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Perennial Value Management

Level 27, 88 Phillip Street, Sydney, New South Wales, 2000, Australia

Overview

Investment firm focused on value-based equity investments.

Founded

2000

Deals · 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series A
Series B

Geographic focus

Australia
United Kingdom
United States

Sector focus

Financial Services
Management Information Systems
Risk Management
Venture Capital

Investment portfolio

16rounds
NAMEDATESIZE
LinkBy
Jun 2024Led
$4 MSeries A
Ordermentum
Sep 2023Participated
$16 MOther Equity
Complexica
Jan 2023Led
$1 MOther Equity
Willow
Dec 2022Participated
$28 MOther Equity
Livewire
Sep 2022Participated
$5 MSeries A
InDebted
Jul 2022Led
$23 MOther Equity
Bare
Jun 2022Led
$10 MSeries A
Upflex
May 2022Participated
$30 MSeries A
Encompass
Mar 2022Led
$33 MOther Equity
Willow
Sep 2021Participated
$43 MSeries B
Spriggy
Jul 2021Led
$35 MSeries B
Baraja
Mar 2021Participated
$31 MSeries B
LinkBy
Jun 2024Led
$4 MSeries A
Ordermentum
Sep 2023Participated
$16 MOther Equity
Complexica
Jan 2023Led
$1 MOther Equity
Willow
Dec 2022Participated
$28 MOther Equity
Livewire
Sep 2022Participated
$5 MSeries A
InDebted
Jul 2022Led
$23 MOther Equity
Bare
Jun 2022Led
$10 MSeries A
Upflex
May 2022Participated
$30 MSeries A
Encompass
Mar 2022Led
$33 MOther Equity
Willow
Sep 2021Participated
$43 MSeries B
Spriggy
Jul 2021Led
$35 MSeries B
Baraja
Mar 2021Participated
$31 MSeries B
16
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Insights

Time horizon

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Deal Distribution

Perennial Value Management: 16 funding rounds are recorded in the selected participation categories.All available history.
Perennial Value Management: 16 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A22
Series B12
Other Equity45

Monthly Deal Activity

Perennial Value Management: 16 deals are recorded across 87 months.All available history.
Perennial Value Management: 16 deals are recorded across 87 months. All available history
MonthDeals
Aug '191
Sep '191
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '201
Nov '200
Dec '200
Jan '210
Feb '211
Mar '211
Apr '210
May '210
Jun '210
Jul '211
Aug '210
Sep '211
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '221
Apr '220
May '221
Jun '221
Jul '221
Aug '220
Sep '221
Oct '220
Nov '220
Dec '221
Jan '231
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '231
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '241
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 '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Perennial Value Management: Enterprise Software is the largest displayed sector by deal count (4 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.

Perennial Value Management: Enterprise Software is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Enterprise Software4
Real Estate & Construction4
Fintech4
E-Commerce & Retail3
Networks, Cloud & Communication3
Professional Services3
Data, Analytics & IT2
Marketing & Advertising2
Media & Entertainment2
Health & Life Sciences2
AI & Machine Learning2
Education & Workforce1
AR/VR1
Transportation & Logistics1
Hardware & Robotics1
Social & Community Platforms1
Developer Tools1

Deal Size Distribution

Perennial Value Management: 16 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.

Perennial Value Management: 16 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M3
$5M-$10M2
$10M-$25M4
$25M-$50M7
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Perennial Value Management: Australia has the largest recorded deal count among the displayed regions (12 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

Perennial Value Management: Australia has the largest recorded deal count among the displayed regions (12 deals). All available history
RegionDeals
Australia12
United States3
Europe1
Perennial Value Management: 20 co-investors are shown, with Regal Funds Management sharing 3 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.

Perennial Value Management: 20 co-investors are shown, with Regal Funds Management sharing 3 recorded deals. All available history
Co-investorShared deals
Regal Funds Management3
Ellerston Capital2
GPO Fund2
Microequities Asset Management2
Our Innovation Fund2
Aditum Investment Management1
AirTree Ventures1
Alium Capital1
Alua1
Athletic Ventures1
Bessemer Venture Partners1
Blackbird Ventures1
Carthona Capital1
Coelius Capital1
Cushman & Wakefield1
CVC Capital Partners1
Ecosystem Integrity Fund1
Expon Capital1
Grok Ventures1
Grollo Group1

Investment Strategy

Perennial Value Management: Led accounts for 44% and participating for 56% of round participation.All available history.
Perennial Value Management: Led accounts for 44% and participating for 56% of round participation. All available history
CategoryDeals (count)Share (%)
Led744%
Participating956%
Perennial Value Management: Single-lead accounts for 57% and co-led for 43% of lead dynamics.All available history.
Perennial Value Management: Single-lead accounts for 57% and co-led for 43% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead457%
Co-led343%

Team

Anthony Patterson

Executive Director

Cesar Farfan

Head of Retail Distribution

Charles Magro

Senior Investment Specialist

Dan Birch

Head of Institutional Sales

James McQueen

Senior Investment and Legal Principal

John Murray

Managing Director,Founder

Mark Bennett

Head of Operations