Vertical B2B Software Private Equity · Private Equity, VC & Investor
Level Equity
Growth equity firm for lower middle-market software businesses.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Level Equity Management, LLC
- Entity type
- COMPANY
- Founded
- 2009
- Headquarters
- 140 East 45th Street, 29th Floor, New York, NY 10017
- Company size
- 50–200
- Market cluster / sector
- Vertical B2B Software Private Equity
- Market role
- Private Equity, VC & Investor
- Official website
- levelequity.com
What Level Equity does
The firm raises closed-end private investment funds from limited partners and deploys that capital into lower middle-market software and technology-enabled companies through growth equity and structured capital. It creates value through deal sourcing, capital provision, follow-on financing, and portfolio operational support, then monetises through ongoing fund management economics and performance participation on realised investment outcomes.
Category differentiation
Level Equity is a private equity and growth capital firm, not a software vendor or adtech platform. It invests in software businesses rather than selling marketing or media technology directly.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Level Equity Management, LLC is a private investment firm focused on lower middle-market software and technology-enabled businesses. Founded in 2009 and headquartered in the United States, the firm provides growth equity and structured capital, raises institutional investment funds, and supports portfolio companies with operational guidance. Its public materials state $6.5B in assets under management and a long-running fund family spanning growth and opportunities vehicles. The firm makes money primarily through private fund economics tied to capital under management and investment performance. Its customers are institutional capital providers that commit to its funds and portfolio companies that receive investment capital and operating support. Its stated operating approach includes a proprietary NextLevel framework built on benchmark data from portfolio companies, with emphasis on go-to-market efficiency, renewals, retention, and marketing-led pipeline improvement.
Business model & monetisation
The firm monetises through private fund management fees on committed or managed capital and through performance-based carried interest linked to investment realisations. It also generates economic value via structured capital returns and follow-on equity support for portfolio companies. Its commercial model is not SaaS or advertising-led; it is fund-management and investment-return driven.
- Fund management fees
- Service Fee
- Carried interest on realised investment gains
- Performance participation
- Structured capital returns
- Investment yield
Products & capabilities
No products with linked sources are available in this view.
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Questions about Level Equity
What is Level Equity?
Level Equity is a private investment firm that provides growth equity and structured capital to lower middle-market software and technology-enabled businesses.
Who uses Level Equity?
Its direct customers are institutional investors committing to its funds, while portfolio company leadership teams use its capital and operating support.
How does Level Equity make money?
It generates revenue primarily through fund management fees and performance-based carried interest tied to 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.
16 publicly documented primary sources and citations linked across the market graph.
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