# Wheelhouse 360: portfolio, investments and team

> Wheelhouse 360 is a private equity based in United States. 2 investments on record, 1 in the last 12 months, latest Nov 2026.

Source: https://millionrounds.com/fund/wheelhouse-360 (Millionrounds; every figure on the page links to its filing or article)

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

# Wheelhouse 360

Last cheque observed Nov 2026; 2 cheques on record.

Email

Private equity Deploying now Last fund $48M, Feb 2023

Series B

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Deploying now

**100%** of best year **1** **cheques in 12 months**, 2 on record

Since the last cheque **3** days **00** hrs **00** min **00** sec

Median round **$17M** Rounds led **0 of 2**

Pitch Wheelhouse 360

## Wheelhouse 360 highlights

- 01 1 cheques in the last 12 months
- 02 Mostly Series B: 100% of its rounds

## What they do

> Filed 1 private fund offering with the SEC, the most recent in 2023-02 From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** Not stated
- **Based in:** United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **2 appearances**

- **2026** 1 round
- **Nov** **[Ozlo](https://millionrounds.com/company/ozlo)** Series B · US · Google News search **$22M** With 14 others
- **2024** 1 round
- **Oct** **[Ozlo](https://millionrounds.com/company/ozlo)** US · TechCrunch **$12M** With 7 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 **3 named**

AB **Ann Berry** Executive Officer i Filing they signed

BM **Brent Montgomery** Executive Officer i Filing they signed

RM **Robert M. Lia** Executive Officer i Filing they signed

We also hold **3** 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.

Latest fund on file

**$48M**

raised in Feb 2023

From its SEC filing. Nothing newer is on file yet.

## The cheque

Series B

Median round joined **$17M** the round, not its cheque

Led 0 of 2 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Nov 2026

Rounds by stage said on their site

- Series B *1*

Cheques by month Led Joined

Dec 2023 Nov 2026

Often in the room with

- [Drive by DraftKings](https://millionrounds.com/fund/drive-by-draftkings) 2
- [Modi Ventures](https://millionrounds.com/fund/modi-ventures) 2
- [Niremia Collective](https://millionrounds.com/fund/niremia-collective) 2
- [Scrum Ventures](https://millionrounds.com/fund/scrum-ventures) 2
- [WISE Ventures](https://millionrounds.com/fund/wise-ventures-llc) 2

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## Who they invest alongside

The investors most often in the same rounds as Wheelhouse 360. A count of rooms they were both in, not a relationship either has claimed.

[**Drive by DraftKings** VC firm **2** rounds together](https://millionrounds.com/fund/drive-by-draftkings)[**Modi Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/modi-ventures)[**Niremia Collective** Private equity **2** rounds together](https://millionrounds.com/fund/niremia-collective)[**Scrum Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/scrum-ventures)[**WISE Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/wise-ventures-llc)

## Quick answers about Wheelhouse 360

### What does Wheelhouse 360 invest in?

Wheelhouse 360 invests most often at Series B (100% of the rounds on record).

### How active is Wheelhouse 360?

2 investments on record, 1 of them in the last 12 months. The most recent was in Nov 2026.

### What has Wheelhouse 360 invested in recently?

Its most recent investments on record: Ozlo (Series B, Nov 2026).

### How big are Wheelhouse 360's cheques?

The median round it joins is $17M.

### Is Wheelhouse 360 investing now?

Yes: it is actively investing, with 1 investments in the last 12 months.

### Who does Wheelhouse 360 invest alongside?

Most often Drive by DraftKings (2 rounds together), Modi Ventures (2 rounds together) and Niremia Collective (2 rounds together).

### What kind of investor is Wheelhouse 360?

Wheelhouse 360 is a private equity firm based in United States.

### Has Wheelhouse 360 raised a new fund?

Its latest fund filing with the SEC was in Feb 2023, reporting $48M raised.

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