Charles Chen
Private Equity Investor chez Level Equity Management LLC
Profil
Charles is a Partner at Level Equity.
He works with entrepreneurs and management teams to build rapidly growing software, internet, and data services companies across a wide range of industries.
Charles has spent his entire career in the technology vertical, advising and investing in technology companies since 2005.
Currently, he serves on the boards of Accelo, Cheqroom, Chronus, Leonardo247, Movista, RocketRez, Salesfloor, simPRO (recapitalized by K1 Capital in 2021), STACK Construction Technologies, Sunwave, TeamDynamix (reinvested in 2022; acquired by K1 Capital in 2017), and TeamSupport.
He formerly served on the boards of Ensenta (acquired by Jack Henry in 2017), Fusion Risk Management (recapitalized by Catalyst Investors in 2016, Vista Equity Partners in 2019, and by Great Hill Partners in 2023), Inbenta (recapitalized by Tritium Partners in 2022), Legwork (acquired by Planet DDS in 2021), PassFort (acquired by Moody’s in 2021), Vacasa (NASDAQ: VCSA), and Vendini (acquired by AudienceView in 2019).
Prior to Level, Charles was an investor at TCV, where he originated, evaluated, and executed growth equity investments in software and internet businesses.
He started his career as a member of the Technology Investment Banking Groups at Banc of America Securities and Morgan Stanley.
Charles was born in Orange County, CA, and currently lives in Westchester, NY, with his wife and two children.
Charles received his B.S.
in Business Administration from the Haas School of Business at the University of California, Berkeley, and an MBA from the Wharton School at the University of Pennsylvania.
Postes actifs de Charles Chen
| Sociétés | Poste | Début |
|---|---|---|
Level Equity Management LLC
 Level Equity Management LLC Investment ManagersFinance Level Equity Management LLC (Level Equity) is a private equity firm founded in 2009 by Benjamin Levin, George W. McCulloch and Sarah Sommer. The firm is headquartered in New York. | Private Equity Investor | 01/01/2013 |
Anciens postes connus de Charles Chen
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | 31/12/2007 |
TCMI, Inc.
 TCMI, Inc. Investment ManagersFinance TCMI, Inc.(TCV) is a venture capital firm founded in 1995 by Jay Crandall Hoag and Richard Herrick Kimball. The firm is headquartered in Palo Alto, California. | Analyste en capital-investissement | - |
Formation de Charles Chen
| University of California, Berkeley | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
| Haas School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
TCMI, Inc.
TCMI, Inc. Investment ManagersFinance TCMI, Inc.(TCV) is a venture capital firm founded in 1995 by Jay Crandall Hoag and Richard Herrick Kimball. The firm is headquartered in Palo Alto, California. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Level Equity Management LLC
Level Equity Management LLC Investment ManagersFinance Level Equity Management LLC (Level Equity) is a private equity firm founded in 2009 by Benjamin Levin, George W. McCulloch and Sarah Sommer. The firm is headquartered in New York. | Finance |
