Investment Focus & Thesis

Boathouse Capital provides flexible capital alternatives to traditional debt and equity providers, supporting strategic initiatives with customized solutions: Investment Range Equity and structured debt investments up to $100 million in high growth middle market companies. Sector Focus SaaS/software, technology-enabled services, and healthcare IT/services. SaaS/Software — Software-as-a-service platforms with recurring revenue models Technology-enabled services — Services businesses leveraging technology for competitive advantage Healthcare IT — Healthcare technology and information services companies Healthcare services — Healthcare delivery and support services

Notable Portfolio Companies

Boathouse Capital has built a diversified portfolio across technology and healthcare verticals: Company Sector Notes Club Pilates Fitness Services Fitness franchise with multiple studio locations mbaMission Education Services MBA admissions consulting services Reach Cambridge Education Services Education program provider Guidewell Education Education Services Higher education services company Eagle Merchant Partners Private Equity Franchise-focused private equity (co-investment) Boathouse takes a flexible approach to investing, providing both equity and mezzanine debt to support growth and acquisitions.

What Boathouse Looks For

Based on their investment approach, Boathouse Capital evaluates opportunities based on: Growth potential — Companies with strong growth trajectories and market opportunities Recurring revenue — Business models with predictable revenue streams Technology differentiation — Companies leveraging technology for competitive advantage Management quality — Strong teams with track records of execution Flexible capital needs — Companies seeking customized financing solutions }> Pro Tip Boathouse Capital is known for their flexible approach to investing. If you need more than just equity - perhaps a combination of debt and equity - Boathouse can structure creative solutions. They often partner with other private equity firms on deals.

How to Connect With Boathouse Capital

Approaching Boathouse Capital requires demonstrating your company's growth potential and technology differentiation: 1 Demonstrate Growth Trajectory Showcase strong historical growth and clear pathways to continued expansion. 2 Highlight Tech Differentiation Emphasize your technology platform and how it creates competitive advantage. 3 Show Recurring Revenue Demonstrate predictable revenue through subscriptions, contracts, or long-term relationships. 4 Consider Capital Structure Needs Be open to discussing flexible capital solutions beyond traditional equity.

The Value of Financial Preparedness

PE firms like Boathouse expect detailed financial information, especially for technology companies: Growth Metrics • ARR/MRR growth rates • Customer acquisition costs • Lifetime value metrics • Net revenue retention Operational Data • Revenue by customer segment • Churn rates and causes • Product development pipeline • Competitive positioning }> How Eagle Rock Helps We help technology companies prepare for PE investment by building detailed financial models, SaaS metrics dashboards, and growth analytics. Our fractional CFO services ensure your company is ready for due diligence from firms like Boathouse Capital.

Frequently Asked Questions