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    First Trust Capital Partners logo

    First Trust Capital Partners

    Wheaton, United StatesFounded 2005

    First Trust Capital Partners, LLC (FTCP) invests balance sheet capital in early and growth stage companies across multiple industries, with a focus on financial services and healthcare technology. The firm is affiliated with First Trust Portfolios L.P. and First Trust Advisors L.P. and is based in Wheaton, Illinois.

    Deal activity increased 33% year-over-year (4 deals in the last 12 months). Average disclosed round size is $47.3M (across 48 rounds with reported amounts).

    Find people at First Trust Capital Partners on Goldilocks AI

    Portfolio

    47

    Fund Size

    Top Stage

    Series A

    Last 12 Mo

    4

    Team

    Jon Phillips

    Jon Phillips

    Managing Director

    Karim Botros

    Karim Botros

    Senior Vice President

    Mark Kroeger

    Mark Kroeger

    Senior Vice President

    Rachel Kern

    Rachel Kern

    Senior Vice President

    Billy Louiselle

    Billy Louiselle

    Associate

    Hamza Adnan

    Hamza Adnan

    Associate

    Lukas Breunig

    Lukas Breunig

    Analyst

    Rohan Gupta

    Rohan Gupta

    Analyst

    Scott Carrick

    Scott Carrick

    Analyst

    Portfolio Breakdown

    Stage Distribution

    Sector Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    60 investments
    CompanyRoundAmountDate
    Nadia Care logoNadia CareUnknown$12MMar 2026
    Trussed AI logoTrussed AISeedFeb 2026
    Truemed logoTruemedSeries A$34MDec 2025
    Base Power logoBase PowerSeries C$1BOct 2025
    Nectar Social logoNectar SocialPre-Seed$10.6MJun 2025
    Base Power logoBase PowerSeries B$200MApr 2025
    GreenLite logoGreenLiteSeries A$28.5MSep 2024
    Somite logoSomitePre-Seed$5.3MApr 2024
    Antora Energy logoAntora EnergySeries B$150MFeb 2024
    VValid8Series A$8.5MJan 2024
    Switchboard Software logoSwitchboard SoftwareSeed$6.5MJan 2024
    Valid8 Financial logoValid8 FinancialSeries A$8.5MNov 2023
    Black Ore logoBlack OreSeries C$60MNov 2023
    GreenLite logoGreenLiteSeed$8MOct 2023
    Browse.AI logoBrowse.AISeed$2.8MAug 2023
    Karoo Health logoKaroo HealthSeed$3.4MJun 2023
    StellarFi logoStellarFiSeries A$15MMar 2023
    Wellvana logoWellvanaUnknown$84MJan 2023
    VValid8Series A$8.5MJan 2023
    SSonara HealthSeed$3MOct 2022
    SSonaraSeedOct 2022
    StellarFi logoStellarFiSeed$7MMar 2022
    Standard Metrics logoStandard MetricsSeries A$23.7MFeb 2022
    Antora Energy logoAntora EnergySeries CFeb 2022
    TTarged BiopharmaceuticalsSeries AJan 2022
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    Last updated: 8 September 2026