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 / W•••••••• M••••••••• L••
W•••••••• M••••••••• L••
Venture firm with private equity activity · probableLower middle marketSeattle, WAw••.vcSEC registered investment adviser
Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R3: 31 sworn Venture Capital Funds against 24 Private Equity Funds over 2011-2024
- Size band
- Lower middle marketdefined by: proxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 31 sworn Venture Capital Funds against 24 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 21, 2012 to Mar 27, 2024
- RAUM
- $996Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $241Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $996Mevery private fund type, latest filing
- 2024 PE fund GAV
- $241Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 38%
- Fund type mix
- filed 2024-03-27, latest gav Other Private Fund $134M, Private Equity Fund $241M, Venture Capital Fund $621M, latest counts Other Private Fund 7, Private Equity Fund 13, Venture Capital Fund 21, lifetime distinct Other Private Fund 8, Private Equity Fund 24, Venture Capital Fund 31, Securitized Asset Fund 1
- Employees
- 15
- Headquarters
- Seattle, WA
- Office address
- 920 5TH AVE, SUITE 3450, Seattle, WA, 98104
- Business phone
- 4259523950
Stated criteria beside observed behaviour
29 observed deals
Stated by the firm
- Sectors
- life sciences, technology
- Geography
- Global
- 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
- Through a combination of direct investments, partners, and funds, we invest across four sectors: Technology, Experience, Decarbonization, and Life Sciences.
Observed from deals on record
- roles
- unknown 30
- period
- to unknown, from unknown, undated holdings 30, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 30
- companies
- 29
- geography
- count 1, share 0.034, value WA
- investments
- 30
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 16
- disclosed value usd
- n 0
- sector distribution
- count 5, share 0.172, value software, examples Docusign, Wicket Labs, PTO Exchange, Talespin, count 3, share 0.103, value business services, examples Pro, Enovation, Cleantech, count 2, share 0.069, value financial services, examples Ellevest, Psl, count 2, share 0.069, value education, examples PlayMagnus, Untitled Design, count 2, share 0.069, value industrial manufacturing, examples Tectonic, Topgolf, count 1, share 0.034, value consumer products, examples one hope, count 1, share 0.034, value life sciences, examples Lumen
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.103, value vertical software, examples PTO Exchange, Talespin, Tagboard, Inc., count 2, share 0.069, value software, examples Docusign, Wicket Labs, count 2, share 0.069, value financial services, examples Ellevest, Psl, count 2, share 0.069, value education, examples PlayMagnus, Untitled Design, count 2, share 0.069, value management consulting, examples Enovation, Cleantech, count 1, share 0.034, value consumer products, examples one hope, count 1, share 0.034, value electronics manufacturing, examples Tectonic, count 1, share 0.034, value property management, examples Pro
29 companies on the graph (0 transactions); most in software (5); no dated observations
Funds
24 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W•• E••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $25.3M as of Mar 27, 2024 | no Form D | Early deployment | |
| W•• I••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $11.8M as of Mar 27, 2024 | no Form D | Early deployment | |
| W•• T••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $8.9M as of Mar 27, 2024 | no Form D | Early deployment | |
| W•• D••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $4.4M as of Mar 27, 2024 | no Form D | Unknown | |
| W•• H•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $3.0M as of Mar 27, 2024 | no Form D | Early deployment | |
| W•• D••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $208,068 as of Mar 27, 2024 | no Form D | Unknown | |
| W•• A••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $7.4M as of Mar 27, 2024 | no Form D | Active deployment | |
| W•• H•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $5.3M as of Mar 27, 2024 | no Form D | Unknown | |
| W•• C•••••••• L•••••• I•• L•• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $3.2M as of Mar 31, 2023 | no Form D | Wound down | |
| W•• D••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.7M as of Mar 31, 2023 | no Form D | Wound down | |
| W•• H•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $859,375 as of Mar 27, 2024 | no Form D | Unknown | |
| W•• D••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $576,373 as of Mar 27, 2024 | no Form D | Unknown | |
| W•••••••• E••••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $104M as of Mar 27, 2024 | no Form D | Harvest | |
| W•• P•• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $40.0M as of Nov 2, 2021 | no Form D | Wound down | |
| W•• E••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $36.0M as of Nov 2, 2021 | no Form D | Wound down | |
| W•• H••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $33.5M as of Nov 2, 2021 | no Form D | Wound down | |
| W•• O••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $12.7M as of Nov 2, 2021 | no Form D | Wound down | |
| W•••••••• I••••••••• L•••••• F••• V•••• L• ADV: Private Equity Fund | Credit fund | 2019 first reported on Form ADV | $578M as of Mar 30, 2020 | no Form D | Wound down | |
| W•• •••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $66.2M as of Mar 27, 2024 | no Form D | Mature | |
| T•• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $9.1M as of Mar 30, 2020 | no Form D | Wound down | |
| V•• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $2.5M as of Mar 27, 2024 | no Form D | Mature | |
| W•• D••• F•••••• I•• L•• ADV: Private Equity Fund | Credit fund | 2018 first reported on Form ADV | $258M as of Jun 20, 2018 | no Form D | Wound down | |
| W•• D••• F•••••• I• L•• ADV: Private Equity Fund | Credit fund | 2018 first reported on Form ADV | $486,442 as of Jun 20, 2018 | no Form D | Wound down | |
| W•• R•••••••• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $365,109 as of Jun 20, 2018 | no Form D | Wound down |
Team
14 current, 0 former
Managing partner (2)
- E••• J• A••••••• · FOUNDER & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• J• A••••••• · Managing Member And Chief Compliance Officer · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (5)
- A•••• V•••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• R••••• · PARTNER, DISRUPTIVE GROWTH FUND · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• B•••••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• L•••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• T••••• · CHIEF INVESTMENT OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- D••• F••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• E•••••• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- B•••• H•••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- A•••• L••• · VP OF FINANCE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• N•••• · ACCOUNTING MANAGER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• T••• · EXECUTIVE ASSISTANT AND OFFICE MANAGER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S••••••• · EXECUTIVE ASSISTANT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
30 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
2 relationships
Placement agents (2)
- S•••• G••••• S••••••••• L•• a•• A•••••••• F••• C•••• V••••••• L•• 1 shared · one time · last Jan 1, 2023
- P•••••• C•••••• M••••••••• L•• 1 shared · one time · last Jan 1, 2020
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
7 most recent
- Mar 26, 2026W•••••••• M••••••••• L••: Private Equity Funds on Form ADV 13 (2024 extract) -> 8 (roster 2026-09-01)
- Aug 18, 2023Genomic testing startup V•••• closes $86.5M round, partners with CVS to sell at-home kits
- Jun 13, 2023T••••••• Momentum Builds as Emmy-Nominated Cloud Graphics Platform Draws Partnership with ESPN and $4 Million Investment from NBA Equity, Dallas Cowboys, and Others
- Oct 20, 2022TOCA Football and MLS Announce Groundbreaking Partnership to Accelerate the Growth of Soccer Interest in North America
- May 19, 2022T••••••• Audio L••• Appoints Fuat Koro as Chief Executive Officer
- Feb 2, 2022Brightcove Acquires Leading Audience Insights Company, W••••• L•••
- Feb 21, 2012W•••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
W•••••••• M••••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Private Credit.
Venture Capital1Independent Sponsors1RIA and Wealth1Private Credit1
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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