Investor profile
David Katz
Private equity, Venture debt & Managing Director at Charlesbank Capital Partners
David Katz works as a Managing Director at Charlesbank Capital Partners. The firm's known portfolio counts 11 companies.
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Investment focus
- Stage
- Late-StageSeries A
Contacts
Affiliated funds' portfolios
Managing Director at Charlesbank Capital Partners, whose known portfolio counts 11 companies
- Bridgepointe Technologies
- Cyberbit
- Front Row Group
- Lido Advisors
- Q6 Cyber
- Spectrotel
- Aprio
- CCMC
- CENTEGIX
- Overbay
- DoiT
Investor Profile
David Katz is listed against sectors AI, Consumer, Education and FinTech, and focus areas Analytics, Cloud Infrastructure, Cybersecurity and Data in the database.
Stage-wise, the deals at Charlesbank Capital Partners cluster around Late-Stage and Series A rounds.
The firm portfolio and the focus above give founders context on whether David Katz matches their raise.
Colleagues at Charlesbank Capital Partners
Showing 20 of 26
Zorian Rotenberg
Investor
Boston, United States
Ryan Carroll
Managing Director
Boston, United States
Jesse Ge
Principal
Boston, United States
Pedro Vaz
Managing Director
Boston, United States
William Karlson
Vice President
Boston, United States
William Reilly
Principal
Grand Rapids, United States
Matthew Jacobson
Managing Director
New York City, United States
Maggie Sahlman
Managing Director
Boston, United States
Caelin Tran
Vice President
Boston, United States
Sam Bartlett
Managing Director
Winchester, United States
Mike McGuire
Principal
Boston, United States
Hiren Mankodi
Investor
Boston, United States
Josh Beer
Investor
West Newton, United States
Michael Galardi
Vice President
New York, United States
Sandor Hau
Managing Director
New York City, United States
Bert Duarte
Managing Director
New York, United States
Dan Trunzo
Vice President
New York, United States
Spencer Ryals
Vice President
Atlanta, United States
Michael Choe
CEO
Boston, United States
Nicole Wei
Vice President
New York, United States
Frequently asked questions
Who is David Katz?
David Katz is a private equity investor and venture debt investor based in New York, United States, listed as Managing Director at Charlesbank Capital Partners. The known portfolio of that firm counts 11 companies. That portfolio belongs to the firm, not to David Katz personally.
What does David Katz invest in?
Listed sectors include AI, Consumer, Education and FinTech; listed focus areas include Analytics, Cloud Infrastructure, Cybersecurity and Data. Those tags come from the portfolios of the firms this profile is attached to, so they read as a record of what has been backed rather than a stated preference for what comes next.
What stage does David Katz invest at?
Charlesbank Capital Partners appears in Late-Stage and Series A rounds across its known deals, and David Katz is listed there as Managing Director. Stage is the strongest single filter when you build a target list: an investor with no record at your stage rarely starts with you.
Which firm is David Katz listed at?
David Katz is listed as Managing Director at Charlesbank Capital Partners. 26 other people in the database share a firm with David Katz.
How do I contact David Katz?
An email address, a phone number and a LinkedIn page are on file for David Katz. The address stays masked on this page and is readable inside RaiseHunt after you create an account.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal