DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / C•••••••• C••••••• L••
C•••••••• C••••••• L••
Buyout firm · probableLower middle marketSanta Barbara, CAc•••••••••.comSEC registered investment adviser
C•••••••• Capital is a leading enterprise software investment firm founded in 2021. C•••••••• partners with exceptional SaaS companies with strong product-market fit and significant strategic value to drive accelerated growth and long-term success. The firm is headquartered in Santa Barbara, CA.
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.23bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 13, 2021 to Mar 28, 2024
- RAUM
- $227Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $227Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $227Mevery private fund type, latest filing
- 2024 PE fund GAV
- $227Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $227M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 5
- Headquarters
- Santa Barbara, CA
- Office address
- 402 E. CARRILLO ST, SUITE C, Santa Barbara, CA, 93101
- Business phone
- 818-835-0415
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- add on 1, unknown 1, platform 1
- period
- to 2025-07-15, from 2023-03-02, undated holdings 1, dated observations 4
- window
- last 2025-07-15, first 2023-03-02
- control
- control 1, unknown 2
- companies
- 3
- geography
- count 1, share 0.333, value CA
- investments
- 3
- seller kinds
- transactions
- 2
- cadence by year
- 2023 add ons 1, 2025 other deals 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.333, value software, examples Lineup Systems
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.333, value software, examples Lineup Systems
3 companies on the graph (2 transactions); most in software (1); 1 platforms and 1 add-ons; observed 2023 to 2025
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••••• C•••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $227M as of Mar 28, 2024 | no Form D | Active deployment |
Team
4 current, 0 former
Managing partner (2)
- J•••• D••••• S•••• · Managing Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V••••• R•• A•••••• · Managing Member · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Operating partner (1)
- E••• H••••• · Operating Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (1)
Portfolio
3 relationships, 1 platforms, 1 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| T••••••••• | Role unknown | active | Jul 15, 2025 transaction announcement | 1.2 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| L••••• S•••••• add-on to C•••••••• | Add-on | active | Mar 2, 2023 transaction announcement | 3.6 years | E••• H••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| C•••••••• | Platform | active | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 15, 2025 | Growth investment | T••••••••• | Sponsor (confirmed) | xn--c-1hnaaaaaaaa.com |
| Mar 2, 2023 | Add-on acquisition | L••••• S•••••• | Sponsor (confirmed) | xn--c-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (1)
- P••••••• C•••••• L•• 1 shared · one time · last Jan 1, 2021
Financial advisers (2)
- L•••••• I••••••••• L•• 1 shared · one time · last Mar 2, 2023
- A•• P••••••• 1 shared · one time · last Mar 2, 2023
Legal advisers (3)
- F•••••• 1 shared · one time · last Mar 2, 2023
- D•• P•••• 1 shared · one time · last Mar 2, 2023
- C•••••• L•• 1 shared · one time · last Mar 2, 2023
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
6 most recent
- Mar 30, 2026C•••••••• C••••••• L••: Private Equity Funds on Form ADV 1 (2024 extract) -> 4 (roster 2026-09-01)
- Jul 15, 2025C•••••••• Capital Invests in T•••••••••
- Jul 15, 2025C•••••••• Capital Invests in T•••••••••
- Oct 7, 2024Bain Capital Provides Strategic Growth Investment to C••••••••
- Mar 2, 2023C•••••••• Acquires L••••• S•••••• and Tubular Labs
- Jul 13, 2021C•••••••• C••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
C•••••••• C••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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