# Charles Chen

> Charles Chen is a Series A investor at Level Equity Management backing Software. See 12 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Level Equity Management](https://shizune.co/investors/profile/level-equity)
- Location: New York, United States
- Total investments: 12
- Last investment: Jun 2025
- Lead investor: 92%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/charles-chen-a483a6

Charles Chen is a Series A investor at Level Equity Management in New York focused on Software and Information Technology. Charles Chen is based out of New York, New York, and is the Partner of Level Equity Management and Board of Director at Chronus. Charles Chen attended the University of California, Berkeley, Haas School of Business.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Software | 10 | 83% |
| Information Technology | 3 | 25% |
| SaaS | 2 | 17% |
| Health Care | 2 | 17% |
| Enterprise Software | 2 | 17% |

39 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 5 | 42% |
| Private Equity | 3 | 25% |
| Series B | 2 | 17% |
| Secondary Market | 1 | 8% |
| Venture - Series Unknown | 1 | 8% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 6 | 50% |
| Canada | 2 | 17% |
| Belgium | 1 | 8% |
| Australia | 1 | 8% |
| United Kingdom | 1 | 8% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Acorn | Our mission is to empower your people with strategic impact focused HR technology. We help HR, L&D and WFP leaders use data to prove their strategic impact through a distinct HR technology setup that combines workforce planning, capability frameworks, and learning management, experience and analytics. | $16.8M | Series A | Jun 18, 2025 |  |
| Accelo | Accelo, the pioneer of Service Operations Automation (ServOps), streamlines operations from prospect through to payment through their integrated, cloud-based platform. Thousands of businesses use Accelo to run their critical client service delivery, boosting revenue and productivity and doubling profit margins. |  | Private Equity | Feb 29, 2024 |  |
| RocketRez | RocketRez is a ticketing and operations platform designed to improve the guest experience by providing valuable data and insights. RocketRez engages in cloud-based management software for large tours and attractions. Using an industry-leading API and cloud-based platform, customers can sell tickets, products, and memberships while improving marginsand operational efficiency. | $15M | Series B | Jan 31, 2023 |  |
| TeamDynamix | TeamDynamix offers Service and Project Management together on a single cloud-based platform. TeamDynamix transforms IT from order taker to strategic innovator. Organizations in government, education and healthcare leverage the solution to improve IT maturity, optimize resources and deliver enhanced end-user service. TeamDynamix offers IT ServiceManagement (ITSM), Project Portfolio Management (PPM) and Enterprise Service Management (ESM) together in one solution. |  | Secondary Market | Dec 21, 2022 |  |
| Stack Construction Technologies | Stack Construction Technologies creates solutions to help contractors bid more work in less time and with greater accuracy. It offers web-based construction takeoff and estimating software for contractors. Stack Construction Technologies was founded in 2010 and headquartered in Cincinnati, Ohio. | $17M | Venture - Series Unknown | Mar 22, 2022 |  |
| Cheqroom | CHEQROOM is the #1 equipment software for makers on the go. It gives you full visibility of your frequently moving expensive equipment, holds users accountable, and provides insight into the usage & condition of all your items. Wherever you are. Whenever you want. | $15M | Series A | Mar 15, 2022 |  |
| Passfort | Passfort has developed a turnkey compliance platform designed to automate the collection, verification and secure storage of customer due diligence (CDD) data and documentation.Their software delivers a seamless onboarding experience for both customers and compliance teams that can be tailored to automate their Know Your Customer (KYC)processes. They take a risk-based approach to onboarding and their software optimises each individual's onboarding journey according to their perceived level of risk. | $16.2M | Series A | Sep 14, 2021 |  |
| Chronus | Chronus is a next-level mentoring and connection platform for the future of work that transforms how enterprise organizations shape and leverage their internal talent networks, empowering leaders to accelerate business performance through their people. Chronus provides guidance in the flow of conversation that helps people align, share knowledge,navigate change, and grow faster together. Chronus partners with many of the world’s most respected enterprise organizations to ensure the right conversations happen at the right time—turning relationships into a measurable driver of performance. For more information, please visit chronus.com. | $78M | Private Equity | Aug 04, 2021 |  |
| Salesfloor | Salesfloor is a mobile platform designed for store associates to connect with customers-beyond the store. We provide store associates with clienteling tools to engage customers, including innovative features that allow:- Online customers to shop live with store associates via online Storefronts™. - Live chat with a local, in-store associate -Shoppable Instagram posts - Associate marketing tools. An award winning platform with over 25,000 associates from leading retailers in Apparel, Beauty, Jewellery and Baby/Toys, Salesfloor is modernizing the role of store associates to drive results and differentiate the customer experience. | $27M | Series B | Jun 14, 2021 |  |
| Legwork Software | Legwork Software is an information technology company that offers a software platform designed for patient communication management. It helps its users to access marketing tools and data together all in one single platform. The company was founded in 2007 and headquartered in Wenatchee, Washington. | $17M | Private Equity | May 30, 2019 |  |

10 of 12 investments shown.

## Co-investors
- [Bow River Capital](https://shizune.co/investors/profile/bow-river-capital-partners) — VC Fund, 2 deals together
- [Episode 1](https://shizune.co/investors/profile/episode) — VC Fund, 2 deals together
- [CincyTech](https://shizune.co/investors/profile/cincytech) — VC Fund, 1 deal together
- [Entrepreneurs First](https://shizune.co/investors/profile/entrepreneurs-first) — VC Fund, 1 deal together
- [K1 Investment Management](https://shizune.co/investors/profile/k1-investment-management) — VC Fund, 1 deal together
- [M2O](https://shizune.co/investors/profile/m2o-inc) — VC Fund, 1 deal together

## About Level Equity Management

VC Fund · New York, United States

Level Equity Management is a growth equity firm that focuses on providing capital to software and internet companies. The firm was founded in 2009 by Benjamin Levin, George Mcculloch, and Sarah Sommer and is headquartered in New York, United States.

5 contacts available at Level Equity Management.

| Name | Title | Profile |
| --- | --- | --- |
| George Mcculloch | Co-founder | https://shizune.co/investors/profile/george-mcculloch |
| Arthur Tingas | Principal | https://shizune.co/investors/profile/arthur-tingas |
| Astra Scavone | Office Manager | https://shizune.co/investors/profile/astra-scavone |
| Benjamin Levin | Founder, Co-CEO | https://shizune.co/investors/profile/benjamin-levin |
| Charles Chen | Partner | https://shizune.co/investors/profile/charles-chen |

## Similar investors

### Similar stage
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- [General Catalyst](https://shizune.co/investors/profile/general-catalyst-partners) — VC Fund

## FAQ

### What does Charles Chen invest in?

Charles Chen invests primarily in Software, Information Technology and SaaS startups, most often at Series A and Private Equity stage. Most of the 12 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### When did Charles Chen last invest?

The most recent investment recorded for Charles Chen closed in Jun 2025. Shizune tracks 12 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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