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Allen & Company

1401 South Florida Avenue, Lakeland, FL, 33803, United States

Overview

Investment and advisory firm specializing in M&A and capital raises.

Founded

1932

Deals · 12mo

3

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series A
Series B

Geographic focus

United States

Sector focus

Banking
Charity
Finance
Financial Services
...

Investment portfolio

67rounds
NAMEDATESIZE
Neros Technologies
Aug 2026Participated
$250 MSeries C
Kavak
Feb 2026Participated
$300 MSeries F
Blue Current
Dec 2025Participated
$80 MSeries D
Nasdaq Private Market
Feb 2024Participated
$62 MSeries B
Harmonya
Sep 2023Participated
$20 MSeries A
Mendaera
Aug 2023Participated
$24 MSeries A
Pomelo Care
Jun 2023Participated
$33 MSeries A
Renew
Apr 2023Participated
$8 MSeed
Mantra Bio
Jan 2023Participated
$9 MSeries A
Meter
May 2022Participated
$38 MSeries B
Virsec
Jul 2021Participated
$100 MSeries C
Cresta
Mar 2021Participated
$50 MSeries B
Neros Technologies
Aug 2026Participated
$250 MSeries C
Kavak
Feb 2026Participated
$300 MSeries F
Blue Current
Dec 2025Participated
$80 MSeries D
Nasdaq Private Market
Feb 2024Participated
$62 MSeries B
Harmonya
Sep 2023Participated
$20 MSeries A
Mendaera
Aug 2023Participated
$24 MSeries A
Pomelo Care
Jun 2023Participated
$33 MSeries A
Renew
Apr 2023Participated
$8 MSeed
Mantra Bio
Jan 2023Participated
$9 MSeries A
Meter
May 2022Participated
$38 MSeries B
Virsec
Jul 2021Participated
$100 MSeries C
Cresta
Mar 2021Participated
$50 MSeries B
67
Items
...
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Insights

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Deal Distribution

Allen & Company: 67 funding rounds are recorded in the selected participation categories.All available history.
Allen & Company: 67 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed07
Series A013
Series B49
Series C+016
Other Equity216

Monthly Deal Activity

Allen & Company: 67 deals are recorded across 218 months.All available history.
Allen & Company: 67 deals are recorded across 218 months. All available history
MonthDeals
Sep '081
Oct '080
Nov '080
Dec '080
Jan '090
Feb '090
Mar '090
Apr '090
May '091
Jun '090
Jul '090
Aug '090
Sep '090
Oct '090
Nov '090
Dec '090
Jan '100
Feb '100
Mar '100
Apr '100
May '100
Jun '100
Jul '100
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '111
Feb '111
Mar '110
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '111
Oct '110
Nov '112
Dec '110
Jan '120
Feb '120
Mar '120
Apr '122
May '121
Jun '120
Jul '121
Aug '120
Sep '122
Oct '120
Nov '120
Dec '120
Jan '130
Feb '132
Mar '130
Apr '131
May '131
Jun '130
Jul '130
Aug '130
Sep '131
Oct '132
Nov '130
Dec '131
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '141
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '151
Oct '151
Nov '151
Dec '151
Jan '162
Feb '160
Mar '160
Apr '161
May '161
Jun '163
Jul '160
Aug '160
Sep '160
Oct '160
Nov '161
Dec '160
Jan '170
Feb '170
Mar '172
Apr '170
May '170
Jun '171
Jul '170
Aug '170
Sep '171
Oct '170
Nov '170
Dec '170
Jan '182
Feb '183
Mar '180
Apr '180
May '180
Jun '180
Jul '181
Aug '181
Sep '181
Oct '180
Nov '180
Dec '180
Jan '190
Feb '192
Mar '191
Apr '190
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '201
May '200
Jun '200
Jul '201
Aug '200
Sep '200
Oct '202
Nov '200
Dec '201
Jan '211
Feb '210
Mar '211
Apr '210
May '210
Jun '210
Jul '211
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '221
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '231
Feb '230
Mar '230
Apr '231
May '230
Jun '231
Jul '230
Aug '231
Sep '231
Oct '230
Nov '230
Dec '230
Jan '240
Feb '241
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '251
Jan '260
Feb '261
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '261
Sep '260
Oct '260

Sector Breakdown

Allen & Company: Networks, Cloud & Communication is the largest displayed sector by deal count (27 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Allen & Company: Networks, Cloud & Communication is the largest displayed sector by deal count (27 deals). All available history
SectorDeals
Networks, Cloud & Communication27
Enterprise Software19
Health & Life Sciences14
E-Commerce & Retail13
Marketing & Advertising8
Data, Analytics & IT7
Consumer & Lifestyle7
Fintech7
AI & Machine Learning7
Travel & Hospitality6
Space & Frontier Tech6
Transportation & Logistics6
Media & Entertainment6
Social & Community Platforms6
Education & Workforce5
Hardware & Robotics4
Real Estate & Construction3
Government & Defense2
Cybersecurity & Privacy2
Manufacturing2
Professional Services2
Developer Tools2
Clean Energy & Sustainability1
Food & Agriculture1
Gaming & eSports1

Deal Size Distribution

Allen & Company: 67 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Allen & Company: 67 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M10
$5M-$10M12
$10M-$25M12
$25M-$50M13
$50M-$100M12
$100M-$250M6
$250M-$500M2
$500M-$1B0
$1B+0

Deals By Geography

Allen & Company: United States has the largest recorded deal count among the displayed regions (64 deals).All available history.

Top 4 of 4 regions; European countries are grouped as Europe.

Allen & Company: United States has the largest recorded deal count among the displayed regions (64 deals). All available history
RegionDeals
United States64
Mexico1
Europe1
India1
Allen & Company: 20 co-investors are shown, with T. Rowe Price Associates sharing 8 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Allen & Company: 20 co-investors are shown, with T. Rowe Price Associates sharing 8 recorded deals. All available history
Co-investorShared deals
T. Rowe Price Associates8
Andreessen Horowitz7
Benchmark Capital6
Founders Fund5
Greylock Partners5
Sequoia Capital5
8VC4
BoxGroup4
New Enterprise Associates4
Tenaya Capital4
Annox Capital3
Baillie Gifford3
DAG Ventures3
Foxhaven Asset Management3
Index Ventures3
Passport Capital3
Viking Global Investors3
Avalon Ventures2
Bezos Expeditions2
Capricorn Investment Group2

Investment Strategy

Allen & Company: Led accounts for 9% and participating for 91% of round participation.All available history.
Allen & Company: Led accounts for 9% and participating for 91% of round participation. All available history
CategoryDeals (count)Share (%)
Led69%
Participating6191%
Allen & Company: Single-lead accounts for 17% and co-led for 83% of lead dynamics.All available history.
Allen & Company: Single-lead accounts for 17% and co-led for 83% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead117%
Co-led583%

Team

Bob Kerrey

Managing Director

Herbert Allen

President & CEO

J. Everett Allen’s

Founder

Kim Wieland

CFO

Leah Schwartz

Managing Director

Paul Gould

Managing Director & Executive Vice President

Richard Fields

Managing Director

Tim Westergren

Venture Investment Advisor

William Bradley

Managing Director