Step Ahead Capital, LLC
Emerging managerSEC exempt reporting adviser (private fund adviser exemption, under $150M).
- Website
- https://stepaheadcap.com/
- HQ
- CA
Step Ahead Capital, LLC invests in growth-stage companies 2-3 years before their anticipated IPO or acquisition. Its focus areas include fintech, digital assets infrastructure, machine learning tools and no-code solutions. General partners listed are Julian Zegelman, Rostislav Shorgin, Robert Siegel and Jerry Newman. Portfolio companies include Bitso, Carta, Chainalysis, Coda, GitLab, Grammarly and Robinhood.
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 |
|---|---|---|
| Stages | Growth | Not enough dated deals |
| Sectors | AI infra, Devtools, Fintech, Crypto and Web3 | Not enough dated deals |
| Regions | Not stated | Not enough dated deals |
Says: what the firm's funds state. Does: from 0 dated deals in the last 24 months.
02 · Fund history
| Fund | Year | Size | Status |
|---|---|---|---|
| Late Spring Ventures, LLC Step Ahead Capital is a venture firm that invests in growth-stage companies 2-3 years before their anticipated IPO or acquisition. It focuses on fintech, digital assets infrastructure, machine learning tools and no-code solutions, through both primary and secondary investments. Inferred from the firm's website | 2022 | $6.61M to $9.39M (Form D and SEC adviser filing) | Late investment period |
| First Jade Investments, LLC | 2021 | $6.42M (Form D) | Follow-ons only |
03 · People across funds
- Julian Zegelman, General Partner
Late Spring Ventures, LLC (Named on Form D); First Jade Investments, LLC (Named on Form D)
- Rostislav Shorgin, General Partner
Late Spring Ventures, LLC (Named on Form D); First Jade Investments, LLC (Named on Form D)
- Jerry Newman
Late Spring Ventures, LLC (Team); First Jade Investments, LLC (Team)
- Robert Siegel
Late Spring Ventures, LLC (Team); First Jade Investments, LLC (Team)
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 28, 2026