

3 on a current fund
last 24 months
across filed funds
| Vehicle | Filed | Target | Sold to date | Investors |
|---|---|---|---|---|
| BIP Ventures Mediafly Senior Note I | September 2026 | $3.6M | $3.6M | 57 |
| BIP Ventures ChartSpan Equity I-QP | June 2026 | $15M | $6.9M | 54 |
| BIP Ventures ChartSpan Equity I-AI | June 2026 | $15M | $1.3M | 12 |
| BIP Ventures Wealth Alliance Equity II | December 2025 | $807,607 | $807,607 | 14 |
| BIP Ventures Mediafly Convertible Note III-AI | November 2025 | $15M | $550,000 | 7 |
| BIP Ventures Mediafly Convertible Note III-QP | November 2025 | $15M | $2M | 15 |
| BIP Ventures Acceleration Fund-QP | June 2025 | $68M | $13M | 73 |
| BIP Ventures Acceleration Fund-AI | June 2025 | $68M | $3.4M | 27 |
| BIP Ventures ShiftMed Convertible Debt I-AI | April 2025 | $900,000 | $900,000 | 17 |
| BIP Ventures ShiftMed Convertible Debt I-QP | April 2025 | $6.2M | $6.2M | 54 |
| LAGO Evergreen Credit | March 2025 | Indefinite | $74M | 597 |
| BIP Ventures Mediafly Convertible Note II-QP | 2025 | $10M | $2.9M | 17 |
| BIP Ventures Mediafly Convertible Note II-AI | 2025 | $10M | $305,000 | 5 |
| BIP Ventures Case Status Equity I | November 2024 | $2M | $2M | 33 |
| BIP Ventures Velocity Convertible Note I | October 2024 | $2.5M | $2.2M | 42 |
| BIP Ventures Proem Convertible Note I | August 2024 | $1.1M | $1.1M | 29 |
| BIP Ventures Joymo Equity II | June 2024 | $120,000 | $120,000 | 4 |
| BIP Ventures Rhyme Equity III-QP | May 2024 | $4.8M | $4.8M | 63 |
| BIP Ventures Annex Fund 5-QP | May 2024 | $36M | $20M | 149 |
| BIP Ventures Annex Fund 5-AI | May 2024 | $36M | $7.4M | 81 |
| BIP Ventures Rhyme Equity III-AI | May 2024 | $606,892 | $606,892 | 12 |
| BIP Ventures ShiftMed Equity III-QP | March 2024 | $28M | $28M | 159 |
| BIP Ventures ShiftMed Equity III-AI | March 2024 | $7M | $7M | 57 |
| BIP Ventures 2080 Media Equity XII-AI | November 2023 | $8M | $8M | 78 |
| BIP Ventures 2080 Media Equity XII-QP | November 2023 | $14M | $14M | 101 |
| BIP Ventures Evergreen BDC | July 2023 | Indefinite | $147M | 1,503 |
| Panoramic 2080 Media Equity XI-QP | March 2023 | $16M | $16M | 109 |
| Panoramic 2080 Media Equity XI-AI | March 2023 | $5.3M | $5.3M | 64 |
| Panoramic JoyMo Equity I | 2023 | $505,000 | $505,000 | 11 |
| Panoramic ShiftMed Equity II-AI | December 2022 | $60M | $6.3M | 82 |
| Panoramic ShiftMed Equity II-QP | December 2022 | $60M | $40M | 265 |
| Panoramic Connexpay Equity II-AI | October 2022 | $2.9M | $2.9M | 67 |
| Panoramic Connexpay Equity II-QP | October 2022 | $16M | $16M | 169 |
| Panoramic EmpowHR Equity I | October 2022 | $2M | $1.4M | 24 |
| Panoramic Shiftmed Equity I | August 2022 | $429,410 | $429,410 | 62 |
| Panoramic Mediafly Equity I | August 2022 | $3.2M | $2.4M | 34 |
| PANORAMIC SHIFTMED EQUITY I-QP | August 2022 | $2.8M | $2.8M | 236 |
| PANORAMIC ANNEX FUND 4b-QP | June 2022 | $32M | $32M | 176 |
| PANORAMIC ANNEX FUND 4b | June 2022 | $16M | $16M | 113 |
| BIP Capital 2080 Media Equity X | May 2022 | $13M | $13M | 72 |
| Panoramic Wellview Sentry Merger I | March 2022 | $3.2M | $3.2M | 79 |
| Panoramic UserIQ Equity II | November 2021 | $1.8M | $1.8M | 25 |
| Panoramic Trella Acquisition I | October 2021 | $8.3M | $8.3M | 76 |
| Panoramic Trella Acquisition I-QP | October 2021 | $22M | $22M | 140 |
| Panoramic Annex Fund 4-QP | September 2021 | $29M | $29M | 142 |
| Panoramic Annex Fund 4 | September 2021 | $6.9M | $6.9M | 53 |
| BIP Capital EmpowHR Convertible Note II | September 2021 | $1.4M | $1.4M | 44 |
| Panoramic Venture Fund 5-QP | March 2021 | $200M | $36M | 109 |
| Panoramic Venture Fund 5 | March 2021 | $200M | $16M | 67 |
Amounts are Item 13 as filed: the target is the whole offering, and the amount sold is cumulative across amendments rather than a final close. The filing carries no per-investor amount, so a firm’s own cheque is not recoverable here.
14 partners are named across this firm’s filings, 3 of them on a fund it is deploying now.
| Partner | Activity | Categories | Board seats | Last 24mo |
|---|---|---|---|---|
| Mark Buffington | Slowing | Education, Enterprise software, Developer tools & infrastructure | 16 | 1 |
| Todd Knudsen | Slowing | None listed | 1 | 1 |
| Ann St GermainNot on the current fund | Quiet | None listed | 0 | 0 |
| Austin PooleNot on the current fund | Quiet | Healthcare services | 6 | 0 |
| Dan DrechselNot on the current fund | Quiet | HR & future of work, Legal & compliance tech, Sales & marketing tech | 13 | 0 |
| Dan DreschelNot on the current fund | Quiet | None listed | 1 | 0 |
| Dan DreschselNot on the current fund | Quiet | Legal & compliance tech | 1 | 0 |
| Hines BrannanNot on the current fund | Quiet | None listed | 0 | 0 |
| Mark FickingerNot on the current fund | Quiet | None listed | 0 | 0 |
| Mark Flickinger | Quiet | None listed | 0 | 0 |
| Mark TeixeiraNot on the current fund | Quiet | Enterprise software | 1 | 0 |
| Paul IaffaldanoNot on the current fund | Quiet | Healthcare services, Sales & marketing tech, Education | 11 | 0 |
| Paul JudgeNot on the current fund | Quiet | Cybersecurity, Digital health, Robotics & hardware | 6 | 0 |
| Russell RobinsNot on the current fund | Quiet | None listed | 0 | 0 |
Activity is filed board seats in the last 24 months: 4+ Active, 2–3 Selective, 1 Slowing, none Quiet. A firm's tier totals its partners, so an active firm may be four partners with one seat each. It undercounts partners who invest without taking a board seat, and filings lag a closing by weeks, so Quiet means the paperwork is quiet, not the person.
Classified sectors of BIP Ventures’s own portfolio companies, based on 19 with a verified or cited source.
Not a filing value: this is Lev’s own classification of each company, one company one vote regardless of how many of BIP Ventures’s partners are named on its board, shown only when we found a specific, checkable source. Companies with no source read as unclassified and are left out of the shares above.
| Firm | Shared boards | Companies |
|---|---|---|
| Excelerate Health Ventures | 1 | Korio |
| Forerunner Ventures | 1 | Luma Home |
| Grayhawk | 1 | Case Status |
| Insight | 1 | Yapp Media |
| Institutional Venture Partners | 1 | Pindrop Security |
A shared board seat: a company where filings name a BIP Ventures partner and a partner at the other firm, both with a clean identity match. Not a claim either firm led or co-led the round, only that both are named on the same board.