DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / EOS Venture Partners
EOS Venture Partners
venture manager, reported GAV $152M across 4 vehicles
Importance
31
moderate
Active deployment
4
low
Emerging
0
low
Completeness
75
high
Freshness
100
high
Research priority
5
low
Identity and regulatory footprint
- Headquarters
- Santa Monica, CAadviserinfo.sec.gov
- Office address
- 301 ARIZONA AVENUE, #305, Santa Monica, CA, 90401adviserinfo.sec.gov
- Business phone
- 610-585-0285adviserinfo.sec.gov
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Mar 16, 2026
- Private funds reported
- 3 (3 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $236Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- EOS Venture Partners (Shareholder), E
- business email
- connect@eosvc.comeosvc.compublished by the subject
- business phone
- 44 739 218 2009adviserinfo.sec.govpublished by the subject
- business phone
- 610-585-0285adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
3 observed deals
Stated (the firm’s website)
- Sectors
- cybersecurity
- Stages
- series a, early
- Geography
- global, japan, worldwide
- Check size
- $7.0M to $10.0M stated by the firm
- Self-described
- venture capital
“We lead Series A rounds with initial checks of $7-10M.”
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 33%Other Technology 33%Other Health Care 33%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
4 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| EVP I LP | Fund | 2020 form d first sale | Mature | $74.3M Mar 26, 2024 | 7 | $5.0M | Apr 30, 2020 |
| EVP II LP | Fund | unknown | Unknown | $71.0M Mar 26, 2024 | 16 | unknown | unknown |
| EVP Ct I LP | Fund | unknown | Unknown | $3.7M Mar 26, 2024 | 1 | unknown | unknown |
| EVP Ph I LP | Fund | unknown | Unknown | $2.5M Mar 26, 2024 | 8 | unknown | unknown |
| EVP C I LP | Fund | unknown | Wound down | $750,000 Mar 31, 2023 | 1 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
17 current, 0 departed
Giao Phan
AssociateAssociate
Carl G. Bauer-Schlichtegroll
General partnerGeneral Partner
Sam Evans
General partnergeneral partner
Zach Powell
General partnerGeneral Partner
Bill Keogh
Operating partnerOperating Partner
James Tootell
PartnerPartner
Megan Montague
Platform and operationsFinance Operations Manager
Michael Nekus
Platform and operationsChief Financial Officer
Brian Coburn
PrincipalPrincipal
Carl Bauer-Schlichtegroll
PrincipalDirector · since Nov 1, 2016
Galen Shaffer
PrincipalPrincipal
James Tootell
PrincipalDirector · since Dec 1, 2023
Jonathan Mead Kalman
PrincipalDirector · since Nov 1, 2016
Sam Evans
PrincipalDirector · since Nov 1, 2016
Zach Powell
PrincipalDirector And Shareholder · since Dec 1, 2023
Zach Powell
PrincipalDirector · since Apr 1, 2022
Felipe Jaramillo
Vice presidentVice President
Investments on record
3 edges, 3 companies, 2 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| engagesimply | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Ao1 Holdings Inc. | board seat | unknown · board | James Tootell (strongly supported) | unknown | unknown | Dec 30, 2024 | Inference SEC EDGAR Form D data sets (quarterly) |
| Family First, Inc. | board seat | unknown · board | Carl Bauer-Schlichtegroll (strongly supported) | unknown | unknown | Jul 30, 2024 | Inference SEC EDGAR Form D data sets (quarterly) |
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
2 relationships from shared deals, counted for the whole firm
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
10 dated events
- Mar 26, 2024EVP C I LP no longer reported on Form ADV by EOS Venture PartnersFund no longer reportedFundsInferenceEVP C I LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 1, 2023James Tootell joined Schedule A of EOS Venture Partners as Director
- Dec 1, 2023Zach Powell joined Schedule A of EOS Venture Partners as Director And Shareholder
- Nov 8, 2022EVP C I LP first reported on Form ADV by EOS Venture Partners (Venture Capital Fund), GAV $4,500,000Fund first reported on Form ADVFundsFactEVP C I LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 8, 2022EVP Ct I LP first reported on Form ADV by EOS Venture Partners (Venture Capital Fund), GAV $2,500,000Fund first reported on Form ADVFundsFactEVP Ct I LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 8, 2022EVP I LP first reported on Form ADV by EOS Venture Partners (Venture Capital Fund), GAV $69,000,000Fund first reported on Form ADVFundsFactEVP I LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 8, 2022EOS Venture Partners first filed Form ADV (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 8, 2022EVP Ph I LP first reported on Form ADV by EOS Venture Partners (Venture Capital Fund), GAV $2,800,000Fund first reported on Form ADVFundsFactEVP Ph I LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 8, 2022EOS Venture Partners first filed Form ADV (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 8, 2022EVP II LP first reported on Form ADV by EOS Venture Partners (Venture Capital Fund), GAV $24,224,000Fund first reported on Form ADVFundsFactEVP II LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $152M across 4 vehicles
Evidence
68 observations from 3 sources