Investment Summary

ICONIQ Capital and Level Equity Management Invest In Fivetran

On September 20, 2021, growth capital firm ICONIQ Capital and private equity firm Level Equity Management invested in software company Fivetran

Investment Highlights
  • This is ICONIQ Capital’s 23rd and Level Equity Management’s 13th transaction in the Software sector.
  • This is ICONIQ Capital’s 66th and Level Equity Management’s 38th transaction in the United States.
  • This is ICONIQ Capital’s 32nd and Level Equity Management’s 10th transaction in California.

Investment Summary
Date 2021-09-20
Target Fivetran
Sector Software
Investor(s) ICONIQ Capital
Level Equity Management
Deal Type Venture

Target

Fivetran

Oakland, California, United States
website
Fivetran engages in automated data integration, delivers ready-to-use connectors that automatically adapt as schemas and APIs change, ensuring consistent, reliable access to data. Fivetran is headquartered in Oakland, California.

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Investor(S) 2

Investor

ICONIQ Capital

website

Category Growth Capital Firm
Founded 2011
PE ASSETS 80.0B USD
Size Mega
Type Sector Focused
DESCRIPTION

DEAL STATS #
Overall 71 of 91
Sector (Software) 23 of 31
Type (Venture) 52 of 72
State (California) 32 of 41
Country (United States) 66 of 80
Year (2021) 19 of 34
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-01 Vic.ai

New York, New York, United States

Vic.ai is a developer of AI-based autonomous invoice processing and workflow automation platform. Vic.ai is based in New York City.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-23 Spotnana

New York, New York, United States

Spotnana is a corporate travel management platform that offers access to an open stack of microservices that connect with any relevant third-party travel solution provider. Spotnana is based in New York City.

Buy -
Investor

Level Equity Management

Investor Investor Investor Investor Investor

website

Category Private Equity Firm
Founded 2009
PE ASSETS 1.7B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Level Equity Management LLC is a private investment firm focused on providing equity and structured capital to growth businesses. Sectors of interest include e-commerce, healthcare services, IT, internet software, and media. Level Equity Management was formed in 2009 and is based in New York City.

DEAL STATS #
Overall 46 of 59
Sector (Software) 13 of 18
Type (Venture) 16 of 24
State (California) 10 of 12
Country (United States) 38 of 49
Year (2021) 11 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-18 WeSpire

Boston, Massachusetts, United States

WeSpire provides software for enterprises to manage complex ESG programs across a diverse/dispersed workforce. WeSpire was founded in 2010 and is based in Boston, Massachusetts.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-10-04 CloudCheckr

Rochester, New York, United States

CloudCheckr is a cloud management platform, which use the funds to bolster its market major platform for modern enterprises, government agencies and managed service providers who demand a comprehensive and scalable multi-cloud management platform that satisfies cost, security, utilization and compliance concerns. CloudCheckr was founded in 2011 and is based in Rochester, New York.

Sell -
Mergr

Product

Company

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