Investment Criteria

Business Metrics

  • Revenue: $2M - $30M (>50% recurring)
  • Growth: 10%+
  • EBITDA: $500K+
  • Churn: < 10%

Business Characteristics

  • Large and growing addressable market
  • Sustainable competitive advantage
  • Fragmented customer base
  • High switching cost

Industry Sectors

B2B Software and Software enabled services companies. Representative sectors include:

  • Logistics and Supply Chain Management
  • Data Aggregation and Insights
  • Security, Big Data and IOT
  • Financial Services
  • Business Services
  • Healthcare

Quick & Efficient Process

We understand that investment processes can be distracting for critical management team members and burdensome to any company’s operational plans. Therefore, we have designed a process that ensures minimal distraction and quick decision making.
A typical process will look like the following :

Management Call and CIM Review (when available)

Go/No-Go Decision within 48 hours

Initial Data Request

Initial offer with summary terms (LOI)

Targeted within 4-6 weeks

Detailed Due Diligence (LOI)

Purchase Agreement

Targeted within 16-24 weeks