Profile
Level Equity is a private investment firm based in New York, founded in 2009. The firm was established by industry professionals focusing on middle-market growth. They are known for their expertise in providing growth capital to technology-enabled businesses, utilizing their in-house value creation engine, NextLevel Operations, for strategic guidance. The team is composed of seasoned experts who bring deep insights and support to portfolio companies.
Level Equity primarily invests in the software sector, targeting rapidly growing businesses with robust and durable models. They have a specific interest in non-cyclical industries and work under business lines of growth equity and structured capital. With $6.5 billion in assets under management, Level Equity operates on a global scale, investing across North America, Europe, Australia, and New Zealand. The firm performs both minority growth capital investments and majority equity recaps, offering flexibility to founders.
Notable portfolio companies include Tripleseat - event management software, Fusion Risk - risk management, Planet DDS - dental software, Instaclustr - cloud-based data solutions, and simPRO - business management software. These companies highlight Level Equity's commitment to building market-leading brands in the software and technology spaces.
Industry
Level Equity Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Level Equity Growth Partners VI, L.P.
|
Private Equity (PE)
|
SaaS
Software
Technology
|
Series B
Late Stage (Series C+)
|
North America
Europe
Australia and others
|
$5-10 m
|
$825 M
|
April 2025
|
|
Level Structured Capital II, L.P.
|
Venture Capital (VC)
|
SaaS
Software
Technology
|
Pre-seed
Seed
|
North America
Europe
Australia and others
|
$5-10 m
|
$157 M
|
March 2023
|
|
Level Equity Growth Partners V, L.P.
|
Venture Capital (VC)
|
SaaS
Software
Technology
|
Pre-seed
Seed
|
North America
Europe
Australia and others
|
$5-10 m
|
$775 M
|
July 2021
|
|
Level Equity Growth Partners III LP
|
Venture Capital (VC)
|
Education
Financial Services
Fintech
Marketing and Advertising
SaaS
Security
Software
|
Pre-seed
Seed
|
North America
|
$5-10 m
|
$350 M
|
April 2016
|
|
Level Equity Opportunities Fund 2018
|
Venture Capital (VC)
|
Financial Services
Fintech
Marketing and Advertising
SaaS
Security
Software
|
Pre-seed
Seed
|
North America
|
$5-10 m
|
$200 M
|
October 2018
|
|
Level Equity Growth Partners IV
|
Venture Capital (VC)
|
Marketing and Advertising
Media and Entertainment
SaaS
Security
Software
HealthTech
|
Pre-seed
Seed
|
North America
|
$5-10 m
|
$570 M
|
October 2018
|
Contacts
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