DFX Intelligence
Energize Ventures Fund II LP
As of · the latest observation of this vehicle; each figure below carries its own filing date
MatureFundraising status unknownADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
4 additional principals, 1 additional placement agent
Every relationship, signal and contact on this record, with the source on each.
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Nothing material in the last 365 days. Last change: 3 Sep 2021, Latest Form D filed on 3 Sep 2021: $328M sold, 87 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2020basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- indefinitewhat may be sold, not what was raised; file 021-381213, sworn by the adviser or filed under this vehicle
- Form D sold
- $328Mas of the filing of Sep 3, 2021, 87 investors
- First sale
- Dec 2, 2020
- Reported GAV
- $347Mon the Form ADV filed Mar 31, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 86
- Reported on ADV
- Mar 30, 2021 to Mar 31, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Unknown
latest Form D 2021-09-03, older than 15 months (fr-1)
evidence dated Sep 3, 2021.
Lifecycle
Mature
Lifecycle
vintage 4 to 7 years
age years: 6first sale: Dec 2, 2020vintage year: 2020adv gav as of: Mar 31, 2026vintage basis: Form d first saleform d sold: $328Mform d offering: n/aform d latest filed at: Sep 3, 2021
The fund's own reporting through time
7 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 30, 2021 | Venture Capital Fund | $82.2M | 13 | $5.0M | 14% | yes | |
| Mar 31, 2022 | Venture Capital Fund | $363M | 90 | $5.0M | 8% | yes | |
| Sep 21, 2022 | Venture Capital Fund | $363M | 90 | $5.0M | 8% | yes | |
| Mar 29, 2023 | Venture Capital Fund | $344M | 87 | $5.0M | 11% | yes | |
| Oct 26, 2023 | Venture Capital Fund | $323M | 87 | $250,000 | 11% | yes | |
| Mar 28, 2024 | Venture Capital Fund | $348M | 87 | $250,000 | 11% | yes | |
| Mar 31, 2026 | Venture Capital Fund | $347M | 86 | $250,000 | 11% |
Principals and agents
7 principals on Form D, 1 placement agents
- Juan Muldoon Executive Officer
- Energize Ventures II GP LLC Promoter
- - Energize Ventures LLC Promoter
- KEMA Partners LLC placement agent
Service providers
4 named on Form ADV Schedule D and Form D
- AuditorDeloitte · CHICAGO, Illinois, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
- AdministratorJuniper Square · SAN FRANCISCO, California, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
- CustodianSilicon Valley Bank · SANTA CLARA, California, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.1 relationship, public pensions and the allocator graph, each counted once
| Allocator | Type | Amount | Date | Source |
|---|---|---|---|---|
| Shear Family Foundation Inc | FOUNDATION | $1.7M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
4 events
- Mar 31, 2025Administrator changed: Juniper Square replaced ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS, first reported on the Form ADV filed March 31, 2025 (previous filing March 28, 2024)Administrator changed Fact Form ADV
- Sep 3, 2021Energize Ventures Fund II LP filed Form D/A: $327,745,000 sold (indefinite offering), Venture Capital FundForm D filed Fact Form D
- Mar 30, 2021Energize Ventures Fund II LP first reported on Form ADV by Energize Ventures LLC (Venture Capital Fund), GAV $82,200,000Fund first reported on Form ADV Fact Form ADV
- Nov 20, 2020Energize Ventures Fund II LP filed Form D: no sales yet (indefinite offering), Venture Capital FundForm D filed Fact Form D
Evidence
31 observations
Every observation on this vehicle
- Entity type: Limited Partnership Sep 3, 2021 Fact Form D
- Entity type: Limited Partnership Nov 20, 2020 Fact Form D
- Form D fund type: Venture Capital Fund Sep 3, 2021 Fact Form D
- Form D fund type: Venture Capital Fund Nov 20, 2020 Fact Form D
- Form D industry group: Pooled Investment Fund Sep 3, 2021 Fact Form D
- Form D industry group: Pooled Investment Fund Nov 20, 2020 Fact Form D
- Amendment: true Sep 3, 2021 Fact Form D
- Amendment: false Nov 20, 2020 Fact Form D
- Revenue range (Form D): Decline to Disclose Sep 3, 2021 Fact Form D
- Revenue range (Form D): Decline to Disclose Nov 20, 2020 Fact Form D
- Incorporated: withinFiveYears Sep 3, 2021 Fact Form D
- Incorporated: withinFiveYears Nov 20, 2020 Fact Form D
- Jurisdiction: Delaware Sep 3, 2021 Fact Form D
- Jurisdiction: Delaware Nov 20, 2020 Fact Form D
- Amount sold (Form D): $328M Sep 3, 2021 Fact Form D
- Amount sold (Form D): $0 Nov 20, 2020 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Sep 3, 2021 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Nov 20, 2020 Fact Form D
- First sale: 2020-12-02 Sep 3, 2021 Fact Form D
- Indefinite offering: true Sep 3, 2021 Fact Form D
- Indefinite offering: true Nov 20, 2020 Fact Form D
- Investors (Form D): 87 Sep 3, 2021 Fact Form D
- Investors (Form D): 0 Nov 20, 2020 Fact Form D
- Minimum investment (Form D): 0 Sep 3, 2021 Fact Form D
- Minimum investment (Form D): 0 Nov 20, 2020 Fact Form D
- Securities offered: pooled Sep 3, 2021 Fact Form D
- Securities offered: pooled Nov 20, 2020 Fact Form D
- Office address: Sep 3, 2021 Fact Form D
- Office address: Nov 20, 2020 Fact Form D
- Year of incorporation: 2020 Sep 3, 2021 Fact Form D
- Year of incorporation: 2020 Nov 20, 2020 Fact Form D
Relationships across DFX
on 3 other DFX graphs
Across the graphs
Energize Ventures Fund II LP is the same institution as 3 records in Allocators, RIA and Wealth and Family Offices.
Allocators1RIA and Wealth1Family Offices1
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
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Record history
3 dated events on the change ledger, latest event first
- Form D filed2021-09-03source on record
- Fund first reported on ADV2021-03-30source on record
- Form D filed2020-11-20source 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.