NexPhase Capital

General contacts

Investor type

PE / VC

Founded

2007

AUM

$2 600 M

Location

New York, New York, United States

Investment Ticket

$10-50 m

Investment Stage

Series B Series A Seed Pre-seed Late Stage (Series C+)

Region of investment

North America

Investor profile last updated: 31 August, 2026

Profile

NexPhase Capital is a private equity firm based in New York, established by the former principals of Moelis Capital Partners. The firm focuses on partnering with growth-oriented companies to navigate their next phase of growth. With a team of 45 professionals and advisors, NexPhase Capital prides itself on being operationally focused, distinguishing itself by combining domain expertise with operating experience.

The firm's investment strategy targets consumer, healthcare, and software & technology sectors. NexPhase Capital manages assets totaling approximately $2.6 billion and focuses on mid-market companies with significant growth potential. They invest across various stages, from Series A to late-stage financing, in North America, focusing on enhancing company values and supporting growth. The firm does not publicize individual fund details but emphasizes responsible investing as part of its mandate.

Notable investments by NexPhase Capital include partnerships with companies like Always Best Care, which focuses on healthcare services, and engagements with sectors like branded consumer goods. The firm's method involves not just injecting capital but actively participating in the growth strategies alongside entrepreneurs and management teams.

Industry

Consumer Products Financial Services Food and Beverage Healthcare Services SaaS Software Technology HealthTech Education Fintech Foodtech

NexPhase Capital Funds

Name	Type	Industry	Stage	Region	Size	AUM	Launch date
NexPhase Capital Fund III	Private Equity (PE)	Education Financial Services Fintech Food and Beverage Foodtech Healthcare Services HealthTech	Series B	North America	$5-10 m	$361 M	June 2018
NexPhase Capital Fund V	Private Equity (PE)	Education Financial Services Fintech Food and Beverage Foodtech Healthcare Services SaaS Software HealthTech	Series B Late Stage (Series C+)	North America	$5-10 m	$795 M	October 2023

Contacts

Name

Title

Social Networks

Edward Lee Vice President

Vice President

e•••@•••

Ted Yun Managing Partner

Managing Partner

t•••@•••

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Investment-team contacts for NexPhase Capital — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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Contacts sourced from the firm's website and LinkedIn, 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.

FAQs about NexPhase Capital

Is NexPhase Capital a venture capital or private equity firm?

NexPhase Capital is a venture capital and private equity firm. It backs companies at Series B, Series A, Seed, Pre-seed and Late Stage (Series C+), writing tickets of $10-50 m.

Where is NexPhase Capital located?

NexPhase Capital is located in New York, New York, United States.

When was NexPhase Capital founded?

NexPhase Capital was founded in 2007.

What sectors and industries does NexPhase Capital invest in?

NexPhase Capital invests in companies and startups in Consumer Products, Financial Services, Food and Beverage, Healthcare Services, SaaS, Software, Technology, HealthTech, Education, Fintech, Foodtech.

What is NexPhase Capital geographical focus of investments?

NexPhase Capital invests in companies and startups in North America.

At what stages of companies and startups does NexPhase Capital typically invest in?

NexPhase Capital invests in companies and startups at Series B, Series A, Seed, Pre-seed, Late Stage (Series C+).

What is the usual amount of NexPhase Capital investment?

NexPhase Capital usually invests $10-50 m on average.

What is the amount of assets of under management (AUM) for NexPhase Capital?

NexPhase Capital has around $2 600m assets under management.

When was NexPhase Capital last fund created?

NexPhase Capital last fund was created/launched in 2023-10-16

What are the contacts of NexPhase Capital?

NexPhase Capital can be reached through its website nexphase.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 NexPhase Capital — 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 NexPhase Capital 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 NexPhase Capital directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the NexPhase Capital 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 31 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.