Private EquityRIA · CRD 281148SEC-RegisteredPrivate Fund Adviser

Updated:

PeakSpan Capital

PeakSpan Capital is an SEC-registered investment adviser based in New York, NY, registered since 2015.

PeakSpan Capital logo

PeakSpan Capital

PeakSpan Capital is an SEC-registered investment adviser based in New York, NY, registered since 2015. It focuses on growth equity investments in software and technology companies. The firm invests in North America.

General information

Firm type

Private Equity

Year founded

AUM

$2.6B (per the firm, 2024)

Location

Region

North America

Country

United States

City

New York

Corporate office

101 S. Ellsworth Avenue, Suite 110, San Mateo, CA, United States

Additional offices

192 Lexington Avenue, 16th Floor, New York, NY, United States

Principals

Phil Dur

Co-Founder & Managing Partner

Matt Melymuka

Co-Founder & Managing Partner

Jack Freeman

Partner

Sanket Merchant

Partner

Kyle Reitinger

Principal

Sector focus

AI/MLEnterprise SoftwareFinTechDigital HealthCybersecurityPropTechIndustrial TechEnergy Transition & Renewables

Frequently asked questions

How is PeakSpan Capital structurally different from a standard growth-equity firm?

PeakSpan runs a “portfolio of one” model — each portfolio company gets direct access to a specialized platform team, not just a board seat and quarterly check-ins. The firm maintains an on-demand expert community of over 500 advisors and invests exclusively within a narrow band of Applied AI B2B software companies scaling from $3M to $50M ARR. This concentrated remit means every team member focuses on two to three sectors, a depth constraint that most multi-stage, multi-sector peers cannot replicate.

Who runs investment decisions at PeakSpan?

Co-founders Phil Dur and Matt Melymuka serve as managing partners and set the investment strategy. The firm lists two additional partners, Jack Freeman and Sanket Merchant, alongside principal Kyle Reitinger. Day-to-day deal execution is managed by a deliberately lean team of 26 professionals, with 75% of the investing staff having risen through PeakSpan’s own summer analyst program.

What is PeakSpan's investment stage and check size?

PeakSpan targets Applied AI B2B software companies at the scale-up stage, typically entering with $3M to $15M in ARR and supporting them through $50M+ in ARR. The firm defines its ideal portfolio company as having clear product-market fit, capital-efficient growth above 75% year-over-year, and less than $20M in total capital raised prior to PeakSpan’s involvement. Exact check-size ranges are not publicly disclosed.

Does PeakSpan participate in buyouts or venture-stage deals?

No. PeakSpan’s mandate is explicitly growth equity focused on Applied AI B2B software. The firm avoids early-stage venture risk and it does not pursue control buyouts. Its platform is built around helping companies scale from early traction to category leadership, not repositioning them post-acquisition or incubating pre-product companies.

Which sectors does PeakSpan explicitly avoid?

PeakSpan invests exclusively in Applied AI B2B software. It therefore avoids consumer technology, hardware-heavy businesses, biotech, and services companies where technology is not the primary value driver. Within B2B software, the firm's disclosed expertise runs across enterprise software, FinTech, digital health, cybersecurity, PropTech, industrial technology, and energy transition, which suggests these are its core domains of conviction.

What is PeakSpan's model for sourcing proprietary deal flow?

PeakSpan’s sourcing engine is built on deep sector specialization — every investor tracks only two to three sub-sectors — combined with a 500-plus member expert community that includes seasoned operators, former buyers, and C-suite executives. The firm argues this narrow aperture and operator-originated network generates deal flow that generalist firms miss. It also operates a proprietary technology stack for competitive intelligence and market diagnostics, which adds a data-driven layer to its origination effort.

How is PeakSpan Capital organized in relation to any parent entity?

PeakSpan Capital operates as an independent asset manager. There is no public disclosure of a parent entity, family-office backing, or affiliation with a larger financial institution. The firm was built from scratch by its co-founders with a single investment strategy and no legacy balance-sheet commitments outside its growth-equity funds.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on private equity firms?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More New York Private Equity profiles