Mutual Capital Partners Funds
Mutual Capital Partners is a Cleveland, Ohio venture capital fund that invests in Midwest based early stage software and medical device companies.
In the firm's own words, from its website.
15 additional co-investors and affiliates, 20 additional investments, funds and LPs, 6 events, 2 verified contacts (1 published business email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 1 companynew in 12 months
1 new company in the last 12 months.
A firm writing cheques this quarter is one a founder can pitch now.
- 1 companyportfolio raising
One portfolio company has new financing on record in 6 months without this firm named on the round; the latest on 9 Jul 2026 ($14.4M sold on Form D).
A portfolio company raising again is a follow-on decision for the firm and a co-investment opening for others.
People to know
View all people- General PartnerWhy: General partner: carries the investment decisionNo route on file yet
- General PartnerWhy: General partner: carries the investment decisionNo route on file yet
- PrincipalWhy: Principal on the deal teamNo route on file yet
Relationship network
47 connected entities3 observed rounds
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Company
- Fund or vehicle
- Person
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Mutual Capital Partners Funds: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Mutual Capital Partners Funds
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
20 companies on record, 1 new in 12 months
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| CATALYST | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Checkpoint Blue | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Leading provider of Cloud Object Storage | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
- Sectors
- healthcare, medtech, space
- Stages
- not stated or not yet read
- Geography
- midwest, ohio
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- government
Team
3 current, 0 departed
- Wayne Herbert Wallace · General PartnerWhy this person: General partner: carries the investment decision; Named with investment responsibility
- William Sean Trainor · General PartnerWhy this person: General partner: carries the investment decision; Named with investment responsibility
- Liz Todia Zambory · PrincipalWhy this person: Principal on the deal team; Named with investment responsibility; Led 1 round on record
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
- Principal · led 1 round on record
- General Partner · 1 deal attributed
- General Partner · 1 deal attributed
1 published business email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
4 vehicles, 0 LPs disclosed
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| MCPF III Opportunity Fund, L.P. | Opportunity fund | 2025 form d first sale | Fundraising | unknown | unknown | $9.8M of $10.0M | Sep 12, 2025 |
| Mcpf II Opportunity Fund LP | Opportunity fund | 2020 adv first reported | Mature | $7.8M Feb 5, 2024 | 57 | unknown | unknown |
| Mutual Capital Partners Fund III LP & Iii-Q LP | Fund | 2018 adv first reported | Harvest | $43.3M Feb 5, 2024 | 115 | unknown | unknown |
Relationships across DFX
18 co-investors · on 1 other DFX graph
- 2026-10-011 shared deal · one time
- 2026-10-011 shared deal · one time
- 2026-10-011 shared deal · one time
Across DFX and the capital chainon 1 other DFX graph ShowHide
- The same institution is held on RIA and Wealth, matched by identifier. See which records
Mutual Capital Partners Funds is the same institution as 1 record in RIA and Wealth.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Evidence and history
11 dated events, 83 observations from 3 sources
- seen on or beforeSep 13, 2026Mutual Capital Partners Funds: MULTI_STAGE_VC -> GOVERNMENT_VENTURE (name or self-description says a public body)Classification changedClassificationInferenceno URL
- Feb 5, 2020Mcpf II Opportunity Fund LP first reported on Form ADV by Mutual Capital Partners Funds (Venture Capital Fund), GAV $5,280,000
- Feb 5, 2020C&t Access Ventures Fund LLC no longer reported on Form ADV by Mutual Capital Partners Funds
- Feb 5, 2020Mutual Capital Partners Fund I LP no longer reported on Form ADV by Mutual Capital Partners Funds
- Feb 2, 2018Mutual Capital Partners Fund III LP & Iii-Q LP first reported on Form ADV by Mutual Capital Partners Funds (Venture Capital Fund), GAV $43,305,000
Address, phone, Form ADV filing and ownersForm ADV filed Feb 5, 2024 · 3 private fundsShowHide
- Headquarters
- Westlake, OHadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- MUTUALCAPITALPARTNERS.COM
- SEC adviser type
- Exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Feb 5, 2024
- Private funds reported
- 3 (3 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $77.4Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 13, 2026Government-backed venture investor (probable, 80%)Name or self-description says a public body
- Sep 12, 2026Multi-stage venture firm (probable, 80%)Both early and growth/opportunity families, reported GAV $77M
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Exempt reporting adviser | Feb 5, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-04-02 | Feb 5, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-02-05 | Feb 5, 2024 | Fact | Form ADV |
| Venture share of reported funds | 1 | Feb 5, 2024 | Fact | Form ADV |
| Business phone | Feb 5, 2024 | Fact | Form ADV | |
| Contact page url | Oct 1, 2026 | Fact | no URL | |
| Contact page url | Sep 16, 2026 | Fact | no URL | |
| Description | Oct 1, 2026 | Fact | no URL | |
| Description | Sep 16, 2026 | Fact | no URL | |
| Description | Sep 13, 2026 | Fact | no URL | |
| Entity type | Limited Partnership | Feb 7, 2011 | Fact | Form D |
| Entity type | Limited Partnership | Feb 4, 2011 | Fact | Form D |
| Form D fund type | Venture Capital Fund | Feb 7, 2011 | Fact | Form D |
| Form D fund type | Venture Capital Fund | Feb 4, 2011 | Fact | Form D |
| Form D industry group | Pooled Investment Fund | Feb 7, 2011 | Fact | Form D |
| Form D industry group | Pooled Investment Fund | Feb 4, 2011 | Fact | Form D |
| Amendment | true | Feb 7, 2011 | Fact | Form D |
| Amendment | false | Feb 4, 2011 | Fact | Form D |
| Revenue range (Form D) | No Revenues | Feb 7, 2011 | Fact | Form D |
| Revenue range (Form D) | No Revenues | Feb 4, 2011 | Fact | Form D |
| Headquarters | Westlake, OH | Feb 5, 2024 | Fact | Form ADV |
| Incorporated | withinFiveYears | Feb 7, 2011 | Fact | Form D |
| Incorporated | withinFiveYears | Feb 4, 2011 | Fact | Form D |
| Jurisdiction | Ohio | Feb 7, 2011 | Fact | Form D |
| Jurisdiction | Ohio | Feb 4, 2011 | Fact | Form D |
| Amount sold (Form D) | 15,000,000 | Feb 7, 2011 | Fact | Form D |
| Amount sold (Form D) | 15,000,000 | Feb 4, 2011 | Fact | Form D |
| Offering amount (Form D) | 30,000,000 | Feb 7, 2011 | Fact | Form D |
| Offering amount (Form D) | 30,000,000 | Feb 4, 2011 | Fact | Form D |
| Exemptions | 06 | Feb 7, 2011 | Fact | Form D |
| Exemptions | 06 | Feb 4, 2011 | Fact | Form D |
| First sale | 2011-01-31 | Feb 7, 2011 | Fact | Form D |
| First sale | 2011-01-31 | Feb 4, 2011 | Fact | Form D |
| Investors (Form D) | 45 | Feb 7, 2011 | Fact | Form D |
| Investors (Form D) | 45 | Feb 4, 2011 | Fact | Form D |
| Minimum investment (Form D) | 250,000 | Feb 7, 2011 | Fact | Form D |
| Minimum investment (Form D) | 250,000 | Feb 4, 2011 | Fact | Form D |
| Securities offered | pooled | Feb 7, 2011 | Fact | Form D |
| Securities offered | pooled | Feb 4, 2011 | Fact | Form D |
| Office address | Feb 5, 2024 | Fact | Form ADV | |
| Office address | Feb 7, 2011 | Fact | Form D | |
| Office address | Feb 4, 2011 | Fact | Form D | |
| Self-described type | government | Oct 1, 2026 | Fact | no URL |
| Self-described type | government | Sep 16, 2026 | Fact | no URL |
| Self-described type | government | Sep 13, 2026 | Fact | no URL |
| Legal form | Limited Partnership | Feb 5, 2024 | Fact | Form ADV |
| Portfolio page | Oct 1, 2026 | Fact | no URL | |
| Portfolio page | Sep 16, 2026 | Fact | no URL | |
| Portfolio page | Sep 13, 2026 | Fact | no URL | |
| Private funds reported | 3 | Feb 5, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $77.4M | Feb 5, 2024 | Fact | Form ADV |
| Stated geography | Midwest, ohio “geography words on the home page” | Oct 1, 2026 | Fact | no URL |
| Stated geography | Midwest, ohio “geography words on the home page” | Sep 16, 2026 | Fact | no URL |
| Stated geography | Midwest, ohio “geography words on the home page” | Sep 13, 2026 | Fact | no URL |
| Stated sectors | Healthcare, medtech, space “sector words on the home page” | Oct 1, 2026 | Fact | no URL |
| Stated sectors | Healthcare, medtech, space “sector words on the home page” | Sep 16, 2026 | Fact | no URL |
| Stated sectors | Healthcare, medtech, space “sector words on the home page” | Sep 13, 2026 | Fact | no URL |
| Team page | Oct 1, 2026 | Fact | no URL | |
| Team page | Sep 16, 2026 | Fact | no URL | |
| Team page | Sep 13, 2026 | Fact | no URL | |
| Venture funds reported | 3 | Feb 5, 2024 | Fact | Form ADV |
| Website | Sep 12, 2026 | Fact | Form ADV | |
| Website | Feb 5, 2024 | Fact | Form ADV | |
| Site title | Oct 1, 2026 | Fact | no URL | |
| Site title | Sep 16, 2026 | Fact | no URL | |
| Site title | Sep 13, 2026 | Fact | no URL | |
| Year of incorporation | 2010 | Feb 7, 2011 | Fact | Form D |
| Year of incorporation | 2010 | Feb 4, 2011 | Fact | Form D |
How this is scored
Scores, classification basis and filing advisersGovernment-backed venture investor, probableShowHide
Name or self-description says a public body
- importance
- gav: 0.27 · funds: 0.5 · people: 0.12 · investments: 0.49 · co investors: 0.51
- active deployment
- investments 12m: 0.13 · fund raising 18m: 1 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2026-07-21
- emerging manager
- fund count: 6 · reported gav: $77.4M · first adv filing: 2012-04-02 · years since first filing: 14.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Merged in2026-09-14
- Organization classification changed2026-09-13
- Adviser's first ADV filing2012-04-02source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.