One Peak Research
Investment Thesis
One Peak Partners is a growth equity firm that describes itself as a "Growth Investors" platform focused on "powering outlier outcomes" for exceptional founders and management teams. The firm targets defensible, scalable software businesses in high-growth markets and backs market-leading products with strong unit economics. A distinguishing feature of the firm is PULSE, a proprietary sourcing and business intelligence platform that scans data sources to identify promising growth-stage software companies and bolt-on acquisition targets for existing portfolio companies, rather than relying solely on traditional deal-sourcing networks.
Sector Focus
One Peak concentrates on B2B software and adjacent categories, including:
- Enterprise software and vertical SaaS
- AI and machine learning-enabled applications
- Cybersecurity and cyber asset management
- Digital assets, fintech, and payments
- Healthcare technology
- Legal technology and legal operations
- HR technology and workforce management
- ESG, sustainability, and carbon data platforms
Stage Focus
One Peak is explicitly a growth-stage investor, typically engaging at Series B and beyond once a company has established meaningful recurring revenue (minimum ~$5M+ run-rate) and a market-leading position. The firm does not require profitability at entry.
Check Size
Typical equity investments range from $15M to $150M, with recent disclosed rounds spanning roughly $25M to $120M. One Peak frequently acts as the lead investor in these rounds.
Lead Tendency
One Peak positions itself as a "fast-moving lead investor" and has led or co-led the large majority of its recent disclosed rounds, including its 2026 investments in Elliptic, Unleash, ThreatAware, and DataRails.
Recent Activity
One Peak has been highly active through 2026:
- May 2026: Led a $120M Series D in Elliptic (blockchain analytics/crypto compliance), valuing the company at $670M, alongside Nasdaq Ventures, Deutsche Bank, and the British Business Bank.
- March 2026: Led a $35M Series B in Unleash (FeatureOps/AI software delivery governance).
- February 2026: Invested $25M in ThreatAware (AI-driven cyber asset management).
- January 2026: Led a $70M Series C in Datarails (AI-powered FP&A/CFO software).
On the exit side, portfolio company Brightflag (legal spend and matter management software) was acquired by Wolters Kluwer for approximately €425M (~$480M), announced in May 2025 and completed in June 2025.
The firm reports approximately $4 billion in assets under management, raised across multiple funds including a $1B Fund III (closed 2022) dedicated to B2B software companies across Europe and Israel.
Portfolio Highlights
Notable current and past portfolio companies include Neo4j (graph database, $2B+ valuation), PandaDoc ($100M+ ARR document automation), Celonis (process mining), Spryker (composable commerce), Docplanner (healthcare booking), Cymulate (cybersecurity validation), Ardoq (enterprise architecture), Lucca (HR software), Coople (workforce marketplace), Keepit (cloud data backup), Deepki (ESG/carbon data for real estate), Orgvue (workforce planning), Quentic (EHS/ESG software), Emnify (IoT connectivity), Infermedica (AI health triage), Paysend (cross-border payments), and DataGuard (privacy/compliance automation), alongside the 2025-2026 vintage investments in Elliptic, Unleash, ThreatAware, and DataRails. Brightflag's acquisition by Wolters Kluwer stands as a recent realized exit.
Team
- Humbert de Liedekerke Beaufort, Co-Founder and Managing Partner
- David Klein, Co-Founder and Managing Partner
- Christoph Mayer, Partner
- Scott Myers, Partner
- Nick Hancock, Director
- François Delmas, Principal
- Sophia Malashonok, Principal
- Katelyn Wu, Principal
- Roni Elchahal, Partner, Head of Capital Partnering
- Tom Wood, Partner, General Counsel
- Mario Mazarese, Partner, CFO
The firm also maintains a dedicated "Value Creation" team of former C-level operating executives supporting portfolio companies on go-to-market, talent, M&A, and financing, plus an advisory board of senior industry figures.
Decision Process
One Peak operates as a partnership with multiple Managing Partners and Partners involved in underwriting; there is no indication of a solo-GP structure or a slow, multi-committee process. Its self-description as a "fast-moving lead investor" and its proprietary PULSE sourcing platform suggest a relatively fast, partnership-driven decision process built for speed at growth stage.
Founder Preferences
One Peak looks for exceptional founders and management teams running market-leading software products with defensible, scalable business models and strong unit economics, generally with at least $5M+ in run-rate revenue. They do not require profitability but favor businesses positioned to be category leaders.
Geographic Focus
One Peak is headquartered in London and has historically focused on Europe and Israel, though its 2026 investment activity (Elliptic, Unleash, ThreatAware, Datarails) spans UK, Nordic, and Israeli companies with global ambitions, and the firm's language emphasizes "global expansion" for portfolio companies.