Phoenix Asset Management

Phoenix Asset Management

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Investment Firm

Overview

Phoenix Asset Management acquires and makes control investments in Enterprise Software and BPO companies serving the Financial Technology, Insurance Technology, Logistics and Enterprise Resource Planning markets. They look for investments where they can drive value through their knowledge of the industries they focus on and their relationships with the key participants therein. They also look for transactions that benefit from their knowledge of financial restructuring, operational turnaround of sales and marketing and tax optimization.

Highlights

Founded

2011

Industry

Enterprise Software

Employees

51-100

Investment

3

Lead Investment

0

Exits

1

Stages

Seed

Investor Type

Private Equity Firm

Location

San Francisco, California, United States, North America

Contact Information

Social

Profile Resume

Phoenix Asset Management, established in 2011 and headquartered in United States, North America., specializes in Seed investments across Service Industry, CRM, Hospitality, Manufacturing, Toys, Angel Investment, Impact Investing, Real Estate Investment. The organization boasts a portfolio of 3 investments, with an average round size of $6.9M and 1 successful exits. Their recent investments include Cheers.house, Hornby, Artemis Investment Management. The highest investment round they participated in was $395.8M. Among their most notable exits are Cheers.house and Hornby. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.

Employees

imagePlace Jonathan Shane

Jonathan Shane

Partner

Investment portfolio

Phoenix Asset Management has made 3 investments. Their most recent investment was on Feb 21, 2020, when Hornby raised $19.4M.

investments

3

Diversity investments

0

Lead investments

0

Number of exits

1

Investments

3

Annouced DateOrganization NameIndustryMoney Raised
Dec 10, 2014
Cheers.house Cheers.house
Service Industry250.0K
Sep 26, 2016--1.0M
Feb 21, 2020
Hornby Hornby
Manufacturing19.4M

Exits

1

Funding Timeline

Funding rounds

3

Investors

0

Funds

0

Funding Rounds

3

Phoenix Asset Management has raised 3 rounds. Their latest funding was raised on Feb 21, 2020 from a Post-IPO Equity - Hornby round.

Annouced DateTransaction NameNumber of InvestorsMoney RaisedLead Investor
Dec 10, 2014
Seed Round - Cheers.house Seed Round - Cheers.house
-250.0K-
Sep 26, 2016
Seed Round - Chimes Broadcasting, Inc. Seed Round - Chimes Broadcasting, Inc.
-1.0M-
Feb 21, 2020
Post-IPO Equity - Hornby Post-IPO Equity - Hornby
-19.4M-

Investors

2

Investor NameLead InvestorFunding RoundMoney Raised
-No
Seed Round - Phoenix Asset Management
250.0K
-No
Seed Round - Phoenix Asset Management
150.0K

Fund raised

2

Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.

Annouced DateFund NameMoney Raised
May 10, 2013
fund image OTPPLESS
1.0M
May 11, 2013
fund image OTPPLESS
1.0M

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