Investment Focus & Thesis

Bowery Capital focuses on B2B software and technology companies. Their investment thesis centers on partnering with proven management teams: Investment Range Growth equity investments typically $25M-$75M in companies with $5M-$30M EBITDA. Stage Focus Growth equity and expansion capital for established B2B software companies. Enterprise software — Vertical and horizontal SaaS applications Fintech — Financial technology and payments technology Martech — Marketing technology and sales enablement HR tech — Human resources and payroll technology Data & analytics — Business intelligence and data platforms

Key Takeaways

  • Focus on Technology companies
  • Investment range: $25M-$75M in equity
  • Based in United States
  • Growth equity focus
  • Active value creation approach

Notable Portfolio Companies

Bowery Capital has built a portfolio of leading B2B software companies: Company Sector Notes Klaviyo Marketing Tech Email marketing platform Ironclad Legal Tech Contract lifecycle management Pendo Product Analytics Product experience platform Lever HR Tech Recruiting and ATS Gainsight Customer Success Customer success platform ChartMogul Analytics Subscription analytics Bowery has invested in over 40 B2B software companies and has a strong track record of successful exits.

What Bowery Looks For

Based on their investment patterns, Bowery Capital evaluates opportunities based on: Revenue scale — Companies with $15 million to $100 million in revenue EBITDA — Target EBITDA of $5 million to $30 million Growth metrics — Strong revenue growth and customer acquisition Recurring revenue — SaaS metrics and recurring revenue characteristics Market position — Leadership in growing market segment }> Pro Tip Bowery is known for their deep B2B software expertise and operational resources. They bring significant domain knowledge and can help with scaling. Be prepared to discuss your growth metrics in detail.

The Value of Financial Preparedness

PE firms like Bowery expect sophisticated SaaS metrics and financial infrastructure: SaaS Metrics • ARR and MRR growth • Net revenue retention • Gross margin • Customer churn rate Growth Metrics • CAC and LTV • Payback period • Logo growth • Expansion revenue }> How Eagle Rock Helps We help software companies prepare for PE investment by building sophisticated financial infrastructure, detailed SaaS metrics tracking, and growth models. Our fractional CFO services ensure your company meets the criteria that firms like Bowery require.

Pro Tip

Demonstrate a strong management team with equity ownership alignment.

Frequently Asked Questions

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