DFX Intelligence
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G•••••••• G••••• E••••• M••••••••• C••••••• L•••
Growth equityClassification probableMiddle marketSEC registered investment adviser· Boston, MAg•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.5B
- PE fund assets
- $1.5B
- PE funds
- 4
- Investments held
- 8 of 33
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors technologyControl control
- Graphs 3
- Placement agents 1
Classification
How this organization is classified, and on what basisGrowth equity · 1 in historyShowHide
- Class
- Growth equityprobable, confidence 70%
- Basis
- R2: 5 of 5 private equity vehicles are named growth
- Size band
- Middle marketdefined by: proxy: $1.51bn Private Equity Fund GAV on the Form ADV filed 2024-04-25
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Growth equity (probable, 70%, cls-pe-1)R2: 5 of 5 private equity vehicles are named growth
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 16, 2012 to Apr 25, 2024
- RAUM
- $1.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $1.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-25, latest gav Private Equity Fund $1.5B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 5
- Employees
- 22
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
32 observed deals
Stated by the firm
- Sectors
- technology
- 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
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 31, platform 1
- period
- to 2023-08-02, from 2020-09-15, undated holdings 28, dated observations 10
- window
- last 2023-08-02, first 2020-09-15
- control
- control 1, unknown 32
- companies
- 32
- geography
- investments
- 33
- seller kinds
- transactions
- 5
- cadence by year
- 2020 add ons 1, 2022 other deals 1, 2023 other deals 3
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.062, value software, examples Shibumi, Lucid, count 1, share 0.031, value education, examples Intellum, count 1, share 0.031, value business services, examples Website Design
- holding period years
- n 0
- repeat counterparties
- role buy side adviser, shared 3, entity id 2a86d221-ab2b-4a13-a19a-540197962dfd
- subsector distribution
- count 2, share 0.062, value software, examples Shibumi, Lucid, count 1, share 0.031, value education, examples Intellum, count 1, share 0.031, value advertising marketing, examples Website Design
32 companies on the graph (5 transactions); most in software (2); 1 platforms and 1 add-ons; observed 2020 to 2023
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G•••••••• G••••• E••••• I••••• L••• ADV: P•••••• Equity Fund | Growth fund | 2021 first reported on Form ADV | $145M as of Apr 25, 2024 | no Form D | Active deployment | |
| G•••••••• G••••• E••••• I••••• L••• ADV: P•••••• Equity Fund | Growth fund | 2020 first reported on Form ADV | $281M as of Apr 25, 2024 | no Form D | Active deployment | |
| G•••••••• G••••• E••••• I••••• L••• ADV: P•••••• Equity Fund | Growth fund | 2020 first reported on Form ADV | $109M as of Apr 25, 2024 | no Form D | Active deployment | |
| N•••• B••••• G••••• E••••• I•• L••• ADV: P•••••• Equity Fund | Growth fund | 2014 first reported on Form ADV | $980M as of Apr 25, 2024 | no Form D | Mature | |
| N•••• B••••• G••••• E••••• I• L••• ADV: P•••••• Equity Fund | Growth fund | unknown | $6.4M as of Jul 17, 2023 | no Form D | Wound down |
Team
4 current, 8 former
Partner (3)
- C••••••••• E• C••••••• · General Partner · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••••• R• N••• · General Partner · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• T••••••• P••• · General Partner · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- K••••••• R•••••• · Chief Financial Officer, Chief Compliance Officer · since Jun 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
8 former (kept with end dates)
- J•••• M• M•••• · Managing Member · Aug 1, 2016 to Mar 30, 2017 Inference
- M•••••• P••• · Managing Member · Aug 1, 2016 to Mar 29, 2022 Inference
- E••••• T••••• A••••••• · Manager · Feb 1, 2007 to Sep 20, 2016 Inference
- R•••••• a• D•••••• · Manager · Feb 1, 2007 to Sep 20, 2016 Inference
- R••••• M•••• · General Partner · Aug 1, 2016 to Mar 26, 2024 Inference
- A•••••••• R• P••••••• · Chief Financial Officer · Oct 1, 2016 to Jun 29, 2020 Inference
- D•••••• a• K••••••• · Chief Compliance Officer · Jun 1, 2020 to Jul 26, 2022 Inference
- K•••••• J• D••••• · Chief Financial Officer · Feb 1, 2007 to Mar 30, 2017 Inference
Portfolio
33 relationships, 1 platforms, 1 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 2, 2023 | Growth investment | I••••••• | Sponsor (confirmed) | prnewswire.com |
| Aug 2, 2023 | Growth investment | I••••••• | Sponsor (confirmed) | prnewswire.com |
| Mar 21, 2023 | Growth investment | C••••••••• | Sponsor (confirmed) | prnewswire.com |
| Oct 19, 2022 | Growth investment | S•••••• | Sponsor (confirmed) | prweb.com |
| Sep 15, 2020 | Add-on acquisition | T•• H••••• C•••••• | Sponsor (derived) | prweb.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
- F••••••••• P•••••• C•••••• G•••• 2 shared · recurring · last Jan 1, 2020
Financial advisers (1)
- C••••• H••• • S•••••• L•• 3 shared · strong · last Aug 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
26 most recent
- May 18, 2026Bending Spoons Closes Acquisition of T•••••••
- Mar 27, 2026G•••••••• G••••• E••••• M••••••••• C••••••• L•••: P•••••• Equity Funds on Form ADV 4 (2024 extract) -> 5 (roster 2026-09-01)
- Mar 6, 2025PetScreening Closes $80 Million in Series B Funding
- Nov 6, 2024Kaizen Receives £42 Million G••••• Investment from G•••••••• G••••• Equity
- Feb 28, 2024Nordic Capital Acquires Data Analytics Company ActiveViam
- Nov 6, 2023Fintech Pioneer Anil Arora Joins ClassWallet’s Board of Directors
- Aug 2, 2023I••••••• Secures $25 Million Investment from G•••••••• G••••• Equity
- Aug 2, 2023I••••••• Secures $25 Million Investment from G•••••••• G••••• Equity
- Aug 2, 2023I••••••• Secures $25 Million Investment from G•••••••• G••••• Equity
- Jul 24, 2023SearchStax Receives Significant Investment to Accelerate G••••• and Innovation
- Mar 21, 2023ClassWallet Announces Significant Minority G••••• Partnership with G•••••••• G••••• Equity
- Mar 21, 2023ClassWallet Announces Significant Minority G••••• Partnership with G•••••••• G••••• Equity
- Mar 8, 2023Sonali Shah Joins S••••••’s Board of Directors as Independent Director
- Oct 19, 2022S•••••• Announces $30M G••••• Investment from G•••••••• G••••• Equity
- Oct 19, 2022S•••••• Announces $30M G••••• Investment from G•••••••• G••••• Equity
- Sep 15, 2022Atlas Raises Series B Strategic Investment of up to $200 Million from Sixth Street G•••••
- Apr 1, 2022Salesforce Acquires T••••••• o• D•••••
- Dec 29, 2021Cint Group AB (publ) completes the acquisition of L•••• Holdings, LLC
- Oct 27, 2021Cint Group AB (publ) to acquire L••••, intends to raise equity and has secured debt financing
- Oct 27, 2021Sweden’s Cint Jumps After $1.1 Billion U.S. Acquisition
- Aug 10, 2021Shutterfly Acquires S••••••••• in Major Expansion Beyond Photo Personalization
- Jul 1, 2021Harris Acquires US-based H•••••care SaaS Provider I•••••••• M••
- Sep 15, 2020S••••••••• Launches Partnership with T•• H••••• C••••••
- Jun 15, 2020WP Engine Appoints Jason Teichman As COO
- Dec 3, 2019G•••• R••••• Appoints World-Class Grocery and Food Industry Leaders to Its Board of Directors
- Mar 16, 2012G•••••••• G••••• E••••• M••••••••• C••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs
G•••••••• G••••• E••••• M••••••••• C••••••• L••• 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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