Private EquityRIA · CRD 306955SEC-RegisteredPrivate Fund Adviser

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Westbound Equity Partners

Westbound is an SEC-registered investment adviser in Palo Alto, CA, since 2026. It manages approximately $146 million in regulatory assets. The firm has 5...

Westbound Equity Partners logo

Westbound Equity Partners

Westbound is an SEC-registered investment adviser in Palo Alto, CA, since 2026. It manages approximately $146 million in regulatory assets. The firm has 5 employees and 3 investment advisers.

General information

Firm type

Private Equity

Year founded

2019

Location

Region

North America

Country

United States

City

Palo Alto

Corporate office

Menlo Park, CA, United States

Sector focus

Enterprise SoftwareFinTechDigital HealthAI/ML

Frequently asked questions

Who makes investment decisions at Westbound Equity Partners?

Sean Jacobsohn, the founder and managing partner, makes all investment decisions. He is a former executive at Salesforce, Oracle, and TIBCO, and his operating background directly shapes the firm's concentration on enterprise software, fintech, and digital health. Public records show no other general partners or investment committee members.

What check size and stage does Westbound typically target?

Westbound focuses on Seed through Series B rounds, with an emphasis on first-check capital. The firm writes initial checks into pre-revenue and early-revenue startups, then follows on selectively through later stages. Exact check sizes are not publicly disclosed, but the firm's positioning as an early-stage institutional investor suggests checks commensurate with standard Silicon Valley seed and Series A norms.

How does Westbound source its deal flow?

Deal flow appears to originate primarily from Sean Jacobsohn's personal network of former colleagues, portfolio company founders, and operating executives at enterprise software platforms. Because Jacobsohn spent years at Salesforce and Oracle, the firm's proprietary access to enterprise-focused founders—particularly those building for regulated industries—is a structural advantage over funds that rely on inbound pitch decks.

Which sectors does Westbound explicitly target or avoid?

Westbound targets enterprise SaaS, fintech, digital health, and applied AI. The firm has confirmed investments in payments infrastructure (Finix) and security-compliance automation (Trustpage). Public records do not indicate Westbound participating in consumer, hardware, deep-tech physics, or life-sciences therapeutics rounds.

Is Westbound a single-GP firm, and how does that affect governance?

Yes, the firm operates as a single-GP structure with Sean Jacobsohn as the sole decision-maker. This concentrates investment authority and avoids committee delays, but it also means key-person risk is undiversified. No succession plan or junior partner track has been disclosed publicly.

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