Jefferies is a leading global, full-service investment banking and capital markets firm that also operates a venture capital arm (Jefferies Fund I) investing in sectors such as fintech, AI, and health tech at the Series A and Series B stages. The firm was founded in 1962 and is headquartered in New York City.
39% of their portfolio is in Fintech. Average disclosed round size is $118.0M (across 20 rounds with reported amounts).
Portfolio
18
Fund Size
—
Top Stage
Unknown
Last 12 Mo
0
Team
Christopher Hanley
Managing Director, Food & Beverage Investment Banking
Andrea Lee
Global Co-Head of Investment Banking at Jefferies
James Walsh
Chairman of Consumer and Retail Investment Banking
Jason Kennedy
Chief Investment Officer at Jefferies Credit Partners
Taylor (Klipstein) Farrell
COO, Global Healthcare Investment Banking at Jefferies
Timothy Shea
Head of Digital Assets Investment Banking at Jefferies
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
Portfolio
| Company | Round | Amount | Date |
|---|---|---|---|
 Retailbook | Unknown | — | May 2025 |
| Retailbook | Unknown | — | Jan 2025 |
 CoreWeave | Growth | $650M | Oct 2024 |
 Parker | Series A | $31.1M | Mar 2023 |
 superpedestrian | Series C | $125M | Feb 2022 |
 Petal | Unknown | $34M | Feb 2021 |
 Green Monday | Unknown | $70M | Sep 2020 |
 Ualá | Series C | $150M | Nov 2019 |
 Ualá | Series C | $150M | Nov 2019 |
| MMorphic Holding | Ipo | $104M | Jan 2019 |
| Ualá | Series C | $150M | Jan 2019 |
| Ualá | Series B | — | Oct 2018 |
 CloudMargin | Series B | $10M | Apr 2018 |
 Visible Alpha | Series B | $38M | Jan 2018 |
| Ualá | Series A | $10M | Jan 2018 |
 dv01 | Seed | $5.5M | Jan 2017 |
 Affirm | Series D | $100M | Apr 2016 |
 Avant | Unknown | $400M | Apr 2015 |
| VViadeo | Growth | $32M | Apr 2012 |
 Assembly OSM | Unknown | $62M | — |
 Third Harmonic Bio | Ipo | $185.3M | — |
 Assembly | Series A | $38M | — |
| dv01 | Series B | $15M | — |
Top Co-Investors
Last updated: 20 October 2026