First Analysis

Venture capital and transaction advisory for B2B tech companies.

Available information varies by company and source.

Profile record updated:

Company facts

Official name
First Analysis Corporation
Entity type
COMPANY
Founded
1981
Headquarters
One South Wacker Drive, Suite 3900, Chicago, Illinois 60606
Company size
10–49
Market role
Private Equity, VC & Investor
Official website
firstanalysis.com

What First Analysis does

The company combines two related financial services models. First, it manages venture capital funds that invest in growth-stage B2B technology businesses and earns recurring management fees plus performance-linked carried interest on successful exits. Second, it provides transaction advisory and investment banking services to technology companies, generating fees from capital raises, strategic transactions and related mandates. This integrated model creates value by using sector knowledge, investor relationships and transaction expertise across the same B2B technology client base.

Category differentiation

This is a venture capital and transaction-advisory firm, not a market research publisher or a general financial data provider. It serves B2B technology companies rather than consumer-facing software buyers.

Strategic context

AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.

First Analysis Corporation is a US-based venture capital and transaction-advisory firm focused on growth-stage B2B technology companies. It invests through venture funds and advises companies on capital raising and strategic transactions. The company operates through a parent structure that includes an SEC-registered investment adviser and a FINRA-registered broker-dealer, giving it both investment management and regulated securities execution capabilities. Its customers are founders, management teams and shareholders of growth-focused B2B technology businesses seeking institutional capital, strategic advice, or transaction support. It generates revenue through venture fund management economics and advisory fees tied to financing and transaction activity. The firm’s positioning is specialist rather than broad-market, centred on long-standing sector expertise in B2B tech.

Business model & monetisation

The company monetises through two primary mechanisms: venture fund economics and advisory fees. Venture capital activity is monetised via fund management fees and carried interest on portfolio outcomes. Transaction-advisory activity is monetised via engagement fees, retainer fees and success-based fees linked to financings or completed deals.

Transaction advisory and investment banking fees
Service Fee
Venture fund management fees
Service Fee
Carried interest from fund realisations
Percentage Take-Rate

Products & capabilities

No products with linked sources are available in this view.

Recent recorded signals

Dates refer to the source publication. Older entries are historical context, not evidence of a new event.

No sufficiently sourced and dated signals are available for this view.

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Questions about First Analysis

What is First Analysis?

First Analysis is a US venture capital and transaction-advisory firm focused on growth-stage B2B technology companies.

Who uses First Analysis?

Its clients and counterparties are founders, executive teams and shareholders of B2B technology businesses seeking capital or transaction advice.

How does First Analysis make money?

It earns advisory fees from financings and transactions, plus venture fund management fees and carried interest from investment outcomes.

Sources & coverage

This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.

10 publicly documented primary sources and citations linked across the market graph.

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