Jefferies Investments & Fund Profile

Overview

Global investment banking and securities services provider.

Founded

1962

Deals · 12mo

2

Links

Website LinkedIn X (Twitter)

Stage focus

Debt

Geographic focus

United Kingdom

United States

Sector focus

Banking

Financial Services

Wealth Management

Investment portfolio

27rounds

LedParticipated

NAME	DATE	SIZE
Form Energy	Sep 2026Participated	$270 MDebt
Erad	Nov 2025Participated	$125 MDebt
Drivepoint	Aug 2025Participated	$7 MSeries A
FINN	Feb 2025Participated	$1.2 BDebt
Ualá	Nov 2024Participated	$300 MSeries E
CoreWeave	Oct 2024Participated	$650 MDebt
Parafin	Aug 2024Led	$93 MDebt
Wonder	Mar 2024Participated	$700 MOther Equity
Updraft	Dec 2023Led	$316 MDebt
Momnt	Oct 2023Led	$150 MDebt
Parker	Mar 2023Participated	$101 MDebt
NextRNA Therapeutics	Mar 2022Participated	$56 MSeries A
Form Energy	Sep 2026Participated	$270 MDebt
Erad	Nov 2025Participated	$125 MDebt
Drivepoint	Aug 2025Participated	$7 MSeries A
FINN	Feb 2025Participated	$1.2 BDebt
Ualá	Nov 2024Participated	$300 MSeries E
CoreWeave	Oct 2024Participated	$650 MDebt
Parafin	Aug 2024Led	$93 MDebt
Wonder	Mar 2024Participated	$700 MOther Equity
Updraft	Dec 2023Led	$316 MDebt
Momnt	Oct 2023Led	$150 MDebt
Parker	Mar 2023Participated	$101 MDebt
NextRNA Therapeutics	Mar 2022Participated	$56 MSeries A

27 Items

27

Items

...

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Insights

Time horizon

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Deal Distribution

Jefferies: 27 funding rounds are recorded in the selected participation categories. All available history
Round type	Led deals	Participated deals
Series A	0	2
Series C+	0	2
Other Equity	1	8
Debt	7	7

Monthly Deal Activity

Jefferies: 27 deals are recorded across 175 months. All available history
Month	Deals
Apr '12	1
May '12	0
Jun '12	0
Jul '12	0
Aug '12	0
Sep '12	0
Oct '12	0
Nov '12	0
Dec '12	0
Jan '13	0
Feb '13	0
Mar '13	0
Apr '13	0
May '13	0
Jun '13	0
Jul '13	0
Aug '13	0
Sep '13	0
Oct '13	0
Nov '13	0
Dec '13	0
Jan '14	0
Feb '14	0
Mar '14	0
Apr '14	0
May '14	0
Jun '14	0
Jul '14	0
Aug '14	1
Sep '14	0
Oct '14	1
Nov '14	0
Dec '14	0
Jan '15	0
Feb '15	1
Mar '15	0
Apr '15	1
May '15	0
Jun '15	1
Jul '15	0
Aug '15	0
Sep '15	0
Oct '15	0
Nov '15	0
Dec '15	0
Jan '16	0
Feb '16	0
Mar '16	1
Apr '16	1
May '16	0
Jun '16	0
Jul '16	0
Aug '16	0
Sep '16	0
Oct '16	0
Nov '16	0
Dec '16	0
Jan '17	0
Feb '17	2
Mar '17	0
Apr '17	0
May '17	0
Jun '17	0
Jul '17	0
Aug '17	0
Sep '17	0
Oct '17	0
Nov '17	0
Dec '17	0
Jan '18	1
Feb '18	0
Mar '18	0
Apr '18	0
May '18	0
Jun '18	0
Jul '18	0
Aug '18	0
Sep '18	0
Oct '18	1
Nov '18	0
Dec '18	0
Jan '19	0
Feb '19	0
Mar '19	0
Apr '19	0
May '19	0
Jun '19	0
Jul '19	0
Aug '19	0
Sep '19	1
Oct '19	0
Nov '19	0
Dec '19	0
Jan '20	0
Feb '20	0
Mar '20	0
Apr '20	0
May '20	0
Jun '20	0
Jul '20	0
Aug '20	0
Sep '20	1
Oct '20	0
Nov '20	0
Dec '20	0
Jan '21	0
Feb '21	0
Mar '21	0
Apr '21	0
May '21	0
Jun '21	0
Jul '21	0
Aug '21	0
Sep '21	0
Oct '21	0
Nov '21	0
Dec '21	0
Jan '22	0
Feb '22	1
Mar '22	1
Apr '22	0
May '22	0
Jun '22	0
Jul '22	0
Aug '22	0
Sep '22	0
Oct '22	0
Nov '22	0
Dec '22	0
Jan '23	0
Feb '23	0
Mar '23	1
Apr '23	0
May '23	0
Jun '23	0
Jul '23	0
Aug '23	0
Sep '23	0
Oct '23	1
Nov '23	0
Dec '23	1
Jan '24	0
Feb '24	0
Mar '24	1
Apr '24	0
May '24	0
Jun '24	0
Jul '24	0
Aug '24	1
Sep '24	0
Oct '24	1
Nov '24	1
Dec '24	0
Jan '25	0
Feb '25	1
Mar '25	0
Apr '25	0
May '25	0
Jun '25	0
Jul '25	0
Aug '25	1
Sep '25	0
Oct '25	0
Nov '25	1
Dec '25	0
Jan '26	0
Feb '26	0
Mar '26	0
Apr '26	0
May '26	0
Jun '26	0
Jul '26	0
Aug '26	0
Sep '26	1
Oct '26	0

Sector Breakdown

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

Jefferies: Fintech is the largest displayed sector by deal count (18 deals). All available history
Sector	Deals
Fintech	18
Networks, Cloud & Communication	10
E-Commerce & Retail	5
Data, Analytics & IT	3
Transportation & Logistics	3
AI & Machine Learning	3
Professional Services	3
Enterprise Software	2
Cybersecurity & Privacy	2
Hardware & Robotics	2
Manufacturing	2
Food & Agriculture	2
Clean Energy & Sustainability	1
Marketing & Advertising	1
Media & Entertainment	1
Health & Life Sciences	1
Social & Community Platforms	1

Deal Size Distribution

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

Jefferies: 27 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)	Deals
<$5M	0
$5M-$10M	2
$10M-$25M	0
$25M-$50M	3
$50M-$100M	5
$100M-$250M	7
$250M-$500M	6
$500M-$1B	2
$1B+	2

Deals By Geography

Top 6 of 6 regions; European countries are grouped as Europe.

Jefferies: United States has the largest recorded deal count among the displayed regions (17 deals). All available history
Region	Deals
United States	17
Europe	5
10012	2
Argentina	1
Saudi Arabia	1
Hong Kong	1

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.

Jefferies: 20 co-investors are shown, with Citi sharing 7 recorded deals. All available history
Co-investor	Shared deals
Citi	7
Goldman Sachs	6
Morgan Stanley	5
Wells Fargo	5
Deutsche Bank	4
J.P. Morgan	4
Bank of America	3
Credit Suisse	3
Soros Fund Management	3
Spark Capital	3
Barclays	2
BlackRock	2
BNY Mellon	2
Citadel	2
Maverick Ventures	2
Nomura	2
Accel	1
AlleyCorp	1
Allianz	1
Allianz X	1