Investment Summary

Valor Equity Partners Invests In Addepar

On May 13, 2014, private equity firm Valor Equity Partners invested in software company Addepar

Investment Highlights
  • This is Valor Equity Partners’ 1st transaction in the Software sector.
  • This is Valor Equity Partners’ 11th transaction in the United States.
  • This is Valor Equity Partners’ 3rd transaction in California.

Investment Summary
Date 2014-05-13
Target Addepar
Sector Software
Investor(s) Valor Equity Partners
Deal Type Venture

Target

Addepar

Mountain View, California, United States
Addepar is a provider of financial reporting tools targeting high net worth individuals through its superior technology platform and value-added data management services. It offers addepar, a software that generates aggregate reports. Addepar was founded in 2009 and is based in Mountain View, California.

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Investor(S) 1

Investor

Valor Equity Partners

Chicago, Illinois, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2001
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Valor Equity Partners is an operationally focused growth equity firm focused on acquiring control or non-control positions in high growth companies across various stages of development. Area of interest include industrial products, manufacturing, infrastructure, industrial maintenance, energy services, healthcare, and business services. Valor Equity Partners is based in Chicago, Illinois.

DEAL STATS #
Overall 11 of 17
Sector (Software) 1 of 1
Type (Venture) 4 of 8
State (California) 3 of 5
Country (United States) 11 of 17
Year (2014) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-12-20 Fooda

Chicago, Illinois, United States

Fooda is a workplace food program that brings restaurants to hungry people at work through ongoing lunch programs: Popup, Catering, and Cafe Replacement. Fooda was formed in 2011 and is based in Chicago, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-07-16 Renovate America

San Diego, California, United States

Renovate America is a provider of residential property assessed clean energy financing for home energy efficiency improvements. Renovate America is based in San Diego, California.

Buy -
Mergr

Product

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