Iterate Capital
WHO WE ARE
Growth Oriented
We don't waste any time with businesses that require heavy marketing -- we look for products that speak for themselves. If the market is truly asking for it, a product will sell itself.
Research Driven
In order for us to make wise decisions, we have to truly understand the customers of the products and services we're investing in. Gut feelings won't do -- we need the raw numbers.
Experienced Investors
Our team is comprised of people who have done the work. Each member has successfully brought products to the market and driven maturity and growth.
APPROACH
We bring expertise and industry relationships to our investments and work collaboratively with our management teams. Our targeted sector identification process, proactive sourcing strategy, and research-driven approach inform every step of our investment process.
Information Gathering
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Analysis & Synthesis
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Thesis Development & Origination →
Execution & Due Diligence →
PORTFOLIO MANAGEMENT
We invest in growing, category-leading business, education, e-commerce, and consumer services companies in the lower middle market, led by exceptional management teams focused on long-term value creation