When was Level Equity founded?

Public sources give 2009 as the year Level Equity was founded.

Which sectors does Level Equity invest in?

Level Equity lists Software, AI-enabled businesses, B2B software and Hospitality, Travel & Leisure among its focus areas. Of the 141 portfolio companies we can classify, the largest groups are Healthcare (25), B2B Software (17) and Financial Services (10).

How many portfolio companies does Level Equity have?

PE Firm Index tracks 141 Level Equity portfolio companies from the firm's public portfolio page, as of 2026-11-07. The firm's own count may differ, for example where exited companies are listed.

What deals has Level Equity done recently?

The most recent deal on record here is: Level Equity acquired Security Journey. This page lists 1 deal, each with its public source.

Who leads Level Equity?

Public sources name Ben Levin (Co-Founder and CEO), Charles Chen (Partner) and Chris Isaac (Partner) among Level Equity's leadership.

Which firms are similar to Level Equity?

By overlap in portfolio sectors in this index: LLR Partners, Warburg Pincus and Blum Capital.

PE Firm · Capital Allocator

Level Equity

Medium

Not on record · Founded 2009 · Website

Growth equityMajority buyoutsMinority growth equityStructured capital solutionsSoftwareAI-enabled businessesB2B softwareHospitality, Travel & LeisureGRC & ComplianceHealthcare & Life SciencesData & AnalyticsCybersecurityITERP & OperationsPublic Sector & Non-profitManaged Service ProvidersEnvironmental, Health & Safety

Last verified

11/7/2026

Firm Overview

141

Portfolio tracked

Sectors

Regions

11/7/2026

Last verified

Level Equity is a growth equity firm that invests in software and AI-enabled businesses. The firm provides growth capital and operational support to middle-market companies through various investment structures.

Level Equity specializes in B2B software and AI-enabled companies that provide critical products to the industries they serve. The firm focuses on businesses built for durable growth, combining strategic guidance with hands-on scaling assistance from experienced software operators.

The firm manages approximately $6.4 billion in assets and has made 130 investments. The team consists of career growth equity investors and software specialists who provide flexible capital solutions to fit the specific needs of each company.

Founded2009

StrategiesGrowth equity, Majority buyouts, Minority growth equity, Structured capital solutions

Sector focusSoftware, AI-enabled businesses, B2B software, Hospitality, Travel & Leisure, GRC & Compliance, Healthcare & Life Sciences, Data & Analytics, Cybersecurity, IT, ERP & Operations, Public Sector & Non-profit, Managed Service Providers, Environmental, Health & Safety

Leadership

Ben Levin

Co-Founder and CEO

Charles Chen

Partner

Chris Isaac

Partner

Arthur Tingas

Principal

Chris Barrand

Principal

Portfolio by sector

96 of 141 tracked portfolio companies of Level Equity carry a sector label we can map; shares are of those 96. See the methodology.

Deals on record

1 on record in the index

Platform investment

Level Equity acquired Security Journey

Date not stated

Source: mergr.com

Deals are listed only where a public source names both sides. Submit a correction.

Portfolio on record

Portfolio by sector

Unclassified43 of 141
Healthcare25 of 141
B2B Software16 of 141
Industrials10 of 141
Financial Services9 of 141
Professional Services9 of 141
Business Services8 of 141
Consumer8 of 141
Media6 of 141
Education4 of 141
Energy3 of 141

141 portfolio companies on record in the index, grouped by sector hub.

Current and exited

Current: 141 of 141Exited: 0 of 141

Portfolio size among all firms

141 companies on record, more than 92% of the 405 firms in the index.

0885 companies (log scale)

Portfolio Companies

Company	Sector	Status	Website
Accelo	Workflow & Process Automation	Current	Not on record
Acorn	HR, Learning & Employee Engagement	Current	Not on record
ActiveComply	Financial Services	Current	Not on record
AppSpace	Media & Digital Content	Current	Not on record
Aventri	Event Management & Ticketing	Current	Not on record
BigTime	Workflow & Process Automation	Current	Not on record
Black Box Intelligence	Hospitality, Travel & Leisure	Current	Not on record
Blackthorn.io	Event Management & Ticketing	Current	Not on record
Blue Ridge	Manufacturing, Supply Chain & Distribution	Current	Not on record
BoardEffect	GRC & Compliance	Current	Not on record
Carrot	Healthcare & Life Sciences	Current	Not on record
Casago	Hospitality, Travel & Leisure	Current	Not on record
Charted	Payments & FinTech	Current	Not on record
Cheqroom	ERP & Operations	Current	Not on record
Chronus	HR, Learning & Employee Engagement	Current	Not on record
CivicPlus	Public Sector & Non-profit	Current	Not on record
Clari	Sales & CRM	Current	Not on record
Clew	GRC & Compliance	Current	Not on record
CloudCheckr	IT	Current	Not on record
ClubReady	Hospitality, Travel & Leisure	Current	Not on record
Collaborative Boating Inc.	Hospitality, Travel & Leisure	Current	Not on record
Concept3D	Education	Current	Not on record
cplace	Project & Portfolio Management	Current	Not on record
Criteria	HR, Learning & Employee Engagement	Current	Not on record
CyberFOX	Managed Service Providers	Current	Not on record
Dash Social	Marketing & Advertising	Current	Not on record
DialogTech	Marketing & Advertising	Current	Not on record
ECi	Manufacturing, Supply Chain & Distribution	Current	Not on record
ECP	Healthcare & Life Sciences	Current	Not on record
eftsure	Payments & FinTech	Current	Not on record
EHS Insight	Environmental, Health & Safety	Current	Not on record
EnergySys	Energy & Utilities	Current	Not on record
Ensenta	Payments & FinTech	Current	Not on record
Evaneos	Hospitality, Travel & Leisure	Current	Not on record
FileCloud	IT	Current	Not on record
Firm360	Professional Services	Current	Not on record
Fivetran	Data & Analytics	Current	Not on record
FormAssembly	Workflow & Process Automation	Current	Not on record
Foxen	Real Estate & Construction	Current	Not on record
Fusion Risk Management	GRC & Compliance	Current	Not on record
Groove	Sales & CRM	Current	Not on record
Headversity	Youth Sports	Current	Not on record
Healthy Roster	Healthcare & Life Sciences	Current	Not on record
Higher Logic	Customer Service & Engagement	Current	Not on record
Hoxhunt	Cybersecurity	Current	Not on record
HVR Software	Data & Analytics	Current	Not on record
Inbenta AI	Customer Service & Engagement	Current	Not on record
Instaclustr	Data & Analytics	Current	Not on record
InteliSecure	Cybersecurity & IT	Current	Not on record
Invisible Technologies	Tech-Enabled Services	Current	Not on record
Legato Security	Cybersecurity & IT	Current	Not on record
Legwork	Healthcare & Life Sciences	Current	Not on record
Leonardo247	Real Estate & Construction	Current	Not on record
Lock8	Not on record	Current	Not on record
Logile	Retail & Ecommerce	Current	Not on record
Longboard Media	Marketing & Advertising	Current	Not on record
Lytho	Workflow & Process Automation	Current	Not on record
MachineMetrics	Manufacturing, Supply Chain & Distribution	Current	Not on record
Made.com	Retail & Ecommerce	Current	Not on record
Management One	Retail & Ecommerce	Current	Not on record
MemberClicks	Public Sector & Non-profit	Current	Not on record
Mixbook	Retail & Ecommerce	Current	Not on record
MobileCause	Public Sector & Non-profit	Current	Not on record
MomentFeed	Marketing & Advertising	Current	Not on record
Monet Software	Customer Service & Engagement	Current	Not on record
Monsido	GRC & Compliance	Current	Not on record
Movista	ERP & Operations	Current	Not on record
Mytonomy	Healthcare & Life Sciences	Current	Not on record
Net Health	Healthcare & Life Sciences	Current	Not on record
NinjaCat	Marketing & Advertising	Current	Not on record
Ninth Wave	Payments & FinTech	Current	Not on record
Omega Point	Payments & FinTech	Current	Not on record
Onit	Legal & Contracts	Current	Not on record
onPhase	Payments & FinTech	Current	Not on record
Optimere	GRC & Compliance	Current	Not on record
Ordergroove	Retail & Ecommerce	Current	Not on record
OrgChart	HR, Learning & Employee Engagement	Current	Not on record
Osprey Flight Solutions	Data & Analytics	Current	Not on record
PassFort	Payments & FinTech	Current	Not on record
PayGo	Energy & Utilities	Current	Not on record
Phamily	Healthcare & Life Sciences	Current	Not on record
PhotoShelter	Media & Digital Content	Current	Not on record
Planet DDS	Healthcare & Life Sciences	Current	Not on record
Powell Software	HR, Learning & Employee Engagement	Current	Not on record
Pramata	Legal & Contracts	Current	Not on record
Prism PPM	Project & Portfolio Management	Current	Not on record
Prismm	Hospitality, Travel & Leisure	Current	Not on record
Projector PSA	Workflow & Process Automation	Current	Not on record
Provi	Manufacturing, Supply Chain & Distribution	Current	Not on record
PSTrax	Public Sector & Non-profit	Current	Not on record
Pure HomeRiver	Real Estate & Construction	Current	Not on record
Radiate Media (MatchBin)	Media & Digital Content	Current	Not on record
Radix	Real Estate & Construction	Current	Not on record
RamSoft	Healthcare & Life Sciences	Current	Not on record
Ready Education	Education	Current	Not on record
Real Life Sciences	Healthcare & Life Sciences	Current	Not on record
Relay	Healthcare & Life Sciences	Current	Not on record
Revation Systems	Customer Service & Engagement	Current	Not on record
RightData	Data & Analytics	Current	Not on record
Riskonnect	GRC & Compliance	Current	Not on record
Rockbot	Media & Digital Content	Current	Not on record
RocketRez	Hospitality, Travel & Leisure	Current	Not on record
Salesfloor	Retail & Ecommerce	Current	Not on record
Satisfi Labs	Customer Service & Engagement	Current	Not on record
SchoolPass	Education	Current	Not on record
Security Journey	Cybersecurity	Current	Not on record
SevenFifty	Manufacturing, Supply Chain & Distribution	Current	Not on record
SHP	Healthcare & Life Sciences	Current	Not on record
Sidewalk	Education	Current	Not on record
SightCall	ERP & Operations	Current	Not on record
SimplyInsured	Payments & FinTech	Current	Not on record
simPRO	ERP & Operations	Current	Not on record
SiteHawk	Environmental, Health & Safety	Current	Not on record
SMM	Healthcare & Life Sciences	Current	Not on record
Stack Construction Technologies	Construction	Current	Not on record
Stova	Event Management & Ticketing	Current	Not on record
Sunwave Health	Healthcare & Life Sciences	Current	Not on record
Swiftpage	Sales & CRM	Current	Not on record
Symplast	Healthcare & Life Sciences	Current	Not on record
TaskEasy	Tech-Enabled Services	Current	Not on record
TeamDynamix	IT	Current	Not on record
TeamSupport	Customer Service & Engagement	Current	Not on record
Teamwork Commerce	Retail & Ecommerce	Current	Not on record
Tenovos	Media & Digital Content	Current	Not on record
TicketManager	Event Management & Ticketing	Current	Not on record
Tripleseat	Hospitality, Travel & Leisure	Current	Not on record
TrueComp	Public Sector & Non-profit	Current	Not on record
Tulip	Retail & Ecommerce	Current	Not on record
Uberall	Marketing & Advertising	Current	Not on record
Upshop	Manufacturing, Supply Chain & Distribution	Current	Not on record
Vacasa	Hospitality, Travel & Leisure	Current	Not on record
Vanilla Forums	Customer Service & Engagement	Current	Not on record
Vendini	Event Management & Ticketing	Current	Not on record
VisiQuate	Healthcare & Life Sciences	Current	Not on record
VivoAquatics	Hospitality, Travel & Leisure	Current	Not on record
Volue	Energy & Utilities	Current	Not on record
Wellright	HR, Learning & Employee Engagement	Current	Not on record
WeSpire	HR, Learning & Employee Engagement	Current	Not on record
Wombat	Cybersecurity	Current	Not on record
WorkHound	HR & Employee Engagement	Current	Not on record
Workstep	HR & Employee Engagement	Current	Not on record

Source: https://www.levelequity.com/our-investments/

In the 2027 Digital Value Creation Baseline

3 of Level Equity's 141 portfolio companies on record were measured in the 2027 Digital Value Creation Baseline (October 2026).

Read the research

Questions about Level Equity

When was Level Equity founded?: Public sources give 2009 as the year Level Equity was founded.
Which sectors does Level Equity invest in?: Level Equity lists Software, AI-enabled businesses, B2B software and Hospitality, Travel & Leisure among its focus areas. Of the 141 portfolio companies we can classify, the largest groups are Healthcare (25), B2B Software (17) and Financial Services (10).
How many portfolio companies does Level Equity have?: PE Firm Index tracks 141 Level Equity portfolio companies from the firm's public portfolio page, as of 2026-11-07. The firm's own count may differ, for example where exited companies are listed.
What deals has Level Equity done recently?: The most recent deal on record here is: Level Equity acquired Security Journey. This page lists 1 deal, each with its public source.
Who leads Level Equity?: Public sources name Ben Levin (Co-Founder and CEO), Charles Chen (Partner) and Chris Isaac (Partner) among Level Equity's leadership.
Which firms are similar to Level Equity?: By overlap in portfolio sectors in this index: LLR Partners, Warburg Pincus and Blum Capital.

Sources for this profile, updated 2026-11-07

Firm website
Deal reports (1), linked beside each deal

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Level Equity and does not provide investment advice.

Firms similar to Level Equity

LLR Partners

Both hold Healthcare and B2B Software companies; 128 tracked portfolio companies.

Warburg Pincus

Both hold Healthcare and B2B Software companies; 38 tracked portfolio companies.

Blum Capital

Both hold Healthcare and B2B Software companies; 88 tracked portfolio companies.

Canaan Partners

Both hold Healthcare and B2B Software companies; 349 tracked portfolio companies.

Chosen from this index by overlap in portfolio sectors, then by portfolio size. Not a ranking or a recommendation.

Firm Intelligence

Portfolio tracked141
SectorsSoftware, AI-enabled businesses, B2B software, Hospitality, Travel & Leisure, GRC & Compliance, Healthcare & Life Sciences, Data & Analytics, Cybersecurity, IT, ERP & Operations, Public Sector & Non-profit, Managed Service Providers, Environmental, Health & Safety
RegionsNot on record
AUMNot on record

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Research

The 2027 Digital Value Creation Baseline

1,407 PE-backed companies from 179 sponsors, measured from public sources in October 2026. 15% of service and product companies have the full path from search to CRM.

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Research by Growth Shuttle and DevriX.

Level Equity

Firm Overview

Leadership

Portfolio by sector

Deals on record

Portfolio on record

Portfolio Companies

In the 2027 Digital Value Creation Baseline

Firms that also back Level Equity's companies

Questions about Level Equity

Firms similar to Level Equity