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Level Equity Management

North America, New York, United States, New York

Description

Level Equity Management is a prominent growth equity firm based in New York City, specializing in providing capital to high-growth software and internet companies. Established with a focus on partnering with founder-led businesses, the firm aims to support companies through various stages of expansion, including growth equity investments, recapitalizations, and buyouts. Their strategic approach emphasizes identifying profitable enterprises with strong underlying fundamentals and significant market opportunities.

The firm's investment thesis centers on backing companies that have achieved product-market fit and are poised for accelerated growth, often seeking to take significant minority or control positions. Level Equity is known for its flexible capital solutions, typically deploying between $20 million and $150 million in initial investments per company. This substantial check size allows them to support ambitious growth initiatives, including market expansion, product development, and strategic acquisitions.

Level Equity has built a robust portfolio and a strong track record, managing over $3.0 billion in capital. This significant capital base enables them to provide substantial follow-on funding to their portfolio companies as they scale. The firm's commitment to the sector is further evidenced by its successful fundraising efforts, including the close of Level Equity VI at $1.65 billion in 2022, demonstrating continued investor confidence in their strategy and execution. With a portfolio exceeding 70 companies and more than 20 successful exits, Level Equity has established itself as a key player in the growth equity landscape, consistently delivering value to both its limited partners and portfolio companies.

Investor Profile

Level Equity Management has backed more than 94 startups, with 5 new investments in the last 12 months alone. The firm has led 72 rounds, about 77% of its total and boasts 29 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Private Equity, Series A, Series B rounds (top funding stages).
  • Majority of deals are located in United States, Canada, United Kingdom.
  • Strong thematic focus on Software, SaaS, Information Technology.
  • Led 5 rounds in the past year.
  • Typical check size: $20M – $150M.

Stage Focus

  • Private Equity (27%)
  • Series A (27%)
  • Series B (21%)
  • Series Unknown (14%)
  • Series C (5%)
  • Series D (3%)
  • Debt Financing (2%)
  • Secondary Market (1%)

Country Focus

  • United States (80%)
  • Canada (5%)
  • United Kingdom (4%)
  • Australia (3%)
  • France (3%)
  • Germany (1%)
  • Denmark (1%)
  • Belgium (1%)
  • Finland (1%)

Industry Focus

  • Software
  • Saas
  • Information Technology
  • Enterprise Software
  • E-commerce
  • Analytics
  • Health Care
  • Real Estate
  • Property Management
  • Internet
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Level Equity Management frequently co-invest with?

Riverwood Capital
North America, California, United States, Menlo Park
Co-Investments: 4
Frontier Venture Capital
North America, Usulutan, El Salvador, California
Co-Investments: 2
Aquiline Capital Partners
North America, New York, United States, New York
Co-Investments: 2
Signia Venture Partners
North America, California, United States, Redwood City
Co-Investments: 2
Assurant Ventures
North America, Georgia, United States, Atlanta
Co-Investments: 2
Five Elms Capital
North America, Missouri, United States, Kansas City
Co-Investments: 2
Partech
Europe, Ile-de-France, France, Paris
Co-Investments: 4
NewSpring
North America, Pennsylvania, United States, Radnor
Co-Investments: 3
Eight Roads Ventures
Europe, England, United Kingdom, London
Co-Investments: 2
DNX Ventures
North America, California, United States, San Mateo
Co-Investments: 2

What are some of recent deals done by Level Equity Management?

Phamily

Cincinnati, Ohio, United States

Phamily is a provider of a patient engagement platform intended to make ccm possible and profitable.

Health CareHealth DiagnosticsInformation TechnologyInternetVirtual Assistant
Debt FinancingJun 24, 2025
Amount Raised: $15,000,000
Acorn

Canberra, Australian Capital Territory, Australia

Empowering people with strategically impactful HR technology

Corporate TrainingE-LearningEdTechSoftware
Series AJun 18, 2025
Amount Raised: $16,800,000
Satisfi Labs

Tampa, Florida, United States

Satisfi Labs is an AI platform that provides digital workforces in industries.

AnalyticsArtificial Intelligence (AI)Machine LearningSaaSSoftware
Private EquityJan 27, 2025
FileCloud

Austin, Texas, United States

Hyper-Secure Content Collaboration. Simplified.

Cloud InfrastructureCloud SecurityComplianceCyber SecurityDatabaseDRMEnterpriseMobile AppsPrivate CloudSecurity
Private EquityJan 21, 2025
Ninth Wave

New York, New York, United States

Ninth Wave empowers financial institutions, enabling secure data exchange in a holistic and scalable open finance ecosystem.

BankingBig DataFinancial ServicesSoftware
Private EquitySep 13, 2024
Legato Security

Salt Lake City, Utah, United States

Legato Security provides comprehensive cybersecurity expertise designed to provide 24/7 monitoring and immediate response to threats. ​

Network Security
Series AJun 18, 2024
Accelo

San Francisco, California, United States

Automates how professional services run in the cloud

Cloud ManagementEnterprise SoftwareSaaSSoftware
Private EquityFeb 29, 2024
DocuPhase

Clearwater, Florida, United States

DocuPhase is the only Enterprise Automation Platform you need to transform how you get work done.

AccountingBusiness DevelopmentBusiness Process Automation (BPA)Contact ManagementDocument ManagementEnterpriseEnterprise SoftwarePaymentsSaaSSoftware
Series UnknownFeb 20, 2024
Allseated

San Francisco, California, United States

Allseated is an event planning tech platform facilitating immersive space visualization and collaboration within the hospitality industry.

Cloud Data ServicesPrivate Social NetworkingSocial Network
Debt FinancingAug 29, 2023
Amount Raised: $20,000,000
RocketRez

Steinbach, Manitoba, Canada

RocketRez is a cloud ticketing business management solution that helps tours drive more direct sales and improve the guest experience.

Cloud ComputingSalesSoftwareTicketingTourism
Series BJan 31, 2023
Amount Raised: $15,027,990