monitor open sources and automatically risk-assess flights worldwide.
AI & Machine LearningDefense TechSaaS
Co-investors24 Haymarket
PassFort built software that handled the collection, verification, and storage of due diligence documents for customers and suppliers, drawing on integrated third-party data sources.
Enterprise SoftwareLegalTechLondon, GB
Donald Gillies(CEO)inHenry Irish(Founding CTO)in
Co-investorsEntrepreneur FirstEpisode1OpenOceanVolution Ventures
Phamily provides proactive, between-visit care management for healthcare providers, combining a dedicated clinical workforce with an AI-enabled, EHR-integrated platform to run population health programs such as Medicare's Advanced Primary Care Management.
AI & Machine LearningDigital HealthHealthtechCincinnati, US
Nabeel Kaukab(Founder)
PhotoShelter provides AI-powered digital asset management software for marketers and creatives to organize, manage, share, and distribute images, videos, and other creative content.
AI & Machine LearningMarketing TechSaaSNew York City, US
Jeffrey Arnold(Founder)
Co-investorsArcher Capital GroupArcher Venture Capital
Planet DDS provides cloud-based dental software, including practice management (Denticon), orthodontic practice management (Cloud 9), imaging (Apteryx), and integrated payments, marketed as the DentalOS platform.
AI & Machine LearningDigital HealthSaaSIrvine, US
Co-investorsFerst Capital Partners
Powell provides a digital workplace platform that turns Microsoft 365 and SharePoint into a customized, user-friendly intranet for internal communications, IT management, and HR.
Enterprise SoftwareFuture of WorkSaaS
Co-investorsCAP HORN VC
Pramata is a contract intelligence platform that turns an enterprise's contract portfolio into structured, AI-ready data used across legal, finance, sales, and procurement teams.
AI & Machine LearningEnterprise SoftwareLegalTech
Co-investorsVolition CapitalPeninsula Ventures
Radix is a Web3 and DeFi platform built around a purpose-built "Digital Asset Engine," offering the Scrypto asset-oriented programming language and Radix Engine for developers to build decentralized applications, plus the Radix Wallet with human-readable transactions and multi-factor account recovery for end users.
Crypto & Web3Developer ToolsFintech
Co-investorsMaven 11TitanBlock
Ready Education provides a campus experience platform for higher education institutions that integrates academic and co-curricular learning experiences to enhance student community and retention.
ConsumerEdTechFuture of WorkSaaSSocialMontreal, CA
Danial Jameel(Founder/CEO)inAlice Dinu(Founder)inJames Dang(Founder)in
Co-investorsFounderFuelFundersClubGoAhead VenturesY Combinator
RLS PROTECT is a data and document anonymization and redaction platform with quantitative risk modeling, built for pharmaceutical sponsors and CROs that must meet clinical trial transparency requirements.
BiotechHealthtechSaaS
Riskonnect provides integrated risk management software covering governance, risk and compliance (GRC), insurable risk and claims management, and business continuity, with an AI layer for risk prediction and decision support.
AI & Machine LearningEnterprise SoftwareSaaS
Co-investorsArrowroot CapitalTA Associates
RocketRez offers a cloud-based ticketing, point-of-sale, and guest experience platform for tours and attractions of all sizes and verticals, helping operators manage revenue, guest experiences, and operations.
AI & Machine LearningRetail TechSaaSTravel & HospitalitySteinbach, CA
John Pendergrast
Co-investorsBlueprint EquityTIMIA Capital
Satisfi Labs develops a conversational AI platform that uses natural language processing and large language models to enable guests and customers to access information and complete transactions through chat.
AI & Machine LearningEnterprise SoftwareSaaSNew York City, US
Randall Newman(Founder)in
Co-investorsAurumComcast VenturesFlorida FundersTechstarsBigfoot Capital
Gaithersburg, US
Mark H. Ruiters(Executive Officer, Director)
BoardGeorge McCullough(Director)
Security Journey provides hands-on secure code training and assessments that help developers learn to build software securely and develop a stronger secure-development culture.
CybersecurityDeveloper ToolsEdTech
SightCall offers a video intelligence platform (SightCall VISION) that records service interactions and uses AI to turn them into step-by-step operational guides and searchable knowledge.
AI & Machine LearningEnterprise SoftwareSaaS
Co-investorsInfraVia Capital PartnersBpifranceIdinvest Partners
SimplyInsured operates a 100% online platform for small business owners to purchase and manage health insurance in the United States.
HealthtechInsurTechSaaSSan Francisco, US
Vivek Shah(Founder)in
Co-investorsY CombinatorBessemer Venture PartnersCorazon CapitalNew York Life Ventures
Cincinnati, US
Raymond DeZenzo(Executive Officer, Director)Douglas Groh(Director)Arthur Tingus(Director)Phillip Ogilby(Director)Benjamin Levin(Director)
BoardCharles Chen(Director)
Co-investorsCincyTech
Stova (formerly Aventri) provides an end-to-end event management platform covering planning, registration, attendee engagement, onsite services like badge printing and check-in, and event analytics.
Enterprise SoftwareMarketing TechSaaS
Co-investorsCamden PartnersConnecticut InnovationsHGGCThe Argentum Group
Sunwave is an AI-native, HIPAA-compliant platform for behavioral health providers that combines EMR, CRM, and revenue cycle management to connect admissions, clinical care, billing, and alumni engagement.
Co-investorsBlueprint Equity
TaskEasy is a Salt Lake City-based online marketplace that automates lawn mowing and exterior property maintenance nationwide.
B2B MarketplacesSaaSSalt Lake City, US
Kenneth R. Davis(Executive Officer, Director)Jeff Davis(Executive Officer)Joseph Turner(Executive Officer)Tom Stockham(Director)Richard P. Durham(Director)Jason Meyer(Director)
Co-investorsCamber CreekGrotech VenturesAccess Venture PartnersDelta Electronics CapitalModerne VenturesRiver Cities Capital
TeamDynamix provides a no-code platform combining IT Service Management (ITSM), IT Asset Management (ITAM), Enterprise Service Management (ESM), Project Portfolio Management (PPM), conversational AI virtual agents, and iPaaS integration for mid-market and enterprise organizations.
AI & Machine LearningEnterprise SoftwareSaaSColumbus, US
Rod Mathews(CEO)
Co-investorsK1 Investment ManagementFive Elms Capital
TeamSupport is an AI-based customer support platform for B2B SaaS companies, combining ticketing with account-level insights, sentiment monitoring (its Customer Distress Index), and product analytics.
AI & Machine LearningEnterprise SoftwareSaaSDallas, US
Robert C. Johnson(Executive Officer)
Co-investorsTIA Ventures
Teamwork Commerce provides an enterprise point-of-sale and order management platform for retailers, supporting omnichannel fulfillment, RFID self-checkout, real-time customer and store analytics, and unified commerce integrations.
Enterprise SoftwareRetail TechSaaSClearwater, US
Michael Mauerer(Founder)
Tenovos offers an AI-enriched digital asset management and content intelligence platform that unifies content from multiple sources into a single visual layer for teams to find, govern, and activate assets.
AI & Machine LearningEnterprise SoftwareMarketing TechSaaSNew York, US
Selim M. Hakimi(Executive Officer, Director)John Shackleton(Director)D. Scott Bowen(Executive Officer, Director)inAndrea Pulcini(Director)
BoardAdriaan D. Zur Muhlen(Director)
Co-investorsProgress VenturesBDMIS4S Ventures
Co-investorsMoment Ventures, Llc
Uberall is a multi-location marketing platform that helps brands manage their online presence across search engines, maps, AI tools, and social media.
AI & Machine LearningMarketing TechSaaSBerlin
David Federhen(Managing Director)Florian Hubner(Managing Director)Florian Hübner(Founder)in
Co-investorsFrontier Venture CapitalHPE GrowthProject A Ventures
Upshop offers a SaaS platform for grocery retailers that digitizes fresh operations, manages inventory and omnichannel orders, and provides AI-driven forecasting for replenishment, production planning, and waste reduction.
AI & Machine LearningRetail TechSaaS
Co-investorsPrairie Capital
Vacasa is a full-service vacation rental management company that provides property care, booking distribution, and revenue management for owners of more than 40,000 vacation homes across North America.
MarketplacesPropTechTravel & Hospitality
Eric Breon(Founder)in
Co-investorsFirstMark CapitalGrand VenturesPartners for GrowthPartners for Growth (PFG)Riverwood CapitalSilver Lake Partners+1 more
Higher Logic Vanilla (formerly Vanilla Forums) is a community software platform for B2B and B2C companies to create branded online engagement hubs.
CybersecurityEnterprise SoftwareSaaSMontréal, CA
Co-investorsTechstars
San Francisco, US
Mark Tacchi(Executive Officer, Director)Mark Dirsa(Executive Officer)
BoardJohn Taylor(Director)George McCulloch(Director)John Rogers(Director)
VisiQuate provides analytics and automation software powered by its AI engine "Ana," offering predictive analytics, AI agents, and automated workflows.
AI & Machine LearningEnterprise SoftwareSaaSSanta Rosa, US
Brian Robertson(Executive Officer, Director)Rich Waller(Executive Officer, Director)Jim Kolmansberger(Executive Officer, Director)Sven Zabka(Executive Officer)Raymond Hsu(Executive Officer)
BoardHoward Smith(Director)
Co-investorsAccel-KKRSixth Street
Monrovia, US
Harry Tsao(Director)Talmadge O'Neil(Director)Willan Johnson(Executive Officer, Director)
BoardGeorge McCulloch(Director)
WorkStep (WorkHound) is an AI-powered employee engagement platform for frontline and distributed workforces, offering surveys, AI-generated responses to feedback, targeted communications, and predictive insights.
AI & Machine LearningHR TechSaaSChattanooga, US
Max Farrell(CEO)Andrew Kirpalani(Executive Officer, Director)Elizabeth Engel(Director)
Co-investorsDynamo VenturesStout Street Capital
WorkStep, a Learning Pool company, is a software platform for employee engagement and retention of frontline workers, using automated surveys, predictive analytics, and coaching tools to help HR and operations leaders reduce turnover and improve productivity.
AI & Machine LearningFuture of WorkHR TechSaaS
Dan Johnston(Co-founder)inJustin(Co-founder & CTO)in
Co-investorsTech Square Ventures
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.
Exits · 3
IPOs and acquisitions across the tracked portfolioDialogtechacq. by InvocaInstaclustracq. by NetAppMomentFeed Incacq. by Uberall
Portfolio news
latest coverage across their companiesCasago · shorttermrentalz.com · Jul 29, 2026

Foxen · insnerds.com · Jul 16, 2026
Vacasa · newsfilecorp.com · Jul 1, 2026
Invisible Technologies · finsmes.com · Jun 18, 2026
Inbenta · getlatka.com · Apr 14, 2026
TeamDynamix · finance.yahoo.com · Feb 26, 2026
MobileCause · momentivesoftware.com · Feb 3, 2026
Fund performance · per public LP disclosures · 5
as of Nov 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Level Equity Growth Partners V LPLPs: Employees' Retirement System of Rhode Island, Kern County Employees' Retirement Association | 2021 | — | 11.3% | 1.24x | 0.00x |
| Level Equity Opportunities FundLPs: Employees' Retirement System of Rhode Island | 2021 | — | — | 1.00x | 0.65x |
| Level Equity Opportunities Fund 2021LPs: Kern County Employees' Retirement Association | 2021 | — | 18.7% | 1.31x | 0.00x |
| Level Equity Growth Partners IV, L.P.LPs: Employees' Retirement System of Rhode Island | 2018 | — | 31.5% | 2.47x | 0.81x |
| Level Equity Growth Partners III, L.P.LPs: District of Columbia Retirement Board | 2016 | — | 13.7% | 1.64x | 1.15x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- How many investments has Level Equity made?
- Level Equity has 139 tracked investments, 4 of which have exited via acquisition or IPO, including 4 dated in the last 24 months.
- What stage does Level Equity invest at?
- Level Equity invests at the Growth, Late Stage stages.
- What is Level Equity's typical check size?
- Level Equity typically writes checks of $30M.
- What sectors does Level Equity focus on?
- Level Equity focuses on AI & Machine Learning, Cloud Computing, Enterprise Software, SaaS.
- Where is Level Equity located?
- Level Equity is headquartered in New York, US.
- Who does Level Equity co-invest with?
- Level Equity most often shares deals with Blueprint Equity, OIF Ventures, Silver Lake Partners, among 106 tracked co-investors.
Images
Similar investors
8VC is a venture capital firm investing across logistics, life sciences, healthcare, IT infrastructure, and government/defense, guided by its Smart Enterprise thesis focused on data integration and platform network effects.
Accel is a venture capital firm that partners with exceptional teams, positioning itself as a first partner to founders globally.
August Capital is a venture capital firm that invests in a small number of companies, providing hands-on support to entrepreneurs building their businesses.
B Capital is a global investment firm backing early to late-stage technology innovators across technology, healthcare, and energy & resilience sectors.
Bessemer Venture Partners is a global venture capital firm that partners with entrepreneurs across enterprise, consumer, and healthcare sectors from early stages through growth.





































































.jpeg)
