Haveli Investments
Location on request · Invests in North America · Website
Check size
🔒 $•• – $••Thesis
Experienced operators partnering with strong management teams can accelerate value creation in middle-market software and gaming companies through rigorous operational excellence, market expansion, and strategic growth planning.
Likely not a fit for
Early-stage startups, pre-revenue ventures, or founders lacking proven execution track records
How they invest
- Lead or follow
- Usually leads
- Typical decision
- ~1 month
- Warm intro
- Not required
- Involvement
- Takes a board seat
- Fund status
- Actively deploying
- Decision process
- Partnership vote
Partners & team
1 contact on file
Portfolio
Sirion is the premier enterprise CLM platform, helping hundreds of household-name businesses around the world create and capture trillions of dollars worth of value.
Couchbase is an award-winning distributed NoSQL developer database platform that delivers unmatched versatility, performance, scalability, and financial value for critical applications. It supports AI services for building applications that include RAG-powered agents, real-time analytics, and cloud-to-edge AI applications.
M-Files is a metadata-driven document management system that helps business and IT leaders work faster and smarter by connecting documents to the people, projects, and work they support.
Budge Studios creates mobile apps designed for children, focusing on educational and entertaining experiences featuring beloved characters.
AppViewX protects many of the world’s brands with the industry’s most advanced cloud-native Certificate Lifecycle Management (CLM) and Public Key Infrastructure (PKI) platform. Our solutions safeguard customers and enable digital transformation in the largest and most security-conscious enterprise organizations globally.
Accommodations Plus International (API) is a global leader in crew accommodations and travel technology solutions, providing services for airlines, rail, cruise lines, and sports teams.
Recent activity
- Feb 2026
Budge Studios
Acquisition · Lead
- Jan 2026
Sirion
Growth · Lead
- Dec 2025
Couchbase
Growth · Lead
- Jun 2025
Accommodations Plus International
Acquisition · Lead
- Jan 2025
AppViewX
Acquisition · Lead
- Jun 2024
M-Files
Growth · Lead
Haveli Investments in the news
LawSites
Sirion Completes Majority Investment from Haveli, Aiming to Accelerate AI Push in CLM Market
6 months ago
William Blair
Sirion and Haveli Investments Transaction
8 months ago
Alternatives Watch
Grays Peak launches $500m government/defense fund, Haveli completes Couchbase acquisition
11 months ago
Private Equity Insights
Haveli closes debut $4.5bn software buyout fund led by Vista co-founder Brian Sheth
Jul 2025
Private Equity News
Haveli closes debut software fund with $4.5 billion
Jul 2025
PitchBook
Haveli lands $4.5B for first-ever software buyout fund
Jul 2025
WSJ
Exclusive | Haveli Closes Debut Software Fund With $4.5 Billion
Jul 2025
Wccftech
Jagex Once Again Changes Owner – CVC Capital Partners and Haveli Investments Bought It from Carlyle
Feb 2024
Buyouts
William Blair expands fundraising talent with three hires
Feb 2024
citybiz
Haveli Investments Leads $100M Investment Into Candivore
Aug 2023
Ropes & Gray LLP
Ropes & Gray Advises Haveli Investments in its Acquisition of Certinia, Inc.
Aug 2023
Wilson Sonsini
Wilson Sonsini Advises Certinia on Acquisition by Haveli Investments
Jul 2023
bizjournals.com
M&A Wrap: Brian Sheth lines up nearly $1B deal at new private equity firm
Jul 2023
PYMNTS.com
Haveli Investments Acquires Software Provider Certinia in $1 Billion
Jul 2023
Business Wire
Haveli Investments Acquires Certinia
Jul 2023
Global Banking & Finance Review
Brian Sheth's Haveli Investments: The Future of Tech Growth
Apr 2023
Apollo Global Management
Haveli Investments and Apollo Form Strategic Partnership to Capitalize on Significant Opportunities Across Enterprise Software and Gaming Sectors
Oct 2022
Axios
Gaming's top talent agent moves to private equity
Aug 2022
ITECH POST
Haveli Investments Leads the Second Round of Finance for Omeda Studios
Jun 2022
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