Hamilton Lane

Hamilton Lane is an independent investment firm founded in 1991 and headquartered in Bala Cynwyd, Pennsylvania, with additional offices across Europe, North America, and Asia. The firm specializes in private equity investment management, offering a range of services including direct investments and fund of funds strategies. Hamilton Lane manages customized portfolios for various institutional clients such as public and corporate pension plans, sovereign wealth funds, and foundations. Its investment focus encompasses mid and late venture capital, growth equity, distressed debt, and buyouts in middle-market companies, as well as investments in private equity markets across North America, Latin America, Europe, and Asia. The firm also invests in sectors such as technology, healthcare, real estate, natural resources, and energy. Hamilton Lane employs both quantitative and qualitative analysis to guide its investment decisions, aiming for a typical investment range of $1 million to $100 million while often seeking majority stakes in its portfolio companies.

Victor DeVincenzo

Senior Associate

Kate McGann

Senior Associate of Public Relations

Neil K. Mowery

Associate

John Oh

VP of Investor Relations

43 past transactions

Aiola

Series A in 2023
Meet Aiola- A super powerful virtual analyst that helps Sales, Marketing and Core Operations managers make better data-driven decisions in order to maximize performance.

ADDX

Series B in 2022
ADDX is a digital securities platform for private equity investment. Through the use of Digitized Security Offerings, iSTOX offers a more innovative, flexible, inclusive, and efficient system for an emerging generation of investors and issuers. As part of its mission, iSTOX seeks to enable all users to transact precisely as and how they like and extends capital markets access to a wider segment of the community. iSTOX was established in 2017 and is based in Singapore.

StashAway

Series D in 2022
StashAway is a wealth management platform that focuses on personalized financial planning and portfolio management for both retail and accredited investors. The platform offers tailored investment portfolios and wealth management solutions designed to meet a wide range of financial needs. StashAway employs a unique risk-management investment strategy known as ERAA® (Economic Regime-based Asset Allocation), which aims to maximize long-term returns while maintaining consistent risk exposure for each client, even amidst changing economic conditions. By offering low fees and customized strategies, StashAway enables investors to effectively build and protect their wealth.

HazelTree

Venture Round in 2022
HazelTree Fund Services, Inc. specializes in integrated treasury management solutions for the buy-side sector, including hedge funds, asset managers, and other financial institutions. The company offers a range of services such as cash management, securities financing, collateral management, counterparty management, and margin management, all aimed at enhancing performance and mitigating risk. HazelTree's proprietary software provides users with a comprehensive view of cash rates, pricing on debit and credit balances, and collateral across multiple counterparties, facilitating informed decision-making from a single platform. Established in 2009 and headquartered in New York City, with additional offices in London and Hong Kong, HazelTree has evolved from its former name, Agora Systems, Inc., in 2010, to become a key player in treasury management for institutional investors globally.

CAIS

Private Equity Round in 2022
CAIS Capital LLC operates an online financial technology platform designed for independent financial advisors, providing them access to a range of specialized investment products within the independent wealth management sector. Founded in 2009 and based in New York, the platform facilitates streamlined execution for alternative investment funds, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS enhances its offerings with independent due diligence conducted by Mercer, ensuring that advisors have reliable information for investment decisions. As a member of the National Futures Association, CAIS also complies with industry regulations through its affiliation with FINRA and SIPC.

ADDX

Series B in 2022
ADDX is a digital securities platform for private equity investment. Through the use of Digitized Security Offerings, iSTOX offers a more innovative, flexible, inclusive, and efficient system for an emerging generation of investors and issuers. As part of its mission, iSTOX seeks to enable all users to transact precisely as and how they like and extends capital markets access to a wider segment of the community. iSTOX was established in 2017 and is based in Singapore.

TIFIN

Series D in 2022
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

Fetch

Series E in 2022
Fetch Rewards, LLC operates a mobile application that enables users to scan their grocery receipts from various retail outlets, including grocery, convenience, drug, liquor, and club stores. Founded in 2012 and based in Madison, Wisconsin, the platform allows users to accumulate points through their purchases, which can then be redeemed for gift cards to various retailers. The app simplifies the savings process for consumers while offering brand partners valuable insights into shopping behaviors and the ability to reward customer loyalty effectively. Fetch Rewards aims to enhance the shopping experience by making it easy to save on everyday purchases.

Novata

Series A in 2021
Novata is a developer of a technological platform that provides its clients with corporate governance measurement, data collection, and benchmarking. In addition to reporting tools, the company provides a streamlined reporting framework that consolidates metrics, a secure contributory database where private companies can report against the framework, and objective, data-driven benchmarking against both private and public company peers. This enables private businesses to gain key insights from their data and easily report to investors, regulators, and other stakeholders. Novata was established in 2021 in New York, United States by Alexander Friedman.

TIFIN

Series C in 2021
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

RealEats

Series A in 2021
RealEats is a food tech company that offers a premium meal prep delivery service. Its first product innovation is a line of healthy hyper-convenient meals that reduce food waste. RealEats meals are delivered directly to consumers. Its products are chef-designed, nutritionally rich, and made from whole, unprocessed, responsibly sourced, junk-free ingredients, many of which are from local farms in the Finger Lakes agricultural region of New York State where the company's kitchen is located.

Canoe

Series A in 2021
Canoe Software Inc. develops an artificial intelligence-based software solution for financial document and data management, primarily targeting allocators and investors in alternative assets. Founded in 2013 and based in New York, the company specializes in automating the collection, organization, and categorization of investment documents. Its software enables users to extract unstructured data from these documents and integrate it into various accounting and reporting platforms, enhancing data accuracy and operational efficiency. Canoe’s services cater to a diverse clientele, including single and multi-family offices, endowments, foundations, pensions, investment consultants, wealth managers, and financial institutions. By transforming PDF reports into actionable data, Canoe aims to improve the post-investment operational, monitoring, and reporting experience for its clients.

LeagueApps

Series B in 2021
LeagueApps is committed to making the world a better place through increased access to youth sports. Born and bred in New York City, LeagueApps is the only technology and community platform designed to power youth and local sports experiences, and support the organizers that make them happen. Through software and the NextUp platform, which offers youth sports organizers opportunities for professional development and networking, LeagueApps supports and strengthens an industry that makes a difference in the lives of kids and families every day. FundPlay, a philanthropic program focused on sports-based youth development programs in underserved communities, is also supported by the LeagueApps team. LeagueApps works with thousands of leading youth sports organizations, as well as pro teams, leagues, and athletes. It was founded in 2010 and headquartered in New York, United States.

Illumio

Series F in 2021
Illumio, Inc. develops and distributes cloud-based security solutions. The company offers Adaptive Security Platform (ASP), a data center and cloud traffic security tool. Additionally, it provides Illumination, an application traffic mapping platform; Enforcement, an application nano-segmentation solution; and SecureConnect, a data protection tool. The company's clients include Plantronics, Yahoo, Creative Artist Agency, and NTT Innovation Institute, Inc. Illumio, Inc. was founded in 2012 and is based in Sunnyvale, California.

venn

Series B in 2021
Venn Ltd. operates co-living facilities that offer private and shared living and working arrangements. It provides a community engagement and social impact platform that manage homes, create shared spaces, support hyperlocal business initiatives and services, programs, events, and facilitate community engagement. The company was founded in 2015 and is headquartered in Tel Aviv, Israel with additional offices in Brooklyn, New York and Berlin, Germany.

Advise Insurance

Series A in 2021
Advise is a Medicare concierge agency that focuses on serving seniors within their community. In addition to helping seniors compare and select health insurance, Advise provides services that support the full spectrum of healthy senior living. Advise Health Holdings also manages and operates Bloom Insurance, a value-based Medicare enrollment platform with licensed agents in all 48 contiguous states.

Imperfect Foods

Series D in 2021
Imperfect Foods provides grocery delivery service rescuing and redistributing food across multiple grocery categories – including produce, shelf-stable goods, dairy, meat and seafood. Imperfect Foods has remained hyper focused on eliminating food waste and supporting farmers and producers when it comes to excess and imperfect products. The company now rescues and redistributes food across multiple grocery categories - including produce, shelf-stable goods, dairy, meat and seafood. Its performance and agility during the COVID-19 pandemic illustrates that this mission-driven model is poised for success in the long term. -

Quali

Series D in 2021
QualiSystems Ltd. develops and markets software test automation solutions for telecom equipment, network services and embedded system testing. Its TestShell software framework optimize device and systems testing while reducing testing time and overhead efforts. The framework covers the entire testing cycle with GUI based test editor, automated parallel test execution, vendor agnostic integration to existing test equipment, automated topology set up, resources scheduling, lab management and reporting and analysis capabilities. The company headquarters and expert R&D team are located in Israel. Direct Sales and Customer Support centers are held in United States, United Kingdom, Singapore, China, Germany, Korea and Taiwan. Partner representatives are held across EMEA, APAC and North America. The company was founded in 2004 as Nibea Quality Management Solutions and changed its name to QualiSystems Ltd. in March 2007.

TEAM Services Group

Private Equity Round in 2021
TEAM Services Group provides household employment and home care solutions through family of companies across the United States.

AeroSafe Global

Private Equity Round in 2020
AeroSafe Global specializes in the development and production of aerogels and related materials designed for temperature-sensitive shipping needs. Operating primarily in the United States, the company addresses thermal insulation requirements for transporting biomedical, pharmaceutical, and other temperature-sensitive products. AeroSafe Global offers cold-chain services tailored for the biopharma industry, ensuring zero temperature excursions for clients and their products. Through proprietary packaging, logistics, and operational services, the company creates customized solutions that guarantee the safe delivery of sensitive biopharmaceuticals. Founded in 1995 and headquartered in Rochester, New York, AeroSafe Global also maintains additional offices in Kentucky, Nevada, Germany, and Canada.

iCapital Network

Venture Round in 2020
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

MinuteMedia

Venture Round in 2020
Minute Media is a global, digital, sports media company, powered by socially driven content created by the fans, for the fans. Their products let fans create, publish, share and distribute content to more than 85 million people per month. Their content fuses sports stories with everyday culture, creating a fresh new voice in the world of sports media.

Canoe

Series A in 2020
Canoe Software Inc. develops an artificial intelligence-based software solution for financial document and data management, primarily targeting allocators and investors in alternative assets. Founded in 2013 and based in New York, the company specializes in automating the collection, organization, and categorization of investment documents. Its software enables users to extract unstructured data from these documents and integrate it into various accounting and reporting platforms, enhancing data accuracy and operational efficiency. Canoe’s services cater to a diverse clientele, including single and multi-family offices, endowments, foundations, pensions, investment consultants, wealth managers, and financial institutions. By transforming PDF reports into actionable data, Canoe aims to improve the post-investment operational, monitoring, and reporting experience for its clients.

Fundbox

Series C in 2019
Fundbox, Inc. is a technology company based in San Francisco, California, with an additional office in Plano, Texas, that focuses on providing payment and credit solutions specifically for small businesses engaged in business-to-business transactions. Founded in 2013, Fundbox aims to disrupt the $21 trillion B2B commerce market by creating a network that enables businesses to facilitate efficient transactions with one another. The platform allows sellers to enhance their average order volumes and improve their sales close rates by offering competitive net terms and flexible payment plans to their small and medium-sized business customers.

monday.com

Series D in 2019
monday.com Labs Ltd. is a provider of a cloud-based team management platform designed for various organizations, including academic institutions, manufacturing companies, and the hospitality sector. Founded in 2012 and headquartered in Tel Aviv, Israel, the company offers a flexible work operating system that enables teams to create customized workflow applications quickly and without coding. Its platform includes features like customizable workflow templates, time tracking, automations to reduce manual tasks, and dashboards for real-time insights. Additionally, monday.com integrates with popular tools to enhance workflow efficiency. The company serves over 225,000 customers across more than 200 countries, empowering teams to streamline processes and focus on their core tasks. Formerly known as DaPulse Labs Ltd., the company rebranded to monday.com Labs Ltd. in November 2017.

AeroSafe Global

Venture Round in 2019
AeroSafe Global specializes in the development and production of aerogels and related materials designed for temperature-sensitive shipping needs. Operating primarily in the United States, the company addresses thermal insulation requirements for transporting biomedical, pharmaceutical, and other temperature-sensitive products. AeroSafe Global offers cold-chain services tailored for the biopharma industry, ensuring zero temperature excursions for clients and their products. Through proprietary packaging, logistics, and operational services, the company creates customized solutions that guarantee the safe delivery of sensitive biopharmaceuticals. Founded in 1995 and headquartered in Rochester, New York, AeroSafe Global also maintains additional offices in Kentucky, Nevada, Germany, and Canada.

venn

Series A in 2019
Venn Ltd. operates co-living facilities that offer private and shared living and working arrangements. It provides a community engagement and social impact platform that manage homes, create shared spaces, support hyperlocal business initiatives and services, programs, events, and facilitate community engagement. The company was founded in 2015 and is headquartered in Tel Aviv, Israel with additional offices in Brooklyn, New York and Berlin, Germany.

MinuteMedia

Series G in 2019
Minute Media is a global, digital, sports media company, powered by socially driven content created by the fans, for the fans. Their products let fans create, publish, share and distribute content to more than 85 million people per month. Their content fuses sports stories with everyday culture, creating a fresh new voice in the world of sports media.

Grasshopper Bank

Private Equity Round in 2019
Grasshopper Bank, National Association is a commercial bank based in New York that provides a range of banking products and services to businesses across the United States. The bank specializes in offering term loans, lines of credit, and financing for owner-occupied real estate and asset-based lending. In addition to lending services, Grasshopper Bank provides various deposit products and online banking options. As a digital bank, it aims to simplify and enhance the banking experience for founders, their companies, and investors within the innovation economy. Established as New York Venture Bank, NA, Grasshopper Bank is led by a team with extensive experience in commercial banking and financial services.

Puls

Private Equity Round in 2018
Puls is a venture-funded startup that powers a nationwide network of service providers in delivering home services. It offers a wide variety of handyman services, appliance repair services, TV mounting, and disinfection services. Puls handyman services include but aren’t limited to furniture assembly, wall hanging including shelf installation, drywall repair, interior painting, appliance installation, and fan installation. The company was founded in 2015 and is headquartered in San Francisco, California.

Cobalt Software

Venture Round in 2018
Cobalt Software enables private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want. Cobalt works with management, finance, valuations, investor relations, and deal teams at private equity and venture capital firms to build a suite of data and reporting solutions that suit their firm size and investment style. It was founded in 2011 and headquartered in Boston, Massachusetts.
Real Asset Portfolio Management LLC (“RAPM”) is a Registered Investment Advisor focused exclusively on developing tailored real asset solutions for sophisticated institutional clients. They are staffed by professionals with a wide range of investment experience, having served in both institutional limited partner and principal investing roles across real estate, infrastructure and natural resources. They are privileged to work with a select group of leading institutional clients. They believe in a client-specific approach, and are wholly dedicated to helping their clients achieve their respective portfolio objectives through customized investment allocation policies and targeted investment strategies.

DealCloud

Venture Round in 2017
DealCloud, Inc. is a technology company that provides cloud-based deal management and workflow solutions tailored for private equity, growth capital firms, investment banks, and debt capital investors. Established in 2010 and headquartered in Hoboken, New Jersey, with additional offices in New York, Charlotte, London, and Mumbai, DealCloud offers a comprehensive platform that addresses the operational needs of dealmakers. Its services encompass pipeline management, document retention, portfolio management, and key performance indicator analytics, among others. The platform also includes a CRM solution and a data room dashboard to facilitate deal marketing and task assignments. With a focus on enhancing efficiency in deal sourcing, financing, and due diligence, DealCloud aims to streamline the traditional processes of the financial industry. The company provides hands-on sales, implementation, and ongoing support to ensure that clients can effectively utilize its technology to improve their business operations. As of 2018, DealCloud operates as a subsidiary of Intapp, Inc.

Cobalt Software

Series A in 2016
Cobalt Software enables private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want. Cobalt works with management, finance, valuations, investor relations, and deal teams at private equity and venture capital firms to build a suite of data and reporting solutions that suit their firm size and investment style. It was founded in 2011 and headquartered in Boston, Massachusetts.

LeverPoint

Private Equity Round in 2016
LeverPoint’s commitment to the highest ethical standards, strict quality control, and timely reporting mitigates risk, increases efficiencies, and enhance investor relationships. This dedication to superior customer service and client trust adds to the integrity of the financial industry making LeverPoint® a preferred solution for third-party Fund Administration.

DealCloud

Series A in 2015
DealCloud, Inc. is a technology company that provides cloud-based deal management and workflow solutions tailored for private equity, growth capital firms, investment banks, and debt capital investors. Established in 2010 and headquartered in Hoboken, New Jersey, with additional offices in New York, Charlotte, London, and Mumbai, DealCloud offers a comprehensive platform that addresses the operational needs of dealmakers. Its services encompass pipeline management, document retention, portfolio management, and key performance indicator analytics, among others. The platform also includes a CRM solution and a data room dashboard to facilitate deal marketing and task assignments. With a focus on enhancing efficiency in deal sourcing, financing, and due diligence, DealCloud aims to streamline the traditional processes of the financial industry. The company provides hands-on sales, implementation, and ongoing support to ensure that clients can effectively utilize its technology to improve their business operations. As of 2018, DealCloud operates as a subsidiary of Intapp, Inc.

Eaton

Private Equity Round in 2015
Eaton Towers Limited is a prominent telecom tower company based in London, specializing in acquiring, building, and leasing shared infrastructure services to mobile and data network operators across Africa. Founded in 2009, the company has established a significant presence in countries including Ghana, Uganda, Kenya, Burkina Faso, and Niger, boasting over 5,000 towers. Eaton Towers provides a range of services such as build-to-suit towers, co-location, in-building solutions, small cells, sale and leaseback, and managed services. It aims to address the growing demand for voice and data services driven by increased smartphone usage and the need for improved network coverage in rural areas. By enabling mobile network operators to share infrastructure, Eaton Towers helps reduce capital and operating costs, which is critical in a region where network build and operating expenses are notably high. Its customer base includes major African mobile operators like Airtel, MTN, Orange, Tigo, Vodacom, and Vodafone, positioning Eaton Towers as a key player in the African telecommunications landscape.

Kony

Series E in 2014
Kony is a mobile application development platform provider enabling companies to deliver innovative mobile solutions. Kony helps organizations of all sizes drive business ingenuity transforming ideas into innovative and secure omnichannel applications. It was founded in 2007 and headquartered in Austin, Texas.

Pure Life Renal

Series A in 2014
Pure Life Renal is a dialysis company looking to partner through new clinic development or acquisition with nephrologists that want to be relevant and influential in their partnership. It provides nephrologists greater autonomy and freedom in managing their patients' care. The company provides the business and operational management tools along with the necessary administrative structure that enable our physicians to concentrate on care in a well managed environment.

Shott capital Managment

Acquisition in 2013
Shott Capital Management, LLC is a privately owned investment manager. The firm provides advisory services and distribution management programs/services to its clients. It primarily provides its services to public and private pension plans, foundations, endowments, and other financial institutions.

Schoolnet

Series D in 2009
Schoolnet offers instructional improvement education software to increase student achievement, teacher quality and operational efficiency.

Schoolnet

Series C in 2006
Schoolnet offers instructional improvement education software to increase student achievement, teacher quality and operational efficiency.

The Richcourt Group

Acquisition in 2004
The Richcourt Group a top international hedge fund manager of managers firm.