Level Equity
Level Equity, founded in 2009, is a growth equity firm investing in middle-market software and AI-enabled businesses via growth buyouts, minority equity, and structured capital, with an in-house operations team.
Level Equity is a growth equity firm founded in 2009 that invests exclusively in software. It targets middle-market software and AI-enabled businesses, providing growth capital alongside operational support. Since inception the firm has partnered with more than 130 growth-stage software businesses.
The firm deploys capital through three structures: growth buyouts, minority growth equity, and structured capital solutions. This range of instruments - control transactions, non-control investments, and bespoke financing - allows the terms to be matched to the situation of each portfolio company rather than fixed in advance. Sector focus is concentrated on software, artificial intelligence, and AI-enabled business operations, with an emphasis on what the firm describes as practical AI applications.
Operational involvement is delivered through NextLevel Operations, an in-house team that works directly with portfolio-company management on go-to-market strategy, product and technology, practical AI, finance, operations, talent, and acquisitions. The firm positions its approach as tailored - capital, support, and working relationships customised to each company and its goals - drawing on investing experience focused solely on software.