Approach Copy

As partners, we deliver operational expertise to strong entrepreneurs whose goals have outpaced their resources.

Our Expertise

Talent

We’ll develop a hiring plan, help you profile ideal candidates to guide decisions, and recruit the best talent through our extensive global network.

 

 

Growth

We’ll work with you to improve planning and sales strategies, recruit sales teams, implement CRM systems, and define best practices — so you can scale faster.

Technology

Our extensive experience selecting and implementing technology solutions will help you avoid costly mistakes in everything from product strategy to optimizing operational systems.

Our Focus

Investment Types

We structure a variety of  investments to best satisfy the needs of you and your management team. We prefer to be the lead investor, and serve on your Board of Directors.

Investment structures

•    Recapitalizations
•    Management buyouts
•    Growth equity investments

Investment Parameters

We invest in profitable businesses with proven business models.  We identify companies with great potential and strive to create long term value with our proven strategy.

Company Size

•    $3-50 million in revenue

Investment size

•    $5-40 million
•    Preferred majority shareholder

Location

•    United States and Canada

Company characteristics

•    Established operating history of growth
•    Sustainable competitive advantage
•    High percentage of recurring revenues
•    High gross margins
•    Driven, excited, and opportunistic founders

Our Expertise

We work together to understand what you need.

Our team is experienced assessing bootstrapped companies and providing support where you need it most. Our extensive knowledge means less risk, and greater opportunities.  

Talent

Talent & Recruiting

•    Build management teams
•    Develop board of directors
•    Recruit contacts with industry experience
•    Support to build strong, thriving team

 

Corporate Development

•    Identify and manage add-on acquisition possibilities
•    Build competitive landscapes through direct conversation
•    Support the negotiations and execution of deals

 

Expert Network

•    Tap into our network for additional advice
•    Initiate corporate development opportunities
•    Share industry best practices

 

Growth

Sales & Marketing

•    Drive revenue growth
•    Recommend software tech stack
•    Develop go-to-market strategies
•    Build sales teams

 

Customer Success

•    Maximize lifetime customer value
•    Create framework for onboarding, support, and retention
•    Gain a better understanding of customer behavior
•    Drive recurring revenue

 

Finance

•    Create a long-term strategic plan
•    Drive profitability and scalability
•    Implement day-to-day practices
•    Leverage technology and data for efficiency

 

Technology

Product & Engineering

•    Build product efficiently and effectively
•    Support agile development and product discovery processes
•    Utilize a data-driven approach
•    Grow development team

 

Technology & Infrastructure

•    Advise on the best tech stack for business
•    Build strategic plan for optimization
•    Implement, scale, and expand operations

 

Our Process

We Meet.

We respect what you’ve built, and view you as a valued partner in growth. Transparency and communication form the foundation of our collaborative partnership; we come to you, meet face-to-face, work alongside your team, and simply support you in areas of opportunity.

We Listen.

We work with a select number of entrepreneurs, so we’re able to devote our full attention to cultivating success. Our dedicated operations team works to gain a deep understanding of your business. That way we can support you, and overcome the challenges that parallel growth, together.

We Equip.

We are more than investors and advisors. We are former CEOs, senior executives and entrepreneurs, working as a collaborative partner to provide strategic planning and mentorship, as well as tactical execution. We use our extensive experience and leverage our network to help minimize risk, enhance growth, and work to meet all of your business needs.

We Grow.

Our exclusive focus on bootstrapped companies has generated expertise, connections, and resources specifically relevant for growing business quickly and efficiently. Our agenda is simple – to provide you with the active support you need to build a strong, thriving company.