Ankona Management, LLC
SEC exempt reporting adviser (venture capital exemption).
- Website
- https://www.ankona.com/
- HQ
- CA
Ankona Management is a venture firm that invests in early growth-stage B2B software companies that have moved past product-market fit but have not yet reached real scale. It focuses on application software where AI improves products. Its portfolio includes Order, a platform where businesses can order, track, and pay for purchases.
New fund likely raising soon
The firm's newest fund is 4 to 7 years past its first sale and no newer Form D has been filed.
01 · Says / Does
| Tag | Says | Does | Historically (to 2020) |
|---|---|---|---|
| Stages | Growth | Not enough dated deals | None |
| Sectors | AI applications, Enterprise SaaS | Not enough dated deals | Media |
| Regions | Not stated | Not enough dated deals | CA |
Says: what the firm's funds state. Does: from 0 dated deals in the last 24 months.
Historical focus (through 2020), derived from historical deal data.
| Year | Deals | Top sectors |
|---|---|---|
| 2018 | 1 | Media |
| 2019 | 2 | Media |
02 · Fund history
| Fund | Year | Size | Status |
|---|---|---|---|
| Ankona Capital Partners II QP, L.P. | 2022 | $35M to $48.76M (Form D and SEC adviser filing) | Late investment period |
| Ankona Capital Partners II, L.P. | approx. 2021 | $200M (Form D) | Follow-ons only |
| Ankona Holdings II, L.P. | approx. 2021 | $21M to $23.07M (Form D and SEC adviser filing) | Follow-ons only |
03 · People across funds
- Brian Mesic, Managing Director of the General Partner of the Issuer
Ankona Capital Partners II QP, L.P. (Named on Form D); Ankona Capital Partners II, L.P. (Named on Form D); Ankona Holdings II, L.P. (Named on Form D)
- Jared Smith, Managing Director of the General Partner of the Issuer
Ankona Capital Partners II QP, L.P. (Named on Form D); Ankona Capital Partners II, L.P. (Named on Form D); Ankona Holdings II, L.P. (Named on Form D)
- Josh Harmsen, Managing Director of the General Partner of the Issuer
Ankona Capital Partners II QP, L.P. (Named on Form D); Ankona Capital Partners II, L.P. (Named on Form D); Ankona Holdings II, L.P. (Named on Form D)
- Newth Morris, Managing Director of the General Partner of the Issuer
Ankona Capital Partners II QP, L.P. (Named on Form D); Ankona Capital Partners II, L.P. (Named on Form D); Ankona Holdings II, L.P. (Named on Form D)
04 · Recent deals
No dated deals found yet.
05 · Latest from the firm
No news from the firm's website yet.
06 · Sources
Fund dates and sizes are from SEC Form D filings.
Last verified: Oct 25, 2026