# Grail Partners: portfolio, investments and team > Grail Partners is a vc firm based in United States. 5 investments on record, latest Dec 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/grail-partners-llc (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Grail Partners Last cheque observed Dec 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet VC firm Seed Series A Series B Financial Services Specialty Finance Financial Technology Cheques on record **0%** of best year **0** **cheques in 12 months**, 5 on record Since the last cheque **4331** days **00** hrs **00** min **00** sec Median round **$9.0M** Rounds led **0 of 5** Sole investor **3 rounds** Mostly in **United States, 100%** Pitch Grail Partners ## Grail Partners highlights - 01 5 rounds on record - 02 Mostly Venture and Series A: 80% of its rounds - 03 Sole investor in 3 rounds, median $9.0M ## What they do - **Type:** VC firm (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Series B Growth - **Sectors:** Financial Services Specialty Finance Financial Technology - **Based in:** San Francisco, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **5 appearances** - **2014** 1 round - **Dec** **[FolioMetrix](https://millionrounds.com/company/foliometrix)** Venture · US **$5.0M** Sole investor - **2013** 1 round - **Oct** **[United Capital](https://millionrounds.com/company/united-capital)** Venture · US · finsmes.com **$38M** With 2 others - **2010** 1 round - **Apr** **[Credit Sesame](https://millionrounds.com/company/credit-sesame)** Series A · US **$1.2M** With 4 others - **2007** 2 rounds - **Apr** **[Integrated Trade Processing](https://millionrounds.com/company/integrated-trade-processing)** Series D · US · grailpartners.com **$9.0M** Sole investor - **Feb** **[XShares Group LLC](https://millionrounds.com/company/xshares-group-llc)** Venture · US **$10M** 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 **3 named** DH **Donald Harding Putnam** Managing Partner i Form ADV RR **Rei-Rung Rachel Hsu** CFO i Form ADV SC **S. Craig Cognetti** Partner i Form ADV We also hold **5** 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 **$30M** gross assets of its funds Oct 2026 **Exempt** reporting adviser venture or small private funds - **Legal name:** Grail Partners LLC - **SEC number:** CRD 163941 ## The cheque Seed Series A Series B Median round joined **$9.0M** the round, not its cheque Alone, median **$9.0M** Led 0 of 5 rounds **0%** - **Sole investor:** 3 rounds - **Last cheque:** Dec 2014 Rounds by stage said on their site - Venture *3* - Series A said *1* - Series D *1* - Seed said *-* - Series B said *-* - Growth said *-* Cheques by year Led Joined 2007 2014 **Pitching Grail Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Grail Partners ### What does Grail Partners invest in? Grail Partners invests most often at Venture and Series A (80% of the rounds on record), in sectors such as Financial Services, Specialty Finance and Financial Technology. ### How active is Grail Partners? 5 investments on record, 0 of them in the last 12 months. The most recent was in Dec 2014. ### How big are Grail Partners's cheques? The median round it joins is $9.0M. ### Does Grail Partners lead rounds? Rarely, if at all: none of its 5 investments on record names it as the lead. ### Where does Grail Partners invest? Most of the companies it backs are in the United States (100%). ### Is Grail Partners investing now? No investments in the last 12 months; the latest was in Dec 2014. ### What kind of investor is Grail Partners? Grail Partners is a VC firm based in San Francisco, United States. ### How much does Grail Partners manage? About $30M, as gross assets of its private funds (Oct 2026). ## Raising now? 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