# Inverness Graham Investments: portfolio, investments and team > Inverness Graham Investments is a growth equity based in United States. 4 investments on record, latest Feb 2007. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/inverness-graham (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Inverness Graham Investments Filed with the SEC to raise a fund in Jan 2026, closing $177M. Last cheque observed Feb 2007. Quiet New fund $177M, Jan 2026 Growth equity Series A Series B Growth Healthcare Tech-enabled Services Software Cheques on record **0%** of best year **0** **cheques in 12 months**, 4 on record Since the last cheque **7201** days **00** hrs **00** min **00** sec Median round **$10M** Rounds led **0 of 4** Sole investor **1 rounds** Pitch Inverness Graham Investments ## 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 A Series B Growth - **Sectors:** Healthcare Tech-enabled Services Software - **Based in:** Wayne, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **4 appearances** - **2007** 1 round - **Feb** **[SkyBitz](https://millionrounds.com/company/skybitz)** Series D · US · skybitz.com **$10M** With 5 others - **2006** 1 round - **Jan** **[MarginPoint](https://millionrounds.com/company/marginpoint)** Series E · US · nexiant.com **$14M** With 3 others - **2005** 1 round - **Feb** **[DemandPoint](https://millionrounds.com/company/demandpoint)** Venture · US **Undisclosed** With 2 others - **2004** 1 round - **Jul** **[Energy Solutions International](https://millionrounds.com/company/energy-solutions-international)** Venture · US **$2.0M** 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 **11 named** AK **Aliya Khaydarova** Executive Officer, Promoter i Filing they signed CL **Clifton L. Sykes** Executive Officer, Promoter i Filing they signed JH **John Henry Reilly** Chief Compliance Officer and Chief Financial Officer i Form ADV KA **Kenneth Alexander Graham** Executive Officer, Promoter i Filing they signed MB **Michael B. Morrisey** Executive Officer, Promoter i Filing they signed MB **Michael B. Morrissey** Executive Officer, Promoter i Filing they signed MB **Mike B. Morrissey** Managing Principal i Form ADV PH **Paul H. Nolen** Executive Officer, Promoter i Filing they signed SA **Scott A. Kehoe** Executive Officer, Promoter i Filing they signed SF **Steven F. Wood** Executive Officer, Promoter i Filing they signed TS **Trey Sykes** Managing Principal i Form 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 **$1.6B** assets it manages Oct 2026 **Registered** investment adviser full 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 equity* 23 investors $430M - Inverness Graham Investments III, L.P. *Private equity* 18 investors $286M - Inverness Graham Investments IV-A, L.P. *Private equity* 6 investors $94M - Inverness Graham Green Light Fund, L.P. *Private equity* 4 investors $94M - Inverness Graham Investments V, L.P. *Private equity* 4 investors $87M - Inverness Graham Investments III-A, L.P. *Private equity* 8 investors $59M - Inverness Graham Investments II, L.P. *Private equity* 27 investors $38M - Innovia Co-Invest (IGI-IV), L.P. *Private equity* 3 investors $30M - Inverness Graham Green Light Fund B, L.P. *Private equity* 2 investors $28M - Swipeclock Co-Invest (IGI III), L.P. *Private equity* 4 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 [Marginpoint](https://millionrounds.com/company/marginpoint)[Skybitz](https://millionrounds.com/company/skybitz)[Swipeclock](https://millionrounds.com/company/swipeclock) Axcel-learning Bb-elec Benefithub Biolyst Cognitoforms Concordservicing Corsicatech Customagronomics Eiko Empoweringfarmers Energy-solutions Faxitron Foodchainid Gpstrackit Highimpactcs Infiltratorwater Innoviamedical Inventuspower Kalkomey Kicteam Korewireless Lubrizolmeddevicecm Meskerdoor Noblesworldwide Smartflow-tech Spirion Supplylogic Syntrio Treatplanet Vista-dental Vitalpath Zestdent 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. New fund on file **$177M** raised in Jan 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Series A Series B Growth Median round joined **$10M** the round, not its cheque Alone, median **$2.0M** Led 0 of 4 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Feb 2007 Rounds by stage said on their site - Venture *2* - Series D *1* - Series E *1* - Series A said *-* - Series B said *-* - Growth said *-* Cheques by year Led Joined 2004 2007 **Pitching Inverness Graham Investments?** 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 Inverness Graham Investments ### 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. ### How active is Inverness Graham Investments? 4 investments on record, 0 of them in the last 12 months. The most recent was in Feb 2007. ### How big are Inverness Graham Investments's cheques? The median round it joins is $10M. ### Is Inverness Graham Investments investing now? No investments in the last 12 months; the latest was in Feb 2007. ### What kind of investor is Inverness Graham Investments? Inverness Graham Investments is a growth equity firm based in Wayne, United States. ### How much does Inverness Graham Investments manage? About $1.6B, as regulatory assets under management (Oct 2026). ### Has Inverness Graham Investments raised a new fund? Its latest fund filing with the SEC was in Jan 2026, reporting $177M raised. ### When was Inverness Graham Investments founded? Inverness Graham Investments was founded in 2003. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=inverness-graham) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=inverness-graham)