Why Level Equity: Interviews, Careers, & Portfolio

Find detailed information about Level Equity’s track record, investing approach, & interview process
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    Level Equity Overview

    Level Equity is one of the leading middle market growth investment firms which provides capital and acquires outstanding growth businesses.

    In support of this strategy, the firm manages a series of long-term investment partnerships. They aim to be the go-to firm for businesses and entrepreneurs with many options for investment capital.

    Level Equity’s transaction types include majority growth equity & recaps, minority growth capital, and structured equity & credit solutions.

    They typically support businesses within North America, Europe, Israel, New Zealand, and Australia.  

    Aside from that, they prefer to invest in the following sectors:

    • Software & Data
    • Technology-enabled Services
    • Internet-based Businesses

    Level Equity was founded in 2009 by co-founders Ben Levin, Sarah Sommer, and George McCulloch. The firm’s headquarters is located in New York, USA.

    Level Equity logo

    Level Equity AUM

    According to the most recent regulatory filings, Level Equity has $3.5 billion in assets under management as of March 31, 2023.

    Level Equity Interview Process & Questions

    There can always be changes in the interview process with each candidate. However, the general nature of the interview process at Level Equity (or a firm like it) tends to remain consistent. You can likely expect:

    • 4 – 6 rounds of interviews
    • Junior investment professionals or the HR team typically handle the initial rounds while the more senior staff takes care of the later rounds
    • The entire process usually takes several weeks – unless it is “on-cycle” or “on-campus” recruiting

    Interviews at Level Equity consist of a combination of fit questions, technical / investing questions, and behavioral questions.

    Need help preparing for interviews? Check out my Growth Equity Interview Guide.

    Why Level Equity

    One of the frequently asked and most important questions during interviews is “Why this firm?”

    If you’ve done networking, this is your chance to mention whoever you’ve met and how they’ve positively impacted your decision to apply and join the firm.

    It’s also advisable to research the firm prior to interviewing. For this, I recommend listening to interviews with its founders, investors, and employees.

    For starters, here’s an interview with Ben Levin, Co-founder and CEO of Level Equity:

    More interview

    Level Equity Case Study

    Interviewers almost always require candidates to conduct case studies during interviews. Case studies help firms evaluate their applicant’s technical knowledge and communication skills.

    Most case studies at firms like Level Equity center around financial modeling and investment recommendations. However, junior roles may also be required to do a cold calling case study.

    To better prepare for case studies, check out our course.

    Level Equity Salary & Compensation

    Based on Glassdoor’s data, analysts and associates who work at Level Equity receive an estimated total pay of $99,979 and $117,907 per year, respectively. These figures represent the median salary and can slightly differ depending on the candidate’s experience, education, and skills.


    Level Equity salary


    Level Equity salary

    Level Equity Careers, Jobs, & Internships

    If you’re interested in joining Level Equity, check out our job board to view all open roles for them and other similar firms.

    Level Equity Portfolio & Investments

    Since its founding, Level Equity has made 85 investments and manages 6 funds according to Crunchbase. Some of their notable deals include TeamDynamix, HoxHunt, and Boatsetter.

    Notable Transaction: GovInvest

    GovInvest provides easy-to-understand reports to simplify communications with council members and stakeholders.

    This drastically reduces the costs and time spent associated with government financial forecasting.

    GovInvest also brings the plans of Labor, OPEB, and Pension to reality and provides experts to help agencies prepare for the fluctuations in workforce, economy, and policy.

    On November 16, 2022, Level Equity led a $18.6 million funding round for GovInvest.

    GovInvest CEO Michael Fryke said that this funding will help them support talent expansion and development of their platform so they can better serve local and state governments.

    Next Steps

    If you’re looking to join the Level Equity’s team, make sure you’re well-prepared to stand out from countless highly qualified candidates.

    For this, I highly recommend you check out my Growth Equity Interview Guide.

    This self-paced online course will help you impress your interviewers during the hiring process and increase your chances of getting selected for the position you’re applying for.

    Get the course and excel in your interviews!


    The #1 Online Course for Growth Investing Interviews

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    Mike Hinckley

    Founder of Growth Equity Interview Guide


    Coached and assisted hundreds of candidates recruiting for growth equity & VC

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    •      Operator in portfolio at Airbnb 
    • Deutsche Bank logo     I-banker at Deutsche Bank
    • US Treasury Department logo      Advisor in Obama Administration
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