DFX Intelligence
Private Equity Intelligence
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Firms / C••••••••• C••••••
C••••••••• C••••••
We’re making the Cincinnati region the best place in the Midwest to launch a high-growth startup. We support entrepreneurs by providing programming, resources, support, and community for venture scalable startups in order to improve the likelihood of transformational outcomes in our region. We’re making the Cincinnati region the best place in the Midwest to launch […]
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 6 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-10-31
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 6 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 20, 2013 to Oct 31, 2024
- RAUM
- $173Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $12.7Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $173Mevery private fund type, latest filing
- 2024 PE fund GAV
- $12.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2024-10-31, latest gav Other Private Fund $161M, Private Equity Fund $12.7M, latest counts Other Private Fund 2, Private Equity Fund 4, lifetime distinct Other Private Fund 2, Private Equity Fund 4
- Employees
- 6
- Headquarters
- Cincinnati, OH
- Office address
- 1311 VINE STREET, Cincinnati, OH, 45202
- Business phone
- 513-246-2706
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- business services
- 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 invest in startups through our venture arm, C••••••••• C••••••, which fuels startup success by providing strategic investments, mentorship, and connections to accelerate growth and drive innovation.
Observed from deals on record
- roles
- unknown 13
- period
- to unknown, from unknown, undated holdings 13, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 13
- companies
- 13
- geography
- investments
- 13
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.077, value tech enabled services, examples Enhance Founders’ Skills
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.077, value data processing hosting, examples Enhance Founders’ Skills
13 companies on the graph (0 transactions); most in tech enabled services (1); no dated observations
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••••• F••• I•• R•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $11.6M as of Oct 31, 2024 | no Form D | Unknown | |
| C••••••••• F••• I•• R•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.0M as of Oct 31, 2024 | no Form D | Unknown | |
| C••••••••• F••• I•• D•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Oct 31, 2024 | no Form D | Unknown | |
| C••••••••• F••• I•• N•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Oct 31, 2024 | no Form D | Unknown | |
| C••••••••• S•••••••• F••• I•• L•• ADV: Other Private Fund | Fund of funds | 2017 first reported on Form ADV | $66.6M as of Oct 31, 2024 | no Form D | Unknown | |
| C••••••••• S•••••••• F••• I• L•• ADV: Other Private Fund | Fund of funds | unknown | $93.9M as of Oct 31, 2024 | no Form D | Mature |
Team
2 current, 4 former
Managing partner (1)
- J••••• B•••• K•••• · Chief Executive Officer, Managing Partner · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- L••••• N••••• B••••••• · Chief Compliance Officer · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- P••• B•••••••• · Chief Executive Officer · Nov 1, 2018 to Mar 29, 2024 Inference
- T•••••• S•••••• · President And Ceo · Feb 1, 2013 to Mar 24, 2017 Inference
- O••• K••••••••• · Fund Manager · Mar 1, 2021 to Oct 11, 2021 Inference
- S•••• A•••• A••••••• · Fund Manager · Aug 1, 2021 to Aug 24, 2023 Inference
Portfolio
13 relationships, 0 platforms, 0 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 7, 2026 | Exit to a strategic buyer | L••••• A• | Seller (confirmed) | c•••••••••.com |
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
5 most recent
- Jul 22, 2026C••••••••• C••••••: Private Equity Funds on Form ADV 4 (2024 extract) -> 0 (roster 2026-09-01)
- Mar 7, 2026L••••• A• Acquired by Perceptyx, Marking First Venture Velocity Exit for C••••••••• Program
- Mar 7, 2026L••••• A• Acquired by Perceptyx, Marking First Venture Velocity Exit for C••••••••• Program
- Jan 28, 2025C••••••••• Empowering Cincinnati S••••••• with up to $1.25 Million of I•••••ment into Venture Velocity Cohorts
- Feb 20, 2013C••••••••• C•••••• first filed Form ADV in the extract (ERA)
Across the graphs
C••••••••• C•••••• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA 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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