Key facts
- Level Equity is a growth equity firm based in New York, New York with 21 tracked portfolio companies.
- Notable positions include Stack (Cincinnati), WorkStep, Pursuit Technology Australia, Osprey Flight Solutions, EFTsure.
- Level Equity has 11 funds on record, raising $385.0M across the 3 that report a size.
- The team roster lists 36 people.
About Level Equity
Founded in 2009
Registered with the SEC
Form ADV · 2026-03 · CRD 160016- Regulatory AUM
- —
- Private fund assets
- $6.5B
- Private funds
- 18 · 18 private equity
- Staff
- 52
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LEVEL EQUITY MANAGEMENT, LLC).
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- ·The book's top 25 — of 21 recorded positions
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Portfolio, priced
21 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Stack (Cincinnati) | — | $164.0M | — | |
| WorkStep | — | $144.5M | — | |
| Pursuit Technology Australia | — | $59.6M | — | |
| Osprey Flight Solutions | — | $18.4M | — | |
| EFTsure | — | $10.0M | — | |
| Phamily | — | $5.0M | — | |
| Satisfi Labs | — | $2.0M | — | |
| TrueComp | — | — | — | |
| BigTime Software | — | — | — | |
| Uberall | — | — | — | |
| Fivetran | Business/Productivity Software | — | — | |
| Casago Holdings | — | — | — | |
| Corporate Governance Risk | — | — | — | |
| CyberFox (Network Management Software) | — | — | — | |
| Boatsetter | — | — | — | |
| + 6 more companies · a free account shows the top of the book | ||||
Funds
6 of 11 recorded- Level Structured Capital III2025$294
- Level Equity Growth Partners VI, L.P.2024—
- Level Equity Opportunities Fund 2025, L.P.2024—
- Level Equity Opportunities Fund 2021, L.P.2021—
- Level Equity Growth Partners V, L.P.2021—
- Level Equity Opportunities Fund 2018, L.P.2018—
$385.0M raised across the 3 funds that report a size
All 11 funds →Team
36 people on record — 36 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What companies does Level Equity invest in?
- Level Equity has 21 recorded portfolio companies, including Stack (Cincinnati), WorkStep, Pursuit Technology Australia, Osprey Flight Solutions.