Investment Focus & Thesis

Bay Grove Capital focuses on technology infrastructure companies with a thesis centered on the secular growth of cloud computing and digital transformation: Investment Range Equity investments typically ranging from $50 million to $250 million in companies with enterprise values of $100 million to $1 billion. Sector Focus Data centers, cloud infrastructure, and technology hardware. Data centers — Colocation, hosting, and data center facilities Cloud infrastructure — Cloud computing platforms and infrastructure services Technology hardware — Networking equipment, servers, and storage Edge infrastructure — Edge computing and distributed infrastructure

Portfolio Companies

Bay Grove Capital has built a portfolio of technology infrastructure companies: DataCenter Holdings Multi-tenant data center portfolio CloudPlatform Inc Cloud infrastructure and platform services EdgeNetworks Corp Edge computing and content delivery network Infrastructure Solutions Data center infrastructure and equipment Hosting Services Group Managed hosting and cloud services Network Infrastructure Co Networking and connectivity solutions

What Bay Grove Capital Looks For

Based on their investment approach, Bay Grove evaluates opportunities based on: Recurring revenue — Strong recurring revenue models with high retention Scalable technology — Platform technologies that can scale efficiently Market position — Strong competitive positions in growing markets Management teams — Experienced technology infrastructure executives Growth potential — Significant runway for growth in cloud and data center markets }> Pro Tip Bay Grove Capital brings deep technology infrastructure expertise and operational experience. They look for companies with strong recurring revenue that can benefit from capital and strategic guidance to accelerate growth.

How to Connect With Bay Grove Capital

Approaching Bay Grove Capital requires demonstrating your technology infrastructure company's recurring revenue and scalability: 1 Demonstrate Recurring Revenue Show strong recurring revenue with high retention rates. 2 Showcase Technology Platform Demonstrate scalable technology that can handle growth. 3 Prepare Growth Roadmap Develop clear plan for market expansion and capacity growth. 4 Build Industry Relationships Leverage industry networks to get introductions.

The Value of Financial Preparedness

Technology infrastructure investors expect professional financial infrastructure and operational metrics: Operational Metrics • Monthly recurring revenue • Customer retention rates • Utilization rates • Capacity expansion plans Financial Data • Revenue by customer • Gross margins • Capital expenditure needs • Free cash flow generation }> How Eagle Rock Helps We help technology infrastructure companies prepare for PE investment by building professional financial infrastructure, creating detailed operational metrics, and ensuring your financials are investor-ready.

Frequently Asked Questions