Level Equity Management is a growth equity firm specializing in software and internet companies. The firm focuses on middle market opportunities, offering minority and majority investments, full acquisitions, and structured equity and credit solutions. Level Equity targets rapid-growth technology businesses, providing capital and guidance to support various transaction types and outcomes.
The firm's portfolio includes notable companies such as Vacasa, Criteria, and Onit. Level Equity's investment strategy spans multiple stages, with a concentration on Series A and B rounds, as well as private equity deals. They offer bespoke guidance to portfolio companies, positioning themselves as partners to best-in-class software pioneers in their growth journey.
Level Equity Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments36
Current Portfolio Count25
Total Portfolio Exits2
Top Investment Stages
Series A13 (37.1%)
Series Unknown8 (22.9%)
Private Equity7 (20.0%)
Series B6 (17.1%)
Series C1 (2.9%)
Stage Mix
Series A 37%Series Unknown 23%Private Equity 20%Series B 17%Series C 3%
Concentration shown as share of disclosed investments by stage.
Level Equity Management - Classification
- Also Known As
- Level Equity Management, LLC
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6700Holding And Other Investment Offices
- 6790Miscellaneous Investing
- 6799Investors, Not Elsewhere Classified
Show 6 more industry codes
- NAICS
- 525000Funds, Trusts, and Other Financial Vehicles
- 523910Miscellaneous Intermediation
- 523940Portfolio Management and Investment Advice
- SIC
- 6000Depository Institutions
- 6720Investment Offices
- 6722Management Investment Offices, Open-end