Level Equity: Growth Equity Investor Investments Team Contact Investor Login Investments Team Contact Investor Login Level Equity is a private investment firm. Level Equity invests in and acquires outstanding growth businesses. The firm manages a series of long-term, committed investment partnerships in support of this strategy. We aim to be the investor of choice for entrepreneurs and businesses with many options for capital. STRATEGY Level Equity invests in and acquires outstanding growth businesses. We have wide capability as a minority or majority investor and in outright acquisitions. Level Equity seeks out growing businesses led by excellent founders and managers using technology to create change in their markets. We help these businesses expand with intelligent risk-adjusted investments for growth, often in product development, sales or global reach. We work to sustain existing value and deepen management, corporate governance and business quality alongside revenue and profit growth. Level Equity pursues a direct sourcing strategy. We build relationships with great entrepreneurs and businesses in targeted markets regardless of current investment opportunity. Many of our operating businesses pursue acquisitions and we are actively seeking opportunities on their behalf. FIRM Level Equity was founded by experienced investors in private growth businesses. Our senior team has been investing in growth since 1997, working as a team since 2003, and has backed 50 businesses. 31 of these businesses have achieved realizations through IPO, sale, or recapitalization. We presently manage over $850 million in committed capital across a series of investment partnerships. We have been fortunate to grow our business by partnering with outstanding entrepreneurs, managers and investors, and by focusing on businesses we understand and where we can add value. We strive to be transparent to a fault and look for the same in those who invest with us and in whom we invest. We are passionate about building big businesses and committed to doing this the right way. Investments Filter by Sector All Sectors Software Data Services Internet Media eCommerce Team Level Equity's founders have been investing in rapid growth businesses since 1997 and working as a team since 2003. The senior team has invested in 50 growth-stage software, internet and media businesses, 31 of which have been exited through IPO or sale. Benjamin Levin Partner George McCulloch Partner Sarah Sommer Partner Nathan Linn Chief Operating Officer Glen Shields Controller Charles Chen Principal Nick Berardo Vice President Gautam Gupta Vice President Jake Foster Chief Technology Officer Leigha Field Senior Associate David Fleishman Associate Christopher Isaac Senior Associate Michael Scheid Associate Madeline Schuster Associate J. Tommy Tighe Associate Arthur Tingas Senior Associate Astra Scavone Office Manager Viviana Ruiz Executive Assistant Amanda Haas Administrative Assistant Visit Out office phone Phone +1 (212) 660 2470 email E-Mail support@email.com location_on Address Two Grand Central Tower 140 East 45th Street, 39th Floor New York, New York 10017 Send Contact © Level Equity Management, LLC Two Grand Central Tower 140 East 45th Street, 39th Floor New York, New York 10017 +1 (212) 660 2470 Email convention: first initial last name @levelequity.com [no spaces] General inquiries: information@levelequity.com close Benjamin Levin Partner Ben Levin founded Level Equity and is a partner and the co-CEO of Level Equity Management, LLC. He has been an investor in growing media, software and services companies since 1997 and is a frequent speaker on the growth equity industry. Prior to Level Equity he was Managing Director at Insight Venture Partners and previously held positions with Mentmore Holdings Corporation, the private investment arm of a New York City based family office, and in the mergers and acquisitions division of Salomon Brothers. Ben graduated from Harvard College. Contact blevin@levelequity.com +1 (212) 660 2475 Current Investments BoardEffect ClubReady ECi Software Solutions etouches Fusion Risk Management Radiate Media Sidewalk SiteHawk TeamDynamix Vacasa Wombat Security Technologies Previous Investments Airborne Entertainment (acquired by Cybird) Argus Software (acquired by Altus Group Limited) ConnectCapital Defy Media DivX (NASDAQ: DIVX; acquired by Rovi) DolphinSearch (acquired by Xiotech) Dorado Software DWL Software (acquired by IBM) ECi Software Solutions (acquired by The Carlyle Group) Exchange Applications (NASDAQ: EXAP; acquired by Amdocs) GenArts Longboard Media (acquired by Bazaarvoice) Precise Technology (acquired by Code Hennessy Simmons) Punch Software (acquired by Navarre) SecureInfo Corporation (acquired by Kratos Defense) Stellex Technologies (acquired by Tyco International) Webhelp (acquired by Brigade Corporation) close George McCulloch Partner George McCulloch founded Level Equity and is a partner and the co-CEO of Level Equity Management, LLC. He is a career investor in growth-stage technology businesses. He was previously an investor at Summit Partners and a Managing Director at Insight Venture Partners. George is an independent director of Medidata Solutions (NASDAQ: MDSO) and a trustee of ARTstor, a non-profit initiative founded by The Andrew W. Mellon Foundation that builds technology to enhance teaching and learning in the arts. He is a graduate of Stanford University. Contact gmcculloch@levelequity.com +1 (212) 660 2477 Current Investments Ensenta Inbenta Made.com Design Limited Mixbook Riskonnect SiteHawk Vendini Previous Investments Achieve3000 Astaro (acquired by Sophos) Callwave (NASDAQ: CALL) Capella University (NASDAQ: CPLA) COADE (acquired by the Intergraph Corporation) CTSpace (acquired by Sword Group) Digital Harbor (acquired by Norkom Technologies) Globe Wireless (acquired by Inmarsat) Hitwise (acquired by Experian) IAG Research (acquired by The Nielsen Company) Longboard Media (acquired by Bazaarvoice) Medidata Solutions (NASDAQ: MDSO) PerTrac Financial Solutions (acquired by eVestment Alliance) Powersmart (acquired by Microchip Technology) Shunra Software (acquired by Hewlett Packard) Strategic Healthcare Programs (acquired by Roper Industries) VoiceGenie Technologies (acquired by Alcatel SA) close Sarah Sommer Partner Sarah Sommer founded and is a partner at Level Equity. She has spent her career as an investor in growth-stage software, media and internet companies. Prior to Level Equity she was a member of the investment team at Insight Venture Partners. Sarah is a graduate of the Wharton School at the University of Pennsylvania where she was a Joseph Wharton Scholar. Contact ssommer@levelequity.com +1 (212) 660 2474 Current Investments BoardEffect Criteria etouches Radiate Media Riskonnect Sidewalk SiteHawk Wombat Security Technologies Previous Investments Achieve3000 COADE (acquired by the Intergraph Corporation) Datacore Software Corporation eVestment Alliance IAG Research (acquired by The Nielsen Company) Longboard Media (acquired by Bazaarvoice) PerTrac Financial Solutions (acquired by eVestment Alliance) close Nathan Linn Chief Operating Officer Nathan Linn is Chief Operating Officer at Level Equity. He is responsible for managing Level Equity's operations, including fund structuring and administration, new investment and portfolio management, and tax and regulatory compliance. Before joining Level Equity, he was Chief Financial Officer of Thiel Capital, where he was responsible for managing Peter Thiel's personal investments, as well as Chief Financial Officer of Valar Ventures. Prior to that, Nate served in various legal capacities at PayPal and eBay (following its acquisition of PayPal in 2002), and represented technology companies and investors at Wilson Sonsini Goodrich Rosati in Palo Alto. He is a graduate of Stanford University and the Northwestern University School of Law, and is a member of the California bar. Contact nlinn@levelequity.com +1 (212) 993 7297 close Glen Shields Controller Glen Shields serves as Level Equity's controller through an arrangement with GP Fund Solutions, our third-party fund administrator. Glen is the founder and CEO of GP Fund Solutions, and is an accountant and fund administrator with over a decade of experience in the financial management of private equity funds. He was most recently Managing Director and Chief Operating Officer of LeverPoint Management, formerly the third party fund administration business of AYCO/Goldman Sachs. Glen began his career with PricewaterhouseCoopers in 1998 auditing clients including private equity-backed technology businesses and financial institutions. He holds master of science and bachelor of science degrees from the State University of New York at Albany, and is a licensed CPA in New York. Contact gshields@levelequity.com +1 (646) 767 6899 close Charles Chen Principal Charles Chen is a principal at Level Equity. Prior to Level Equity he was an investor at Technology Crossover Ventures in Palo Alto, where he originated, evaluated, and executed growth equity investments in software and internet businesses. He was previously a member of Morgan Stanley's Technology Investment Banking Group and a business development manager on the mobile team at Facebook. Charles holds an MBA from the Wharton School at the University of Pennsylvania and a B.S. from the Haas School of Business at the University of California, Berkeley. Contact cchen@levelequity.com +1 (212) 993 7284 Current Investments Ensenta Fusion Risk Management Inbenta SiteHawk TeamDynamix Vacasa Vendini Previous Investments The Go Daddy Group XRS Corporation (NASDAQ: XRSC) close Jake Foster Chief Technology Officer Jake Foster serves as Level Equity's Chief Technology Officer through an arrangement with Cleverbox Inc., our third-party technology consultant, where he is the founder and principal consultant. He is responsible for conducting technical due diligence on new investments, providing guidance and mentoring to technology leadership at portfolio companies, and overseeing Level Equity's technology infrastructure and initiatives. Jake has over twenty years' experience as a software developer and architect, technology executive, founder and entrepreneur. He has held architect and CTO roles with several early-stage start-ups including Rackwise (OTC:RACK), Medivation (acquired by McKesson), PipelineRx and RelayHealth (acquired by McKesson). At Cleverbox, Jake has provided technology management services to a broad range of clients including Five Elms Capital, Extropy Health, Blipboard, Compliance Science, CounterPath and McKesson Corporation. Jake was previously co-founder and CTO of Mirixa Corporation where he developed the first ever on-line Pharmacy MTM platform resulting in $18 million in annual revenue and positive EBITDA in its second year of operations. Jake has extensive experience in healthcare technology but has worked in a variety of industries including enterprise infrastructure planning, consumer mobile, social networking and VoIP. Contact jfoster@levelequity.com +1 (415) 518 5860 close David Fleishman Associate Contact dfleishman@levelequity.com +1 (212) 993 7296 Current Investments Ensenta Fusion Risk Management Inbenta Radiate Media Riskonnect Experience Citi Investment Banking B.S., McIntire School of Commerce, University of Virginia close Christopher Isaac Senior Associate Contact cisaac@levelequity.com +1 (212) 660 2479 Current Investments Criteria ECi Software Solutions Fusion Risk Management Made.com Design Limited Radiate Media SiteHawk Previous Investments Strategic Healthcare Programs (acquired by Roper Industries) Experience Updata Partners B.A., New York University, Stern School of Business close Michael Scheid Associate Contact mscheid@levelequity.com +1 (212) 993-7697 Experience Robert W. Baird Equity Research B.B.A., Mendoza College of Business, University of Notre Dame close Madeline Schuster Associate Contact mschuster@levelequity.com +1 (212) 993-7698 Experience Houlihan Lokey M.S., McIntire School of Commerce, University of Virginia B.A., University of Virginia close J. Tommy Tighe Associate Contact ttighe@levelequity.com +1 (212) 660-2472 Experience NewSpring Capital B.B.A, Cox School of Business, Southern Methodist University close Arthur Tingas Senior Associate Contact atingas@levelequity.com +1 (212) 660 2473 Current Investments Criteria Ensenta etouches Riskonnect Sidewalk SiteHawk TeamDynamix Vendini Experience IBM M.S., McIntire School of Commerce, University of Virginia B.A., University of Virginia close Nick Berardo Vice President Nick Berardo is a Vice President at Level Equity. Prior to Level he was an investor at Summit Partners where he sourced, executed, and managed growth equity investments in software and healthcare businesses. He previously worked in the Investment Banking group at Barclays and in Business Development at The RealReal. He holds an MBA from the Stanford Graduate School of Business and a B.S. from Boston College. Contact nberardo@levelequity.com +1 (212) 660-2478 close Gautam Gupta Vice President Gautam Gupta is a Vice President at Level Equity. Prior to Level Equity, he was a Vice President at Vista Equity Partners. At Vista, Gautam originated, evaluated, and executed investments in enterprise software businesses and helped launch the firm's debut credit fund. Prior to joining Vista in 2008, he was a member of Merrill Lynch's Technology Mergers Acquisitions team. Gautam holds an MBA from the Wharton School at the University of Pennsylvania and a BS in Mathematics from the University of Chicago. Contact ggupta@levelequity.com +1 (212) 660 2476 Current Investments ClubReady close Astra Scavone Office Manager Experience Satellite Asset Management, LP University of Arizona close Vivian Ruiz Executive Assistant Experience Orion Holdings Welsh, Carson, Anderson Stowe B.A., Manhattan College close Amanda Haas Administrative Assistant Experience SoulCycle B.A., University of Oklahoma close Leigha Field Senior Associate Contact lfield@levelequity.com +1 (212) 993 7295 Current Investments Boardeffect ClubReady Fusion Risk Management Inbenta Mixbook Riskonnect Wombat Security Technologies Experience M.S., McIntire School of Commerce, University of Virginia