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Wheelhouse Partners

Wheelhouse Partners

Menlo Park, Californiawheelhousevp.com

Overview

Wheelhouse Partners is a private equity investment firm based in Menlo Park, California. The firm leverages proprietary digital marketing, SaaS Sales, and Data Science methodologies to drive cash flow from under-performing technology companies. The firm prefers to invest in companies operating in software-as-a-service, mobile, enterprise, and e-commerce technology sectors.

Year Founded

2017

Portfolio Companies

4

Investments

Wheelhouse Partners investments
CompanyDateStageLead
Athletic Brewing CompanyMar 2020Series BCo-investor
WorkstreamSep 2022Series B ExtensionCo-investor
Companion Labs, Inc.Mar 2021SeedCo-investor
Storyteller OverlandMar 2024Growth EquityCo-investor

Key People

John Occhipinti

Managing Partner Co-Founder

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Portfolio analytics

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Wheelhouse Partners based?

Wheelhouse Partners is headquartered in Menlo Park, California, United States.

When was Wheelhouse Partners founded?

Wheelhouse Partners was founded in 2017.

How many portfolio companies does Wheelhouse Partners have?

Wheelhouse Partners has 4 portfolio companies in Caplight's dataset.

What are some companies in Wheelhouse Partners's portfolio?

Portfolio companies visible on Caplight include Athletic Brewing Company, Workstream, Companion Labs, Inc., Storyteller Overland.

What was Wheelhouse Partners's most recent investment shown here?

Wheelhouse Partners's most recent investment in this portfolio sample was in Storyteller Overland in 2024.

What sectors does Wheelhouse Partners focus on?

Wheelhouse Partners focuses on Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Mobility, Transportation & Logistics, Consumer & Commerce, Consumer & Commerce.

What company stages does Wheelhouse Partners focus on?

Wheelhouse Partners typically invests at the Mid stage.

What is Wheelhouse Partners's AUM?

Wheelhouse Partners's assets under management are estimated between $50.0M and $100.0M.

Firmographic Details

HeadquartersMenlo Park, California
Year Founded2017

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