Disclosures
 & Disclaimers

This update (the “Update”) does not constitute an offer to sell or the solicitation of an offer to purchase any security, and is not presented with a view to providing investment advice with respect to any security or making any claim as to the past, current or future performance thereof. K1 Investment Management, LLC (together with its affiliates, “K1”) expressly disclaims the use of this Update for such purposes. This Update is solely intended to provide general information regarding K1’s operational activities, financing capabilities and general business experience. Portfolio companies presented herein are for informational purposes only and are intended to illustrate such historical activities. There can be no assurance future portfolio companies will be similar in quality or performance. The portfolio companies included herein should not be assumed to have been profitable. Past performance is not necessarily indicative of future results. There can be no assurance historical trends will continue. K1 does not warrant the accuracy, completeness or usefulness of any information herein. Any reliance you place on such information is strictly at your own risk. K1 disclaims all liability and responsibility arising from any reliance placed on this Update or anyone who may be informed of its contents. Please note that the cited percentages in the Introduction reflect data for K1 control deals only. Transaction counts are as of December 31, 2025. 

K1 Operations is K1’s dedicated operational consulting affiliate. The K1 Operations team includes recruiters and is not employed by K1 (although K1 Operations is an affiliate of K1). Any fees, compensation, expense reimbursements or other amounts received by K1 Operations and its team are generally paid by a portfolio company or, subject to the terms and conditions of the K1 Funds’ limited partnership agreements, by K1 clients, and do not offset or otherwise reduce management fees. Accordingly, the fees and expenses of K1 Operations and its team are not covered by management fees. 
Third Party Awards and Designations. The awards and designations presented on this website are the opinion of the respective parties conferring the award or designation and not of K1. No such person conferring any of the listed award(s) or designation(s) is affiliated with K1 or is an investor in K1-sponsored vehicles. The award does not reflect the experience of any client and is not based on, or indicative of, investment returns.  The description and the selection methodologies of rankings and awards can be subjective and will often vary. There can be no assurance that other providers or surveys would reach the same conclusions as the foregoing. 
 
Third Party Awards and Designations. The awards and designations presented on this website are the opinion of the respective parties conferring the award or designation and not of K1. No such person conferring any of the listed award(s) or designation(s) is affiliated with K1 or is an investor in K1-sponsored vehicles. The awards do not reflect the experience of any client and is not based on, or indicative of, investment returns. The description and the selection methodologies of rankings and awards can be subjective and will often vary. There can be no assurance that other providers or surveys would reach the same conclusions as the foregoing. Awards of portfolio companies and portfolio company employees are not related to, or ratings of, K1 or its employees. Such awards do not relate to K1’s investment advisory services or the experience of any client.
 
2025 Inc. 5000 – Companies on the 2025 Inc. 5000 (“Inc 5000”, the “List”) are ranked according to percentage revenue growth from 2021 to 2024. To qualify, companies must have been founded and generating revenue by March 31, 2021. They must be U.S.-based, privately held, for-profit, and independent–not subsidiaries or divisions of other companies–as of December 31, 2024. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2021 is $100,000; the minimum for 2024 is $2 million. Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine rankings were calculated to four decimal places. The full extent of the scope of firms and data included in the related surveys or evaluations is unknown. Each eligible portfolio company paid an application fee in connection with the award. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award.
 
Top Founder-Friendly Investors List (the “List”) – The List is determined and maintained by Inc. Magazine. Winning firms were selected on October 28, 2025 for the period of one year, based upon their track record, reputation, leadership and founder references. This recognition is based on the analysis of and information gathered by Inc. Magazine using its own criteria and methodologies. As part of the vetting process, Inc. Magazine interviewed one or more portfolio company representatives about their experience partnering with K1. Private equity firms that have exited U.S.-based, founder-led, public or private, portfolio companies within the past five years were eligible to apply. The number of private equity firms that applied for the 2025 award is not known to K1. An application and a fee are required to be named on the List. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award.

Top Software Investors of 2025 - The ranking and award was conducted by GrowthCap to recognize investors for outstanding investment judgment, business growth expertise and extensive deal experience. GrowthCap independently assessed nominees based each nominee’s breadth of investing experience, professional milestones achieved, and feedback from colleagues and portfolio company CEOs. The number of nominees reviewed for this award was not disclosed to K1. The designation, issued by GrowthCap on September 30, 2025, was based on the time period of September 2024 – September 2025. K1 paid a copyright and distribution fee in connection with the award. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award.

The Top 40 under 40 Growth Investors of 2025 - The ranking and award was conducted by GrowthCap to recognize experienced professionals who have demonstrated investment talent and acumen in the growth segment of the market, making valuable contributions to their firm and the industry. GrowthCap independently assessed nominees based each nominee’s breadth of investing experience, professional milestones achieved, and feedback from colleagues and portfolio company CEOs. The number of nominees reviewed for this award was not disclosed to K1. The designation, issued by GrowthCap on 1/7/2026, was based on the time period of November 2024 - November 2025. K1 paid a copyright and distribution fee in connection with the award. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award.

Top Private Equity Firm of 2025 - The ranking and award was conducted by GrowthCap to recognize investors for outstanding investment judgment, business growth expertise and extensive deal experience. GrowthCap independently assessed nominees based each nominee’s breadth of investing experience, professional milestones achieved, and feedback from colleagues and portfolio company CEOs. The number of nominees reviewed for this award was not disclosed to K1. The designation, issued by GrowthCap on August 20, 2025, was based on the time period of August 2024 – August 2025. K1 paid a copyright and distribution fee in connection with the award. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award.

LA500 2025 – The report was created by the Los Angeles Business Journal (“LABJ”) to recognize leaders’ contribution to the Los Angeles business community. LABJ’s editorial team reviewed nominations submitted to LABJ and chose profiles to feature based on a demonstration of impact made on the profession and on the Los Angeles community. The publication was issued on June 2, 2025. K1 nor any of its employees paid compensation for inclusion in this ranking. The full extent of the scope of firms and data included in the related surveys or evaluations is unknown.

PEI's Top Private Equity Firms of 2025 (“PEI 300”) – The 2025 PEI 300 ranking is based on the amount of private equity direct investment capital raised from third-party investors by firms for funds closed between 1 January 2020 and 31 December 2024, as well as capital raised for funds in market at the end of the counting period. The publication was issued on June 2, 2025. K1 nor any of its employees paid compensation for inclusion in this ranking.

The video content contained herein represents the personal views and opinions of the speakers and does not necessarily represent the views or opinions of K1. The inclusion of the video content on this site does not constitute an endorsement by K1 or its affiliates of the subject matter therein. The video content has been made available for informational and educational purposes only. K1 does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the video content. The video content is not intended to constitute investment advice. Certain statements about K1 made by portfolio company executives herein are intended to illustrate K1’s business relationship with such persons, including with respect to K1’s facilities as a business partner, rather than K1’s capabilities or expertise with respect to investment advisory services. Portfolio company executives were not compensated in connection with their participation, although they generally receive compensation and investment opportunities in connection with their portfolio company roles, and in certain cases are also owners of portfolio company securities and/or investors in K1-sponsored vehicles. Such compensation and investments subject participants to potential conflicts of interest in making the statements herein.

Portfolio Company revenue, EBITDA and similar figures presented in this Update are reflected on a pro forma or adjusted basis, as K1 deems appropriate, for material add-on acquisitions and divestitures, and other significant transactions (e.g., material sale-leaseback transactions, etc.) and expenses, if applicable. Additionally, amounts contained in this Updated are generally unaudited and may be flash or preliminary amounts reported by portfolio company management. Revenue, EBITDA and similar figures discussed in the Information with respect to companies are believed to be from reliable sources, including portfolio company management, but K1 does not attest to their accuracy. In addition, portfolio company revenue and EBITDA and related growth rates are not indicative of any investment returns and should not be viewed as such. Investment returns and valuations involve various inputs and estimates and are not based solely on revenue and EBITDA. Data is as of December 31, 2025 unless otherwise noted.

This Update identifies a number of benefits inherent in K1’s services and operations, although K1 is also subject to a number of material risks associated with these benefits. K1 believes that K1, its personnel and K1 Operations used, employed or retained by K1 will have competitive advantages in identifying, diligencing, monitoring, consulting, and improving and ultimately selling portfolio companies; however, there can be no guarantee that K1 will be able to maintain such advantages over time, outperform third parties or the financial markets generally, or avoid losses.