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    Level Equity

    New York, New York, United StatesFounded 2009
    www.levelequity.comLinkedIn
    SaaSEnterprise SoftwareData & Analytics

    Founded in 2009, Level Equity is a lower middle market private investment firm providing long-term growth capital to rapidly growing software and technology-enabled businesses through two business lines: growth equity and structured capital.

    They made 4 investments in the last 12 months. Average disclosed round size is $30.1M (across 47 rounds with reported amounts).

    Find people at Level Equity on Goldilocks AI

    Portfolio

    49

    Fund Size

    $1.4B

    Top Stage

    Series A

    Last 12 Mo

    3

    Team

    SS

    Sarah Sommer

    Co-Founder and Partner

    BO

    Barry Osherow

    Partner, Structured Capital

    CH

    Caleb Hill

    Operating Partner, Finance & Operations

    CC

    Charles Chen

    Partner

    CI

    Chris Isaac

    Partner

    GG

    Gautam Gupta

    Partner

    MS

    Michael Scappa

    Operating Partner, Tech & AI

    NL

    Nate Linn

    Partner and Chief Operating Officer

    NB

    Nick Berardo

    Partner

    RY

    Ron Yang

    Operating Partner, Product Strategy & AI

    AT

    Arthur Tingas

    Principal

    CB

    Chris Barrand

    Principal

    Portfolio Breakdown

    Stage Distribution

    Sector Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    59 investments
    CompanyRoundAmountDate
    Cyberfox logoCyberfoxGrowth—Feb 2026
    Phamily logoPhamilySeries B$25MJan 2026
    EHS Insight logoEHS InsightGrowth—Dec 2025
    Osprey Flight Solutions logoOsprey Flight SolutionsUnknown—Sep 2025
    WellRight logoWellRightSeries B$4MJan 2025
    Enveda logoEnvedaSeries B$55MJun 2024
    Accelo logoAcceloGrowth—Feb 2024
    FormAssembly logoFormAssemblySeries A$16.5MJan 2024
    WellRight logoWellRightSeries A$625KInvalid Date
    RocketRez logoRocketRezSeries B$15MJan 2023
    Foxen logoFoxenSeries A$44MJun 2022
    Planet DDS logoPlanet DDSGrowth—Jun 2022
    Hoxhunt logoHoxhuntSeries B—May 2022
    Pure HomeRiver logoPure HomeRiverGrowth$50MFeb 2022
    headversity logoheadversitySeries A$10MJan 2022
    simPRO logosimPROGrowth$350MNov 2021
    Sunwave Health logoSunwave HealthUnknown—Jun 2021
    SSalesfloorUnknown$27MJun 2021
    Uberall logoUberallUnknown$115MJun 2021
    CChronusGrowth$78MJan 2021
    GGovInvestUnknown$15MJan 2021
    Pure HomeRiver logoPure HomeRiverSeed—Oct 2020
    Leonardo247 logoLeonardo247Unknown$9.5MSep 2020
    Powell Software logoPowell SoftwareSeries A$16MJan 2020
    FormAssembly logoFormAssemblyUnknown$10MJun 2019
    Page 1 of 3

    Top Co-Investors

    B372 shared
    Venrex Investment Management LLP2 shared
    Method Capital2 shared
    Blackbird1 shared
    Anthos Capital1 shared
    M121 shared
    Lingotto Investment Management1 shared
    FPV Ventures1 shared
    Premji Invest1 shared
    True Ventures1 shared
    JAZZ Venture Partners1 shared
    Kinnevik1 shared
    The Nature Conservancy1 shared
    Echo River Capital1 shared
    Bregal Milestone1 shared
    Tarsadia Capital1 shared
    Summit Partners1 shared
    K1 Investment Management1 shared
    Blueprint Equity1 shared
    Icebreaker.vc1 shared

    Last updated: 8 September 2026