# Roan Equity

Roan Equity is an Asset Manager based in Charlotte, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** roanequity.com
- **LinkedIn:** https://www.linkedin.com/company/roan-equity

## Regulatory record

- **Reports private funds:** No

## About

Roan Equity operates as a growth equity firm headquartered in Charlotte, North Carolina. The firm targets founder-led software companies that have demonstrated capital efficiency, providing initial equity checks ranging from $3 million to $12.5 million to fuel expansion. Public records do not disclose founding year or named partners. The firm focuses exclusively on the software sector, with confirmed interests in enterprise software and supply chain and logistics technology. Roan Equity invests solely in North America and structures its investments as private equity transactions. It typically partners with management teams to drive growth rather than seeking control, though specific portfolio companies or deal sizes beyond the check range are not publicly detailed. Roan Equity does not publicly disclose its assets under management, number of professionals, or any adjacent vehicles like philanthropic foundations. No additional offices outside Charlotte have been identified. The firm's structural posture as a sector-focused, check-size-constrained growth equity investor differentiates it from broader multi-sector firms.

## Sectors

- Enterprise Software
- Supply Chain & Logistics

## Questions

### Who runs investment decisions at Roan Equity?

Roan Equity does not publicly name its investment team or general partners. The firm operates through a lean structure based in Charlotte, North Carolina, but individuals responsible for deal sourcing and portfolio management are not identified on its website or in public filings.

### Does Roan Equity participate in fund commitments or only direct deals?

Roan Equity makes direct private equity investments in growth-stage software companies. Its public positioning describes providing equity checks of $3-$12.5 million directly to portfolio companies rather than committing capital to external funds. There is no public evidence of fund-of-funds or secondary activity.

### Which sectors does Roan Equity explicitly avoid?

Roan Equity's confirmed sector focuses are enterprise software and supply chain and logistics technology. By implication, it avoids sectors outside software, including healthcare, real estate, energy, financial services, and industrial technology. The firm does not publicly disclose hard sector exclusions but its stated focus is narrow.

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Last updated: 2026-08-11T02:43:31.692Z

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