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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / A••••••••
A••••••••
A trusted global software & technology capital partner helping hundreds of enterprise software companies go further than they imagined.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 34 of 34 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $19.30bn Private Equity Fund GAV on the Form ADV filed 2024-10-24
- Strategies
- GROWTH EQUITY, PRIVATE CREDIT, SECONDARIES
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 34 of 34 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Oct 24, 2024
- RAUM
- $19Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 24
- PE fund GAV, latest filing
- $19Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $19Bevery private fund type, latest filing
- 2024 PE fund GAV
- $19Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-24, latest gav Private Equity Fund $19B, latest counts Private Equity Fund 24, lifetime distinct Private Equity Fund 34
- Employees
- 100
- Headquarters
- Menlo Park, CA
- Office address
- 2180 SAND HILL ROAD, SUITE 300, Menlo Park, CA, 94025-6947
- Business phone
- 650-289-2460
Stated criteria beside observed behaviour
198 observed deals
Stated by the firm
- Sectors
- technology, software
- 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 on behalf of mission-based investors and organizations
Observed from deals on record
- roles
- add on 18, unknown 157, platform 24
- period
- to 2026-08-26, from 2018-08-15, undated holdings 163, dated observations 72
- window
- last 2026-08-26, first 2018-08-15
- control
- control 30, unknown 169
- companies
- 198
- geography
- count 1, share 0.005, value VA
- investments
- 199
- seller kinds
- founder 4, unknown 3
- transactions
- 36
- cadence by year
- 2018 other deals 1, 2019 add ons 1, 2021 add ons 1, 2023 add ons 5, platforms 2, 2024 add ons 6, platforms 2, 2025 add ons 3, platforms 1, other deals 7, 2026 add ons 2, other deals 5
- platform add on
- add ons 18, platforms 24, add ons per platform 0.75
- sector known for
- 92
- disclosed value usd
- n 0
- sector distribution
- count 72, share 0.364, value software, examples AccessPay, LeagueApps, PageUp People, JAGGAER, count 4, share 0.02, value financial services, examples Patientco, FRISS, TREND Health Partners, Masabi, count 3, share 0.015, value tech enabled services, examples One.com, Layered Technologies, Wistia, count 3, share 0.015, value business services, examples Title Pro, TitleNGo, Glantus, count 3, share 0.015, value healthcare it, examples VisiQuate, TELCOR, TaxDome, count 2, share 0.01, value media telecom, examples Dalet, Saber, count 2, share 0.01, value healthcare services, examples OrthoFi, Residex, count 1, share 0.005, value energy, examples Oildex
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 3, entity id da188005-e812-4a69-a500-1b13be47464e
- subsector distribution
- count 49, share 0.247, value software, examples AccessPay, PageUp People, Acumatica, Lemontech, count 17, share 0.086, value vertical software, examples LeagueApps, JAGGAER, CUBS, Nutrislice, count 4, share 0.02, value healthcare software, examples ResiDex Software, Checked In Care, Exxat, MOA, count 4, share 0.02, value financial services, examples Patientco, FRISS, TREND Health Partners, Masabi, count 3, share 0.015, value data processing hosting, examples One.com, Layered Technologies, Wistia, count 3, share 0.015, value healthcare it, examples VisiQuate, TELCOR, TaxDome, count 2, share 0.01, value business support services, examples Title Pro, TitleNGo, count 2, share 0.01, value media telecom, examples Dalet, Saber
198 companies on the graph (36 transactions); most in software (72); 24 platforms and 18 add-ons; observed 2018 to 2026
Funds
36 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••• S•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $123M as of Oct 24, 2024 | no Form D | Unknown | |
| B•••••• C•••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $13.2M as of Oct 24, 2024 | no Form D | Unknown | |
| A•••••••• C•••••• P••••••• V••• L• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $4.4B as of Oct 24, 2024 | no Form D | Early deployment | |
| A•••••••• C•••••• P••••••• C• I•• L• ADV: Private Equity Fund | Continuation vehicle | 2023 first reported on Form ADV | $1.2B as of Oct 24, 2024 | no Form D | Unknown | |
| A•••••••• E••••••• B••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $920M as of Oct 24, 2024 | no Form D | Early deployment | |
| A•••••••• C••••• P••••••• I• L• ADV: Private Equity Fund | Credit fund | 2023 first reported on Form ADV | $359M as of Oct 24, 2024 | no Form D | Early deployment | |
| A•••••••• C•••••• P••••••• C• I• S•••••••• F•••• L• ADV: Private Equity Fund | Continuation vehicle | 2023 first reported on Form ADV | $133M as of Oct 24, 2024 | no Form D | Unknown | |
| A•••••••• G••••• C•••••• P••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.5B as of Oct 24, 2024 | no Form D | Early deployment | |
| A•••••••• M•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $7.4M as of Oct 24, 2024 | no Form D | Early deployment | |
| A•••••••• E••••••• B••••• P•••••••• L• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $710M as of Oct 24, 2024 | no Form D | Unknown | |
| A•••••••• C•••••• P••••••• V•• L• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $3.0B as of Oct 24, 2024 | no Form D | Successor fundraising | |
| A•••••••• C•••••• P••••••• C• I••• L• ADV: Private Equity Fund | Continuation vehicle | 2019 first reported on Form ADV | $2.7B as of Oct 24, 2024 | no Form D | Active deployment | |
| A•••••••• G••••• C•••••• P••••••• I••• L• ADV: Private Equity Fund | Growth fund | 2019 first reported on Form ADV | $882M as of Oct 24, 2024 | no Form D | Successor fundraising | |
| A••••••••• M••••• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $52.7M as of Oct 24, 2024 | no Form D | Mature | |
| S••••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $1.0M as of Oct 24, 2024 | no Form D | Harvest | |
| A•••••••• S•••••• O••••••••• C•••••••• K••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $73,506 as of Sep 15, 2023 | no Form D | Wound down | |
| A•••••••• C••••• P•••••••• L• • S••••• 1• ADV: Private Equity Fund | Credit fund | 2017 first reported on Form ADV | $508M as of Oct 24, 2024 | no Form D | Unknown | |
| A•••••••• M••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $2.6M as of Oct 24, 2024 | no Form D | Mature | |
| T••••• C•••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $0 as of Dec 15, 2021 | no Form D | Wound down | |
| A•••••••• C•••••• P••••••• V• L• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $1.8B as of Oct 24, 2024 | no Form D | Mature | |
| A•••••••• C•••••• P••••••• V• S•••••••• F•••• L• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $238M as of Oct 24, 2024 | no Form D | Mature | |
| E•••••••• I••••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $15.7M as of Oct 9, 2018 | no Form D | Wound down | |
| A•••••••• G••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Growth fund | 2015 first reported on Form ADV | $286M as of Oct 24, 2024 | no Form D | Unknown | |
| A•••••••• G••••• C•••••• P••••••• I• S•••••••• F•••• L• ADV: Private Equity Fund | Growth fund | 2015 first reported on Form ADV | $23.3M as of Oct 24, 2024 | no Form D | Harvest | |
| A•••••••• C•••••• P••••••• I• S•••••••• F•••• L• ADV: Private Equity Fund | Buyout fund | 2013 first reported on Form ADV | $141M as of Feb 16, 2023 | no Form D | Wound down | |
| A•••••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $1.3B as of Feb 16, 2023 | no Form D | Wound down | |
| A•••••••• M•••••• F•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $380M as of Oct 24, 2024 | no Form D | Mature | |
| A•••••••• S•••••••• F••• ••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $20.6M as of Mar 31, 2015 | no Form D | Wound down | |
| A•••••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $14.4M as of Dec 3, 2019 | no Form D | Wound down | |
| A•••••••• C•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $10.6M as of Dec 3, 2019 | no Form D | Wound down | |
| A•••••••• S••••••••• C•••••• P•••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $5.6M as of Oct 24, 2024 | no Form D | Harvest | |
| A•••••••• C•••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | unknown | $5.5M as of Sep 15, 2023 | no Form D | Wound down | |
| A•••••••• S•• C••••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $278,000 as of Oct 24, 2024 | no Form D | Harvest | |
| A•••••••• M•••••• F••• ••••••• O••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $37,000 as of Mar 31, 2015 | no Form D | Wound down | |
| A•••••••• F•••• B••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| A•••••••• F••• F••••• F••• I•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
150 current, 2 former
Managing partner (5)
- R••••• A•••••• P•••••• · Managing M••••• · since Apr 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• A•••••• P•••••• · Co-Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• C••••••••• B••••• · Co-Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• C••••••••• B••••• · Managing M••••• · since Apr 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• C••••••••• B••••• · Co-Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (23)
- A••••• Z••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• R••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• R••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• M•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• J••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••• J••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• M••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• W••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- G••• W••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• R••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• K•••• · managing director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•• P••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• P••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• H•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• H•••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••• D•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••• D•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• C••••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••• C••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• S•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• S•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• S•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (19)
- A••• M••••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• M•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• P••••••••• E••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• P•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• A••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• R••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• G•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• M•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• V•• S••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• H••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• W••• · Principal, Co-Head of Capital S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• K••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• P•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• L• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• P•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• M••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• A••••••• · Principal, S•••••••• Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (32)
- A••••• F•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• H•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• A•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• L•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• B••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• C•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M••••••• · Vice President · 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)
- E••• A••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• D•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• S•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••••• F••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• D••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• T••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• Y•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• S••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• W••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• S•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• K••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• T••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• R•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• L•••• F••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• C••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• W•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• M••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• A•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• B••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (26)
- C••••••••• K••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• C•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• O••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•• I••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• W••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•• L••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••••••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• B•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••••• W••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• N•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• T•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• V•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• O••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• Y•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• I•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• N•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• P••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• L•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• G••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• G•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• L•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (9)
- A•••• A•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• V•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• J••••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• B••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• G•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• L•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• S•••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••••• M••••••• M•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• D••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- S•• D•••••• · Principal, Debt Capital Markets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- P•••••• J••••• F••••• · Managing Director, Chief O••••ting Officer & Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (32)
- A•• L• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• H••• · IT System Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• W•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• B••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• M•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• M•••••••• · Administrative Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• D• K••• · Managing Director, General Counsel & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••••• P••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• M••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• W••• · Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• D••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• L••••• · Director, Business O••••tions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• R••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• M••• · Director of Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• W•••••• · O••••tions Administrative Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• K••• · Executive Assistant & Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• H• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• H••••••••• · Talent O••••tions Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C••• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•• · Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• L•• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• W•••••••• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••• M••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• L•••• K•••••• · Chief Compliance Officer, General Counsel · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••••• J••••• F••••• · Chief O••••ting Officer · since Sep 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•• S•••• K••••• · Managing Director & Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• S•••• K••••• · Chief Financial Officer · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• M•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• M••••• · Director of IT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••••• G••••• · Vice President of Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• R••• · Accounting O••••tions Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• H• · Vice President of Marketing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- C••••• R••••••• · Senior Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C•••••• · Head of Latin America and Iberia · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
2 former (kept with end dates)
- B••••••• A••••• B••••••• · Senior Advisor · Jan 1, 2003 to Mar 29, 2018 Inference
- C•••• Y•• · Chief Financial Officer · Jan 1, 2019 to Dec 15, 2021 Inference
Portfolio
199 relationships, 24 platforms, 18 add-ons
Transactions
43 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 26, 2026 | Add-on acquisition | T•••••••• | Sponsor (confirmed) | accel-kkr.com |
| Jun 4, 2026 | Majority investment | C•••••• I• C••• | Sponsor (confirmed) | accel-kkr.com |
| May 21, 2026 | Growth investment | U••••• | Sponsor (confirmed) | accel-kkr.com |
| Mar 3, 2026 | Majority investment | W••• A••••• | Sponsor (confirmed) | accel-kkr.com |
| Feb 4, 2026 | Add-on acquisition | P•••••••• T••••••••• G•••• | Sponsor (derived) | accel-kkr.com |
| Jan 22, 2026 | Growth investment | E•••• | Sponsor (confirmed) | accel-kkr.com |
| Jan 15, 2026 | Majority investment | N••••••••• | Sponsor (confirmed) | accel-kkr.com |
| Dec 4, 2025 | Majority investment | R•• T••••••••• | Sponsor (confirmed) | accel-kkr.com |
| Nov 18, 2025 | Growth investment | 4••••• | Sponsor (confirmed) | accel-kkr.com |
| Nov 13, 2025 | Add-on acquisition | K••••• A• | Sponsor (confirmed) | accel-kkr.com |
| Nov 5, 2025 | Growth investment | E•••••• | Sponsor (confirmed) | accel-kkr.com |
| Oct 29, 2025 | Growth investment | L•••••• | Sponsor (confirmed) | accel-kkr.com |
| Oct 15, 2025 | Growth investment | P••••• S••••••• | Sponsor (confirmed) | accel-kkr.com |
| Sep 23, 2025 | Majority investment | A•••••• | Sponsor (confirmed) | accel-kkr.com |
| Sep 3, 2025 | Platform acquisition | H••••• M•••••• | Sponsor (confirmed) | accel-kkr.com |
| Aug 1, 2025 | Exit to a strategic buyer | M••••••• I••••••• i• S•••• C••••••••• | Seller (confirmed) | accel-kkr.com |
| Jun 18, 2025 | Minority investment | A•••••••• | Target (confirmed) | accel-kkr.com |
| Apr 29, 2025 | Add-on acquisition | C••• | Sponsor (derived) | accel-kkr.com |
| Jan 23, 2025 | Majority investment | R•••••• S••••••• | Sponsor (confirmed) | accel-kkr.com |
| Jan 8, 2025 | Add-on acquisition | D••••••••• R••••••••• • T•••••• B••••••••• | Sponsor (confirmed) | accel-kkr.com |
| Nov 25, 2024 | Add-on acquisition | D••••••••• | Sponsor (derived) | accel-kkr.com |
| Oct 16, 2024 | Exit to a strategic buyer | S•••••• T••••••••• | Seller (confirmed) | accel-kkr.com |
| Oct 11, 2024 | Platform acquisition | L••••••••• | Sponsor (confirmed) | accel-kkr.com |
| Oct 1, 2024 | Exit to a strategic buyer | V•••••••• | Seller (confirmed) | accel-kkr.com |
| Oct 1, 2024 | Add-on acquisition | K••••••• | Sponsor (confirmed) | accel-kkr.com |
| Jun 27, 2024 | Add-on acquisition | G••••••••• | Sponsor (confirmed) | accel-kkr.com |
| May 2, 2024 | Platform acquisition | A•••••••• | Sponsor (confirmed) | accel-kkr.com |
| Apr 23, 2024 | Add-on acquisition | P•••• S••••••••• | Sponsor (derived) | accel-kkr.com |
| Apr 3, 2024 | Exit to a strategic buyer | A••• G•••• | Seller (confirmed) | accel-kkr.com |
| Mar 18, 2024 | Add-on acquisition | W•••••••• | Sponsor (confirmed) | accel-kkr.com |
| Jan 16, 2024 | Exit to a strategic buyer | A•••••••• | Seller (confirmed) | accel-kkr.com |
| Jan 4, 2024 | Add-on acquisition | T•••• | Sponsor (derived) | accel-kkr.com |
| Dec 18, 2023 | Add-on acquisition | T•• | Sponsor (confirmed) | accel-kkr.com |
| Dec 13, 2023 | Platform acquisition | N•••••• | Sponsor (confirmed) | accel-kkr.com |
| Nov 22, 2023 | Add-on acquisition | P•••• R••••• | Sponsor (derived) | accel-kkr.com |
| Oct 18, 2023 | Add-on acquisition | G•••••• | Sponsor (derived) | accel-kkr.com |
| Oct 4, 2023 | Add-on acquisition | P••••• | Sponsor (derived) | accel-kkr.com |
| Oct 3, 2023 | Add-on acquisition | R••••• | Sponsor (derived) | accel-kkr.com |
| Sep 21, 2023 | Growth investment | A•••••••• | Target (confirmed) | accel-kkr.com |
| Aug 1, 2023 | Platform acquisition | T•••••••• | Sponsor (confirmed) | accel-kkr.com |
| Feb 2, 2021 | Add-on acquisition | T••••••• | Sponsor (confirmed) | accel-kkr.com |
| May 15, 2019 | Add-on acquisition | T•••• P•• | Sponsor (derived) | accel-kkr.com |
| Aug 15, 2018 | Majority investment | S••••••• | Sponsor (confirmed) | sugarcrm.com |
Placement agents, lenders, advisers and co-investors
12 relationships
Lenders (1)
- A•••••••• C••••• P••••••• 1 shared · one time · last Jun 27, 2024
Financial advisers (3)
- N••••••••• 1 shared · one time · last Dec 4, 2025
- R•••••• J•••• L••• 1 shared · one time · last Mar 3, 2026
- B•••••••• C•••••• A••••••• 1 shared · one time · last Dec 13, 2023
Legal advisers (8)
- B•••••• 3 shared · strong · last Dec 4, 2025
- A•••••• G••••• 1 shared · one time · last Nov 18, 2025
- P••••• S••••••••• A• 1 shared · one time · last Nov 18, 2025
- M••• 1 shared · one time · last Nov 5, 2025
- S••••••• A••••••••• 1 shared · one time · last Nov 5, 2025
- K••••• E••••• P••••••• 1 shared · one time · last Nov 5, 2025
- W•••••••• 1 shared · one time · last Nov 18, 2025
- O•••••• C••••• 1 shared · one time · last Dec 4, 2025
LP commitments
3 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in A•••••••• C•••••• P••••••• V••• L• $180M calpers.ca.gov
- W••••••••• S•••• I••••••••• B•••• in A•••••••• C•••••• L•• $50.0M sib.wa.gov
- S•• D•••• C••• E••••••••• R••••••••• S••••• in A•••••••• E••••••• B••••• P•••••••• L• $10.0M content.sdcers.gov
Events
60 most recent
- Aug 26, 2026Aug 26, 2026 Descartes Acquires Tai
- Aug 26, 2026Aug 26, 2026 B•••••• S•••• A•••••••• to Acquire T••••••••
- Aug 5, 2026A••••••••: Private Equity Funds on Form ADV 24 (2024 extract) -> 32 (roster 2026-09-01)
- Jul 8, 2026Jul 8, 2026 A•••••••• Portfolio Company A••••• Launches Agentic AI Platform
- Jun 16, 2026Jun 16, 2026 isolved Introduces Autonomous AI Agents Built to Own HR Outcomes — Brings Unified HCM Platform to Anthropic’s Claude Connectors Directory
- Jun 16, 2026Jun 16, 2026 APSEZ Expands Partnership With A•••••••• Portfolio Company K•••••• to Accelerate AI-Led Transformation
- Jun 4, 2026C•••••• I• C••• Receives M••••••• Investment from A••••••••; Becomes Part of E••••• in Broader Vision of Connected C•••
- Jun 4, 2026Jun 4, 2026 C•••••• I• C••• Receives M••••••• Investment from A••••••••; Becomes Part of E••••• in Broader Vision of Connected C•••
- Jun 1, 2026Jun 1, 2026 A•••••••• Acts as Lead Investor in Maxburg’s Continuation Fund to Support Securepoint’s Next Phase of G•••••
- May 21, 2026U••••• Announces S•••••••• G••••• Investment from A••••••••
- May 21, 2026May 21, 2026 U••••• Announces S•••••••• G••••• Investment from A••••••••
- May 20, 2026May 20, 2026 A G••••• Equity Position Doesn’t Have to Mean A Passive Investor
- May 5, 2026May 5, 2026 F••••••••• Secures S•••••••• Investment from LLR Partners
- May 1, 2026May 1, 2026 Market Pivot Results in Global G•••••; Wins International Deal of the Year
- Apr 1, 2026Apr 1, 2026 Creating Value Through Strong G•••••, Both Organic And Inorganic
- Mar 31, 2026Mar 31, 2026 A•••••••• accelerates growth with majority investment from leading software investor, A••••••••
- Mar 3, 2026W••• A••••• Announces M••••••• Investment from Accel KKR to Accelerate G••••• and Innovation
- Mar 3, 2026Mar 3, 2026 W••• A••••• Announces M••••••• Investment from Accel KKR to Accelerate G••••• and Innovation
- Feb 4, 2026Feb 4, 2026 M••••• Acquires P•••••••• T••••••••• G•••• – The Public Transportation Information and Ticketing Provider
- Jan 27, 2026Best Practices and I••••••s Jan 27, 2026 Achieving growth with 5 critical mindsets
- Jan 22, 2026E•••• Receives S•••••••• Investment from A•••••••• to Accelerate G••••• and Innovation
- Jan 22, 2026Jan 22, 2026 E•••• Receives S•••••••• Investment from A•••••••• to Accelerate G••••• and Innovation
- Jan 15, 2026A•••••••• Makes M••••••• Investment in N••••••••• to Accelerate Innovation in Digital Dining
- Jan 15, 2026Jan 15, 2026 A•••••••• Makes M••••••• Investment in N••••••••• to Accelerate Innovation in Digital Dining
- Jan 12, 2026Jan 12, 2026 B••• M••••••• Welcomes Investment from Five Arrows to Fuel Continued G•••••
- Jan 11, 2026G•••••, Product & T•••••••••, Best Practices and I••••••s Jan 11, 2026 What sets innovators apart?
- Dec 11, 2025Dec 11, 2025 A•••••••• C••••• P••••••• Provides Financing to C•• S••••••• for e-Courier Acquisition
- Dec 4, 2025R•• T••••••••• Receives M••••••• Investment from A•••••••• to Accelerate Product Innovation and International G•••••
- Dec 4, 2025Dec 4, 2025 R•• T••••••••• Receives M••••••• Investment from A•••••••• to Accelerate Product Innovation and International G•••••
- Nov 18, 20254••••• Secures G••••• Investment from A••••••••
- Nov 18, 2025Nov 18, 2025 4••••• Secures G••••• Investment from A••••••••
- Nov 13, 2025Nov 13, 2025 R••••••® AI acquires K••••• A• to enhance Senior C••• operations, through AI Workforce Management.
- Nov 5, 2025E•••••• Secures G••••• Investment from A••••••••
- Nov 5, 2025Nov 5, 2025 E•••••• Secures G••••• Investment from A••••••••
- Oct 29, 2025A•••••••• Announces S•••••••• G••••• Investment in L•••••• to Fuel Manufacturing Supply Chain Innovation
- Oct 29, 2025Oct 29, 2025 A•••••••• Announces S•••••••• G••••• Investment in L•••••• to Fuel Manufacturing Supply Chain Innovation
- Oct 28, 2025Oct 28, 2025 A•••••••• Named to Inc.’s List of Founder-Friendly Investors for Seventh Consecutive Year
- Oct 15, 2025P••••• S••••••• receives strategic investment from A•••••••• to fuel middle-market BI and FP&A innovation and growth
- Oct 15, 2025Oct 15, 2025 P••••• S••••••• receives strategic investment from A•••••••• to fuel middle-market BI and FP&A innovation and growth
- Oct 10, 2025Oct 10, 2025 E•••••• Appoints Javier Velasco as New CEO to Lead its Next G••••• Chapter
- Sep 28, 2025Sep 28, 2025 A•••••••• Acquires MOA, Expanding Innovation in Aged C••• and Clinical Management T•••••••••
- Sep 23, 2025AKKR Makes M••••••• Investment in A••••••, Expanding Commitment to School and Athletic O••••tions ManagementPlatform investmentFactA••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Sep 23, 2025Sep 23, 2025 AKKR Makes M••••••• Investment in A••••••, Expanding Commitment to School and Athletic O••••tions Management
- Sep 3, 2025A•••••••• Completes Acquisition of H••••• M••••••
- Sep 3, 2025Sep 3, 2025 A•••••••• Completes Acquisition of H••••• M••••••
- Aug 26, 2025Aug 26, 2025 A•••••••• C••••• P••••••• Provides G••••• Financing to G•••••••••
- Aug 8, 2025Aug 8, 2025 A•••••••• Closes $1.9 Billion Continuation Fund to Support Further G••••• of isolved
- Aug 1, 2025A•••••••• to Sell M••••••• I••••••• i• S•••• C••••••••• to Cinven
- Aug 1, 2025Aug 1, 2025 A•••••••• to Sell M••••••• I••••••• i• S•••• C••••••••• to Cinven
- Jul 23, 2025Jul 23, 2025 A••• Joins Forces with A••• & Mercur to Form Unified and Complete Financial Corporate Performance SaaS Platform; M•••••• Teixeira Named Group CEO
- Jun 18, 2025A•••••••• Receives Minority Equity Investment from P••• C•••••• P•••••••
- Jun 18, 2025Jun 18, 2025 A•••••••• Receives Minority Equity Investment from P••• C•••••• P•••••••
- Jun 3, 2025Jun 3, 2025 C•••LineLive Secures M••••••• Investment from T••••••••• Investment Firm A••••••••
- May 28, 2025May 28, 2025 S•••• C••••••••• Announces Acquisition of Joisto
- May 7, 2025May 7, 2025 R•••••• Announces S•••••••• Acquisitions of Redfast and Prive to Accelerate the Future of Subscription G•••••
- Apr 29, 2025Apr 29, 2025 Global E••••• S••••••• Leader ESG Acquires C•••
- Mar 19, 2025Mar 19, 2025 F•••••• and Medalogix Join to Create Transformative Post-Acute C••• T••••••••• Platform
- Feb 27, 2025Feb 27, 2025 A•••••••• C••••• P••••••• Provides G••••• Financing to O••••••••
- Jan 23, 2025R•••••• S••••••• Secures M••••••• Investment from A••••••••
- Jan 23, 2025Jan 23, 2025 R•••••• S••••••• Secures M••••••• Investment from A••••••••
Across the graphs
A•••••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Independent Sponsors1RIA and Wealth1Allocators1Private 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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