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Keystone National Group

5000 Executive Parkway, Suite 445, San Ramon, CA, 94583, United States

Overview

Private market investment solutions for family offices and institutions.

Founded

2006

Deals ยท 12mo

1

Links

WebsiteLinkedIn

Stage focus

Debt
Series A

Geographic focus

United States

Sector focus

Finance
Financial Services
Real Estate

Investment portfolio

3rounds
NAMEDATESIZE
Fermi America
Feb 2026Led
$100 MDebt
Leyline Renewable Capital
Jan 2025Led
$70 MOther Equity
Loop Global Inc.
Oct 2022Participated
$60 MSeries A
Fermi America
Feb 2026Led
$100 MDebt
Leyline Renewable Capital
Jan 2025Led
$70 MOther Equity
Loop Global Inc.
Oct 2022Participated
$60 MSeries A
3
Items
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Insights

Time horizon

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Deal Distribution

Keystone National Group: 3 funding rounds are recorded in the selected participation categories.All available history.
Keystone National Group: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Other Equity10
Debt10

Monthly Deal Activity

Keystone National Group: 3 deals are recorded across 49 months.All available history.
Keystone National Group: 3 deals are recorded across 49 months. All available history
MonthDeals
Oct '221
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '251
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '261
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Keystone National Group: Clean Energy & Sustainability is the largest displayed sector by deal count (3 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.

Keystone National Group: Clean Energy & Sustainability is the largest displayed sector by deal count (3 deals). All available history
SectorDeals
Clean Energy & Sustainability3
AI & Machine Learning1
Data, Analytics & IT1
Real Estate & Construction1
Transportation & Logistics1

Deal Size Distribution

Keystone National Group: 3 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.

Keystone National Group: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M2
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Keystone National Group: United States has the largest recorded deal count among the displayed regions (3 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Keystone National Group: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Keystone National Group: 2 co-investors are shown, with Agility Ventures sharing 1 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.

Keystone National Group: 2 co-investors are shown, with Agility Ventures sharing 1 recorded deals. All available history
Co-investorShared deals
Agility Ventures1
Fifth Wall1

Investment Strategy

Keystone National Group: Led accounts for 67% and participating for 33% of round participation.All available history.
Keystone National Group: Led accounts for 67% and participating for 33% of round participation. All available history
CategoryDeals (count)Share (%)
Led267%
Participating133%
Keystone National Group: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Keystone National Group: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2100%
Co-led00%

Team

Brad Allen

Chief Financial Officer

John Earl
Jonathan Palan

Senior Vice President