Investment Focus

Level Equity focuses on software companies: Investment Range Growth equity typically $25M-$75M. Stage Focus Growth and expansion. SaaS — Software as a service Enterprise software — B2B software Cloud — Cloud infrastructure Vertical software — Industry-specific software

Key Takeaways

•Focus on Business Services, Healthcare companies
•Investment range: $25M-$75M in equity
•Based in United States
•Growth equity focus
•Sector-specialized expertise

Notable Portfolio

Company Sector Notes Greenhouse HR Tech Recruiting software Miro Collaboration Visual collaboration Webflow Web Design No-code platform Vanta Security Security compliance Algolia Search Search platform LaunchDarkly DevOps Feature flags

What Level Looks For

SaaS metrics — Strong ARR and NRR Growth — Strong revenue growth Market — Large market opportunity Product — Differentiated product }> Pro Tip Level Equity looks for proven SaaS metrics. Show strong retention and growth.

Pro Tip

Have clear growth initiatives and market expansion plans ready to present.

Frequently Asked Questions

Ready to Connect With ?

Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.

Learn More

This article is part of our Private equity firms | Eagle Rock CFO guide.