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Criteria

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​

Fit

Company Fit

Prospect

  • High-quality, flexible team with specific expertise and a proven product or service

  • History of consistent reflection, demonstrating the ability to embrace transformational change

  • Desire to engage new resources to maximize potential and enhance results

1219

  • Provides more than just capital, bringing Fortune 500 level operational support and expertise to the table

  • Offers flexible capital use, with a focus on increased revenue, profitability, and market share

  • Understands that growth can be turbulent and can differentiate between deficiency and unique circumstance

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