Peterson Partners Investments & Fund Profile

Overview

Independent investment management firm partnering with entrepreneurs.

Founded

1995

Deals · 12mo

1

Links

Website LinkedIn X (Twitter)

Stage focus

Seed

Series A

Series B

Geographic focus

United States

Sector focus

Asset Management

Financial Services

Venture Capital

Investment portfolio

18rounds

LedParticipated

NAME	DATE	SIZE
Jump	Feb 2026Participated	$80 MSeries B
Clutch	Jan 2025Participated	$65 MSeries B
Tava Health	Mar 2024Participated	$20 MSeries B
Cruisebound	Jan 2023Participated	$10 MSeries A
Glowbar	Jan 2023Led	$10 MOther Equity
Zartico	Sep 2022Participated	$20 MSeries A
OneShield Software	Jan 2022Participated	$50 MOther Equity
Tava Health	Dec 2021Participated	$10 MSeries A
Needed	Oct 2021Participated	$6 MSeed
Grain	Apr 2020Participated	$4 MSeed
Spiff	Oct 2019Participated	$6 MOther Equity
Taft	Jun 2018Participated	$5 MSeed
Jump	Feb 2026Participated	$80 MSeries B
Clutch	Jan 2025Participated	$65 MSeries B
Tava Health	Mar 2024Participated	$20 MSeries B
Cruisebound	Jan 2023Participated	$10 MSeries A
Glowbar	Jan 2023Led	$10 MOther Equity
Zartico	Sep 2022Participated	$20 MSeries A
OneShield Software	Jan 2022Participated	$50 MOther Equity
Tava Health	Dec 2021Participated	$10 MSeries A
Needed	Oct 2021Participated	$6 MSeed
Grain	Apr 2020Participated	$4 MSeed
Spiff	Oct 2019Participated	$6 MOther Equity
Taft	Jun 2018Participated	$5 MSeed

18 Items

18

Items

...

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Insights

Time horizon

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Deal Distribution

Peterson Partners: 18 funding rounds are recorded in the selected participation categories. All available history
Round type	Led deals	Participated deals
Seed	0	5
Series A	0	5
Series B	0	3
Other Equity	3	2

Monthly Deal Activity

Peterson Partners: 18 deals are recorded across 184 months. All available history
Month	Deals
Jul '11	1
Aug '11	0
Sep '11	0
Oct '11	0
Nov '11	0
Dec '11	0
Jan '12	0
Feb '12	0
Mar '12	0
Apr '12	0
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	1
Feb '14	0
Mar '14	0
Apr '14	0
May '14	0
Jun '14	0
Jul '14	0
Aug '14	0
Sep '14	1
Oct '14	0
Nov '14	0
Dec '14	0
Jan '15	0
Feb '15	0
Mar '15	0
Apr '15	0
May '15	0
Jun '15	0
Jul '15	0
Aug '15	1
Sep '15	0
Oct '15	2
Nov '15	0
Dec '15	0
Jan '16	0
Feb '16	0
Mar '16	0
Apr '16	0
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	0
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	0
Feb '18	0
Mar '18	0
Apr '18	0
May '18	0
Jun '18	1
Jul '18	0
Aug '18	0
Sep '18	0
Oct '18	0
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	0
Oct '19	1
Nov '19	0
Dec '19	0
Jan '20	0
Feb '20	0
Mar '20	0
Apr '20	1
May '20	0
Jun '20	0
Jul '20	0
Aug '20	0
Sep '20	0
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	1
Nov '21	0
Dec '21	1
Jan '22	1
Feb '22	0
Mar '22	0
Apr '22	0
May '22	0
Jun '22	0
Jul '22	0
Aug '22	0
Sep '22	1
Oct '22	0
Nov '22	0
Dec '22	0
Jan '23	2
Feb '23	0
Mar '23	0
Apr '23	0
May '23	0
Jun '23	0
Jul '23	0
Aug '23	0
Sep '23	0
Oct '23	0
Nov '23	0
Dec '23	0
Jan '24	0
Feb '24	0
Mar '24	1
Apr '24	0
May '24	0
Jun '24	0
Jul '24	0
Aug '24	0
Sep '24	0
Oct '24	0
Nov '24	0
Dec '24	0
Jan '25	1
Feb '25	0
Mar '25	0
Apr '25	0
May '25	0
Jun '25	0
Jul '25	0
Aug '25	0
Sep '25	0
Oct '25	0
Nov '25	0
Dec '25	0
Jan '26	0
Feb '26	1
Mar '26	0
Apr '26	0
May '26	0
Jun '26	0
Jul '26	0
Aug '26	0
Sep '26	0
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.

Peterson Partners: Enterprise Software is the largest displayed sector by deal count (7 deals). All available history
Sector	Deals
Enterprise Software	7
Fintech	5
Consumer & Lifestyle	4
Health & Life Sciences	4
Professional Services	4
AI & Machine Learning	3
Travel & Hospitality	2
Data, Analytics & IT	2
Networks, Cloud & Communication	2
Marketing & Advertising	2
Media & Entertainment	2
Government & Defense	1
Cybersecurity & Privacy	1
Clean Energy & Sustainability	1
Hardware & Robotics	1

Deal Size Distribution

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

Peterson Partners: 18 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)	Deals
<$5M	4
$5M-$10M	6
$10M-$25M	5
$25M-$50M	0
$50M-$100M	3
$100M-$250M	0
$250M-$500M	0
$500M-$1B	0
$1B+	0

Deals By Geography

Top 2 of 2 regions; European countries are grouped as Europe.

Peterson Partners: United States has the largest recorded deal count among the displayed regions (17 deals). All available history
Region	Deals
United States	17
Canada	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.

Peterson Partners: 20 co-investors are shown, with Kickstart Seed Fund sharing 6 recorded deals. All available history
Co-investor	Shared deals
Kickstart Seed Fund	6
Pelion Venture Partners	4
RPM Ventures	2
SpringTide Ventures	2
Toba Capital	2
Acrew Capital	1
Alkeon Capital	1
Allianz Life Ventures	1
Alumni Ventures	1
Andreessen Horowitz	1
Apple Tree Partners	1
Arthur Ventures	1
Bain Capital Credit	1
Battery Ventures	1
Blue Heron Capital	1
Blumberg Capital	1
Catalyst Investors	1
Citi Ventures	1
CMFG Ventures	1
Contrary Capital	1