United States · 
What does Inverness Graham Investments invest in?
Inverness Graham Investments invests most often at Venture and Series D (75% of the rounds on record), in sectors such as Healthcare, Tech-enabled Services and Software.
Inverness Graham Investments highlights
- 01
4 rounds on record
- 02
Mostly Venture and Series D: 75% of its rounds
- 03
Sole investor in 1 rounds, median $2.0M
What they do
Inverness Graham is an operationally focused private investment firm that seeks to partner with innovative, high-growth businesses leveraging technology in healthcare, tech-enabled services / software, advanced manufacturing, and sustainability.From their own website
- Type
- Growth equity
- Cheque size
- Not stated
- Stages
- Series ASeries BGrowth
- Sectors
- HealthcareTech-enabled ServicesSoftware
- Based in
- Wayne, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first4 appearances
- 2007
1 round
- Feb
- 2006
1 round
- Jan
- 2005
1 round
- Feb
- 2004
1 round
- Jul
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 registration11 named
AKAliya KhaydarovaExecutive Officer, PromoteriFiling they signed
CLClifton L. SykesExecutive Officer, PromoteriFiling they signed
JHJohn Henry ReillyChief Compliance Officer and Chief Financial OfficeriForm ADV
KAKenneth Alexander GrahamExecutive Officer, PromoteriFiling they signed
MBMichael B. MorriseyExecutive Officer, PromoteriFiling they signed
MBMichael B. MorrisseyExecutive Officer, PromoteriFiling they signed
MBMike B. MorrisseyManaging PrincipaliForm ADV
PHPaul H. NolenExecutive Officer, PromoteriFiling they signed
SAScott A. KehoeExecutive Officer, PromoteriFiling they signed
SFSteven F. WoodExecutive Officer, PromoteriFiling they signed
TSTrey SykesManaging PrincipaliForm ADV
We also hold 52 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
$1.6Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Inverness Graham Investments, Inc.
- SEC number
- CRD 157632
Funds on its Form ADV
23 private funds, $1.3B in gross assets · filed Mar 2024
- Inverness Graham Investments IV, L.P.Private equity23 investors$430M
- Inverness Graham Investments III, L.P.Private equity18 investors$286M
- Inverness Graham Investments IV-A, L.P.Private equity6 investors$94M
- Inverness Graham Green Light Fund, L.P.Private equity4 investors$94M
- Inverness Graham Investments V, L.P.Private equity4 investors$87M
- Inverness Graham Investments III-A, L.P.Private equity8 investors$59M
- Inverness Graham Investments II, L.P.Private equity27 investors$38M
- Innovia Co-Invest (IGI-IV), L.P.Private equity3 investors$30M
- Inverness Graham Green Light Fund B, L.P.Private equity2 investors$28M
- Swipeclock Co-Invest (IGI III), L.P.Private equity4 investors$28M
And 13 more on the filing.
What they claim to have backed
From their own portfolio page (on their website)
3 of 35 we have independently watched raise
MarginpointSkybitzSwipeclockAxcel-learningBb-elecBenefithubBiolystCognitoformsConcordservicingCorsicatechCustomagronomicsEikoEmpoweringfarmersEnergy-solutionsFaxitronFoodchainidGpstrackitHighimpactcsInfiltratorwaterInnoviamedicalInventuspowerKalkomeyKicteamKorewirelessLubrizolmeddevicecmMeskerdoorNoblesworldwideSmartflow-techSpirionSupplylogicSyntrioTreatplanetVista-dentalVitalpathZestdent
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.