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    AC

    Allen & Company

    New York, New York, United StatesFounded 1922

    Allen & Company LLC is a privately held boutique investment bank founded in 1922 and based in New York City. The firm provides M&A advisory, underwriting, wealth management, and venture capital services, specializing in media, entertainment, technology, and real estate, and is known for its annual Sun Valley conference.

    Deal activity increased 100% year-over-year (2 deals in the last 12 months). Average disclosed round size is $68.5M (across 75 rounds with reported amounts).

    Find people at Allen & Company on Goldilocks AI

    Portfolio

    69

    Fund Size

    —

    Top Stage

    Series B

    Last 12 Mo

    2

    Team

    CT

    Cathy Tse

    Managing Director

    IG

    Ian G. Smith

    Managing Director

    KK

    Kaveh Khosrowshahi

    Managing Director

    LS

    Leah Schwartz

    Managing Director

    MM

    Matt Malagari

    Managing Director

    MM

    Michael Melnitzky

    Managing Director

    SG

    Steve Greenberg

    Managing Director

    TM

    Terry Morris

    Managing Director

    TE

    Timothy Erb

    Managing Director

    MT

    Manpreet Toor

    Director

    CR

    Christina Reed

    Vice President

    PF

    Peter Foggo

    Investment Banking Associate

    Portfolio Breakdown

    Stage Distribution

    Sector Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    81 investments
    CompanyRoundAmountDate
    NNeros, Inc.Series B$75MAug 2026
    NNeros, Inc.Series C$250MAug 2026
    Meter logoMeterSeries C$170MJun 2025
    Substrate logoSubstrateUnknown$100MJan 2025
    Nasdaq Private Market logoNasdaq Private MarketSeries B—Feb 2024
    PhysicsX logoPhysicsXSeries A$32MNov 2023
    Pomelo Care logoPomelo CareSeries A—Jun 2023
    Renew logoRenewSeed$8MApr 2023
    Mantra Bio logoMantra BioSeries A$9MJan 2023
    Octant Bio logoOctant BioUnknown$80MApr 2022
    Imprint logoImprintSeries A$38MNov 2021
    VVirsec SystemsSeries C$100MJul 2021
    Cresta logoCrestaSeries B$50MMar 2021
    TTradeswellSeries A$15.5MJan 2021
    VVirsec SystemsSeries C$100MJan 2021
    The Dapp List logoThe Dapp ListUnknown$1.8MJan 2021
    Vise Technologies, Inc. logoVise Technologies, Inc.Series B$45MDec 2020
    Mantra Bio logoMantra BioSeries A$25MJul 2020
    Niche logoNicheSeries C$35MApr 2020
    Turo logoTuroSeries E$30MJan 2020
    TThe Wanderlust GroupUnknown$14.2MJan 2020
    1stdibs logo1stdibsSeries D$76MMar 2019
    11stdibs.comSeries D$76MMar 2019
    ThirdLove logoThirdLoveSeries C$55MFeb 2019
    1stdibs logo1stdibsSeries D$76MJan 2019
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    Last updated: 7 October 2026