Home
Loading

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

Get in touch

  • Contact

  • Request a demo

  • Request data updates

  • Add a company

Research

  • Companies

  • Investors

  • People

aVenture

  • Sitemap

  • Feature requests

Member

Backed by

© aVenture Investment Company, 2026. All rights reserved.

San Francisco, CA, USA

Privacy Policy

aVenture Investment Company ("aVenture") is an independent research platform providing detailed analysis and data on startups, venture capital investments, and key industry individuals. It is not a registered investment adviser, broker-dealer, or investment advisor and does not provide investment advice or recommendations. The data provided by aVenture does not constitute recommendations or advice, whether by methodology, analysis, AI-generated content, or a statement written by a staff member of aVenture.

aVenture is not affiliated with any of the people, companies, organizations, government agencies, regulatory bodies, or investment funds we provide coverage for on this site unless explicitly stated otherwise. Users assume full responsibility for decisions made based on information obtained from this platform. Links to external websites do not imply endorsement or affiliation with aVenture. Any links that provide the ability to invest in a primary or secondary transaction in a company are for convenience only and do not constitute solicitations or offers to buy or sell an investment. Investors should exercise heightened precaution and due diligence when investing in private companies, especially those not independently audited.

While we strive to provide valuable insights with objectivity and professional diligence, we cannot guarantee the accuracy of the information provided on our platform. Before making any investment decisions, you should verify the accuracy of all pertinent details for your decision. To the fullest extent permitted by law, aVenture shall not be liable for any direct, indirect, incidental, consequential, or financial damages arising from use of this site, whether by consumers of its contents directly or by persons or organizations covered by our research, even if we are advised of the possibility. Our best-efforts processes and correction request forms do not create a warranty or duty of care.

Profiles on this platform may include content generated in part by large language models (LLMs, artificial intelligence) that aggregate publicly available sources (e.g., SEC EDGAR, public filings, press releases). Source attribution is provided where known; always verify statements and claims here against original sources before relying on any data. Content on our site may contain inaccuracies, omissions, or what are commonly called 'hallucinations' if generated in part or in full by AI / LLMs. The risk can also exist even when content is written by a human, as internal and third-party sources may also have inaccuracies for the same or different reasons. While we randomly audit a proportion of content, this is not exhaustive.

We recommend that an independent auditor be hired to verify the accuracy of the information before relying on it for any sensitive decisions. By accessing this platform, you agree not to rely solely on any information generated by AI, aggregated, or sourced or written otherwise on this site, for investment, financial, or other decisions. aVenture assumes no responsibility for inaccuracies, omissions, or hallucinations. You must independently verify all data from primary sources. Use of this platform constitutes your waiver of claims for reliance-based damages, including negligent misrepresentation. To report an error, request a correction, or dispute information about a company or individual, contact us via our request data updates form.

Loading homepage
Loading
Loading
Home›
Research›
Investment Firms›
Grail Partners
AddedFeb 15, 2024
UpdatedJun 28, 2026
Grail Partners

Grail Partners

Operating

Grail Partners, LLC: A global merchant banking firm offering strategic financial advisory and M&A services.

Location
San Francisco, CA, US
Founded
2005
Firm
Compare
Portfolio
Employees
Website

Grail Partners, LLC is a global merchant banking firm that specializes in providing strategic financial advisory and M&A services to corporate and institutional clients. The firm primarily focuses on the financial institutions, banking, and asset management sectors. Grail Partners typically engages in Series A, Series D, and other unspecified investment rounds, with notable investments ranging from $1.2 million to over $213 million.

Notable portfolio companies include Credit Sesame, FolioMetrix, Integrated Trade Processing, SoFi Technologies, and XShares Group. Grail Partners is distinguished by its hands-on approach, leveraging decades of industry experience to foster growth and success for its clients and portfolio companies. The firm offers unique value-add services such as deal valuations, fairness opinions, and comprehensive strategic and monetary advisory services, ensuring robust support for their investments.

Grail Partners - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments5
Current Portfolio Count5
Total Portfolio Exits0

Top Investment Stages

Series D2 (40.0%)
Series Unknown2 (40.0%)
Series A1 (20.0%)

Stage Mix

Series D 40%Series Unknown 40%Series A 20%

Concentration shown as share of disclosed investments by stage.

Recent Investments

SoFi logo

SoFi

FolioMetrix logo

FolioMetrix

Credit Sesame logo

Credit Sesame

Integrated Trade Processing logo

Integrated Trade Processing

XShares Group logo

XShares Group

Grail Partners - Similar Investment Firms

Gryphon Partners logo

Gryphon Partners

Salem Partners logo

Salem Partners

salempartners.com

Granite Capital Management logo

Granite Capital Management

Mainsail Partners logo

Mainsail Partners

Gradient Capital Advisors logo

Gradient Capital Advisors

Great Mountain Partners logo

Great Mountain Partners

gmp.llc

Grace Venture Partners logo

Grace Venture Partners

Global Investment Partners logo

Global Investment Partners

gippartners.com

Tru Arrow Partners logo

Tru Arrow Partners

truarrow.com

True Blue Partners logo

True Blue Partners

ThirdStream Partners logo

ThirdStream Partners

Granite Hill Capital Partners logo

Granite Hill Capital Partners

granitehill.net

Growth Street Partners logo

Growth Street Partners

Emigrant Partners logo

Emigrant Partners

Griffin Capital logo

Griffin Capital

griffincapital.com

Grail Partners - Classification

Also Known As
  • Grail Partners LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 11 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523900Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6790Miscellaneous Investing
  • 6722Management Investment Offices, Open-end
  • 6799Investors, Not Elsewhere Classified