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Phase 2 Partners

Phase 2 Partners

San Francisco, Californiakarlkapital.com

Overview

Phase 2 Partners is a hedge fund based out of San Francisco that provides advisory services to clients, allocating investment opportunities and management time . They pursue a long/short investment strategy primarily focused on the financial services sector, related technology, and emerging companies .

Year Founded

2020

AUM

$487.44M

Portfolio Companies

3

Investments

Phase 2 Partners investments
CompanyDateStageLead
TrumidOct 2021Series E-
FinexioAug 2021VC Round-
OpynApr 2021Series CCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Where is Phase 2 Partners based?

Phase 2 Partners is headquartered in San Francisco, California, United States.

When was Phase 2 Partners founded?

Phase 2 Partners was founded in 2020.

How many portfolio companies does Phase 2 Partners have?

Phase 2 Partners has 3 portfolio companies in Caplight's dataset.

What are some companies in Phase 2 Partners's portfolio?

Portfolio companies visible on Caplight include Trumid, Finexio, Opyn.

What was Phase 2 Partners's most recent investment shown here?

Phase 2 Partners's most recent investment in this portfolio sample was in Trumid in 2021.

What sectors does Phase 2 Partners focus on?

Phase 2 Partners focuses on FinTech, FinTech, Healthcare & Life Sciences, Enterprise Software, Enterprise Software, Enterprise Software.

What company stages does Phase 2 Partners focus on?

Stage focus information for Phase 2 Partners is not publicly available.

What is Phase 2 Partners's AUM?

Phase 2 Partners's assets under management are estimated between $250.0M and $500.0M.

Firmographic Details

HeadquartersSan Francisco, California
Year Founded2020
AUM$487.44M

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