Needham & Company
Overview
Needham & Company, LLC is an independent investment bank and asset management firm specializing in advisory services and financings for growth companies . The firm focuses on public and private equity capital raises, strategic advisory services, equity research, institutional sales, trading, and asset management services . Needham caters to communications, infrastructure, healthcare, industrial technology, consumer, entertainment, semiconductors, and software services industries .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| DoorDash | Dec 2020 | IPO | Co-investor |
| UiPath | Apr 2021 | IPO | Co-investor |
| Quantinuum | Jun 2026 | Strategic | Co-investor |
| Luckin Coffee | May 2019 | IPO | Co-investor |
| Klaviyo | Sep 2023 | IPO | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Needham & Company based?
Needham & Company is headquartered in New York City, New York, United States.
When was Needham & Company founded?
Needham & Company was founded in 1985.
How many portfolio companies does Needham & Company have?
Needham & Company has 48 portfolio companies in Caplight's dataset.
What are some companies in Needham & Company's portfolio?
Portfolio companies visible on Caplight include DoorDash, UiPath, Quantinuum, Luckin Coffee, Klaviyo.
What was Needham & Company's most recent investment shown here?
Needham & Company's most recent investment in this portfolio sample was in Quantinuum in 2026.
What sectors does Needham & Company focus on?
Needham & Company focuses on Enterprise Software, Consumer & Commerce, Enterprise Software, Healthcare & Life Sciences, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Real Estate & PropTech, Crypto & Web3, Consumer & Commerce, Cybersecurity, Telecommunications & Networking, FinTech, Cybersecurity, FinTech, Cybersecurity, Enterprise Software, Consumer & Commerce, Enterprise Software, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce, Frontier & Industrial Tech, Healthcare & Life Sciences, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Media, Entertainment & Gaming, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Consumer & Commerce, Enterprise Software, Enterprise Software, FinTech, Enterprise Software, Frontier & Industrial Tech, Healthcare & Life Sciences, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Consumer & Commerce, Enterprise Software, Consumer & Commerce, FinTech, Mobility, Transportation & Logistics, Enterprise Software, FinTech, Enterprise Software, Consumer & Commerce, Enterprise Software, Telecommunications & Networking, AI, Data & Cloud Infrastructure, Consumer & Commerce, FinTech, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, FinTech, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Real Estate & PropTech, FinTech, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, FinTech, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce.
What company stages does Needham & Company focus on?
Stage focus information for Needham & Company is not publicly available.
What is Needham & Company's AUM?
Needham & Company's assets under management are estimated between $1.0B and $10.0B.