# Overlook Partners: portfolio, investments and team

> Overlook Partners is a venture studio based in United States. Portfolio, stages, co-investors and team.

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

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

# Overlook Partners

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Email

Unknown New fund $17M, Sept 2026 Venture studio

Workflow Software SaaS Fintech

Follow Overlook Partners and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Foverlook-partners)

Cheques on record

**No rounds observed yet** A limit of the sources we read, not a finding about the firm.

Pitch Overlook Partners

## What they do

> We’re experienced entrepreneurs who start, acquire, and invest in companies in underserved, vertical markets. From their own website

- **Type:** Venture studio
- **Cheque size:** Not stated
- **Sectors:** Workflow Software SaaS Fintech
- **Based in:** New York, United States
- **Cold pitches:** Not accepted

## The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. [Know a round it was in? Tell us](https://millionrounds.com/corrections?slug=overlook-partners).

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **17 named**

AM **Alan Morgan** Officer of Overlook Investments (BVI) Limited, General Partner i Filing they signed

AK **Amir Kabir** Executive Officer i Filing they signed

AJ **Anthony J. Anselmo** Director i Filing they signed

DM **Daniel McHale Friedman** Director i Filing they signed

DA **David A.D. Sargison** Director i Filing they signed

DM **Dee McLeod H. Lawrence** Director of Overlook Investments (BVI) Limited, General Partner i Filing they signed

HP **Hung Piu Ie Leung** Director of Overlook Investments (BVI) Limited, General Partner i Filing they signed

JS **James St. John Squire** Officer of Overlook Investments (BVI) Limited, General Partner i Filing they signed

LI **Leon Ie Foong** Executive Officer i Filing they signed

LF **Leonie Foong** Officer of Overlook Investments (BVI) Limited, General Partner i Filing they signed

MJ **Michael John Lonergan** Director of Overlook Investments (BVI) Limited, General Partner i Filing they signed

PM **Peter M.O. Young** Director i Filing they signed

RH **Richard Hurd Lawrence, Jr.** Officer/Director of Overlook Investments (BVI) Limited, General Partner i Filing they signed

SA **Samuel A.D. Young** Director i Filing they signed

SA **Steven A.D. Carlino** Chief Financial Officer of the Investment Manager i Filing they signed

TM **Tracy McHale Stuart** Director i Filing they signed

WL **William Leung** Officer of Overlook Investments (BVI) Limited, General Partner i Filing they signed

We also hold **23** 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 they claim to have backed

From their own portfolio page (on their website)

**1** of 5 we have independently watched raise

[Ocrolus](https://millionrounds.com/company/ocrolus) Gofisherman Prodpro Synconset Truetoform

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

**$17M**

raised in Sept 2026

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

**Pitching Overlook Partners?** 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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## Quick answers about Overlook Partners

### What does Overlook Partners invest in?

Overlook Partners says it invests in Workflow Software, SaaS and Fintech.

### Is Overlook Partners investing now?

No investments in the last 12 months.

### What kind of investor is Overlook Partners?

Overlook Partners is a venture studio based in New York, United States.

### Has Overlook Partners raised a new fund?

Its latest fund filing with the SEC was in Sept 2026, reporting $17M raised.

### Where does this information on Overlook Partners come from?

From public registers and its own website, checked and rebuilt every night.

## Raising now?

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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=overlook-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=overlook-partners)