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 / F•• C••••••
F•• C••••••
Venture firm with private equity activity · probableLower middle marketSan Francisco, CAf••.capitalSEC registered investment adviser
Backing B2B Tech for the financial services industry full lifecycle.
Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
- Size band
- Lower middle marketdefined by: proxy: $0.49bn Private Equity Fund GAV on the Form ADV filed 2024-05-02
- Strategies
- SECONDARIES
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 22 sworn Venture Capital Funds against 8 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 20, 2018 to May 2, 2024
- RAUM
- $812Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $488Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $488Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 27%
- Fund type mix
- filed 2024-05-02, latest gav Private Equity Fund $488M, Venture Capital Fund $750M, latest counts Private Equity Fund 8, Venture Capital Fund 22, lifetime distinct Private Equity Fund 8, Venture Capital Fund 22
- Employees
- 23
- Headquarters
- San Francisco, CA
- Office address
- ONE SANSOME STREET, SUITE 3950, San Francisco, CA, 94104-4448
- Business phone
- 415-300-0702
Stated criteria beside observed behaviour
127 observed deals
Stated by the firm
- Sectors
- financial services, software
- 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
- We back B2B Tech for the financial services industry full lifecycle pre-seed to pre-IPO
Observed from deals on record
- roles
- unknown 124, minority 3
- period
- to 2026-06-24, from 2026-01-13, undated holdings 124, dated observations 3
- window
- last unknown, first unknown
- control
- unknown 124, minority 3
- companies
- 127
- geography
- investments
- 127
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 49
- disclosed value usd
- n 0
- sector distribution
- count 23, share 0.181, value financial services, examples Selfbook, Onevest, SamCart, Pontoro, count 20, share 0.157, value software, examples Mistho, Talos, Bridge, PLACE, count 3, share 0.024, value business services, examples Luminary, Bite Investments, Stere, count 2, share 0.016, value consumer services, examples Project Eleven, Diadia Health, count 1, share 0.008, value energy, examples Ever.green
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 23, share 0.181, value financial services, examples Selfbook, Onevest, SamCart, Pontoro, count 19, share 0.15, value software, examples Mistho, Talos, Bridge, PLACE, count 2, share 0.016, value landscaping, examples Project Eleven, Diadia Health, count 1, share 0.008, value legal services, examples Luminary, count 1, share 0.008, value advertising marketing, examples Bite Investments, count 1, share 0.008, value vertical software, examples Lighthouse, count 1, share 0.008, value insurance agencies brokerage, examples Stere, count 1, share 0.008, value energy, examples Ever.green
127 companies on the graph (0 transactions); most in financial services (23); observed 2026 to 2026
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•• V• H••••••• I•• L• • S••••• C• S•••••••• ADV: Private Equity Fund | Secondaries fund | 2024 first reported on Form ADV | $12.5M as of May 2, 2024 | no Form D | Unknown | |
| F•• C•••••• G• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $10.2M as of May 2, 2024 | no Form D | Early deployment | |
| F•• V• H••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $364M as of May 2, 2024 | no Form D | Early deployment | |
| F•• V• U• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $27.8M as of May 2, 2024 | no Form D | Unknown | |
| F•• V• M• S••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $24.0M as of May 2, 2024 | no Form D | Unknown | |
| F•• V• D•• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $19.8M as of May 2, 2024 | no Form D | Harvest | |
| F•• V• O••••• S••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $18.9M as of May 2, 2024 | no Form D | Active deployment | |
| F•• V• • 1••• T•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $10.0M as of May 2, 2024 | no Form D | Mature |
Team
23 current, 1 former
Managing partner (2)
- L•••• W•••••• A•••• · Managing Member Of Fin Venture Capital Management Llc · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• W•••••• A•••• · Managing Partner & Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (5)
- C••••••• C••••••• · Venture Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• C•••••• · Venture Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M••• · General Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• R•••• · General Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• I•••• · Venture Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- F•• W•• · Principal & Director of AI · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• F•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• C•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• P•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- A•••••• L•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• D•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• T••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- D••••••• C••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• O••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- C••••• B•••• · Sr. Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••••• A••••• · Sr. Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• L•• · Chief Financial Officer · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••••• M•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• L•••• · Director, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••••• N••••••• C•••••• · General Counsel And Chief Compliance Officer · since Sep 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- M••••••• M••••• · Partner, Chief Financial Officer · Apr 1, 2022 to Nov 21, 2023 Inference
Portfolio
127 relationships, 0 platforms, 0 add-ons
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
21 most recent
- Sep 16, 2026Securing the AI Revolution: F•• C•••••• Invests in W••••••••’s Next-Gen Enterprise Defense
- Aug 20, 2026F•• C••••••: Private Equity Funds on Form ADV 8 (2024 extract) -> 12 (roster 2026-09-01)
- Jul 11, 2024Charting a Secure Course in Generative AI: Our Investment in L•••••• 7/11/2024
- May 28, 2024Navigating the Future of Employee H•••••care: Our Investment in H••••••• 5/28/2024
- May 1, 2024Combating Elder Fraud at Scale: Our Investment in C••••••• 5/1/2024
- Oct 29, 2023Inc.: How VC Helped This Startup Go From Stealth Mode to a $275 Million Sale in 2 Years 10/29/2023
- Sep 8, 2023F•• C•••••• Appoints N••••••• C•••••• as General Counsel and Chief Compliance Officer 9/8/2023
- Jul 2, 2023TechCrunch: Investors talk H1 2023 investment cadence 7/2/2023
- Apr 18, 2023FNZ to acquire Y•••••, accelerating the personalization of wealth management solutions across the U.S. market 4/18/2023
- Feb 28, 2023P••• Hires New CEO As Founders Make Way For Scale-Up Experience 2/28/2023
- Feb 9, 2023Marqeta buys fintech P•••• Finance in $275M all-cash deal, its first acquisition 2/9/2023
- Dec 13, 2022Spend management platform Teampay expands partnership with Mastercard, raises $47M 12/13/2022
- Nov 3, 2022O••• I••••••••• Emerges from Stealth with $145M in S••••• A Funding to Unlock Access to Private Markets for Investment Advisors and their Clients 11/3/2022
- Jul 15, 2022Spanish fintech F•••• closes €1.5M investment round 7/15/2022
- Feb 24, 2022K••• Announces New Investment to Provide Complete Treasury Open Banking 2/24/2022
- Jan 26, 2022C••••••™ (formerly Signal Intent) Completes Seed Investment Round, Unveils New Brand and Mission 1/26/2022
- Nov 8, 2021Fin VC Closes Three New Funds And Lists SPAC; Reaches Over $1BN AUM To Support B2B FinTech From Pre-Seed To IPO 11/8/2021
- Dec 8, 2020Neuro-ID – Why We Invested 12/8/2020
- Jun 24, 2020P••• T••••••••• – Why We Invested 6/24/2020
- Jun 11, 2020Axio – Why We Invested 6/11/2020
- Aug 20, 2018F•• C•••••• first filed Form ADV in the extract (ERA)
Across the graphs
F•• C•••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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