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 / P••••••••• P••••••• M••••••••• C••• L•••••
P••••••••• P••••••• M••••••••• C••• L•••••
Buyout firm · probableLower middle marketVillanova, PAp•••••••••.comSEC registered investment adviser
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.35bn Private Equity Fund GAV on the Form ADV filed 2024-09-27
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“We are a private equity firm 100% focused on investments in software companies.”xn--p-1hnaaaaaaaa.com
- 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
- registered investment adviser
- Form ADV filings
- Aug 13, 2015 to Sep 27, 2024
- RAUM
- $353Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $353Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $353Mevery private fund type, latest filing
- 2024 PE fund GAV
- $353Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-09-27, latest gav Private Equity Fund $353M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 4
- Headquarters
- Villanova, PA
- Office address
- 797 E LANCASTER AVE, STE 200, Villanova, PA, 19085
- Business phone
- 484-253-0001
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- 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
- not stated or not yet read
Observed from deals on record
- roles
- unknown 7
- period
- to 2024-05-21, from 2024-05-21, undated holdings 6, dated observations 2
- window
- last 2024-05-21, first 2024-05-21
- control
- unknown 7
- companies
- 6
- geography
- investments
- 7
- seller kinds
- transactions
- 1
- cadence by year
- 2024 other deals 1
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
6 companies on the graph (1 transactions); observed 2024 to 2024
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••••• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $310M as of Sep 27, 2024 | no Form D | Early deployment | |
| G••••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $2.0M as of Sep 27, 2024 | no Form D | Active deployment | |
| G••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.6M as of Sep 27, 2024 | no Form D | Active deployment | |
| P••• E••••• P••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $40.2M as of Sep 27, 2024 | no Form D | Harvest | |
| P••••••••• I••••••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
16 current, 6 former
Managing partner (3)
- G••• C••• · Co-Founder, Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• W••• · Co-Founder and Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••• W••• · Co-Founder and Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (2)
- G•••••• C••••••• C••• · Member And Manager · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• R•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- N••• E••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- N••• E••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Operating partner (5)
- A••••• N••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• N••••• · Senior Operating Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•••• N••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• S•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• S••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- E•••• J••••• C••••• · CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• J••••• C••••• · Chief Financial Officer · since Sep 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• C•••••• B••••••• · Chief Compliance Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•• R•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- E••• C•••••••• A••••••• · Limited Partner · Dec 1, 2014 to Mar 31, 2022 Inference
- P••• T••••••• W••• · Partner · Dec 1, 2014 to Mar 31, 2022 Inference
- J••• J•• N••••••• · Cfo & Cco · Aug 1, 2020 to Mar 31, 2022 Inference
- J••• P•••• L•••• · Cfo & Cco · Dec 1, 2015 to Sep 4, 2020 Inference
- K•••••• E•• K••••••• · Chief Financial Officer & Chief Compliance Officer · Dec 1, 2014 to Dec 21, 2015 Inference
- M•••••• A•••••• T••• · Chief Financial Officer · Feb 1, 2022 to Sep 27, 2024 Inference
Portfolio
7 relationships, 0 platforms, 0 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| May 21, 2024 | Growth investment | A•• S••••••••• M•• | Sponsor (confirmed) | xn--p-1hnaaaaaaaa.com |
| Jul 8, 2019 | Sponsor to sponsor | E••••••••• | Seller (confirmed), Seller (confirmed) | xn--p-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (3)
- S•• C•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2019
- S••••••• A••••••• L•• 1 shared · one time · last Jan 1, 2016
- C• B••••••••• I•• 1 shared · one time · last Jan 1, 2017
Financial advisers (1)
- V•••••• C•••••• 1 shared · one time · last May 21, 2024
Legal advisers (1)
- T••••••• P••••• H••••••• S•••••• L•• 1 shared · one time · last May 21, 2024
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
- Sep 17, 2026P•••Equity Partners Announces Growth Investment in A•• S••••••••• M•• | 2024
- Sep 17, 2026HighLevel Announces Minority Growth Investment from General Atlantic April | 2024
- Sep 17, 2026Thoma Bravo Completes Strategic Investment in P•••Equity Portfolio Company G•••••••• July | 2022
- Sep 17, 2026P•••Equity Partners Leads Over $60 Million Investment in HighLevel November | 2021
- Sep 17, 2026P•••Equity Partners Successfully Exits G5 September | 2021
- Sep 17, 2026P•••Equity Partners Leads Investment in G•••••••• December | 2020
- Sep 17, 2026Successfully Exits EnterpriseDB July | 2019
- Sep 17, 2026Closes Investment to Support X••••’s Growth Plans April | 2018
- Sep 17, 2026Closes First I••••••••• Fund at Over $137 Million February | 2017
- Sep 17, 2026Sourced and Led $76M Investment Supporting G5’s Growth Plans September | 2015
- Sep 17, 2026Sourced and Co-led Acquisition of Postgres Database Leader EnterpriseDB December | 2014
- Mar 31, 2026P••••••••• P••••••• M••••••••• C••• L•••••: Private Equity Funds on Form ADV 4 (2024 extract) -> 3 (roster 2026-09-01)
- May 21, 2024P•••Equity Partners Announces Growth Investment in A•• S••••••••• M•• | 2024
- Jul 8, 2019Successfully Exits EnterpriseDB July | 2019
- Aug 13, 2015P••••••••• P••••••• M••••••••• C••• L••••• first filed Form ADV in the extract (IA)
Across the graphs
P••••••••• P••••••• M••••••••• 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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