How many investments has Level Equity made?

Level Equity has 145 tracked investments, 7 of which have exited, including 7 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.

Where is Level Equity located?

Level Equity is headquartered in New York, US.

Does Level Equity lead rounds?

Level Equity has led 10 of the 16 rounds where its role is on record.

Who does Level Equity co-invest with?

Level Equity most often shares deals with Y Combinator, Quest Venture Partners, Silver Lake Partners, among 163 tracked co-investors.

What size deals does Level Equity back?

Across 8 deals with disclosed amounts, Level Equity has joined rounds of $9.5M – $103.5M (median $20.3M).

Level Equity

Growth equity

New York · Growth–Late Stage · 74 people tracked

Also known as LEVEL EQUITY MANAGEMENT, LLC

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Investment thesis

Level Equity focuses on the lower middle market, backing founders of rapidly growing, technology-enabled software companies that are transforming their markets. The firm invests across the capital structure through two business lines — growth equity and structured capital — offering minority growth capital, majority growth equity and recapitalizations, and structured equity and credit solutions. It targets non-cyclical B2B software industries with growing technology spend and durable business models. Beyond capital, Level Equity delivers hands-on strategic guidance via its in-house value creation team, NextLevel Operations.

Invests inAI & Machine Learning Cloud Computing Data & Infrastructure Enterprise Software Media & Entertainment SaaS Australia Europe Global Israel New York New Zealand North America

Source: firm website, verified Sep 29, 2026.

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Stage

Growth–Late Stage

Check

$30M

New York, New York, US

Instruments

Equity · Debt

Founded

2009

Last 12 months

3 investments

AUM

$6.5B

Tracked investments

145

Unicorns

Acquisitions

Team · 74 people

from the firm's website & curated & public directories

Ben Levin· Co-Founder and CEO· Westchester, NY

Ben Levin is a co-founder and CEO of Level Equity, which he helped launch in 2009 to focus on growth investing in software businesses. He has invested in private companies since 1997, and before founding Level he spent six years at Insight Partners and held roles at Mentmore Holdings Corporation and in the M&A division of Salomon Brothers. He is a graduate of Harvard College.

blevin@levelequity.com

George McCulloch· Co-Founder

gmcculloch@levelequity.com

Sarah Sommer· Co-Founder and Partner· Westchester, NYin

Recognized among GrowthCap's Top Women Leaders in Growth Investing of 2026.

ssommer@levelequity.com

Dalia ElMohamady· Executive Assistant to Founder & CEOin

CFO at Sawari Ventures. Formerly Business Finance Director and deputy CFO at Swvl, and a strategic planning manager at CEMEX; earlier worked at Vodafone.

Barry Osherow· Partner, Structured Capital· Northern Westchester, NYin

Barry Osherow is a Partner at Level Equity, where he leads the firm's structured capital business, offering debt and non-control senior equity financing to growth-oriented companies. He joined Level Equity in 2016 and previously worked at Enhanced Capital Partners as Managing Partner of its SBIC fund, Technology Investment Capital Corp where he ran its direct lending practice for technology businesses, Wit Capital, Spring Street Brewing Company, and Lehman Brothers. He holds a B.S. in International Business from Babson College.

bosherow@levelequity.com

Charles Chen· Partner· Westchester, NYin

Charles Chen is a Partner at Level Equity, focusing on software, internet, and data services companies across a range of industries. He has worked in technology investing and advisory since 2005, previously as an investor at TCV and earlier in the Technology Investment Banking Groups at Banc of America Securities and Morgan Stanley. He holds a B.S. in Business Administration from UC Berkeley's Haas School of Business and an MBA from the Wharton School at the University of Pennsylvania.

cchen@levelequity.com

Chris Isaac· Partner· Connecticut

Chris Isaac is a Partner at Level Equity, where he has invested in growth-stage technology companies for over a decade, sourcing and executing new deals and supporting portfolio management teams in software, internet, and tech-enabled services. Before Level, he worked at Updata Partners, a technology-focused investment firm. He earned a B.S. in Finance from New York University's Stern School of Business.

cisaac@levelequity.com

Gautam Gupta· Partner· New York Cityin

Gautam Gupta is a Partner at Level Equity who works with software, internet, and data services companies across a range of industries. He has advised and invested in technology companies since 2006, and previously was a Vice President at Vista Equity Partners and a member of Merrill Lynch's Technology M&A team. He holds a B.S. in Mathematics from the University of Chicago and an MBA from the Wharton School at the University of Pennsylvania.

ggupta@levelequity.com

Nick Berardo· Partner· New York Cityin

Nick Berardo is a Partner at Level Equity, where he works on growth-stage technology investments. He was previously an investor at Summit Partners focused on growth equity deals in software and healthcare, and earlier held roles in investment banking at Barclays and in business development at The RealReal. He holds an MBA from Stanford Graduate School of Business and a B.S. from Boston College.

nberardo@levelequity.com

Nathan Linn· Partner and COO

nlinn@levelequity.com

Colten Habecker· Operating Partner, Product & AI· Austin, Texas, United Statesin

Colten Habecker is a Senior Associate at Mainsail Partners, where he focuses on software investing.

Arthur Tingas· Principal· New York Cityin

Arthur Tingas is a Principal at Level Equity, where he supports existing portfolio companies, manages new investment processes, and evaluates new opportunities. He has a background in software investing across sectors including healthcare, fintech, higher education, and construction. He holds a B.A. in Economics and an M.S. in Commerce from the University of Virginia.

atingas@levelequity.com

Chris Barrand· Principal· New York, New York, United Statesin

Chris Barrand is a Principal at Level Equity, a growth equity firm based in New York City, where he invests in B2B software, tech-enabled services, and eCommerce companies. He previously worked in technology investment banking and investment consulting. He serves on Summer Search's New York Associate Board, which has raised over $500,000 in the past five years to support mentoring and leadership programs.

Luis Spradley· Principal· New York Cityin

Luis Spradley is a Principal at Level Equity, where he focuses on high-growth software, internet, and technology-enabled services businesses. He previously worked as an investor in the Private Equity Group at Apollo Global Management and in the Investment Banking Division at Moelis & Company. He also served as an Infantry Officer in the U.S. Marine Corps and as a Graduate Fellow Economic Research Analyst at the CIA, and holds MPP and MBA degrees from Duke University and a BBA from Texas Tech University.

lspradley@levelequity.com

Rojbin Cutcu· Principalin

Aimee-Marie Holland· Executive Assistant· New York, New York, United Statesin

Amanda Mertes· Operating Expert, Operations and M&A

Amy Kramer· Head of NLO Go To Market· New York, New York, United Statesin

Recognized among GrowthCap's Top Women Leaders in Growth Investing of 2026.

Ben Magleby· General Counsel and Chief Compliance Officer· New York, New York, United Statesin

Ben Wellek· Associate· New Yorkin

Ben Wellek is an Associate in Level Equity's New York office, where he joined in 2026, focusing on evaluating new opportunities, supporting due diligence, and assisting portfolio companies after investment. He previously worked as an investor at EVP, an Australian venture capital fund focused on AI-enabled B2B software, and in the Technology Investment Banking group at Macquarie Capital. He holds a Bachelor's of Business Administration in Finance with a minor in Entrepreneurship from the University of Michigan's Ross School of Business.

bwellek@levelequity.com

Brady Tatarsky· Analyst· Greater Cambridge Areain

Brittany Martorella· Executive Assistant· New York, New York, United Statesin

Caleb Hill· Operating Partner, Finance & Operations· New York, New York, United Statesin

Carson Newman· Senior Associate· New Yorkin

Carson Newman is a Senior Associate at Level Equity, which she joined in 2021, working out of the firm's New York office. Her role involves sourcing investment opportunities, developing relationships with founders, and performing due diligence. She holds a B.S. in Commerce from the University of Virginia's McIntire School of Commerce.

cnewman@levelequity.com

Daniel Sarisky· Analyst· New York, New York, United Statesin

Dylan Starace· Finance Analyst· Binghamton, New York, United Statesin

Elaine Harris-Whalen· Vice President of Human Resources· New York, New York, United Statesin

Erica Randell· Executive Assistant· New York, New York, United Statesin

Ethan Rubenstein· Summer Analyst· Providence, Rhode Island, United Statesin

Fletcher Orr· Analyst· New York, New York, United Statesin

forr@levelequity.com

Haley Johnson· Principal, Structured Capital· New York Cityin

Recognized among GrowthCap's Top Women Leaders in Growth Investing of 2026.

hjohnson@levelequity.com

Hanna Yu· Vice President· New Yorkin

Hanna Yu is a Vice President at Level Equity's New York office, which she joined in 2018, where she builds relationships with entrepreneurs, works on new investment opportunities, and supports portfolio company initiatives. She previously worked as an Associate at AGC Partners, a technology-focused investment bank, advising on sell-side M&A and capital raising deals in software, cybersecurity, and digital media. She holds a B.A. in Economics from Yale University.

hyu@levelequity.com

Hilary Kay· Operating Expert, Marketing· Newbury, England, United Kingdomin

Hilary Kay is an Operating Expert, Marketing at Level Equity, focused on growth-stage technology companies. She has led marketing functions including brand, product marketing, demand generation, content, performance, growth, and communications at global companies across B2B and B2C contexts. Her experience spans a range of go-to-market motions, including enterprise, high-velocity, product-led/self-service, and channel-based approaches.

Jake Foster· Special Operator, Technology· Walnut Creek, California, United Statesin

Jake Foster is Operating Partner for Product and Technology at Level Equity. His background includes web, server, and mobile application development, as well as the design of high-volume, high-availability systems for transaction processing, messaging, reporting and data analysis, and cross-platform data integration. He has experience in project management, infrastructure and deployment, and team and process optimization.

jfoster@levelequity.com

Jake Rudolph· Vice President· New York Cityin

Jake Rudolph is a Vice President in Level Equity's New York office, joining the firm in 2019, where he works on building entrepreneur relationships, executing new investments, and supporting portfolio company initiatives. Before Level, he was an investment banking analyst at DC Advisory, advising software and technology companies on various transactions. He holds a B.B.A. in Finance and Accounting from the University of Michigan's Stephen M. Ross School of Business.

jrudolph@levelequity.com

James Fearis· Vice President· New York Cityin

James Fearis is a Vice President in Level Equity's New York office, where he builds relationships with founders of growth-stage software and tech-enabled services companies and works on new investments in those areas. Before Level, he spent six years at K1, a Los Angeles private equity firm focused on mid-market enterprise software. He earned an MBA from Columbia Business School and a Bachelor of Commerce & Economics from the University of Western Australia.

jfearis@levelequity.com

Jennifer Flanagan· Operating Expert, Revenue Operations· Hopkinton, Massachusetts, United States

Joel Breuer· Associate· New Yorkin

Joel Breuer is an Associate at Level Equity's New York office, joining the firm in 2025, where he focuses on sourcing and evaluating investment opportunities, supporting diligence, and assisting portfolio companies. Originally from Australia, he previously worked as an investment banking analyst at Barrenjoey (Barclays Australia) and as a venture analyst at OneVentures. He holds an Honors degree in Biomedical Engineering and a Bachelor of Finance from the University of Sydney, where he was a Sydney Scholar.

jbreuer@levelequity.com

Josh Labonte· Senior Associate· New York, New York, United Statesin

Josh Labonte is a Senior Associate at Level Equity, which he joined in 2021 after taking part in the firm's 2020 summer internship. His role involves sourcing and evaluating new investment opportunities. He holds a BA in Economics from Hamilton College, where he played varsity hockey.

jlabonte@levelequity.com

Julia Paine· Summer Analyst· New York City Metropolitan Areain

Justin Li· Analyst· New Yorkin 𝕏

Justin Li is an Analyst at Level Equity, based in the firm's New York office, which he joined in 2025. His work involves sourcing investment opportunities, supporting due diligence on new deals, and assisting with portfolio company initiatives. He holds a bachelor's degree in Statistics and Data Science from Yale University.

jli@levelequity.com

Katie Christian· Operating Expert, Retention· Cairo, Egyptin

Katie Christian is the Retention Operating Expert at Level Equity, where she mentors customer experience teams across the firm's portfolio companies and contributes to due diligence for new investments. She was a founding member of SalesLoft, joining as its seventh hire, and later helped scale Calendly's Customer Success team to more than 35 members. She has also run a consulting business advising early-stage CEOs and founders.

Kristen Hoey· Operating Expert, Talent

Louis Frowein· Summer Analyst· New York

Louis Frowein is a Summer Analyst on the Investment Team at Level Equity's New York office, where he assists with identifying investment opportunities, building relationships with entrepreneurs, and supporting due diligence. He is a rising senior at NYU Stern studying business and is a member of the varsity tennis team. He is originally from Germany.

lfrowein@levelequity.com

Maddie Lee· Vice President of Investor Relations

Max Gotlieb· Associate· New Yorkin

Max Gotlieb is an Associate at Level Equity's New York office, which he joined in 2022. His work includes developing relationships with entrepreneurs, supporting due diligence for new investments, and assisting with portfolio company initiatives. He holds a BA in Economics from the University of Virginia.

mgotlieb@levelequity.com

Michael Barrett· Senior Associate· New York City

Michael Barrett is a Senior Associate at Level Equity, working with founders and management teams across the full lifecycle of an investment. He previously worked in the Software & Services Investment Banking group at Macquarie Capital and in the M&A group at SMBC Nikko in New York. He holds a B.S. in Finance from Penn State.

mbarrett@levelequity.com

Michael Galgano· Finance Associate

Michael Marcus· Senior Associate· New York Cityin

Michael Marcus is a Senior Associate at Level Equity's New York office, which he joined in 2026, where his work includes developing relationships with founders, performing due diligence, and supporting portfolio company efforts. He previously worked as a tech investor at Sageview Capital and started his career as an investment banker at Bank of America. He holds a B.S. in Economics from the University of Pennsylvania's Wharton School.

mmarcus@levelequity.com

Nate Linn· Partner and Chief Operating Officer

Nehal Nagalla· Associate· New Yorkin

Nehal Nagalla is an Associate at Level Equity's New York office, where he joined in 2024. His work involves identifying investment opportunities, building relationships with entrepreneurs, and supporting diligence for new investments. He graduated magna cum laude from New York University's Stern School of Business in December 2023 with a B.S. in Finance and Management.

nnagalla@levelequity.com

Nick Aqleh· Head of Technology· Binghamton, New York, United Statesin

Nick Aqleh is Head of Technology at Level Equity. His experience spans IT operations, infrastructure, information security, business continuity, networking, and telecommunications for organizations in the financial services and healthcare sectors. His work has included network and systems infrastructure, cloud infrastructure, data center operations, enterprise application support, and incident, change, and release management.

Nifath Chowdhury· Office Manager and Executive Assistant

Nihar Patel· Vice President, Structured Capital· NYCin

Nihar Patel is a Vice President for Level Equity's structured capital business in NYC, which he joined in 2022, focusing on debt and non-control equity solutions for growth-oriented software and tech businesses. He was previously an associate at Ironwood Capital and an investment banking analyst in PNC's debt capital markets group. He holds dual B.S. degrees in Finance, BIS, and Mathematics-Economics from the University of Pittsburgh.

npatel@levelequity.com

Patrick Donnelly· Special Operator, AI

Ray Carey· Head of NextLevel Operations· Hopkinton, Massachusetts, United States

Ron Yang· Operating Partner, Product Strategy & AI· Cairo, Egyptin

Ron Yang is an Operating Partner for Product & AI at Level Equity, where he advises founders, product leaders, and boards on product strategy, AI adoption, and execution. He has worked with more than 25 SaaS companies, including private equity-backed and growth-stage teams, on areas such as product diligence, AI strategy, and leadership development. Earlier in his career, he led product organizations at SaaS companies, including a role in scaling Aha! to more than $100M in ARR.

Sam Miller· Special Operator, GTM

Sarah Hubner· Jr. Executive Assistant· New York, New York, United Statesin

Sean Soderlund· Finance Manager· New York, New York, United Statesin

Shivam Patel· Associate, Structured Capital· New York, New York, United Statesin

Shivam Patel is an Associate on Level Equity's structured capital team, which he joined in 2025, where he evaluates subordinated debt and non-control equity solutions for growth-oriented software and technology businesses. He previously worked as an Analyst at Evercore, advising on primary capital fundraises for institutional sponsors across technology, services, healthcare, and consumer sectors. He holds a bachelor's degree in Finance and Econometrics from New York University's Stern School of Business, with minors in Computer Science and Mathematics.

spatel@levelequity.com

Sresth Gupta· Summer Analyst· New Yorkin

Sresth Gupta is a Summer Analyst on the Investment Team at Level Equity's New York office, where he helps source investment opportunities, build relationships with founders, and support due diligence. He is a rising senior at Georgetown University's McDonough School of Business, pursuing a B.S. in Business and Global Affairs with a minor in Computer Science, and studied abroad in Singapore. He helped organize Venture in the Capital, a student-run venture conference in Washington, D.C.

sgupta@levelequity.com

Stanley Deng· Associate, Structured Capital· New York City Metropolitan Areain

Stanley Deng is an Associate on Level Equity's structured capital team, which he joined in 2026, where he evaluates subordinated debt and non-control equity opportunities for growth-oriented software and technology companies. He previously worked as an investment banking analyst at JEGI LEONIS and as an analyst at Lincoln International. He holds a BBA in Accounting and an MS in Information Systems from Baruch College.

sdeng@levelequity.com

Sunny Tam· Head of Finance

Tim Stavros· Vice President, Business Development· New York City Metropolitan Areain

Tim Stavros is a Vice President at Level Equity, where he helps lead the firm's deal sourcing and origination efforts. He has more than ten years of experience developing sourcing operations at technology-focused private equity and growth equity firms, including Serent Capital and Blue Star Innovation Partners. He holds a B.S. in Business Administration from the University of Southern California.

tstavros@levelequity.com

Tom Karim· Associate· New Yorkin

Tom Karim is an Associate at Level Equity's New York office, which he joined in 2023. His work involves building relationships with entrepreneurs, supporting due diligence for new investments, and assisting with portfolio company initiatives. He holds a B.A. from Tufts University, where he graduated summa cum laude.

tkarim@levelequity.com

Viviana Lozito· Executive Assistant

Zachary Lachman· Summer Analyst· New York

Zachary Lachman is a Summer Analyst on the Investment Team at Level Equity's New York office, where he helps source investment opportunities, develop entrepreneur relationships, and support due diligence. He is a rising senior at the University of Pennsylvania's Wharton School, pursuing a B.S. in Economics with concentrations in Accounting and Entrepreneurship.

zlachman@levelequity.com

Basmat Al-Sabbah Fareed· Executive Assistant· Cairo, Egyptin

Senior Investment Analyst at Sawari. Previously worked at tech startups Smart Medical Services and AI company Cognitev, and as a business consultant at Catholic Relief Services. AUC graduate in Business Administration.

Chloe Harbilas· Executive Assistant· San Francisco, California, United Statesin

Florian Reich-Rohrwig· Retention Operating Expert· Zug, Zug, Switzerlandin

Chief Financial Officer of Novator since 2021, overseeing the group's financial matters. He previously led a Swiss single family office and held senior roles at another large European family office, starting his career as a Junior Partner at McKinsey.

Jackie Friedman· Operating Expert, Marketing· San Francisco, California, United Statesin

Jackie Friedman is a Vice President at Mainsail Partners, a growth equity firm that invests in bootstrapped B2B software companies. The firm operates offices in Austin and San Francisco and has raised nearly $4 billion in committed capital, partnering with more than 100 companies over 22 years.

Meg Smith· Vice President· Charlotte, Vermont, United Statesin

Co-founder of Red Clover Ventures who has spent her career fundraising for women and girls and helping build successful women-led startups.

Sam Sturge· Vice President, Business Development· London, England, United Kingdom

What they invest in

from 85 of 145 portfolio companies

SaaS ×72Enterprise Software ×48AI & Machine Learning ×44Healthtech ×11Future of Work ×10Marketing Tech ×10Cybersecurity ×9Digital Health ×8

HQs:United States×61Canada×6France×2United Kingdom×2Australia×1Belgium×1

Who they back

founder profiles across 62 portfolio companies

68%

solo founders

42 of 62 mapped founding teams

52%

repeat founders

of 56 founders with career history

~8 yrs

old at investment

median across 36 dated deals

Founding team size:solo founder×422 founders×173 founders×3

Where their founders studiedfrom 52 founders with education data

Miami University ×2New York University ×2University of California, Berkeley ×2University of Florida ×2University of Toronto - Woodsworth College ×2

What their founders studiedfrom 48 founders with field-of-study data

Computer Science ×13Engineering ×12Business & Management ×9Finance & Accounting ×7Economics ×4Life Sciences ×2Politics & Policy ×2

Where their founders worked beforefrom 56 founders with career history

McKinsey & Company ×3Google ×2Sundance Digital ×2Swift Trade ×2US Army ×2

Accelerator rootsportfolio companies that came through a program

Y Combinator ×3 Techstars ×2

1 founders hold a PhD · 5 hold an MBA (of 51 with degree data)

Investments · 145 tracked

founders shown can be your intro path

By year:2026 · 2 2025 · 4 2024 · 5 2023 · 3 2022 · 26 2021 · 7 2020 · 4 2019 · 3 2018 · 2 2017 · 3 2016 · 3 2015 · 368 dated

Foxenfoxen.com inJun 2022✓ verified

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

Patrick McBride(Executive Officer, Director)in Jay Harkrider(Founder)inJames Harkrider(Executive Officer, Director)Kelli Stiles(Executive Officer)inSean Scott(Executive Officer)inKevin Jacobsen(Executive Officer)

Co-investorsSummit Partners

Leonardo247leonardo247.com inSep 2020 · $9.5M✓ verified

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)in Ken McDonald(Chief Executive Officer)in Brandon Mahne(Chief Technology Officer)inJohn Morris(Director)Suellen McFarling(Director)Mike Clow(Director)

Co-investorsBigfoot Capital

FormAssemblyformassembly.com in 𝕏Jan 2021

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)in

Board seat George McCulloch· per SEC Form D

WebLink Internationalmemberclicks.com inOct 2017

MemberClicks provides association management software for nonprofits, chambers of commerce, and member-based organizations, enabling membership applications, renewals, event planning, and community management.

AI & Machine LearningEnterprise SoftwareSaaSAtlanta, US

Thomas Howardin

Board seat Ben Levin Arthur Tingas· per SEC Form D

Co-investorsAllos Ventures Elevate Ventures Five Elms Capital SaaS Capital

Acceloaccelo.com in 𝕏Feb 2024

Accelo provides software solutions for professional services businesses, helping teams manage operations and deliver services more efficiently.

AI & Machine LearningEnterprise SoftwareSaaSWollongong, AU

Co-investorsBlackbird Foundry Blackbird Ventures

ActiveComplyactivecomply.com inSep 2025

ActiveComply provides a suite of AI-powered compliance monitoring and automation products for regulated financial institutions, helping them monitor social media, advertising content, websites, and branch inspections to meet regulatory requirements across mortgage, banking, wealth management, and insurance sectors.

AI & Machine LearningEnterprise SoftwareFintechLegalTechSaaS

Mike Prince(Founder)in

Appspaceappspace.com in 𝕏

Appspace is an internal communications platform that distributes messages across multiple employee endpoints including digital signage, mobile apps, intranets, and messaging services like Teams and Slack.

Enterprise SoftwareFuture of WorkSaaS

Co-investorsAccel-KKR LLR Partners for Growth Partners for Growth (PFG)

ArchiveSocial inMay 2019 · $53M

Durham, US

Anil Chawla(Executive Officer, Director)

BoardPaul Harney(Director)David E. Gardner(Director)

Co-investorsIDEA NC

Bigtimesoftbigtime.net in 𝕏May 2014

BigTime is a project and resource management platform that helps professional services firms track time and expenses, manage projects from quote to cash, and optimize margins and cash flow through a unified system.

AI & Machine LearningEnterprise SoftwareFintechFuture of WorkSaaSSales TechChicago, US

Brian Saunders(Founder)in John Pinkerton(Executive Officer)inLewis Joseph Matyas(Executive Officer)

BoardJohn S. Howell, Jr.(Director)Peter Bauert(Director)Joel Dryer(Director)

Co-investorsVista Equity Partners MassMutual Ventures Runa Capital Wavecrest Growth Partners

Black Box Intelligenceblackboxintelligence.com in 𝕏Feb 2022

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

Mark Dillonin

Co-investorsDiversis

BoardEffectboardeffect.com inFeb 2022

BoardEffect, part of the Diligent One Platform, provides governance, risk, audit, and compliance management for mission-driven organizations.

Enterprise SoftwareGovTechSaaS

Casagocasago.com inApr 2025

Casago is a franchisor operating in the hospitality and vacation rental industry, with an executive leadership team overseeing franchise operations, strategic finance, and development.

B2B MarketplacesMarketplacesPropTechTravel & HospitalityScottsdale, US

Steve Schwab(Founder)inJohn Banczak(Executive Officer)inJoseph Riley(Executive Officer, Director)Jay Coggin(Executive Officer)inAnand Naimpally(Executive Officer)in

BoardJoerg Adams(Director)

Co-investorsSilver Lake Partners

Cheqroomcheqroom.com in 𝕏Mar 2022

Cheqroom provides a platform for organizations to manage, track, and orchestrate their asset operations across teams and workflows.

Enterprise SoftwareIoTMedia & EntertainmentSaaSGhent, BE

Chronuschronus.com in 𝕏Aug 2021

Chronus provides mentoring, peer learning, change adoption, and employee community software designed to help organizations develop their workforce and build high-performance cultures.

AI & Machine LearningEdTechEnterprise SoftwareFuture of WorkHR TechSaaSSan Francisco, US

Ankur Ahlowalia(CEO)

Co-investorsMonta Vista Capital SOSV

Clariclari.com inMar 2018

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)in Andy Byrne(Executive Officer, Director)in

Board Enrique Salem(Director)in Ajay Agarwal(Director)inAaref Hilaly(Director)in Mark Gainey(Director)in

Co-investorsB Capital Group B4 Capital Bain Capital Ventures HubSpot Ventures Madrona Venture Group Quest Venture Partners +11 more

Concept3Dconcept3d.com in 𝕏Aug 2022

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)in Rushton McGarr(Executive Officer, Director)inTom McKelvey(Director)Caitlin Finn(Executive Officer)Rawleigh Ralls(Director)Oliver Davis(Director)

cplacecplace.com in

cplace provides a collaborative product lifecycle management (PLM) platform that helps manufacturing companies like Continental organize product development, planning, and supply chain workflows across departments.

Advanced ManufacturingAI & Machine LearningEnterprise SoftwareSaaS

CyberFOXcyberfox.com in 𝕏Feb 2026

CyberFOX provides preventive cybersecurity tools including privileged access management, password management, AI-powered DNS security, and zero trust network access.

CybersecuritySaaS

David Belliniin Adam Slutskin in Os Haque in

Co-investorsRadian Capital

Dash Socialdashsocial.com in 𝕏Feb 2022

Dash Social is a social media management platform that offers analytics, scheduling, and content management tools for marketing teams managing Facebook and other social channels.

AI & Machine LearningMarketing TechSaaSSocialHalifax, CA

Thomas(Cofounder and Chief Executive Officer)Tomek(Cofounder and Chief Technology Officer)

Dialogtechdialogtech.com in 𝕏May 2020acquired by Invoca

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)Cindy Pogrund(Executive Officer)Jason Ferrara(Executive Officer)Robert Doyle(Executive Officer)Jason Pinter(Executive Officer)William M. Conroy(Director)

Co-investorsRC Capital Tensility Venture Partners River Cities Capital

ECPecp123.com

ECP is an all-in-one software platform for assisted living and senior living communities, connecting clinical care (eMAR, EHR, care planning), occupancy management (CRM, move-ins), and billing in a single system.

Digital HealthHealthtechSaaS

Co-investorsMaven Equity Partners

Eftsureeftsure.com in

EFTsure provides supplier management and payment fraud prevention solutions for finance teams, specifically protecting accounts payable processes against invoice fraud, business email compromise, and deepfake schemes.

CybersecurityEnterprise SoftwareFintechSaaS

Mark Chazan(Founder)in

Co-investorsOIF Ventures Our Innovation Fund

EHS Insightehsinsight.com inFeb 2022

EHS Insight is a software platform designed for safety professionals to manage Environmental, Health, and Safety programs.

AI & Machine LearningClimate TechEnterprise SoftwareImpact & Social GoodSaaS

Co-investorsPamlico Capital

EnergySysenergysys.com inFeb 2026

EnergySys is a configurable cloud platform that enables domain experts in oil and gas operations—such as hydrocarbon accountants and production engineers—to build and adapt their own data systems without vendor dependency.

Cloud ComputingData & InfrastructureEnergyEnterprise SoftwareSaaS

Evaneosevaneos.fr in 𝕏Dec 2022

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-investorsIsai ISAI Gestion Serena XAnge Bpifrance Partech Ventures +2 more

Filecloudfilecloud.com in 𝕏

FileCloud is a secure document management and collaboration platform that can be deployed on customer infrastructure or accessed as a hosted SaaS service.

Cloud ComputingCybersecurityEnterprise SoftwareSaaS

Peter Melerud(CRO)in

Co-investorsKennet Partners Savant

Fivetranfivetran.com in 𝕏

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 Horowitz Draper Associates Earl Grey Capital Garage Capital General Catalyst ICONIQ +9 more

Fusion Risk Managementfusionrm.com inDec 2014

Fusion provides an operational resilience platform that helps organizations anticipate, prepare for, respond to, and recover from disruptions.

AI & Machine LearningCybersecurityEnterprise SoftwareSaaSRolling Meadows, US

John Jackson(Executive Officer, Director, Promoter)Victor Fricas(Executive Officer, Director, Promoter)David Nolan(Executive Officer, Director, Promoter)in

Co-investorsGreat Hill Partners Catalyst Investors

Groovegroove.oooacquired by Clari · Aug 2023

Groove was a San Francisco-based B2B sales engagement platform that helped enterprise sales reps automate outreach, playbooks, and CRM data entry to boost productivity.

Chris Rothstein(Founder)in

Co-investors55 North Counterview Capital Overton Venture Capital Quest Venture Partners Resolute Ventures Uncork Capital +4 more

Headversityheadversity.com in 𝕏

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 WestCap

Healthy Rosterhealthyroster.com in

Healthy Roster provides software for athletic trainers to document injuries, run concussion testing, and access continuing education.

Digital HealthSaaSSports TechDublin, US

DAN FRONCZAK(Executive Officer, Director)in NATHAN HEERDT(Executive Officer, Director)in SHAWN PRICE(Executive Officer)in

BoardRYAN HELON(Director)JIM HACKBARTH(Director)

Co-investorsConnetic Ventures JobsOhio Ventures Jumpstart Ventures Rev1 Ventures Tamarind Hill

Higher Logichigherlogic.com in 𝕏Sep 2016

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)

Board Larry Contrella(Director)in Robert Nye(Director)in

Co-investorsJMI Equity

Hoxhunthoxhunt.com in 𝕏May 2022 · $40M

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 Capital Icebreaker Round2 Capital Partners

Inbentainbenta.com in 𝕏

Inbenta develops an Agentic AI platform that automates customer interactions across multiple channels with high accuracy while maintaining safety and compliance.

AI & Machine LearningEnterprise SoftwareSaaSAllen, US

Melissa Solis(Chief Executive Officer)Merlin Bise(Chief Technology Officer)in

Co-investorsNTT DOCOMO Ventures Silver Lake Partners Tritium Partners Scale Capital

Instaclustrinstaclustr.com in 𝕏Feb 2022 · $20.6Macquired by NetApp

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

Adam Zegelin(Founder)in

Co-investorsBailador Technology Investments OIF Ventures Our Innovation Fund Significant Ventures Sydney Angels

InteliSecureintelisecure.com 𝕏Feb 2022

Proofpoint provides email security, data loss prevention, and AI security products that protect people and data across email, cloud, and AI usage.

CybersecurityEnterprise SoftwareSaaSGreenwood 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 Technologiesinvisibletech.ai in 𝕏Jul 2019

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(Founder)inJay Kumar(Founder)in Matt Fitzpatrick(Chief Executive Officer)inRicardo Pedraza(Executive Officer)Kamron J Palizban(Executive Officer)Marshall Sutherland(Executive Officer)

Co-investorsAcrew Capital Backed BY Venture Partners Day One Ventures Golden Gate Ventures Greycroft +5 more

Legato Securitylegatosecurity.com inJun 2024

Legato Security provides a security operations platform and managed security services for enterprises, combining threat detection, monitoring, and strategic guidance to reduce alert fatigue and enhance visibility across existing security tools.

CybersecurityEnterprise SoftwareSaaS

Tom(Founder)Jen(Founder)

Legwork inFeb 2022

Cloud-based patient relationship management and marketing automation software for the dental industry.

Wenatchee, US

Jeffrey Weber(Executive Officer, Director)Korey Korfiatis(Executive Officer)

Lightning Steplightningstep.com inOct 2025

Lightning Step provides an electronic medical record (EMR) system designed for addiction treatment and recovery centers, with features for client management, billing automation, revenue cycle management, and insurance processing.

Digital HealthHealthtechSaaS

Co-investorsGallant Capital Blueprint Equity

Logile, Inc.logile.com in

Logile provides labor modeling software that translates operational demand into precise, task-level labor requirements for enterprise workforce planning.

AI & Machine LearningEnterprise SoftwareHR TechRetail TechSaaS

Purna Mishra(Founder)in

Co-investorsSixth Street

Lytholytho.com inFeb 2022

Lytho provides AI-driven content governance and management software for professional sports organizations to create brand-compliant, partner-approved content at speed across distributed teams.

AI & Machine LearningEnterprise SoftwareMarketing TechSaaSSports Tech

MachineMetricsmachinemetrics.com in 𝕏

MachineMetrics provides a manufacturing execution system (MES) with AI-powered machine monitoring for discrete manufacturers.

Advanced ManufacturingAI & Machine LearningSaaSEasthampton, US

Eric Hagopian(Director)Eric Fogg(Director)inWilliam Bither(Executive Officer, Director)

BoardWord D. Peak III(Director)Jennifer Jordan(Director)in

Co-investorsMassVentures Tola Capital Hyperplane Venture Capital LRVHealth

Management Onemanagement-one.com

Management One provides Retail ORBIT, an AI-driven inventory planning and forecasting platform paired with dedicated retail expert coaching to help independent retailers free up cash trapped in inventory.

AI & Machine LearningRetail TechSaaS

Co-investorsMaven Equity Partners

Mixbookmixbook.com in 𝕏Feb 2022

Mixbook provides a platform for creating and sharing photo books and digital memory products, enabling users to capture and preserve personal stories and memories.

ConsumerCreator EconomyDirect to ConsumerE-commerceBerkeley

Andrew Laffoon(Co-Founder and CEO)in Aryk Grosz(Co-Founder)in

Co-investorsCentral Texas Angel Network FounderPartners Steamboat Ventures Asia Management, Ltd.

MobileCausemobilecause.com in

Calabasas, US

Jonathan Atzen(Executive Officer)Dale Bartos(Executive Officer)Sean MacNeill(Executive Officer, Director)

BoardYuri Pikover(Director)Ken Denman(Director)Robert Hawk(Director)

Co-investorsMontage Capital

MomentFeed Incmomentfeed.comSep 2015acquired by Uberall

Santa Monica, US

Robert Reed(Director)Robert Blatt(Executive Officer, Director)Adam Schneider(Executive Officer)

Board Ed Cluss(Director)inSalil Pradhan(Director)David Cremin(Director)in

Co-investorsBonfire Ventures Frontier Venture Capital Hillcrest Venture Partners Kortschak Investments L.P.MI Ventures Signia Venture Partners

Movistamovista.com in 𝕏Sep 2018 · $12M

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)in

BoardJames K. Hendren(Director)Nathan Sanko(Director)

Co-investorsEscalate Capital Partners

Net Healthnethealth.com in 𝕏

Net Health provides clinical intelligence and specialty software solutions for healthcare organizations delivering wound care, rehabilitation therapy, occupational health, and skilled nursing services.

AI & Machine LearningDigital HealthHealthtechMedical DevicesSaaSPittsburgh, US

Co-investorsSilversmith Capital Partners Spectrum Equity ACE & Company

NinjaCatninjacat.io in 𝕏Apr 2020

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)in Brian Lee(Executive Officer)inJoseph Collins(Executive Officer, Director)Adam Zeitsiff(Director)

Co-investorsLighter Capital

Ninth Waveninth-wave.com

SaaS platform enabling secure financial data connectivity between financial institutions and third-party applications including fintech and consumer solutions.

Onitonit.com in

Onit provides software solutions for legal operations and contract management, including Enterprise Legal Management and Contract Lifecycle Management platforms designed to help organizations streamline legal workflows and improve compliance across industries such as pharma, finance, insurance, and technology.

AI & Machine LearningEnterprise SoftwareLegalTech

Eric Elfman(Founder)in Nick Whitehouse in

Co-investorsElsewhere Partners Texas HALO Fund Zillionize Hetz Ventures

onPhaseonphase.com in

onPhase is a financial automation platform providing accounts payable automation, payments processing, document management, and workflow solutions for mid-market and enterprise organizations across manufacturing, healthcare, retail, and professional services.

AI & Machine LearningEnterprise SoftwareFintechSaaSTampa Bay, US

Robert Michlewicz(Chief Executive Officer)in

Co-investorsAquiline Technology Growth

Order Grooveordergroove.com in 𝕏May 2016

Ordergroove provides subscription infrastructure for enterprise commerce, letting brands integrate once and manage subscriptions across storefronts, retail, voice, and AI agent channels.

E-commerceRetail TechSaaSNew York, US

Greg Alvo(CEO & Founder)inPaul Fredrich(Executive Officer)inOfir Shalom(Executive Officer)Brendan McGovern(Executive Officer)inErin Rucker(Executive Officer)in

Board David Strasser(Director)

Co-investorsAllegro Venture Partners Bee Partners Lerer Hippeau LFX Venture Partners SWaN & Legend Venture Partners Upstage Ventures

Osprey Flight Solutionsospreyflightsolutions.com in 𝕏

Osprey provides flight planning integration and risk assessment analysis for aviation operations, combining proprietary data with external aviation information to optimize routes for safety, efficiency, and security.

AI & Machine LearningDefense TechEnterprise SoftwareLogistics & Supply ChainSaaS

Andrew(CEO and Co-founder)Bruce(Co-founder and Head of Partnerships)

Co-investors24 Haymarket

Passfortpassfort.comSep 2021Acquired

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)in Henry Irish(Founding CTO)in

Co-investorsEntrepreneur First Episode1 OpenOcean Volution Ventures MMC Ventures Paul Forster

Phamilyphamily.com in

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)in

Co-investorsHustle Fund

PhotoShelterphotoshelter.com in 𝕏

PhotoShelter provides a digital asset management and content distribution platform that lets marketers and creatives store, organize, and distribute high-quality visual content.

AI & Machine LearningMarketing TechSaaSNew York City, US

Jeffrey Arnold(Founder)in

Co-investorsArcher Capital Group Archer Venture Capital

Planet DDSplanetdds.com inJun 2022

Planet DDS develops enterprise software solutions for dental practices and dental service organizations, including cloud-based practice management systems, AI-enabled imaging technologies, and an open API platform called DentalOS.

AI & Machine LearningDigital HealthEnterprise SoftwareHealthtechSaaSIrvine, US

Eric Giesecke(CEO)in

Co-investorsAquiline Technology Growth Ferst Capital Partners

Powell Softwarepowell-software.com in 𝕏Feb 2022

Powell offers a centralized intranet platform for managing Microsoft 365 tools, SharePoint, and third-party applications, designed for IT teams in regulated industries.

Enterprise SoftwareFuture of WorkSaaSViroflay, FR

Co-investorsCAP HORN VC

Pramatapramata.com in 𝕏Feb 2022

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 Capital Peninsula Ventures

Prism PPMprismppm.com inNov 2023

Prism PPM provides project portfolio management software designed for project management offices and portfolio leaders to align, plan, and manage organizational resources across projects.

Enterprise SoftwareFuture of WorkSaaSNew York, US

PSTraxpstrax.com in

PSTrax provides software that automates scheduling, tracking, and documentation of fire and EMS operations, including vehicles, stations, supplies, assets, SCBA, PPE, controlled substances, and blood products.

Enterprise SoftwareGovTechSaaSLittleton, US

Scott Bergeron(Co-founder)inCliff Long(Co-founder)in

Co-investorsGrowth Street Partners

Radixradixdlt.com 𝕏Apr 2022 · $11M

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-investorsLocalGlobe Maven 11 TitanBlock

RamSoftramsoft.com in

RamSoft develops DICOM software for medical imaging applications.

AI & Machine LearningDigital HealthHealthtechMedical DevicesSaaSToronto, CA

Dr. Ramanathan

Ready Educationreadyeducation.com in 𝕏

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)in Alice Dinu(Founder)inJames Dang(Founder)in Gary Ambrosino(Chief Executive Officer)in

Co-investorsFounderFuel FundersClub GoAhead Ventures Y Combinator Level Ventures Liquid Ventures +2 more

Real Life Sciencesrlsciences.com inFeb 2022

Real Life Sciences develops Natural Language Processing platforms for pharmaceutical and contract research organizations to discover novel insights from clinical and real-world data while protecting patient identity and confidential information.

AI & Machine LearningBiotechHealthtechSaaS

RightData inMay 2022

Data integration software for continuous validation, testing, ML modeling, and monitoring of data quality.

Atlanta, US

Sridhar Bankuru(Executive Officer, Director)inSreenivasa Sattenapalli(Executive Officer, Director)

Riskonnectriskonnect.com in 𝕏

Riskonnect provides integrated risk management software and consulting services for enterprises across healthcare, financial services, and other industries, covering areas such as claims management, compliance, business continuity, and ESG reporting.

AI & Machine LearningEnterprise SoftwareInsurTechSaaSChicago, US

Jim Wetekamp(Chief Executive Officer)in

Co-investorsArrowroot Capital TA Associates Thoma Bravo

Rockbotrockbot.com in 𝕏

Rockbot offers a platform for businesses to manage in-location audio and visual experiences, including licensed background music, digital signage, in-store TV content, guest song requests, and audio/visual advertising.

AdTechMedia & EntertainmentRetail TechSaaSOakland, US

Garrett Dodge(Executive Officer, Director, Promoter)in

Board Gabe Karp(Director)inDavid Spector(Director)

Co-investorsAccelerator Ventures Bonfire Ventures Forefront Venture GV (Google Ventures)Quest Venture Partners XG Ventures +3 more

RocketRezrocketrez.com in 𝕏Jan 2023 · $20M

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 Pendergrastin

Co-investorsBlueprint Equity TIMIA Capital

Salesfloorsalesfloor.netJun 2021

Tulip provides a clienteling and customer engagement platform for retailers, offering tools for personalized outreach, appointment scheduling, and point-of-sale that help boost loyalty, conversion, and average order value.

Retail TechSaaSSales Tech

Co-investorsWhite Star Capital

Satisfi Labssatisfilabs.com in 𝕏Dec 2024

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-investorsAurum Comcast Ventures Florida Funders Techstars Bigfoot Capital Stadia Ventures

SchoolPass inNov 2021

SaaS-based platform for K-12 attendance automation and visitor management.

Gaithersburg, US

Mark H. Ruiters(Executive Officer, Director)in

BoardGeorge McCullough(Director)

Security Journeysecurityjourney.com in 𝕏Feb 2022

Security Journey provides developer-focused secure coding training and education to help organizations build security into their software development processes.

CybersecurityDeveloper ToolsEdTechEnterprise Software

Dan Newton(Chief Executive Officer)inMichael Borton(Chief Financial Officer)Jason Brubaker(Chief Technology Officer)in

SIGHTCALLsightcall.com in

SightCall VISION is a video intelligence platform that enables service teams to resolve customer and field service issues remotely, automatically capture expertise into searchable knowledge, and extract operational insights to improve service performance.

AI & Machine LearningEnterprise SoftwareSaaS

Thomas Cottereau inAntoine Vervoortin

Co-investorsInfraVia Capital Partners Bpifrance Idinvest Partners

SimplyInsuredsimplyinsured.com in 𝕏Aug 2023

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 Combinator Bessemer Venture Partners Corazon Capital New York Life Ventures Agrolimen Ventures AltaIR Capital +2 more

Stack Construction Technologies inFeb 2022

Cloud takeoff and estimation software for general contractors and subcontractors.

Cincinnati, US

Raymond DeZenzo(Executive Officer, Director)in Phillip Ogilby(Director)in

BoardDouglas Groh(Director)Charles Chen(Director)inArthur Tingus(Director)Sam Miller(Director)

Co-investorsCincyTech

Stovaaventri.com in 𝕏

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 Partners Connecticut Innovations HGGC The Argentum Group

Sunwave Healthsunwavehealth.com in

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.

Jay Rosen(Founder)in

Co-investorsBlueprint Equity

Swiftpage inSep 2015

CRM and email marketing software.

Denver, US

Robert Ogdon(Director)Lorcan Malone(Executive Officer)in Andrew M. Murray(Executive Officer)in John Oechsle(Executive Officer, Director)in

BoardFrank Johnson(Director)David Clayton(Director)

Symplastsymplast.com in

Symplast provides practice management and business intelligence software designed specifically for aesthetic medicine and plastic surgery practices.

Digital HealthHealthtechMedical DevicesSaaSSouth Florida, US

Dr. Shashi Kusuma(Founder)

TaskEasytaskeasy.com in 𝕏Acquired

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)in Joseph Turner(Executive Officer)in

Board Kirk Holland(Director)inTaft Price(Director)Lawson DeVries(Director)in

Co-investorsAccess Venture Partners Camber Creek Grotech Ventures Kickstart Service Provider Capital Delta Electronics Capital +2 more

TeamDynamixteamdynamix.com in 𝕏

TeamDynamix is a SaaS company offering a no-code platform for IT service management, project portfolio management, and enterprise integration and automation (iPaaS).

AI & Machine LearningDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSColumbus, US

Rod Mathews(CEO)in

Co-investorsK1 Investment Management Five Elms Capital

TeamSupportteamsupport.com inMay 2014

TeamSupport is a cloud-based customer operations platform for B2B companies that unifies onboarding, support, and customer success.

AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSDallas, US

Robert C. Johnson(Executive Officer)in Eric Harrington(Co-Founder)in Grant Stanis(CEO)in

Co-investorsTIA Ventures

Teamwork Commerceteamworkcommerce.com in 𝕏

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)in

Tenovostenovos.com in

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)

Board Adriaan D. Zur Muhlen(Director)in

Co-investorsProgress Ventures S4S Ventures BDMI

Tripleseattripleseat.com in 𝕏

Tripleseat provides event management software for hospitality venues including restaurants, hotels, and other unique venues to book and manage events more efficiently.

Enterprise SoftwareSaaS

Co-investorsGeneral Atlantic Moment Ventures, Llc Storm Ventures Vista Equity Partners Dundee Venture Capital

Uberalluberall.com inJul 2021

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)inFlorian Hübner(Founder)in

Co-investorsBregal Milestone Frontier Venture Capital HPE Growth Kreos Capital Project A Ventures

Upshopupshop.com inJan 2024

Fresh 360 is a solution that helps store associates order, produce, and deliver fresh food with precision through prediction, preparation, pricing, and labeling capabilities.

AI & Machine LearningFoodTechRetail TechSaaS

Shamus Hinesin

Co-investorsPrairie Capital

Vacasavacasa.com in 𝕏Oct 2017 · $103.5M

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-investorsAssurant Ventures Aurum Venture Partners FirstMark Capital Grand Ventures Partners for Growth Partners for Growth (PFG)+3 more

Vanilla Forumsvanillaforums.com in 𝕏Mar 2020

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

Vendini inMay 2016

Live event management and ticketing software.

San Francisco, US

Mark Tacchi(Executive Officer, Director)inMark Dirsa(Executive Officer)in

BoardJohn Taylor(Director)George McCulloch(Director)John Rogers(Director)

VisiQuate, Inc.visiquate.com inFeb 2022

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)in Rich Waller(Executive Officer, Director)inJim Kolmansberger(Executive Officer, Director)Sven Zabka(Executive Officer)inRaymond Hsu(Executive Officer)in

Board Howard Smith(Director)in

Co-investorsAccel-KKR Sixth Street First Analysis

WellRightwellright.com in 𝕏

WellRight provides a customizable cloud-based platform for building and managing corporate workplace wellness programs.

HealthtechHR TechSaaSWellness & FitnessChicago, US

TAD MITCHELL(Executive Officer, Director)in Neepa Patel(Chief Executive Officer)in Paul Danao(Chief Growth Officer)in Eileen Collins(Chief Financial Officer)inDr. Andrew Crighton(Chief Medical Officer)Gordan Redzic(Chief Technology Officer)in

Co-investorsMethod Capital

WeSpirewespire.com 𝕏

Bonterra CyberGrants (formerly WeSpire/CyberGrants) is a corporate social responsibility software platform that combines employee giving, volunteering, and grant management in one system.

Enterprise SoftwareImpact & Social GoodSaaSBoston, US

Susan Hunt Stevens(Executive Officer, Director)inStuart Weigensberg(Executive Officer)

BoardJohn Landry(Director)William Wiehl(Director)Anton Szpitalak(Director)Tim Healy(Director)

Co-investorsConverge Startupbootcamp FinTech Mexico Clean Energy Ventures

Wombat Security Technologies in

Pittsburgh, US

Jason Hong(Director)inNorman Sadeh-Koniecpol(Executive Officer, Director)Lorrie F. Cranor(Director)Norman M. Sadeh-Koniecpol(Executive Officer, Director)Michael Borton(Executive Officer)Joseph Ferrara(Executive Officer, Director)

Work Houndworkhound.com 𝕏Jun 2019

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)inAndrew Kirpalani(Executive Officer, Director)Elizabeth Engel(Director)

Co-investorsDivide by Zero Dynamo Ventures Grand Ventures LifeSci Venture Partners Lightyear SpringTime Ventures +2 more

Workstepworkstep.com in 𝕏Apr 2025acquired by Learning Pool · Apr 2026

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-investorsFirstMark Capital NewRoad Capital Partners, LLC Tech Square Ventures

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Collaborative Boating, Inc.GovInvest Inc.AcornAventriBlackthorn IoBlue RidgeCarrotChartedCivicPlusClewCloudCheckrClubReadyCriteriaECiEnsentaFirm360HVR SoftwareLock8Longboard MediaMade ComMemberClicksMonet SoftwareMonsidoMytonomyOmega PointOptimereOrgChartPayGoPrismmProjector PSAProviPure HomeRiverRadiate Media (MatchBin)RelayRevation SystemsSevenFiftySHPSidewalksimPROSiteHawkSMMTicketManagerTrueCompTulipVivoAquaticsWombat

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 · 7

7 acquisitions · showing 5

Dialogtechacq. by InvocaGrooveacq. by ClariInstaclustracq. by NetAppMomentFeed Incacq. by UberallWorkstepacq. by Learning Pool

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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 145 tracked investments, 7 of which have exited, including 7 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, Data & Infrastructure, Enterprise Software, Media & Entertainment, SaaS.
Where is Level Equity located?: Level Equity is headquartered in New York, US.
Does Level Equity lead rounds?: Level Equity has led 10 of the 16 rounds where its role is on record.
Who does Level Equity co-invest with?: Level Equity most often shares deals with Y Combinator, Quest Venture Partners, Silver Lake Partners, among 163 tracked co-investors.
What size deals does Level Equity back?: Across 8 deals with disclosed amounts, Level Equity has joined rounds of $9.5M – $103.5M (median $20.3M).

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