IVY EVERGREEN, LLC
IVY EVERGREEN, LLC is a Series C+ fund in the US and Canada investing in Fintech, specialty-finance and credit.
- Stages
- Series C+
- Sectors
- Fintech, specialty-finance, credit
- Invests in
- US-wide, Canada
- Actively investing
- Yes
- Founded
- 2009
- Assets under management
- $155M
- Website
- ivyassetgroup.com
Check size not disclosed
Thesis
Ivy Evergreen, LLC, a private credit manager operating under Ivy Asset Group, focuses on direct lending to lower middle-market companies with EBITDA between $3 million and $30 million. Their strategy involves providing asset-based and cash-flow loans, targeting businesses with proven track records and recession-resistant qualities. A key differentiator is their emphasis on 'smaller check sizes and shorter durations,' enabling them to serve mid-sized businesses often overlooked by larger institutions. They aim to mitigate risk through diversification across product types, borrowers, and industries, primarily focusing on the United States and Canada. As of December 31, 2025, they managed $155,003,228 in assets. They are registered with the SEC as an investment adviser.
Common questions
Does IVY EVERGREEN, LLC invest at the Series C+ stage?
Yes. IVY EVERGREEN, LLC lists Series C+ among the stages it invests in.
Where does IVY EVERGREEN, LLC invest?
IVY EVERGREEN, LLC invests in the US and Canada.