About
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.
Contact· self-published, not guessed
Invests in
Data & InfrastructureEnterprise SoftwareSaaS
Board director at Leonardo247
Intro paths
→
In turn, Charles can intro founders to Leonardo247's investors below.
Leonardo247's investors · 2
Co-founders at Leonardo247
DC
Daniel CunninghamFounder
Experience
- Level EquityPartnercurrent2013 — presentNew York, NY
- FacebookBusiness Development2012Menlo Park, CA
- TCVInvestment Associate2008 — 2011Palo Alto, CA
- Morgan StanleyInvestment Banking Analyst2006 — 2008Menlo Park, CA
- Banc of America SecuritiesInvestment Banking Analyst2005 — 2006San Francisco, CA
Skills & more
Venture Capital32Private Equity30Investment Banking45Financial Modeling35Financial Analysis9Mergers3Valuation25Investments20Due Diligence8Start-ups3Corporate Development8Business Strategy1
+9 more
Portfolio ManagementEquitiesEntrepreneurshipCorporate FinanceCompetitive AnalysisCapital MarketsStrategic PlanningMergers & AcquisitionsEmerging MarketsLanguages English · Mandarin
From Charles's professional profile.
Investments
Board seats
AcceloAcornCheqroomChronusEnsentaFusion Risk ManagementInbentaLegworkLeonardo247MovistaOsprey Flight SolutionsPassfortRocketRezSalesfloorsimPROStack Construction TechnologiesSunwave HealthTeamDynamixTeamSupportTulip
Per the firm's website.
Colleagues at Level Equity
Aimee-Marie Holland
Executive Assistant at Level Equity
Amanda Mertes
Operating Expert, Operations and M&A at Level Equity
Amy Kramer
Head of NLO Go To Market at Level Equity
Arthur Tingas
Principal at Level Equity
Barry Osherow
Partner, Structured Capital at Level Equity
Basmat Al-Sabbah Fareed
Associate at Sawari Ventures
Ben Levin
Co-Founder and CEO at Level Equity
Ben Magleby
General Counsel and Chief Compliance Officer at Level Equity
Frequently asked questions
- Who is Charles Chen?
- 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.
- Where does Charles Chen work?
- Charles Chen is Partner at Level Equity and Board director at Leonardo247.
- What does Charles Chen invest in?
- Charles Chen invests in Data & Infrastructure, Enterprise Software, SaaS.
- What boards does Charles Chen sit on?
- Charles Chen holds tracked board seats at Accelo, Acorn, Cheqroom, Chronus, Ensenta, Fusion Risk Management, Inbenta, Legwork, Leonardo247, Movista.
- Where did Charles Chen go to school?
- Charles Chen studied at The Wharton School (MBA, Entrepreneurial Management); University of California, Berkeley, Haas School of Business (B.S. Business Administration, Finance).
Same school
Also attended The Wharton School1,995
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Also attended University of California, Berkeley, Haas School of Business707
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Shared employers
Also worked at Facebook525
Peter ThielCo-founder & Partner at Founders FundChamath PalihapitiyaFounder & CEO of Social CapitalJim BreyerFounder & CEO of Breyer CapitalDavid SzeAdvisory Partner at GreylockReed HastingsCo-founder of NetflixAndy FangCo-founder & CTO of DoorDash
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Also worked at TCV101
Stephane KurganInvestor at Index VenturesRasmus AreskougInvestor at DN CapitalEric LiawInvestor at IVP (Institutional Venture Partners)Phil TomkinsonFinance & Portfolio Associate at Giant Ventures Global LlpRahul SinghOperator-in-residence at W Health Ventures Gp LlcNari AnsariGeneral Partner at TCV
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Also worked at Morgan Stanley1,453
Mary MeekerFounder & General Partner at BONDAileen LeeFounder & Managing Partner of Cowboy VenturesJenny LeeSenior Managing Partner at Granite AsiaLuciana LixandruPartner at Sequoia CapitalDavid VélezFounder & CEO of NubankJames DetweilerVP of Investments at Felicis Ventures
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Also worked at Banc of America Securities381
Kirsten GreenFounder and Managing Partner at Forerunner VenturesMatt CherianVenture Partner at Monta Vista CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalAndrew WallaceVice President, Revolution Growth at RevolutionWill QuistGP at Slow VenturesChris FeeneySenior Fellow, Bank Policy Institute at MissionOG
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