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 / C••••• P•••• C••••••• L••
C••••• P•••• C••••••• L••
Our Houston private equity firm partners with enterprise software and technology companies by providing strategic advice and capital to accelerate growth and drive value creation.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2024-05-16
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Oct 23, 2019 to May 16, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $94.5Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $94.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- $94.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-16, latest gav Private Equity Fund $94.5M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 4
- Employees
- unknown
- Headquarters
- Houston, TX
- Office address
- 1980 POST OAK BLVD, SUITE 1500, Houston, TX, 77056
- Business phone
- 713-966-6731
Stated criteria beside observed behaviour
15 observed deals
Stated by the firm
- Sectors
- technology, software
- Geography
- North America
- Revenue
- up to $15.0M
- EBITDA
- not stated or not yet read
- Enterprise value
- up to $50.0M
- Equity check
- $5.0M to $20.0M
- Control
- control,minority
- Thesis
- C••••• P•••• invests in lower-middle market enterprise software and technology businesses, using a systematic approach to identify proven companies with high growth potential.
Observed from deals on record
- roles
- add on 1, unknown 10, platform 4
- period
- to 2025-04-14, from 2018-09-26, undated holdings 10, dated observations 10
- window
- last 2025-04-14, first 2018-09-26
- control
- control 4, unknown 11
- companies
- 15
- geography
- investments
- 15
- seller kinds
- transactions
- 5
- cadence by year
- 2018 other deals 1, 2020 other deals 2, 2022 add ons 1, 2025 other deals 1
- platform add on
- add ons 1, platforms 4, add ons per platform 0.25
- sector known for
- 9
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.4, value software, examples Decision Logic, Mobile Solutions, Map Your Show, Shape.io, count 2, share 0.133, value media telecom, examples NinjaCat, MediaPro, count 1, share 0.067, value business services, examples Interviewstream
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 6, share 0.4, value software, examples Decision Logic, Mobile Solutions, Map Your Show, Shape.io, count 2, share 0.133, value media telecom, examples NinjaCat, MediaPro, count 1, share 0.067, value staffing, examples Interviewstream
15 companies on the graph (5 transactions); most in software (6); 4 platforms and 1 add-ons; observed 2018 to 2025
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••• P•••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $53.8M as of May 16, 2024 | no Form D | Early deployment | |
| C••••• P•••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $32.9M as of May 16, 2024 | no Form D | Successor fundraising | |
| C••••• P•••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $7.9M as of May 16, 2024 | no Form D | Harvest | |
| C••••• P•••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.7M as of Mar 1, 2022 | no Form D | Wound down |
Team
11 current, 1 former
Managing partner (5)
- C•••• J••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C••••••••• E••••• J••••• · Managing Partner & Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• J••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••• S•••••• · Chairman and Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• S•••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (4)
- B•••• B••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•••• E• B••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• E••••• J••••• · Member · 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••••• M• S•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- A•••••••• K•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• G••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- R••••• M• S•••••• · Member · Oct 1, 2021 to May 16, 2024 Inference
Portfolio
15 relationships, 4 platforms, 1 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 14, 2025 | Majority investment | D••••••• L•••• | Sponsor (confirmed) | clovispoint.com |
| Aug 10, 2022 | Add-on acquisition | S••••••• | Sponsor (derived) | clovispoint.com |
| Oct 14, 2020 | Growth investment | N••••••• | Sponsor (confirmed) | clovispoint.com |
| Mar 22, 2020 | Majority investment | T••••• A••••••••• S••••••• R••• | Sponsor (confirmed) | clovispoint.com |
| Sep 26, 2018 | Majority investment | C••••• I•••••• | Sponsor (confirmed) | clovispoint.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
15 most recent
- Apr 14, 2025C••••• P•••• Capital Announces Majority Growth Investment in Event Management S••••••• M•• Y••• S•••
- Apr 14, 2025C••••• P•••• Capital Announces Majority Growth Investment in Event Management S••••••• M•• Y••• S•••
- Aug 10, 2022Ninjacat Acquires S•••••••, Furthering Vision Of Delivering An All-in-one Platform And Single Source Of Truth For All Marketing Data
- Aug 4, 2021C••••• P•••• Capital Exits Its Position In C••• G•••••
- Jan 6, 2021C••••• P•••• Capital Hires B•••• B••••••• as Partner and Matthew Hibbetts as Chief Financial Officer
- Oct 14, 2020C••••• P•••• Capital Announces Significant Growth Investment in Marketing Analytics Platform N•••••••
- Oct 14, 2020C••••• P•••• Capital Announces Significant Growth Investment in Marketing Analytics Platform N•••••••
- Aug 21, 2020C••••• P•••• Portfolio Company C••••• I•••••• Announces Merger With ZynBit
- Mar 22, 2020C••••• P•••• Announces Majority Growth Investment in T••••• A••••••••• S••••••• R•••
- Mar 22, 2020C••••• P•••• Announces Majority Growth Investment in T••••• A••••••••• S••••••• R•••
- Jan 15, 2020C••••• P•••• Capital Closes $70 Million S••••••• Growth Equity Fund
- Oct 24, 2019C••••• P•••• Capital Exits Its Position in M••••• S••••••••
- Oct 23, 2019C••••• P•••• C••••••• L•• first filed Form ADV in the extract (ERA)
- Sep 26, 2018C••••• P•••• Capital M•••• Majority Growth Investment in Leading Sales Enablement Platform C••••• I••••••
- Sep 26, 2018C••••• P•••• Capital M•••• Majority Growth Investment in Leading Sales Enablement Platform C••••• I••••••
Across the graphs
C••••• P•••• C••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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