Criteria
Transaction Types
Growth Capital
Recapitalizations
Secondary Purchases
Size & Structure
$1 - 3M Investment
Preferred Equity
Convertible Note
Deal Lead or Co-Lead
Financial Profile
Revenue: $1 - 10M
Growth Rate: 5 - 25%
Profitability: Break even within 12 months
Debt: Little to none
Preferred Industries
Tech-enabled
B2B Solutions
Outsourced
Services
Company Fit
Prospect
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High-quality, flexible team with specific expertise and a proven product or service
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History of consistent reflection, demonstrating the ability to embrace transformational change
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Desire to engage new resources to maximize potential and enhance results
1219
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Provides more than just capital, bringing Fortune 500 level operational support and expertise to the table
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Offers flexible capital use, with a focus on increased revenue, profitability, and market share
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Understands that growth can be turbulent and can differentiate between deficiency and unique circumstance