
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
-
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