About Level Equity
Level Equity is a private equity firm founded in 2009. It is primarily based in New York City, United States. As of Apr 2026, Level Equity is an active investor with a portfolio of 127 companies, comprising 127 funding rounds and 3 acquisitions. In the last 12 months, it has participated in 4 funding rounds. The firm primarily invests in companies based in United States and Canada. Its portfolio is spread across a wide range of sectors from Enterprise Applications to FinTech. Its latest investment was a $***** PE round in ECP on Dec 08, 2025
Overall Level Equity portfolio has seen 2 unicorns and 46 acquisitions including key companies like Vacasa, Clari and Fivetran. A lot of funds co-invest with Level Equity, with names like Five Elms Capital sharing a substantial percentage of its portfolio.
Level Equity has a team of 44 people, including 10 partners.
Key Metrics
Founded Year
2009
Location
New York City, United States
Portfolio Sectors
Portfolio Locations
Acquisition Deals
Level Equity's Portfolio
Level Equity has a portfolio of 127 companies. They have invested in a total of 127 companies. Their most recent investment was in ECP (PE round) on Dec 08, 2025. Here are the most recent investments by Level Equity:Date | Company | Round | Amount | Co-Investors |
|---|---|---|---|---|
Dec 08, 2025 | PE | 4591 | - | |
Sep 29, 2025 | Seed | 6204 | - | |
Sep 02, 2025 | Series C | 1417 | ||
Jun 17, 2025 | Series A | 1789 | - |
Level Equity has acquired 3 companies. Their most recent acquisition was of DocuPhase on Feb 20, 2024. Here are the most recent acquisitions by Level Equity:
Acquisition Date | Company | Short Description | Total Funding | Founded Year |
|---|---|---|---|---|
Feb 20, 2024 | Intelligent automation solutions simplifying back-office operations for modern finance teams | - | 2000 | |
Dec 18, 2017 | End-to-end solution solutions for outpatient care | - | 1993 | |
Jul 13, 2023 | Provider of anesthesia management services | - | 2010 |
Here is the portfolio snapshot of Level Equity:
Investments by Year
The maximum number of investments were made in 2019
Acquisitions by Year
The maximum number of acquisitions were made in 2024
Portfolio by Location
Companies are primarily in United States and Canada
Portfolio by Sector
Companies are primarily in Enterprise Applications
Team profile of Level Equity
Level Equity has a team of 44 members including 10 Partners and 10 Principals located in United States. Level Equity's team sits on the board of 3 companies.Here is a list of top team members in Level Equity:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | New York City | - | ||
Partner | New York City | - | ||
Partner | New York City | - | ||
Partner | New York City | - | ||
Partner | New York City | |||
Partner | New York City | - | ||
Partner | New York City | |||
Partner | New York City | |||
Partner | New York City | - | ||
Partner | New York City | - | ||
Principal | New York City |
Co-investors of Level Equity
Over the past 17 years, 36 investors have co-invested in Level Equity's portfolio companies.
- Top Co-investors of Level Equity: 36 investors entered a company along with Level Equity. These include investors like Five Elms Capital (3 companies).
Level Equity News
•
•
ECP Completes Growth Financing from Level Equity to Invest in AI Platform for Assisted LivingGlobal Fintech Series•Dec 09, 2025•ECP, Level Equity
•
•
Osprey Flight Solutions secures more than GBP40m investment from Level EquityCentre for Aviation•Sep 04, 2025•Salamair, Ethiopian Airlines, Skyup, Europa and 4 others
•
Jaan Health Raises $25M to Advance AI-Driven Proactive Care Platform PhamilyHIT Consultant•Jun 27, 2025•Phamily, Level Equity
•
Acorn Secures $12.3 Million to Reimagine Workforce Development with AIintelligence360•Jun 26, 2025•Acorn, Level Equity
•
Acorn Secures $13.1 Million to Reimagine Workforce Development With AITraining Industry•Jun 17, 2025•Level Equity, Acorn
•
•
•
