Level Equity Invests in Upshop; Prairie Capital Retains Minority Stake

Upshop (Applied Data Corporation) Acquires Itasca Retail

September 7, 2022

Cloud & SaaS

Applied Data Corporation, rebranded as Upshop, has acquired Itasca Retail to expand its total store operations platform by adding inventory intelligence and replenishment capabilities. The deal, announced in September 2022 on Prairie Capital's site and Upshop/PR channels, integrates Itasca's Magic Inventory Intelligence into Upshop's cloud-based SaaS platform to improve on-shelf availability and streamline retail ordering.

Upshop Acquires Invafresh

July 1, 2024

Cloud & SaaS

Upshop has merged with Invafresh to create a combined global food retail platform that streamlines forecasting, ordering, production and inventory optimization for grocery retailers. Tailwind Capital will retain an equity stake in the combined company alongside Level Equity; financial terms were not disclosed.

Pamlico Capital Recapitalizes EHS Insight; Level Equity Re-invests

December 9, 2025

Cloud & SaaS

Pamlico Capital has completed a recapitalization investment in EHS Insight, a Houston-based provider of cloud-based environmental, health, and safety (EHS) software, with existing investor Level Equity making a significant re-investment. EHS Insight co-founders Gary McDonald and Eric Stevens will retain meaningful ownership stakes; the capital will support continued product innovation, customer impact, and growth.

Greenbox Capital Acquires Level Up Funding

July 29, 2021

Payments & Fintech

Miami-based fintech Greenbox Capital has acquired Level Up Funding to strengthen its alternative lending capabilities and accelerate product expansion. The deal brings Level Up's founders and staff into Greenbox to help roll out a line-of-credit product, expand into new international markets, and enhance Greenbox's proprietary lending platform, The Box.

PeakEquity Partners Leads $60M+ Growth Investment in HighLevel

November 16, 2021

Cloud & SaaS

PeakEquity Partners led a group that invested over $60 million to acquire a minority stake in HighLevel, the Dallas-based white-label marketing and CRM platform for agencies. The investment will support product development, team growth and expansion; PeakEquity partners will join HighLevel's board and Vista Point Advisors served as exclusive financial advisor.

Level Equity Invests £40M+ in Osprey Flight Solutions

September 2, 2025

AI & Machine Learning

Level Equity has provided more than £40 million in growth capital to Osprey Flight Solutions to accelerate product development and global expansion. Existing majority investor 24Haymarket and angel investors will remain minority shareholders; the funding will support integration of generative AI and next-generation risk intelligence for airlines, insurers and governments.