Inverness Graham Investments

General contacts

Investor type

PE / VC

Founded

1999

AUM

$1 800 M

Location

State College, Pennsylvania, United States

Investment Ticket

$10-50 m

Investment Stage

Series B Late Stage (Series C+)

Region of investment

North America Europe

Investor profile last updated: 16 August, 2026

Profile

Inverness Graham Investments is an operationally focused private investment firm based in the United States. Founded in 1999, the firm specializes in partnering with innovative high-growth businesses that leverage technology. The firm’s team brings business-building expertise and other critical resources to help businesses accelerate their growth and reach their potential. They emphasize partnering with exceptional leaders who have proven experience to enhance their operational value.

Inverness Graham targets various sectors including healthcare, tech-enabled services/software, advanced manufacturing, and sustainability. They manage assets totaling $1.8 billion. The firm operates an investment strategy that focuses on adding operational and strategic value to high-growth companies. Inverness Graham does not explicitly disclose the check sizes or specific fund management details on its website.

Their notable investments include companies like Syntrio, a software service provider, and AdvancedCath, which specializes in advanced manufacturing. Other portfolio highlights include technology-enabled service providers like Swipeclock and manufacturing-focused businesses such as Mesker Openings Group.

Industry

Business Services (B2B) Fintech Healthcare Services Marketing and Advertising Media and Entertainment Robotics SaaS Software Technology Chemicals Energy Education Industrial Security HealthTech ClimateTech

Inverness Graham Investments Funds

Name	Type	Industry	Stage	Region	Size	AUM	Launch date
Inverness Graham Acquires Concord Servicing	Private Equity (PE)	Chemicals Software	Series B Late Stage (Series C+)	North America	$5-10 m	$415 M	February 2022
Inverness Graham Closes $238M Green Fund	Private Equity (PE)	Chemicals Energy	Series B Late Stage (Series C+)	North America	$5-10 m	$238 M	October 2024
Inverness Graham Investments I, L.P.	Private Equity (PE)	Education Healthcare Services Industrial SaaS Security Software Energy HealthTech	Series B Late Stage (Series C+)	North America	$5-10 m	—	October 2003
Inverness Graham Investments III, L.P.	Private Equity (PE)	Education Robotics SaaS Security Software HealthTech	Series B Late Stage (Series C+)	North America	$5-10 m	$283 M	June 2015
Inverness Graham Investments V	Private Equity (PE) Venture Capital (VC)	ClimateTech HealthTech Energy Technology Software Security SaaS Robotics Media and Entertainment Marketing and Advertising Healthcare Services Fintech Business Services (B2B)	Series B Late Stage (Series C+)	North America Europe	$10-50 m	$400 M	January 2025

Contacts

Name

Title

Social Networks

Matthew Howard Vice President

Vice President

m•••@•••

Alec Somers Vice President

Vice President

a•••@•••

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Investment-team contacts for Inverness Graham Investments — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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FAQs about Inverness Graham Investments

Is Inverness Graham Investments a venture capital or private equity firm?

Inverness Graham Investments is a venture capital and private equity firm. It backs companies at Series B and Late Stage (Series C+), writing tickets of $10-50 m.

Where is Inverness Graham Investments located?

Inverness Graham Investments is located in State College, Pennsylvania, United States.

When was Inverness Graham Investments founded?

Inverness Graham Investments was founded in 1999.

What sectors and industries does Inverness Graham Investments invest in?

Inverness Graham Investments invests in companies and startups in Business Services (B2B), Fintech, Healthcare Services, Marketing and Advertising, Media and Entertainment, Robotics, SaaS, Software, Technology, Chemicals, Energy, Education, Industrial, Security, HealthTech, ClimateTech.

What is Inverness Graham Investments geographical focus of investments?

Inverness Graham Investments invests in companies and startups in North America, Europe.

At what stages of companies and startups does Inverness Graham Investments typically invest in?

Inverness Graham Investments invests in companies and startups at Series B, Late Stage (Series C+).

What is the usual amount of Inverness Graham Investments investment?

Inverness Graham Investments usually invests $10-50 m on average.

What is the amount of assets of under management (AUM) for Inverness Graham Investments?

Inverness Graham Investments has around $1 800m assets under management.

When was Inverness Graham Investments last fund created?

Inverness Graham Investments last fund was created/launched in 2024-10-29

What are the contacts of Inverness Graham Investments?

Inverness Graham Investments can be reached through its website invernessgraham.com and its LinkedIn page. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Inverness Graham Investments — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

Can I access Inverness Graham Investments data via API or MCP?

Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Inverness Graham Investments directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the Inverness Graham Investments profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 16 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.