# Social Leverage: portfolio, investments and team

> Social Leverage is a vc firm based in United States. 113 investments on record, 7 in the last 12 months, latest Oct 2026.

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

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

# Social Leverage

Last cheque observed Oct 2026; 113 cheques on record.

Email

Deploying now New fund $425K, Jun 2026 VC firm

Pre-seed Seed Series A Wealthtech Finserv Software

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

Deploying now

**78%** of best year **7** **cheques in 12 months**, 113 on record

Since the last cheque **12** days **00** hrs **00** min **00** sec

Median round **$4.2M** Cheque size, as they say **$100K – $500K** Rounds led **4 of 113** Sole investor **10 rounds** Exits **12 from the portfolio** Mostly in **United States, 92%**

Pitch Social Leverage

## Social Leverage highlights

- 01 7 cheques in the last 12 months
- 02 Mostly Seed and Series A: 75% of its rounds
- 03 Sole investor in 10 rounds, median $2.0M
- 04 12 exits from the portfolio

## What they do

> Social Leverage is a seed stage venture capital firm founded in 2009, investing in exceptional founders building the future of finance and vertical AI. From their own website

- **Type:** VC firm (from a list, unverified)
- **Cheque size:** $100K – $500K as they say
- **Stages:** Pre-seed Seed Series A Series B Growth
- **Sectors:** Wealthtech Finserv Software
- **Based in:** Scottsdale, United States
- **Cold pitches:** Not accepted

## The record

Every round we can evidence, newest first **113 appearances**

- **2026** 7 rounds
- **Oct** **[Sunlight AI](https://millionrounds.com/company/sunlight-ai)** Seed · US · Pulse 2.0 **$17M** With 7 others
- **Oct** **[Elio Mortgage](https://millionrounds.com/company/elio-mortgage)** Pre-seed · US · AlleyWatch **$5.1M** *Led*
- **Sept** **[Equabli](https://millionrounds.com/company/equabli)** Venture · US **$11M** Sole investor
- **Jun** **[SyntheticFi](https://millionrounds.com/company/syntheticfi)** US · Ventureburn **$13M** With 3 others
- **Jun** **[SyntheticFi](https://millionrounds.com/company/syntheticfi)** Seed · US **$500K** With 1 other
- **Jan** **[Alpaca](https://millionrounds.com/company/alpaca)** Series D · US · Diagram **$150M** With 15 others
- **Jan** **[Punchup.live](https://millionrounds.com/company/punchup-live)** Venture · US **$2.1M** With 1 other
- **2025** 7 rounds
- **Sept** **[Newcase.ai](https://millionrounds.com/company/newcase-ai)** Pre-seed · US **$1.1M** With 2 others
- **Sept** **[LEA](https://millionrounds.com/company/lea)** Seed · US **$1.8M** Sole investor
- **Jun** **[Fiscal.ai](https://millionrounds.com/company/fiscal-ai)** Series A · CA · Firms' own news pages **$10M** With 2 others
- **May** **[Seeds](https://millionrounds.com/company/seeds)** Series A · TechStartups **$10M** With 2 others
- **Apr** **[SlashExperts](https://millionrounds.com/company/slashexperts)** Seed · US **$2.0M** With 1 other
- **Mar** **[Ribbon](https://millionrounds.com/company/ribbon)** Seed · US **$8.2M** With 1 other
- **Jan** **[Archive Intel](https://millionrounds.com/company/archive-intel)** Seed · US **$1.5M** Sole investor
- **2024** 5 rounds
- **Dec** **[FinChat](https://millionrounds.com/company/finchat)** Seed · CA · Firms' own news pages **$1.5M** *Led*
- **Dec** **[Sequel.io](https://millionrounds.com/company/sequel-io)** Venture · US **Undisclosed** With 2 others
- **May** **[11th.com](https://millionrounds.com/company/11th-com)** Seed · US **$2.0M** Sole investor
- **Apr** **[Gemini Sports Analytics](https://millionrounds.com/company/gemini-sports-analytics)** Seed · US **$3.1M** With 4 others
- **Jan** **[Birdwatch](https://millionrounds.com/company/birdwatch)** Seed · US **$3.2M** With 1 other
- **2023** 9 rounds
- **Nov** **[Tixologi](https://millionrounds.com/company/tixologi)** Seed · US **$925K** With 1 other
- **Oct** **[Frec](https://millionrounds.com/company/frec)** Series A · US **$26M** With 1 other
- **Oct** **[Tripplo](https://millionrounds.com/company/tripplo)** Seed · US **$1.8M** With 3 others
- **Jul** **[Equabli](https://millionrounds.com/company/equabli)** Seed · US **$3.4M** Sole investor
- **Apr** **[1upHealth](https://millionrounds.com/company/1uphealth)** Series C · US **$40M** With 2 others
- **Apr** **[Inbanx](https://millionrounds.com/company/inbanx)** Seed · US **$3.6M** With 1 other
- **Apr** **[Pro Platforms](https://millionrounds.com/company/pro-platforms)** Venture · US **$4.7M** With 1 other
- **Mar** **[Secfix](https://millionrounds.com/company/secfix)** Seed · DE **$3.8M** With 4 others
- **Jan** **[Cosaic](https://millionrounds.com/company/cosaic)** Venture · US **$4.2M** With 3 others
- **2022** 6 rounds
- **Oct** **[Robin Healthcare](https://millionrounds.com/company/robin-healthcare)** Debt · US **$7.0M** With 4 others
- **Jul** **[Covey](https://millionrounds.com/company/covey)** Seed · US **$2.5M** With 1 other
- **Jul** **[That.app](https://millionrounds.com/company/that-app)** Seed · US **$4.0M** With 1 other
- **Jul** **[Walla Software](https://millionrounds.com/company/walla-software)** Series A · US **$8.0M** With 2 others
- **May** **[Stream](https://millionrounds.com/company/stream)** Pre-seed · US **$2.0M** Sole investor
- **Mar** **[Upstream App](https://millionrounds.com/company/upstream-app)** Series A · US **$13M** With 7 others
- **2021** 1 round
- **Nov** **[Payitoff](https://millionrounds.com/company/payitoff)** Seed · US **$8.5M** With 3 others
- **2019** 8 rounds
- **Oct** **[Logixboard](https://millionrounds.com/company/logixboard)** Seed · US · FinSMEs **$4.2M** *Led*
- **Oct** **[PJX Media](https://millionrounds.com/company/pjx-media)** Venture **Undisclosed** With 4 others
- **Sept** **[Koyfin](https://millionrounds.com/company/koyfin)** US · FinSMEs **$3.0M** With 3 others
- **Jul** **[Stackin'](https://millionrounds.com/company/stackin)** US · Crunchbase News **$4.0M** With 4 others
- **Jul** **[Secfi](https://millionrounds.com/company/secfi)** Series A · US · FinSMEs **$6.0M** With 9 others

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 **7 named**

GD **Gary David Benitt** Managing Member of the General Partner i Filing they signed

HA **Howard Andrew Lindzon** Managing Member of the General Partner i Filing they signed

KT **Kordell Theadford** CCO i Form ADV

MG **Matthew G. Ober** Manager of the General Partner i Filing they signed

RG **Ryan Gilbert** Manager i Filing they signed

TG **Thomas Grant Peterson** Manager of the General Partner i Filing they signed

TP **Tom Peterson** Managing Member of the General Partner i Filing they signed

We also hold **9** 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

**$444M** assets it manages Oct 2026

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

- **Legal name:** Social Leverage Advisors, LLC
- **SEC number:** CRD 292690

Funds on its Form ADV

**10** private funds, **$274M** in gross assets · filed Aug 2024

- Social Leverage Capital Fund III, L.P. *Venture* 130 investors $172M
- Social Leverage Capital Fund IV, L.P. *Venture* 169 investors $36M
- Social Leverage Access Fund I, L.P. *Venture* 85 investors $26M
- Social Leverage Capital Fund II, L.P. *Venture* 90 investors $22M
- Social Leverage Associates Fund III, L.P. *Venture* 18 investors $11M
- Social Leverage Capital Fund I, L.P. *Venture* 43 investors $4.3M
- SL TA I, L.P. *Venture* 7 investors $762K
- SL LC I, L.P. *Venture* 5 investors $715K
- SL GV I, L.P. *Venture* 3 investors $612K
- SL MSC III, L.P. *Venture* 3 investors $341K

## Exits from the portfolio

Companies it backed that were later bought or listed **12 in all**

**[Kustomer](https://millionrounds.com/company/kustomer)** Bought by [Facebook](https://millionrounds.com/fund/facebook) **$1.0B** Nov 2020

**[Bitium](https://millionrounds.com/company/bitium)** Bought by [Google](https://millionrounds.com/fund/google-assistant-investments) **Undisclosed** Sept 2017

**[ONtheGO Platforms](https://millionrounds.com/company/onthego-platforms)** Bought by Atheer Labs **Undisclosed** Dec 2015

**[BillGuard](https://millionrounds.com/company/billguard)** Bought by [Prosper](https://millionrounds.com/fund/prosper) **Undisclosed** Sept 2015

**[Revolv](https://millionrounds.com/company/revolv)** Bought by Nest Labs **Undisclosed** Oct 2014

**[Smart Toy](https://millionrounds.com/company/smart-toy)** Bought by Cartwheel Kids **Undisclosed** Oct 2014

**[MobileDevHQ](https://millionrounds.com/company/mobiledevhq)** Bought by [Tune](https://millionrounds.com/fund/tune) **Undisclosed** Aug 2014

**[awe.sm](https://millionrounds.com/company/awe-sm)** Bought by Unified **Undisclosed** May 2014

**[LaunchRock](https://millionrounds.com/company/launchrock)** Bought by [Fundable](https://millionrounds.com/fund/fundable) **Undisclosed** Mar 2014

**[GoInstant](https://millionrounds.com/company/goinstant)** Bought by Salesforce **$70M** Jul 2012

**[Foodzie](https://millionrounds.com/company/foodzie)** Bought by Joyus **Undisclosed** Jun 2012

**[Desk](https://millionrounds.com/company/desk)** Bought by Salesforce **$50M** Sept 2011

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

New fund on file

**$425K**

raised in Jun 2026

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

## The cheque

Pre-seed Seed Series A

Median round joined **$4.2M** the round, not its cheque Alone, median **$2.0M**

Led 4 of 113 rounds **4%**

- **Said size:** $100K – $500K
- **Sole investor:** 10 rounds
- **Last cheque:** Oct 2026
- **Exits:** 12 from the portfolio

Rounds by stage said on their site

- Seed said *57*
- Series A said *19*
- Venture *15*
- Series B said *6*
- Series C *4*
- Pre-seed said *-*
- Growth said *-*

Cheques by month Led Joined

Nov 2023 Oct 2026

Often in the room with

- [500 Global](https://millionrounds.com/fund/500-startups) 14
- [Techstars](https://millionrounds.com/fund/techstars) 11
- [Venture51](https://millionrounds.com/fund/venture51) 10
- [David Cohen](https://millionrounds.com/fund/david-cohen) 9
- [Howard Lindzon](https://millionrounds.com/fund/howard-lindzon) 9
- [Founders' Co-op](https://millionrounds.com/fund/founders-co-op) 6

**Pitching Social Leverage?** 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 Social Leverage. A count of rooms they were both in, not a relationship either has claimed.

[**500 Global** Angel **14** rounds together](https://millionrounds.com/fund/500-startups)[**Techstars** VC firm **11** rounds together](https://millionrounds.com/fund/techstars)[**Venture51** VC firm **10** rounds together](https://millionrounds.com/fund/venture51)[**David Cohen** Angel **9** rounds together](https://millionrounds.com/fund/david-cohen)[**Howard Lindzon** VC firm **9** rounds together](https://millionrounds.com/fund/howard-lindzon)[**Founders' Co-op** VC firm **6** rounds together](https://millionrounds.com/fund/founders-co-op)[**Correlation Ventures** VC firm **5** rounds together](https://millionrounds.com/fund/correlation-ventures)[**FJ Labs** VC firm **5** rounds together](https://millionrounds.com/fund/fj-labs)[**Foundry Group** VC firm **5** rounds together](https://millionrounds.com/fund/foundry)[**Greylock** VC firm **5** rounds together](https://millionrounds.com/fund/greylock-partners)[**Right Side Capital Management** VC firm **5** rounds together](https://millionrounds.com/fund/right-side-capital-management)[**SK Ventures** VC firm **5** rounds together](https://millionrounds.com/fund/sk-ventures)

## Recently backed

The latest companies Social Leverage put money into.

[**Elio Mortgage** $5.1M · Oct 2026](https://millionrounds.com/company/elio-mortgage)[**SyntheticFi** $13M · Jun 2026](https://millionrounds.com/company/syntheticfi)[**Alpaca** $150M · Jan 2026](https://millionrounds.com/company/alpaca)[**Punchup.live** $2.1M · Jan 2026](https://millionrounds.com/company/punchup-live)[**Newcase.ai** $1.1M · Sept 2025](https://millionrounds.com/company/newcase-ai)[**LEA** $1.8M · Sept 2025](https://millionrounds.com/company/lea)

## On podcasts

1 episode naming Social Leverage in the title, and 4 more that mention it.

- [The Twenty Minute VC](https://millionrounds.com/podcasts/20vc) 17 Oct 2016 · 30 min 20VC: Investing Lessons From Fred Wilson & Brad Feld and Why Fundraising Is An Art & Not Everyone Can Be An Artist with Howard Lindzon Founder @ Stocktwits & Managing Partner @ Social Leverage With [Brad Feld](https://millionrounds.com/person/brad-feld) Mentions [Fred Wilson](https://millionrounds.com/fund/fred-wilson)[Howard Lindzon](https://millionrounds.com/fund/howard-lindzon)[Social Leverage](https://millionrounds.com/fund/social-leverage) Apple PodcastsShow page

### Mentioned in

- [Superclusters](https://millionrounds.com/podcasts/superclusters) 2 Jan 2024 · 1h 19m How Being Weird is a Deal Flow Superpower | Howard Lindzon | Superclusters | S1E7 Apple PodcastsShow page
- [Village Global Podcast](https://millionrounds.com/podcasts/village-global) 24 Jun 2019 · 50 min Requests For Startups: Consumer FinTech with Howard Lindzon and Sheel Mohnot Apple PodcastsShow page
- [The Official SaaStr Podcast](https://millionrounds.com/podcasts/saastr) 12 Nov 2018 · 35 min SaaStr 200: Should SaaS Startups Start At SMB and Scale To Enterprise or Vice Versa, What It Takes To Make The Transition From CTO To CEO & The Right Way To Think About SaaS Pricing Today With Brad Birnbaum, Founder & CEO @ Kustomer Apple PodcastsShow page
- [The Official SaaStr Podcast](https://millionrounds.com/podcasts/saastr) 13 Aug 2018 · 41 min SaaStr 188: Why The Best CEOs Are Inspirational Assholes, How To Optimise Decision-Making within Your Organisation & The Benefits of Being Old In SaaS with Fouad ElNaggar, Founder & CEO @ Sapho Apple PodcastsShow page

## Quick answers about Social Leverage

### What does Social Leverage invest in?

Social Leverage invests most often at Seed and Series A (75% of the rounds on record), in sectors such as Wealthtech, Finserv and Software.

### How active is Social Leverage?

113 investments on record, 7 of them in the last 12 months, and it led 4. The most recent was in Oct 2026.

### What has Social Leverage invested in recently?

Its most recent investments on record: Sunlight AI (Seed, Oct 2026), Elio Mortgage (Pre-seed, Oct 2026) and Equabli (Venture, Sept 2026).

### How big are Social Leverage's cheques?

The median round it joins is $4.2M. It says it writes cheques of $100K to $500K.

### Does Social Leverage lead rounds?

Sometimes: it led 4 of its 113 investments on record (4%).

### Where does Social Leverage invest?

Most of the companies it backs are in the United States (92%) and Canada (5%).

### Is Social Leverage investing now?

Yes: it is actively investing, with 7 investments in the last 12 months.

### Who does Social Leverage invest alongside?

Most often 500 Global (14 rounds together), Techstars (11 rounds together) and Venture51 (10 rounds together).

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