When was Level Equity founded?

Level Equity was founded in 2009.

Where is Level Equity's headquarters located?

Level Equity's headquarters is located in New York City (United States).

How big is Level Equity's investment team?

Level Equity has a team of 41, including 12 partners.

How many companies has Level Equity invested in?

Level Equity has invested in 163 companies, including Vacasa & Rockbot.

Which companies has Level Equity invested in lately?

ECP & ActiveComply are the latest investments by Level Equity.

Level Equity - 2026 Investor Profile, Portfolio, Team & Exits

Level Equity is a private equity firm founded in 2009. It is primarily based in New York City, United States. As of Oct 2026, Level Equity is an active investor with a portfolio of 163 companies, comprising 163 funding rounds and 3 acquisitions. In the last 12 months, it has participated in 1 funding round. The firm primarily invests in companies based in United States and Canada. Its portfolio is spread across a wide range of sectors from Enterprise Applications to HealthTech. Its latest investment was a $***** PE round in ECP on Dec 08, 2025

Overall Level Equity portfolio has seen 2 unicorns and 53 acquisitions including key companies like Vacasa, Fivetran and Clari. A lot of funds co-invest with Level Equity, with names like Five Elms Capital sharing a substantial percentage of its portfolio.

Level Equity has a team of 41 people, including 12 partners.

Key Metrics

Founded Year

2009

Location

New York City, United States

Portfolio Companies

Vacasa, Rockbot & 161 more

Portfolio Sectors

Enterprise Applications, HealthTech

Portfolio Locations

United States, Canada & 8 more

Acquisition Deals

DocuPhase, Net Health & 1 more

Investment Deals

Vacasa, Rockbot & 161 more

View Level Equity's full profile

Level Equity has a portfolio of 163 companies. They have invested in a total of 163 companies. Their most recent investment was in ECP (PE round) on Dec 08, 2025. Here are the most recent investments by Level Equity:

Date	Company	Round	Amount	Co-Investors
Dec 08, 2025	ECP	PE	7167	-
Sep 29, 2025	ActiveComply	Seed	2857	-
Sep 02, 2025	Osprey Flight Solutions	Series C	9325	24 Haymarket
Jun 17, 2025	Acorn	Series A	4448	-

View all investments by Level Equity

Level Equity has acquired 3 companies. Their most recent acquisition was of DocuPhase on Feb 20, 2024. Here are the most recent acquisitions by Level Equity:

Acquisition Date	Company	Short Description	Total Funding	Founded Year
Feb 20, 2024	DocuPhase	Intelligent automation solutions simplifying back-office operations for modern finance teams	-	2000
Dec 18, 2017	Net Health	End-to-end solution solutions for outpatient care	-	1993
Jul 13, 2023	CarePlus	Provider of anesthesia management services	-	2010

Here is the portfolio snapshot of Level Equity:

Investments by Year

The maximum number of investments were made in 2019

Acquisitions by Year

The maximum number of acquisitions were made in 2024

Portfolio by Location

Companies are primarily in United States and Canada

Portfolio by Sector

Companies are primarily in Enterprise Applications

Level Equity has a team of 41 members including 12 Partners and 14 Principals located in United States. Level Equity's team sits on the board of 3 companies.

Here is a list of top team members in Level Equity:

Name	Designation	Location	Board Memberships	Contact Details
Gautam Gupta	Partner	New York City	-	1 Email, 1 Phone number
Ben Levin	Partner	New York City	-	1 Email, 1 Phone number
Sarah Sommer	Partner	New York City	-	1 Email, 1 Phone number
Barry Osherow	Partner	New York City	-	1 Phone number
Charles Chen	Partner	New York City	Salesfloor	1 Email, 1 Phone number
Nick Berardo	Partner	New York City	-	1 Email, 1 Phone number
Christopher Isaac	Partner	New York City	Salesfloor	1 Email, 1 Phone number
George Mcculloch	Partner	New York City	MADE.COM and Inbenta	4 Emails, 1 Phone number
Hanna Yu	Partner	New York	-	1 Phone number
Nathan Linn	Partner	New York City	-	1 Email, 1 Phone number
Jake Rudolph	Partner	New York	-	1 Phone number

View team details of Level Equity

Over the past 17 years, 35 investors have co-invested in Level Equity's portfolio companies.

Top Co-investors of Level Equity: 35 investors entered a company along with Level Equity. These include investors like Five Elms Capital (3 companies).

View the list of Co-Investors of Level Equity

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Level Equity Raises $293.5M For Its Software-Focused FundLaw360•Mar 11, 2026•Level Equity

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ECP Completes Growth Financing from Level Equity to Invest in AI Platform for Assisted LivingGlobal Fintech Series•Dec 09, 2025•ECP, Level Equity

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ActiveComply Gets Growth Investment from Level Equity, Appoints Asif Alam as CEOTMC•Sep 30, 2025•ActiveComply, Level Equity

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Osprey Flight Solutions secures more than GBP40m investment from Level EquityCentre for Aviation•Sep 04, 2025•Salamair, Ethiopian Airlines, Skyup, Europa and 4 others

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Jaan Health Raises $25M to Advance AI-Driven Proactive Care Platform PhamilyHIT Consultant•Jun 27, 2025•Phamily, Level Equity

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