Level Equity

Level Equity Management, LLC is a venture capital and private equity firm that focuses on growth equity and structured capital investments. Founded in 2009 and based in New York, with an additional office in San Francisco, the firm specializes in investing in small and mid-sized companies that are innovators in technology, software, data services, internet, media, consumer, and e-commerce sectors. Level Equity targets businesses that are experiencing disruption and rapid growth, primarily in North America, Europe, Israel, Australia, and New Zealand. The firm engages in both minority and majority investments and also pursues add-on acquisitions in sectors such as education technology and infrastructure software. Unlike many firms, Level Equity does not participate in seed-stage investing or high-leverage buyouts, focusing instead on established companies that demonstrate strong market potential.

Nick Aqleh

Vice President of Technology

Christopher Barrand

Vice President

Michael Barrett

Associate

Nick Berardo

Principal

Nicholas M. Berardo

Principal

Charles Chen

Partner

Austin Feinstein

Senior Associate

Jake Foster

Operating Partner, Technology

Gautam Gupta

Partner

Christopher Isaac

Principal

Rohit Iyer

Associate

Haley Johnson

Principal, Structured Capital

Justin Katz

Vice President

Michael Kraus

Associate, Structured Capital

Josh Labonte

Associate

Hannah Lass

Senior Associate

Benjamin Levin

Co-Founder and CEO

Nathan Linn

Partner and COO

George Mcculloch

Co-Founder

Carson Newman

Associate

Nihar Patel

Senior Associate, Structured Capital

Jake Rudolph

Senior Associate

Sarah Sommer

Co-Founder and Partner

Luis Spradley

Vice President

Arthur Tingas

Principal

Robert C. Willenbrock

Associate

Arin Wolfson

Operating Partner, Finance and Operations

Hanna Yu

Vice President

Past deals in Project Management

Simpro

Private Equity Round in 2021
SimPRO Software AU Pty Ltd. is a global provider of cloud-based job management software tailored for service, project, and facilities maintenance contractors. Founded in 2002 and headquartered in Brisbane, Australia, the company offers a suite of solutions designed to enhance workflow and improve productivity across various industries, including electrical, plumbing, HVAC, and security. Its primary products include simPRO Service for managing maintenance and installation jobs, simPRO Enterprise for complex projects, and simPRO Corporate for firms with specialized needs. Additionally, SimPRO provides mobile applications like simPRO Connect for field service management, eForms for digitizing paperwork, and simTRAC for fleet management. The software encompasses features such as scheduling, job costing, invoicing, and accounting integration, along with training and support services to ensure optimal use. By helping businesses streamline their operations, SimPRO aims to enhance service delivery and profitability for its clients in the trades and services sector.

inMotionNow

Private Equity Round in 2018
inMotionNow, Inc. is a provider of software-as-a-service (SaaS) solutions focused on workflow management for enterprise creative and marketing teams. Established in 1999 and based in Morrisville, North Carolina, the company offers a centralized platform, inMotion, that facilitates the management, tracking, and review of print, video, and interactive projects. This solution streamlines the creative production process, enabling stakeholders to access, markup, and approve content from various Internet-enabled devices, including iPhones and iPads. By enhancing project request management, task tracking, and resource assignment, inMotionNow helps businesses accelerate their content production workflows, leading to quicker campaign launches and improved revenue generation. The platform supports diverse content types and has demonstrated significant efficiency gains for marketing and creative teams, allowing them to focus on completing projects efficiently. Initially known as Proof-it-Online, the company rebranded to inMotionNow in December 2011.

Simpro

Series A in 2016
SimPRO Software AU Pty Ltd. is a global provider of cloud-based job management software tailored for service, project, and facilities maintenance contractors. Founded in 2002 and headquartered in Brisbane, Australia, the company offers a suite of solutions designed to enhance workflow and improve productivity across various industries, including electrical, plumbing, HVAC, and security. Its primary products include simPRO Service for managing maintenance and installation jobs, simPRO Enterprise for complex projects, and simPRO Corporate for firms with specialized needs. Additionally, SimPRO provides mobile applications like simPRO Connect for field service management, eForms for digitizing paperwork, and simTRAC for fleet management. The software encompasses features such as scheduling, job costing, invoicing, and accounting integration, along with training and support services to ensure optimal use. By helping businesses streamline their operations, SimPRO aims to enhance service delivery and profitability for its clients in the trades and services sector.

Projector PSA

Private Equity Round in 2010
Projector PSA offers a hosted Professional Services Automation suite tailored for billable professional services organizations. This suite facilitates essential functions such as time and expense tracking, resource management, invoicing, project management, and reporting. It allows for customization to meet specific organizational workflows while remaining user-friendly and straightforward to implement. Built on an open architecture, the software integrates seamlessly with existing systems, featuring pre-built interfaces to platforms like Salesforce.com, QuickBooks, and Great Plains. By automating processes that are typically manual and error-prone, Projector PSA supports clients in efficiently managing their projects and resources.

TeamDynamix

Private Equity Round in 2010
TeamDynamix offers Service and Project Management together on a single cloud-based platform. TeamDynamix transforms IT from order taker to strategic innovator. Organizations in government, education and healthcare leverage the solution to improve IT maturity, optimize resources and deliver enhanced end-user service. TeamDynamix offers IT Service Management (ITSM), Project Portfolio Management (PPM) and Enterprise Service Management (ESM) together in one solution.
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