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I••••••• G••••• P•••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· San Mateo, CAi•••••••••.com

••• Locked

Regulatory AUM
$1.3B
Form ADV
PE fund assets
$579M
Form ADV
PE funds
17
Form ADV
Investments held
15 of 15
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
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)
  1. Sep 13, 2026
    Buyout 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
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I••••••• G••••• F••• I•• L•••
ADV: Private Equity Fund
Growth fund2024
first reported on Form ADV
$101M
as of Apr 15, 2024
no Form DUnknown
I••••••• S•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$19.8M
as of Apr 15, 2024
no Form DUnknown
I••••••• R••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$39.6M
as of Apr 15, 2024
no Form DEarly deployment
I••••••• S•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$36.3M
as of Apr 15, 2024
no Form DEarly deployment
I••••••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$4.0M
as of Apr 15, 2024
no Form DEarly deployment
I••••••• G••••• F••• I• L•••
ADV: Private Equity Fund
Growth fundunknown$297M
as of Apr 15, 2024
no Form DActive deployment
I••••••• A•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$40.5M
as of Apr 15, 2024
no Form DUnknown
I••••••• C••••• L•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$32.4M
as of Apr 15, 2024
no Form DUnknown
I••••••• B••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$8.1M
as of Apr 15, 2024
no Form DUnknown
I••••••• G• F••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$450,000
as of Apr 15, 2024
no Form DUnknown
Team
23 current, 0 former
Managing partner (9)
Operating partner (1)
Platform (5)
Portfolio
15 relationships, 1 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
T••••• A••••••••Add-onactiveApr 29, 2026
transaction announcement
5 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A•••• i• r••••••••• I••••••• a•• A••••• M••••••••• •••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••• D••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• I•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• S•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• L•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••• L•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••• L•••PlatformactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
N••• L••• A••••••• T••••• A••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P••••••• i• a• b••••• i••••••••• p••••••• f•• e••••••••• t•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••• d••••••• o• t•• p•••••• o• o•••••••• t••••• m••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Apr 29, 2026Add-on acquisitionT••••• 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
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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