Investment Focus & Thesis

Bertram Capital targets companies with enterprise values typically between $50 million and $250 million. The firm seeks businesses that use technology as a competitive differentiator: Investment Range Equity investments of $15M-$50M in companies with enterprise values typically ranging from $50M-$250M. Stage Focus Control and significant minority investments in growth-stage and established middle-market companies. Enterprise Software — Vertical market software, SaaS platforms, and infrastructure software addressing specific industry needs Technology-Enabled Services — Business services companies leveraging technology to deliver superior outcomes to enterprise customers Healthcare Technology — Healthcare IT, medical device software, and health information technology platforms Financial Technology — Payments, banking technology, and financial services software solutions

Recent Investment Activity

Bertram Capital has maintained active investment in the technology-enabled services and software space. The firm's deep expertise in technology and operational experience makes it an ideal partner for companies looking to scale. Company Sector Investment Theme Year Enterprise SaaS Platform Enterprise Software Growth Equity 2024 Healthcare IT Services Healthcare Technology Control Buyout 2024 Financial Technology Platform FinTech Growth Equity 2023 Technology Consulting Services Technology Services Control Buyout 2023 The firm leverages its technology expertise to help portfolio companies enhance their product offerings, optimize technology infrastructure, and accelerate growth through both organic initiatives and strategic acquisitions.

Notable Portfolio Companies

Bertram Capital has built a portfolio of technology-enabled companies that demonstrate the firm's ability to identify and nurture businesses with strong technology foundations: Enterprise Software Leaders Companies providing specialized software solutions to enterprise customers across various vertical markets, including healthcare, financial services, and manufacturing. Technology Services Platforms Businesses that leverage technology to deliver superior services to enterprise customers, often in areas like IT consulting, data analytics, and digital transformation. Vertical Market SaaS Software companies focused on specific industry verticals with deep domain expertise and strong customer relationships. Bertram Capital's value creation approach includes providing strategic guidance on technology roadmaps, supporting talent acquisition, and facilitating acquisitions that expand product capabilities and market reach.

What Bertram Capital Looks For

Bertram Capital evaluates opportunities based on several key criteria that indicate a company's potential for technology-driven growth: Technology differentiation — Companies with proprietary technology, unique data assets, or technological advantages that create sustainable competitive moats Recurring revenue model — Businesses with strong recurring revenue characteristics, including SaaS subscriptions or long-term contracts Growth potential — Companies operating in large and growing markets with clear opportunities for market share expansion Strong customer relationships — Businesses with high customer retention and expansion revenue opportunities Proven management team — Leadership with the skills to scale technology and operations while maintaining customer focus }> Pro Tip Bertram Capital looks for companies where technology is a key differentiator, not just an enabler. Be prepared to discuss your technology stack, development roadmap, and how you leverage technology to deliver value to customers.

How to Connect With Bertram Capital

Approaching Bertram Capital requires demonstrating both financial performance and technology differentiation: 1 Demonstrate Technology Strength Quantify your technology differentiation through metrics like development velocity, platform performance, or proprietary algorithms. Show evidence of technology competitive advantages. 2 Prepare Financial Infrastructure Ensure clean financials with EBITDA of $5M+. Be prepared for technology-focused due diligence including security audits and code reviews. 3 Articulate Growth Vision Develop a clear thesis for how Bertram's partnership can accelerate growth. Identify specific technology investments, talent needs, or acquisitions that could drive expansion. 4 Build Relationships Leverage technology industry networks, software associations, and professional advisors to get introduced. Bertram values relationships with management teams they know.

The Value of Professional Financial Infrastructure

Companies seeking PE investment from technology-focused firms like Bertram Capital must demonstrate both financial rigor and technology strength: Financial Preparation • Clean financial statements • SaaS metrics (MRR, ARR, churn) • Revenue recognition compliance • Due diligence data room • Unit economics analysis Technology Metrics • Development velocity • Platform uptime and performance • Security compliance • Customer success metrics • Product roadmap clarity }> How Eagle Rock Helps We help technology companies prepare for PE investment by building professional financial infrastructure and operational metrics. Our fractional CFO services ensure you're ready for due diligence with clean financials, robust SaaS metrics, and strategic insights that make your business attractive to investors like Bertram Capital.

Frequently Asked Questions