DFX Intelligence
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I••••••• G••••• P•••••••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· San Mateo, CAi•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.3B
- PE fund assets
- $579M
- PE funds
- 17
- Investments held
- 15 of 15
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque from $20.0MRevenue from $10.0MSectors software
- Last 12 months 1Most recent 4 months ago
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.58bn Private Equity Fund GAV on the Form ADV filed 2024-04-15
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Sep 21, 2021 to Apr 15, 2026
- RAUM
- $1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $579Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $579Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-15, latest gav Private Equity Fund $579M, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 10
- Employees
- 8
- Headquarters
- San Mateo, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
15 observed deals
Stated by the firm
- Sectors
- software
- Geography
- not stated or not yet read
- Revenue
- from $10.0M
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- from $20.0M
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- add on 1, unknown 13, platform 1
- period
- to 2026-04-29, from 2026-04-29, undated holdings 14, dated observations 2
- window
- last 2026-04-29, first 2026-04-29
- control
- control 1, unknown 14
- companies
- 15
- geography
- investments
- 15
- seller kinds
- transactions
- 1
- cadence by year
- 2026 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.067, value financial services, examples Boost, count 1, share 0.067, value software, examples Turing Analytics
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.067, value financial services, examples Boost, count 1, share 0.067, value software, examples Turing Analytics
15 companies on the graph (1 transactions); most in financial services (1); 1 platforms and 1 add-ons; observed 2026 to 2026
Funds
10 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I••••••• G••••• F••• I•• L••• ADV: Private Equity Fund | Growth fund | 2024 first reported on Form ADV | $101M as of Apr 15, 2024 | no Form D | Unknown | |
| I••••••• S•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $19.8M as of Apr 15, 2024 | no Form D | Unknown | |
| I••••••• R••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $39.6M as of Apr 15, 2024 | no Form D | Early deployment | |
| I••••••• S•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $36.3M as of Apr 15, 2024 | no Form D | Early deployment | |
| I••••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $4.0M as of Apr 15, 2024 | no Form D | Early deployment | |
| I••••••• G••••• F••• I• L••• ADV: Private Equity Fund | Growth fund | unknown | $297M as of Apr 15, 2024 | no Form D | Active deployment | |
| I••••••• A•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $40.5M as of Apr 15, 2024 | no Form D | Unknown | |
| I••••••• C••••• L•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $32.4M as of Apr 15, 2024 | no Form D | Unknown | |
| I••••••• B••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.1M as of Apr 15, 2024 | no Form D | Unknown | |
| I••••••• G• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $450,000 as of Apr 15, 2024 | no Form D | Unknown |
Team
23 current, 0 former
Managing partner (9)
- A••• K•••••• · CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C••••••• · CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• K•••••• · Founder & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• R•••••• · Founder & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• I••••• · CEO, President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• J•••• D•••••• · Managing Partner · since May 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• M•••• · CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• E•••••• · CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• B••••••• N•••••• · Managing Partner · since May 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- G••••• M••••••••• · SVP of Global Partner Sales · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••• O•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- D•••• G••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- B•••• B•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• L•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O•••• S••••• · VP of Products · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- H•••••• B•••• · Chief Compliance Officer, Partner, Head Of Operations · since Sep 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (5)
- B•••• Z••••••••• · Former CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W•••• · EVP & Chief G••••• Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• G••••• · CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• W••••••••• C•• H•••• H••••• · Plaid, Visa, Salesforce Sales and Marketing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• K•••• C•• L••••••• S••••••• · Broadcom, Microsoft, Citrix Marketing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- L••• D••••• · Former MD, Head of Innovation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• S••••••• · CTO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
15 relationships, 1 platforms, 1 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 29, 2026 | Add-on acquisition | T••••• A•••••••• | Sponsor (derived) | novilabs.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- M••••• • C•••••• L•• 1 shared · one time · last Jan 1, 2021
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
4 most recent
- Sep 16, 2026••• Locked
- Sep 16, 2026••• Locked
- Apr 15, 2026••• Locked
- Sep 21, 2021••• Locked
Across the graphs
I••••••• G••••• P••••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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