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C••••••••• C•••••• P•••••••• L•

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Menlo Park, CAc•••••••••.com

••• Locked

Regulatory AUM
$8.7B
Form ADV
PE fund assets
$3.3B
Form ADV
PE funds
13
Form ADV
Investments held
6 of 30
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (60)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $3.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 5 of 5 distinct vehicles are sworn P•••••• E••••• Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 23, 2019 to Mar 31, 2026
RAUM
$8.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
13
PE fund GAV, latest filing
$3.3Breported gross assets (Form ADV), not fund size
All private fund GAV
$8.7Bevery private fund type, latest filing
2024 PE fund GAV
$3.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $3.3B, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
Employees
27
Headquarters
Menlo Park, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
30 observed deals
Stated by the firm
Sectors
technology, software, infrastructure
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
••• Locked
Observed from deals on record
roles
add on 5, unknown 23, platform 2
period
to 2024-09-05, from 2016-03-15, undated holdings 24, dated observations 12
window
last 2024-09-05, first 2016-03-15
control
control 6, unknown 24
companies
30
geography
investments
30
seller kinds
sponsor 1
transactions
6
cadence by year
2016 add ons 1, 2021 add ons 2, 2022 add ons 1, 2023 exits 1, 2024 add ons 1
platform add on
add ons 5, platforms 2, add ons per platform unknown
sector known for
1
disclosed value usd
n 1, max $870M, min $870M
sector distribution
count 1, share 0.033, value software, examples Absolute Software
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.033, value software, examples Absolute Software

30 companies on the graph (6 transactions); most in software (1); 2 platforms and 5 add-ons; observed 2016 to 2024

Funds
5 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•••••• B•• S••• L•
ADV: P•••••• E••••• Fund
buyout or unlabelled2024
first reported on Form ADV
$909M
as of Mar 28, 2024
no Form DUnknown
C••••••••• C•••••• F••• I•• L•
ADV: P•••••• E••••• Fund
buyout or unlabelled2023
first reported on Form ADV
$545M
as of Mar 28, 2024
no Form DEarly deployment
C••••••••• C•••••• F••• I•••• L•
ADV: P•••••• E••••• Fund
Feeder or parallel2023
first reported on Form ADV
$351M
as of Mar 28, 2024
no Form DUnknown
C••••••••• C•••••• F••• I••• L•
ADV: P•••••• E••••• Fund
Feeder or parallel2021
first reported on Form ADV
$818M
as of Mar 28, 2024
no Form DUnknown
C••••••••• C•••••• F••• I• L•
ADV: P•••••• E••••• Fund
buyout or unlabelled2021
first reported on Form ADV
$682M
as of Mar 28, 2024
no Form DUnknown
Team
60 current, 3 former
Associate (11)
Operating partner (29)
Platform (10)
3 former (kept with end dates)
Portfolio
30 relationships, 2 platforms, 5 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
S•••••••
add-on to a•••••••
Add-onactiveSep 5, 2024
transaction announcement
2.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• S•••••••Platformexited
exited May 11, 2023
May 11, 2023
transaction announcement
0 monthsG••• C•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A•••• H•••••
add-on to a•••••••
Add-onactiveOct 5, 2022
transaction announcement
4.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
E••••• C•••
add-on to a•••••••
Add-onactiveJun 15, 2021
transaction announcement
5.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
N••••••••
add-on to a•••••••
Add-onactiveMay 12, 2021
transaction announcement
5.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
D••
add-on to a•••••••
Add-onactiveMar 15, 2016
transaction announcement
10.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
a•••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
c••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
c•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
e••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
e•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
f•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
f••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
m•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
m••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
m•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• R••• C•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• E•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
p•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
r•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
s••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
s•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
6 on record
DateTypeTargetThis firm’s roleSource
Sep 5, 2024Add-on acquisitionS•••••••Sponsor (derived)siliconangle.com
May 11, 2023Sponsor to sponsorA••••••• S•••••••Sponsor (confirmed), Seller (confirmed)absolute.com
Oct 5, 2022Add-on acquisitionA•••• H•••••Sponsor (derived)helpnetsecurity.com
Jun 15, 2021Add-on acquisitionE••••• C•••Sponsor (derived)helpnetsecurity.com
May 12, 2021Add-on acquisitionN••••••••Sponsor (derived)helpnetsecurity.com
Mar 15, 2016Add-on acquisitionD••Sponsor (derived)absolute.com
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (3)
  • P•• P••••••• 4 shared · strong · last Jan 1, 2023
  • R••••• P•••• 2 shared · recurring · last Jan 1, 2023
  • C••••• P•••• C•••••• 2 shared · recurring · last Jan 1, 2021
Financial advisers (1)
  • B••••••• 1 shared · one time · last May 11, 2023
Legal advisers (2)
  • S••••••• E•••••• L•• 1 shared · one time · last May 11, 2023
  • R•••• • G••• L•• 1 shared · one time · last May 11, 2023
LP commitments
2 disclosed
Events
4 most recent
  1. Mar 31, 2026
  2. May 11, 2023
  3. May 11, 2023
  4. Dec 23, 2019
Across the graphs

C••••••••• C•••••• P•••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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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