DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / J•• M••••••••• L•••
J•• M••••••••• L•••
Venture firm with private equity activity · probableUpper middle marketBaltimore, MDj••.comSEC registered investment adviser
Our focus is on backing outstanding software and AI-driven companies via capital investments, strategic advice, team-building, and proven value creation strategies.
Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Size band
- Upper middle marketdefined by: proxy: $8.61bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 19 sworn Venture Capital Funds against 14 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 27, 2012 to Mar 28, 2024
- RAUM
- $8.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 14
- PE fund GAV, latest filing
- $8.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $8.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $8.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 42%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $8.6B, Venture Capital Fund $82.0M, latest counts Private Equity Fund 14, Venture Capital Fund 2, lifetime distinct Private Equity Fund 14, Venture Capital Fund 19
- Employees
- 71
- Headquarters
- Baltimore, MD
- Office address
- 100 INTERNATIONAL DRIVE, SUITE 19100, Baltimore, MD, 21202
- Business phone
- 410-951-0200
Stated criteria beside observed behaviour
157 observed deals
Stated by the firm
- Sectors
- technology, software, safety security
- 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
- $20.0M to $500M
- Control
- not stated or not yet read
- Thesis
- We partner with management teams leveraging data, automation, and artificial intelligence to enhance performance and scalability, helping businesses with strong market and product fundamentals create enduring shareholder value.
Observed from deals on record
- roles
- add on 18, unknown 130, platform 12
- period
- to 2026-06-02, from 2019-06-05, undated holdings 130, dated observations 61
- window
- last 2026-06-02, first 2019-06-05
- control
- control 18, unknown 142
- companies
- 157
- geography
- count 1, share 0.006, value MA
- investments
- 160
- seller kinds
- sponsor 1
- transactions
- 31
- cadence by year
- 2019 add ons 1, 2021 add ons 2, other deals 3, 2022 add ons 4, other deals 1, 2023 add ons 4, other deals 2, 2024 add ons 9, other deals 2, 2025 other deals 2, 2026 other deals 1
- platform add on
- add ons 18, platforms 12, add ons per platform 1.5
- sector known for
- 113
- disclosed value usd
- n 0
- sector distribution
- count 98, share 0.624, value software, examples Avecto, GovPro AI, TimelyCare, Code42, count 4, share 0.025, value education, examples Schoology, PublicSchoolWORKS, Curricula, Catapult Learning, count 3, share 0.019, value financial services, examples Huntress, eBenx, Jackson Hewitt, count 2, share 0.013, value healthcare services, examples Power Products, PointClickCare, count 2, share 0.013, value media telecom, examples LobbyGuard Solutions, LLC, Internet Brands, Inc., count 1, share 0.006, value business services, examples Arrowhead, count 1, share 0.006, value industrial manufacturing, examples ServiceBench, count 1, share 0.006, value healthcare it, examples Navicure
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id a7ba7dc3-4fb6-414a-9ff2-a8e19d5c9b50
- subsector distribution
- count 77, share 0.49, value software, examples Avecto, TimelyCare, Code42, Yello, count 16, share 0.102, value vertical software, examples GovPro AI, Workterra, SewerAI, Vantaca, count 4, share 0.025, value education, examples Schoology, PublicSchoolWORKS, Curricula, Catapult Learning, count 4, share 0.025, value k12 education software, examples SmartPass, SchoolPass, Inc., CampusLogic, CPOMS, count 3, share 0.019, value financial services, examples Huntress, eBenx, Jackson Hewitt, count 2, share 0.013, value media telecom, examples LobbyGuard Solutions, LLC, Internet Brands, Inc., count 1, share 0.006, value insurance agencies brokerage, examples Arrowhead, count 1, share 0.006, value insurance software, examples Ease
157 companies on the graph (31 transactions); most in software (98); 12 platforms and 18 add-ons; observed 2019 to 2026
Funds
19 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| J•• E••••••• V•••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $771M as of Mar 28, 2024 | no Form D | Unknown | |
| J•• D•••••• A••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $218M as of Mar 28, 2024 | no Form D | Unknown | |
| J•• A••••• A••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $98.5M as of Mar 28, 2024 | no Form D | Unknown | |
| J•• P•• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $71.1M as of Mar 28, 2024 | no Form D | Unknown | |
| J•• T••• A••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $273M as of Mar 28, 2024 | no Form D | Early deployment | |
| J•• E••••• F••• X•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $1.4B as of Mar 28, 2024 | no Form D | Unknown | |
| J•• E••••• F••• X•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $1.1B as of Mar 28, 2024 | no Form D | Unknown | |
| J•• X• E•••••••• F•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $29.4M as of Mar 28, 2024 | no Form D | Unknown | |
| J•• E••••• F••• X••••••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $1.3B as of Mar 28, 2024 | no Form D | Unknown | |
| J•• E••••• F••• X••• L••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $779M as of Mar 28, 2024 | no Form D | Unknown | |
| J•• E••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $1.2B as of Mar 28, 2024 | no Form D | Unknown | |
| J•• E••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $552M as of Mar 28, 2024 | no Form D | Unknown | |
| J•• E••••• F••• V•••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $640M as of Mar 28, 2024 | no Form D | Harvest | |
| J•• E••••• F••• V•••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $139M as of Mar 28, 2024 | no Form D | Harvest | |
| J•• E••••••• G••••• E••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| J•• E••••• F••• X•• L••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| J•• E••••• F••• X• L••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| J•• E••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| J•• T•••••• F••••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
103 current, 3 former
Managing partner (3)
- C•••••• N•••• · Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• S•••••••• G••••• · Founder and E•••••••• Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• C•••••••• A••••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (23)
- B••• T••••• · Administrative Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• N•• · General Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•• N•• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• H•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• H•••••• · General Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C•••• T••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• T••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• G•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• G•••••••• · General Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• G•••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- H•••• S•••••••• G••••• · E•••••••• Officer · since Dec 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• P••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• C•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• C•••••••• · general partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- L•••• C•••••••• · general partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•• W••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• E•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• C•••••••• A••••••••• · Managing General Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P•••• C•••••••• A••••••••• · Managing General Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••••••• M••••••• · Senior Manager, Knowledge Sharing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• V•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• V•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- V•••••• P••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (10)
- A••• K••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• T••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••••• v•• d•• M•••• · Senior Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• C••••• · Senior Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• C••••• · Director, Financial Reporting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••• · Senior Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• H••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• J•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• S•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Vice president (18)
- A••• R••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••••••• P•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• H••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• J••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• W••••••••• · Vice President, Valuation & Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• B••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• M••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• W•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• S••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• K••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• M••• S•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••••• H••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• C•••••••• A••••••••• · Managing General Partner, Vice President · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• F••••••• · Senior Associate, Valuation & Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• K•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• P•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (11)
- A• H••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• G••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• P••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• Y••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• I••• · Associate, Valuation & Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• P•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• I••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• L•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• C••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• B••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (8)
- A•••••••• F••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• P••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• M•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• M•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• R••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• S••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• B•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• M•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- K••• M••••• · Associate, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• M•••• · Director, Investor Relations & Marketing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (25)
- A••••• B••••••••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• E•••••••• · Senior Associate, Legal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M•••••• · Director, E•••••••• Talent Network · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• J••••• · Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• O•••• · Senior Associate, Legal & Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• B••••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• B••••• · Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••••• E•••• · Director, Portfolio Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• K••••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• G•••• · Talent Acquisition Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• D•••••••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• M•••••• M•••• · Chief Compliance Officer, General Counsel · since Nov 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••••• M•••••• M•••• · General Counsel and CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• S•••••• · Partner, Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• T••••• S•••••• · Partner, Chief Financial Officer · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• G•••••• · Principal, Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• G•••••• · Partner, Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• G•••••• · General Partner, Chief Operating Officer · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• L••••••• · Director, Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F•••••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• C•••••• · Assistant Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• R•••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• F•••••••• · Head of Data Science · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• S•••••••• · IT Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (3)
- E••• d• J•••• · Head of Product & AI Strategy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• V•••••• B••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• M•••• · Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- P••• V•••••• B••••• · E•••••••• Officer · Dec 1, 2011 to Mar 16, 2021 Inference
- C•••••• T••••• D••••••• · General Partner & Chief Operating Officer · Jul 1, 2013 to Dec 8, 2014 Inference
- K•••• F••••• P••••• · General Partner & General Counsel, Cco · Aug 1, 2015 to Nov 1, 2021 Inference
Portfolio
160 relationships, 12 platforms, 18 add-ons
Transactions
32 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jun 2, 2026 | Growth investment | S•••••• | Sponsor (confirmed) | j••.com |
| Oct 15, 2025 | Growth investment | C••• H••• P•••••••• L••• | Sponsor (confirmed) | j••.com |
| Jan 28, 2025 | Growth investment | S•••••••• | Sponsor (confirmed) | j••.com |
| Dec 11, 2024 | Add-on acquisition | S•••••••• | Sponsor (confirmed) | j••.com |
| Dec 9, 2024 | Add-on acquisition | G••••• A• | Sponsor (derived) | j••.com |
| Jul 22, 2024 | Growth investment | F•••••• | Sponsor (confirmed) | j••.com |
| Jul 1, 2024 | Add-on acquisition | P••••• | Sponsor (derived) | raptortech.com |
| May 23, 2024 | Add-on acquisition | P••••••••• | Sponsor (derived) | raptortech.com |
| May 23, 2024 | Add-on acquisition | G•••••• | Sponsor (derived) | j••.com |
| Apr 24, 2024 | Add-on acquisition | S•••• T••••• M••••••••• A••••••••• | Sponsor (derived) | raptortech.com |
| Mar 22, 2024 | Add-on acquisition | U•••••• | Sponsor (derived) | j••.com |
| Feb 8, 2024 | Exit to a strategic buyer | B••••••••• | Seller (confirmed) | j••.com |
| Jan 11, 2024 | Growth investment | S••• S••••••• | Sponsor (confirmed) | j••.com |
| Jan 10, 2024 | Add-on acquisition | Q••• | Sponsor (derived) | j••.com |
| Jan 2, 2024 | Add-on acquisition | U•••••• | Sponsor (confirmed) | j••.com |
| Aug 10, 2023 | Add-on acquisition | M•••••••• | Sponsor (derived) | j••.com |
| Apr 25, 2023 | Add-on acquisition | S••••••••• I••• | Co-investor (confirmed) | j••.com |
| Apr 4, 2023 | Add-on acquisition | E••• | Sponsor (derived) | j••.com |
| Mar 29, 2023 | Growth investment | C•••••••• | Sponsor (confirmed) | j••.com |
| Mar 2, 2023 | Add-on acquisition | I••••••• | Sponsor (derived) | j••.com |
| Jan 19, 2023 | Growth investment | V••••••• M•••• | Sponsor (confirmed) | j••.com |
| Oct 13, 2022 | Add-on acquisition | W•••••••• | Sponsor (derived) | j••.com |
| Sep 27, 2022 | Growth investment | V•••••• | Sponsor (confirmed) | j••.com |
| Jul 19, 2022 | Add-on acquisition | C•••••••• | Sponsor (derived) | j••.com |
| May 24, 2022 | Add-on acquisition | A•••• C••••••••• V••••• I••••••••• | Sponsor (derived) | j••.com |
| Jan 11, 2022 | Add-on acquisition | C••••••••• | Sponsor (derived) | j••.com |
| Dec 6, 2021 | Growth investment | S••••••••• | Sponsor (confirmed) | j••.com |
| Dec 1, 2021 | Add-on acquisition | T•••• | Sponsor (derived) | j••.com |
| Oct 20, 2021 | Growth investment | S••••••••• S••••••• | Sponsor (confirmed) | j••.com |
| Oct 5, 2021 | Add-on acquisition | C•••• | Sponsor (confirmed) | j••.com |
| Oct 5, 2021 | Growth investment | R••••• T••••••••• | Co-investor (confirmed) | raptortech.com |
| Jun 5, 2019 | Add-on acquisition | L••••••••• S••••••••• L•• | Sponsor (derived) | j••.com |
Placement agents, lenders, advisers and co-investors
16 relationships
Placement agents (3)
- S•••••• N••••••• • C••••••• I••••••••• 2 shared · recurring · last Jan 1, 2023
- M•••••• C•••••• S•••••••• L•• 2 shared · recurring · last Jan 1, 2023
- E••••••• G•••• L••••• 1 shared · one time · last Jan 1, 2024
Financial advisers (9)
- D••• D••••••• • C•• 1 shared · one time · last May 23, 2024
- S•••• • C•••••• 1 shared · one time · last Jan 11, 2022
- C••••••• M•• A••••••• 1 shared · one time · last Oct 13, 2022
- C•••••••• G•••••• C•••• 1 shared · one time · last Dec 6, 2021
- M•••••••• C•••••• L••• 1 shared · one time · last Jan 11, 2022
- P•• P••••••• L• 1 shared · one time · last Oct 13, 2022
- T•••• P••••••• 1 shared · one time · last May 23, 2024
- S••• • C•••••• 1 shared · one time · last Jun 2, 2026
- N••••••• P••••••• 1 shared · one time · last Jan 2, 2024
Legal advisers (4)
- G•••••• P•••••• 2 shared · recurring · last Dec 11, 2024
- F•• • N••••• 1 shared · one time · last Jan 2, 2024
- S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Oct 13, 2022
- H•••••• • K••••• 1 shared · one time · last May 23, 2024
LP commitments
13 disclosed
- C••••••••• S•••• T•••••••• R••••••••• S••••• in J•• E••••• F••• I•••• L••• $120M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• $50.0M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• $100M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in J•• E••••• F••• X••••••• $170M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in J•• E••••• F••• X•••• L••• $225M calstrs.com
- N•• Y••• S•••• C••••• R••••••••• F••• $40.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• $40.0M osc.ny.gov
- M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• amount not disclosed mapension.com
- A••••• P•••••••• F••• C••••••••• in J•• E••••• F••• V•••••• L••• $37.3M apfc.org
- A••••• P•••••••• F••• C••••••••• in J•• E••••• F••• I•••• L••• $75.0M apfc.org
- A••••• P•••••••• F••• C••••••••• in J•• E••••• F••• X••••••• $60.0M apfc.org
- A••••• P•••••••• F••• C••••••••• in J•• E••••• F••• X•••• L••• $40.0M apfc.org
- A••••• P•••••••• F••• C••••••••• $75.0M apfc.org
Events
60 most recent
- Aug 19, 2026August 19, 2026 On the Front Lines: JMI Invests in F•••• D•• to Redefine Public S•••ty S•••••••
- Jun 4, 2026J•• M••••••••• L•••: Private Equity Funds on Form ADV 14 (2024 extract) -> 20 (roster 2026-09-01)
- Jun 2, 2026S•••••• Secures Major Strategic Investment to Accelerate the Future of Underground Infrastructure Management
- Jun 2, 2026June 2, 2026 S•••••• Secures Major Strategic Investment to Accelerate the Future of Underground Infrastructure Management
- Dec 31, 2025A••••• P•••••••• F••• C••••••••• reports JMI Equity Fund XII-A LP: $75,000,000 committedLp commitment disclosedFactA••••• P•••••••• F••• C•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Nov 10, 2025November 10, 2025 C••• Completes Landmark $1B vLex Acquisition and Announces $500M Series G Funding Round at $5B Valuation
- Oct 15, 2025V•••••• Secures $300M+ G••••• Investment at $1.25B Valuation to Cement AI-F•••• Market Leadership
- Oct 15, 2025October 15, 2025 V•••••• Secures $300M+ G••••• Investment at $1.25B Valuation to Cement AI-F•••• Market Leadership
- Aug 21, 2025August 21, 2025 C••••••••• Secures Strategic G••••• Investment from B Capital
- Aug 11, 2025August 11, 2025 JMI Equity Closes T•••••• F••••••• Fund at $3.1 Billion
- Aug 5, 2025August 5, 2025 F•••• D•• Secures $355 Million Strategic Investment to Accelerate Innovation in Public S•••ty S•••••••
- Aug 4, 2025August 4, 2025 E••••••• N•••••••• Completes $100 Million Funding Round
- Jun 30, 2025M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• reports JMI Management: an undisclosed amount committedLp commitment disclosedFactM••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Jun 30, 2025C••••••••• S•••• T•••••••• R••••••••• S••••• reports JMI Equity Fund VII, L.P.: $50,000,000 committed, vintage 2011, net IRR 17.7%Lp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Jun 30, 2025C••••••••• S•••• T•••••••• R••••••••• S••••• reports JMI Equity Fund VIII, L.P.: $100,000,000 committed, vintage 2015, net IRR 26.7%Lp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- May 29, 2025May 29, 2025 S•••••• to accelerate growth with strategic investment led by C••• H••• Partners with participation from JMI Equity
- Mar 31, 2025N•• Y••• S•••• C••••• R••••••••• F••• reports JMI Equity Fund VII, LP: $40,000,000 committed, vintage 2010Lp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Jan 29, 2025January 29, 2025 S•••••••• Receives Strategic G••••• Investment from JMI Equity
- Jan 28, 2025S•••••••• Receives Strategic G••••• Investment from JMI Equity
- Jan 7, 2025January 7, 2025 JMI Equity Promotes C•••• T••••• and M•• W••••••• to Partner
- Dec 11, 2024December 11, 2024 R••••• T••••••••• Acquires S••••••••
- Dec 9, 2024December 9, 2024 U••••• Acquires G••••• A• to Enable Customers to Win More Business
- Sep 10, 2024September 10, 2024 Our Investment in S••• S••••••• – and in Strengthening C••••••• Infrastructure
- Aug 12, 2024August 12, 2024 Our Investment in C•••••••• – The Modernization of Academic Operations
- Aug 6, 2024August 6, 2024 JMI Equity Announces Promotions
- Jul 22, 2024F•••••• Announces Strategic G••••• Investment from JMI Equity and Reinvestment from Mainsail Partners
- Jul 22, 2024July 22, 2024 F•••••• Announces Strategic G••••• Investment from JMI Equity and Reinvestment from Mainsail Partners
- May 31, 2024May 31, 2024 KKR to Acquire Majority Ownership in A••••••
- May 23, 2024May 23, 2024 O•••••• Expands AI Capabilities in the Boardroom with Acquisition of G••••••
- Mar 22, 2024March 22, 2024 L•••• A••••• Completes Acquisition of U••••••, Signaling the Next Evolution of Digital A•••••ibility
- Feb 8, 2024B••••••••• Secures Strategic Investment from Leading Private Equity Firm Warburg Pincus to Accelerate Delivery of F•••• Giving Platform
- Feb 8, 2024February 8, 2024 B••••••••• Secures Strategic Investment from Leading Private Equity Firm Warburg Pincus to Accelerate Delivery of F•••• Giving Platform
- Feb 8, 2024February 8, 2024 I••••••• I• to Accelerate G••••• with Strategic Investment from C••• H••• Partners
- Jan 11, 2024S••• S••••••• Receives Strategic G••••• Investment from JMI Equity
- Jan 11, 2024January 11, 2024 S••• S••••••• Receives Strategic G••••• Investment from JMI Equity
- Jan 10, 2024January 10, 2024 B••••••••• Acquires Q••• to Deliver the Sector’s F•••• Giving Platform
- Jan 2, 2024January 2, 2024 L•••• A••••• Agrees to Acquire U••••••
- Dec 18, 2023December 18, 2023 JMI Equity Promotes Chief Financial Officer M••••• S•••••• to Partner
- Aug 10, 2023August 10, 2023 C•••• Acquires M••••••••
- Aug 2, 2023August 2, 2023 H••••• L•••• Board of Directors Appoints Company Co-Founder Rob Wenger as CEO
- Aug 1, 2023August 1, 2023 JMI Equity Announces Promotions
- Apr 25, 2023April 25, 2023 R••••• T••••••••• Acquires S•••••••••
- Apr 4, 2023April 4, 2023 E••••••• N•••••••• Announces Acquisition of E•••
- Mar 29, 2023C•••••••• Receives $90 Million Strategic G••••• Investment from JMI Equity to Accelerate Product D••••••••• and Customer Success
- Mar 29, 2023March 29, 2023 C•••••••• Receives $90 Million Strategic G••••• Investment from JMI Equity to Accelerate Product D••••••••• and Customer Success
- Mar 20, 2023March 20, 2023 JMI Equity Closes E••••••• G••••• Equity Fund with Commitments of $2.4 Billion
- Mar 15, 2023March 15, 2023 P••••••••• Advances the Transition Toward V••••-Based Care with Acquisition of Patient Pattern
- Mar 2, 2023March 2, 2023 B••••••••• Acquires I••••••• to Help Nonprofits Strengthen their Volunteer Management Programs
- Feb 9, 2023February 9, 2023 P••••ing Innovation in the Community Association Management Industry: Our Investment in V••••••
- Jan 19, 2023V••••••• M•••• Receives Strategic G••••• Investment from JMI Equity
- Jan 19, 2023January 19, 2023 V••••••• M•••• Receives Strategic G••••• Investment from JMI Equity
- Jan 5, 2023January 5, 2023 B••••••••• Appoints Dennis Fois as CEO to Lead Next Phase of G•••••
- Dec 9, 2022December 9, 2022 U••••• to Accelerate G••••• With Strategic Investment from Onex and Addition of Three New Board Members
- Oct 26, 2022October 26, 2022 G•••••Cap names B•••• H•••••• and S•••• V•••• Top 25 S••••••• Investors of 2022
- Oct 13, 2022October 13, 2022 B••••••••• acquires W•••••••• to grow benefits technology footprint
- Sep 27, 2022V•••••• Receives Strategic G••••• Investment from JMI Equity to Fuel Innovation
- Sep 27, 2022September 27, 2022 V•••••• Receives Strategic G••••• Investment from JMI Equity to Fuel Innovation
- Aug 18, 2022August 18, 2022 L•••• A••••• and eSSENTIAL A•••••ibility Complete Merger
- Jul 20, 2022July 20, 2022 G•••••Cap names M••••• S•••••• to The Top Women Leaders in G••••• Investing of 2022
- Jul 19, 2022July 19, 2022 H••••••• Acquires C•••••••• for $22M to D•••••• S••••••• Training Market, Elevate Cyber Readiness for SMB E•••••••s
Across the graphs
J•• M••••••••• L••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1
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.
Checking your plan…