# Baird Capital: portfolio, investments and team

> Baird Capital is a wealth manager based in United States. 78 investments on record, latest Sept 2025. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/baird-capital (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Baird Capital

Last cheque observed Sep 2025. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

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Quiet New fund $302M, Jul 2020 Wealth manager

Growth Pre-seed Seed AI & Machine Learning Apps Artificial Intelligence & Machine Learning (AI/ML)

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Cheques on record

**0%** of best year **0** **cheques in 12 months**, 78 on record

Since the last cheque **409** days **00** hrs **00** min **00** sec

Median round **$25M** Rounds led **2 of 78** Sole investor **15 rounds** Exits **6 from the portfolio** Mostly in **United States, 87%**

Pitch Baird Capital

## Baird Capital highlights

- 01 78 rounds on record
- 02 Mostly Series A and Series B: 57% of its rounds
- 03 Sole investor in 15 rounds, median $4.0M
- 04 6 exits from the portfolio

## What they do

> Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. From their own website

- **Type:** Wealth manager
- **Cheque size:** Not stated
- **Stages:** Growth Pre-seed Seed Series A Series B
- **Sectors:** AI & Machine Learning Apps Artificial Intelligence & Machine Learning (AI/ML)
- **Based in:** Madison, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **78 appearances**

- **2025** 1 round
- **Sept** **[EvoluteIQ](https://millionrounds.com/company/evoluteiq)** Growth · SE · Silicon Canals **$53M** *Led*
- **2019** 5 rounds
- **Nov** **[AiCure](https://millionrounds.com/company/aicure)** Series C · US · FinSMEs **$25M** With 10 others
- **May** **[Cala Health](https://millionrounds.com/company/cala-health)** Series C · US · FinSMEs **$50M** With 3 others
- **Apr** **[ChurnZero](https://millionrounds.com/company/churnzero)** Series A · US · FinSMEs **$7.0M** *Led*
- **Apr** **[Hireology](https://millionrounds.com/company/hireology)** Series D · US · FinSMEs **$27M** With 3 others
- **Jan** **[GreenLigh Biosciences](https://millionrounds.com/company/greenligh-biosciences)** US · FinSMEs **$50M** With 4 others
- **2018** 3 rounds
- **Oct** **[Crisp](https://millionrounds.com/company/crisp)** GB · Insidermedia **$25M** Sole investor
- **May** **[Strata](https://millionrounds.com/company/strata)** Series B · US · FinSMEs **$26M** With 5 others
- **Feb** **[Autobooks](https://millionrounds.com/company/autobooks)** Series A · US · FinSMEs **$10M** With 4 others
- **2017** 2 rounds
- **Jul** **[Amphora Medical](https://millionrounds.com/company/amphora-medical)** Series B · US · FinSMEs **$36M** With 3 others
- **Jan** **[Integrated Diagnostics](https://millionrounds.com/company/integrated-diagnostics)** Series C · US · FinSMEs **$6.1M** With 1 other
- **2016** 2 rounds
- **Aug** **[FullContact](https://millionrounds.com/company/fullcontact)** US · FinSMEs **$25M** With 22 others
- **Jun** **[Hireology](https://millionrounds.com/company/hireology)** Series C · US · Chicagobusiness **$12M** Sole investor
- **2015** 8 rounds
- **Nov** **[Appcast, Inc](https://millionrounds.com/company/appcast-inc)** Series A · US **$5.0M** With 2 others
- **Aug** **[Synap](https://millionrounds.com/company/synap)** Seed · US **$2.0M** With 1 other
- **Jun** **[NeoChord](https://millionrounds.com/company/neochord)** Series C · US **$20M** With 5 others
- **May** **[edo Interactive](https://millionrounds.com/company/edo-interactive)** Series E · US **$20M** With 1 other
- **Mar** **[Veniti](https://millionrounds.com/company/veniti)** Series C · US **$17M** With 1 other
- **Mar** **[Carsing](https://millionrounds.com/company/carsing)** Series A **Undisclosed** With 1 other
- **Jan** **[FullContact](https://millionrounds.com/company/fullcontact)** Series B · US **$10M** With 3 others
- **Jan** **[Apervita](https://millionrounds.com/company/apervita)** Series A · US **$18M** With 3 others
- **2014** 8 rounds
- **Dec** **[NowSecure](https://millionrounds.com/company/nowsecure)** Series A · US **$13M** With 2 others
- **Jul** **[WordStream](https://millionrounds.com/company/wordstream)** Series C · US **$9.0M** Sole investor
- **Jun** **[Montage](https://millionrounds.com/company/montage)** Series C · US **$6.0M** With 4 others
- **May** **[Appcast, Inc](https://millionrounds.com/company/appcast-inc)** Seed · US **$2.4M** Sole investor
- **Apr** **[Integrated Diagnostics](https://millionrounds.com/company/integrated-diagnostics)** Series B · US **$30M** With 2 others
- **Apr** **[Workforce Insight](https://millionrounds.com/company/workforce-insight)** US **Undisclosed** Sole investor
- **Apr** **[NeuMoDx Molecular](https://millionrounds.com/company/neumodx-molecular)** Series B · US **$21M** With 3 others
- **Jan** **[Watkins Hire](https://millionrounds.com/company/watkins-hire)** GB **$15M** Sole investor
- **2013** 9 rounds
- **Dec** **[Sittercity](https://millionrounds.com/company/sittercity)** Debt · US · pehub.com **$4.5M** With 5 others
- **Nov** **[Sittercity](https://millionrounds.com/company/sittercity)** Series C · US · finsmes.com **$13M** With 5 others
- **Sept** **[GenomeDx Biosciences](https://millionrounds.com/company/genomedx-biosciences)** Series B · CA · socaltech.com **Undisclosed** With 3 others
- **Aug** **[Keduo](https://millionrounds.com/company/keduo)** CN · finsmes.com **Undisclosed** Sole investor
- **Jun** **[edo Interactive](https://millionrounds.com/company/edo-interactive)** Venture · US **$7.0M** With 2 others
- **May** **[Amphora Medical](https://millionrounds.com/company/amphora-medical)** Venture · US · sec.gov **$600K** Sole investor
- **Mar** **[High Street Partners](https://millionrounds.com/company/high-street-partners)** Series D · US · finsmes.com **$8.0M** With 1 other
- **Feb** **[Coalfire](https://millionrounds.com/company/coalfire)** Series B · US · finsmes.com **$3.6M** Sole investor
- **Jan** **[StartWire](https://millionrounds.com/company/startwire)** Series B · US · finsmes.com **$1.5M** Sole investor
- **2012** 7 rounds
- **Dec** **[Montage](https://millionrounds.com/company/montage)** Series B · US · tmcnet.com **$4.0M** With 4 others
- **Dec** **[ClickFuel](https://millionrounds.com/company/clickfuel)** Series B · US · masshightech.com **$4.0M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **24 named**

AF **Andrew Ferguson** Director i Form ADV

AM **Angela Marie Palmer** Chief Compliance Officer i Form ADV

BP **Benedict Patrick Rocchio** Principal, Investment Committee Member i Form ADV

CA **Charles Andrew Brickman** Executive Officer, Promoter i Filing they signed

CL **Christa Lynn Graverson** Chief Compliance Officer i Form ADV

DP **David Paul Pelisek** Executive Officer, Promoter i Filing they signed

DJ **Dennis John Hall** Director i Form ADV

GG **Gordon George Pan** Manager, Investor, Committee Member i Form ADV

JE **James Edward Pavlik** Principal, Investment Committee Member i Form ADV

JO **James Oliver Benfield** Director i Form ADV

JJ **John Jameson Neis** Partner and Investment Committee Member i Form ADV

JA **Jon A Langenfeld** Investment Committee Member i Form ADV

LK **Laura K Thurow** Chief Operations Officer i Form ADV

ME **Mary Ellen Stanek** Director i Form ADV

MJ **Michael John Schroeder** Director i Form ADV

PS **Patrick Steven Lawton** Director i Form ADV

PE **Paul Edward Purcell** Executive Officer i Filing they signed

PJ **Paul John Carbone** Executive Officer, Promoter i Filing they signed

PL **Paul Lee Schultz** Secretary and Chief Legal Officer i Form ADV

RA **Randall Arthur Mehl** Executive Officer, Promoter i Filing they signed

RJ **Robert John Venable** Executive Officer i Filing they signed

SG **Steve G. Booth** Executive Officer i Filing they signed

SG **Steven Gregory Booth** Investment Committee Member i Form ADV

TP **Terrance Patrick Maxwell** Investment Committee Member i Form ADV

We also hold **58** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$395B** assets it manages, 9 advisers combined Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Baird Principal Group Management Company, LLC
- **SEC number:** CRD 145166

Funds on its Form ADV

**16** private funds, **$1.4B** in gross assets · filed Mar 2024

Private equity **13** Long only equity fund **2** Hedge **1**

- Baird Capital Global Fund II Limited Partnership *Private equity* 195 investors $311M
- Baird Venture Partners V Limited Partnership *Private equity* 140 investors $198M
- Baird Venture Partners VI L.P. *Private equity* 190 investors $189M
- Baird Venture Partners IV Limited Partnership *Private equity* 105 investors $186M
- Chautauqua International Growth Equity QP Fund L.P. *Hedge* 4 investors $170M
- Baird Capital Global Fund I L.P. *Private equity* 130 investors $137M
- BCGF II Special Affiliates Limited Partnership *Private equity* 80 investors $90M
- BCGF I Special Affiliates L.P. *Private equity* 40 investors $41M
- BVP IV Special Affiliates Fund Limited Partnership *Private equity* 30 investors $29M
- BVP V Special Affiliates Fund Limited Partnership *Private equity* 30 investors $21M

And 6 more on the filing.

## What they claim to have backed

From their own portfolio page (on their website)

**0** of 13 we have independently watched raise

2025 Fortune 100 Baird Europe Baird Funds Baird Trust Baird Trust Portal Bairdcareers Conferences FINRA's BrokerCheck Macro Research by Member SIPC Private Equity Private Wealth Management Wealth & Family Office

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

## Exits from the portfolio

Companies it backed that were later bought or listed **6 in all**

**[Coalfire](https://millionrounds.com/company/coalfire)** Bought by [The Carlyle Group](https://millionrounds.com/fund/the-carlyle-group) **Undisclosed** Sept 2015

**[PathCentral](https://millionrounds.com/company/pathcentral)** Bought by XIFIN **Undisclosed** Aug 2013

**[Accuri Cytometers](https://millionrounds.com/company/accuri-cytometers)** Bought by (Becton, Dickinson and Company) **Undisclosed** Mar 2011

**[Interlace Medical](https://millionrounds.com/company/interlace-medical)** Bought by Hologic **$125M** Jan 2011

**[Encover](https://millionrounds.com/company/encover)** Bought by Concentrix Corporation **$24M** Nov 2010

**[Everdream](https://millionrounds.com/company/everdream)** Bought by [Dell](https://millionrounds.com/fund/dell) **Undisclosed** Nov 2007

An exit counts when it came after the firm's first round in the company. From historical deal records.

## Companies it bought

Acquisitions by the firm itself

**SloanLED** **Undisclosed** May 2015

**Alpha Source** **Undisclosed** Apr 2015

**Clearwater Group** **Undisclosed** Mar 2015

New fund on file

**$302M**

raised in Jul 2020

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Growth Pre-seed Seed

Median round joined **$25M** the round, not its cheque Alone, median **$4.0M**

Led 2 of 78 rounds **3%**

- **Sole investor:** 15 rounds
- **Last cheque:** Sept 2025
- **Exits:** 6 from the portfolio

Rounds by stage said on their site

- Series A said *18*
- Series B said *18*
- Series C *17*
- Venture *5*
- Series D *5*
- Growth said *-*
- Pre-seed said *-*

Cheques by month Led Joined

Nov 2023 Oct 2026

Often in the room with

- [Pritzker Group](https://millionrounds.com/fund/pritzker-group) 7
- [Adams Street Partners](https://millionrounds.com/fund/adams-street-partners) 6
- [Arboretum Ventures](https://millionrounds.com/fund/arboretum-ventures) 6
- [InvestMichigan](https://millionrounds.com/fund/investmichigan) 5
- [Apex Venture Partners](https://millionrounds.com/fund/apex-ventures-2) 4
- [Calumet Venture Fund](https://millionrounds.com/fund/calumet-venture-fund) 4

**Pitching Baird Capital?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

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## Who they invest alongside

The investors most often in the same rounds as Baird Capital. A count of rooms they were both in, not a relationship either has claimed.

[**Pritzker Group** Private equity **7** rounds together](https://millionrounds.com/fund/pritzker-group)[**Adams Street Partners** VC firm **6** rounds together](https://millionrounds.com/fund/adams-street-partners)[**Arboretum Ventures** VC firm **6** rounds together](https://millionrounds.com/fund/arboretum-ventures)[**InvestMichigan** Private equity **5** rounds together](https://millionrounds.com/fund/investmichigan)[**Apex Venture Partners** Growth equity **4** rounds together](https://millionrounds.com/fund/apex-ventures-2)[**Calumet Venture Fund** Growth equity **4** rounds together](https://millionrounds.com/fund/calumet-venture-fund)[**GCI** Private equity **4** rounds together](https://millionrounds.com/fund/gci)[**Point Judith Capital** VC firm **4** rounds together](https://millionrounds.com/fund/point-judith-capital)[**VantagePoint Capital Partners** VC firm **4** rounds together](https://millionrounds.com/fund/vantagepoint-capital-partners)[**Canaan** VC firm **3** rounds together](https://millionrounds.com/fund/canaan-partners)[**Croft & Bender** VC firm **3** rounds together](https://millionrounds.com/fund/croft-and-bender)[**I2A Fund** VC firm **3** rounds together](https://millionrounds.com/fund/i2a-3)

## Recently backed

The latest companies Baird Capital put money into.

[**EvoluteIQ** $53M · Sept 2025](https://millionrounds.com/company/evoluteiq)[**AiCure** $25M · Nov 2019](https://millionrounds.com/company/aicure)[**Cala Health** $50M · May 2019](https://millionrounds.com/company/cala-health)[**ChurnZero** $7.0M · Apr 2019](https://millionrounds.com/company/churnzero)[**Hireology** $27M · Apr 2019](https://millionrounds.com/company/hireology)[**Crisp** $25M · Oct 2018](https://millionrounds.com/company/crisp)

## Quick answers about Baird Capital

### What does Baird Capital invest in?

Baird Capital invests most often at Series A and Series B (57% of the rounds on record), in sectors such as AI & Machine Learning, Apps and Artificial Intelligence & Machine Learning (AI/ML).

### How active is Baird Capital?

78 investments on record, 0 of them in the last 12 months, and it led 2. The most recent was in Sept 2025.

### What has Baird Capital invested in recently?

Its most recent investments on record: EvoluteIQ (Growth, Sept 2025), AiCure (Series C, Nov 2019) and Cala Health (Series C, May 2019).

### How big are Baird Capital's cheques?

The median round it joins is $25M.

### Does Baird Capital lead rounds?

Sometimes: it led 2 of its 78 investments on record (3%).

### Where does Baird Capital invest?

Most of the companies it backs are in the United States (87%) and the United Kingdom (5%).

### Is Baird Capital investing now?

No investments in the last 12 months; the latest was in Sept 2025.

### Who does Baird Capital invest alongside?

Most often Pritzker Group (7 rounds together), Adams Street Partners (6 rounds together) and Arboretum Ventures (6 rounds together).

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