Investment Size:

We typically look to invest between $3 million to $10 million directly into each company we partner with.

We are capable of investing additional capital through co-investments with our Limited Partners.

Target Company Profile:

  • Revenue run rate of at least $10 million
  • Operating either at or having visibility to being cash flow positive (no requirement to be profitable at time of investment)
  • Solid growth prospects, proven economic model, and a defensible competitive position in their target markets
  • Great management teams we can partner with, that have a strong vested interest in growing the value of their business

Industry Sectors & Geography:

We are focused exclusively on investments across a wide spectrum of technology and technology-enabled services sectors (private or public companies).

We will invest across North America with particular emphasis on opportunities across Canada and the west coast of the US.

Financing Situations:

Our financing solutions are specifically tailored to each situation, but have proven to be well suited in circumstances such as:

  • Growth and expansion financing (organic or by acquisition)
  • Interim bridge financing prior to larger planned equity financings, IPOs, or an exit
  • Working capital / covenant challenges from business model transitions (e.g. move to recurring revenue models)
  • Recapitalizations / buyouts of minority shareholders (including take privates)
  • Refinancing debt or secondary equity transactions