Investment Focus & Thesis

The Capstreet Group focuses on software, tech-enabled services, and industrial business services. Their investment thesis centers on partnering with growth-focused management teams: Investment Range Equity investments in companies with EBITDA between $3 million and $15 million. Sector Focus Software, tech-enabled services, and industrial business services. Software — B2B software companies with recurring revenue models Tech-enabled services — Business services enhanced by technology Industrial business services — B2B services supporting industrial operations Healthcare services — Healthcare business services and tech-enabled healthcare

Notable Portfolio Companies

The Capstreet Group has built a diversified portfolio across software, services, and healthcare: Company Sector Notes PlanetBids Software Procurement and sourcing software (won ACG Houston Deal of the Year) Surgical Notes Healthcare Technology Healthcare documentation services Allpoints Industrial Services Industrial distribution services Analytic Partners Technology Services Data analytics and consulting Homecare Homebase Healthcare Technology Home health care software Allied Reliability Industrial Services Reliability and maintenance services Capstreet was named to Inc. magazine's 2025 Founder-Friendly Investors List, demonstrating their commitment to partnering with founders and management teams.

What Capstreet Looks For

Based on their investment patterns, The Capstreet Group evaluates opportunities based on: Financial criteria — Companies with EBITDA between $3 million and $15 million Recurring revenue — Software and services with recurring revenue models Management teams — Strong teams with track records of success Growth potential — Clear pathways to growth through technology and expansion Founder-friendly approach — Partnerships that value founder involvement }> Pro Tip Capstreet has a strong founder-friendly reputation and was named to Inc. magazine's Founder-Friendly Investors List. They value partnerships with founders and often keep management teams in place. If you're a founder looking for a partner (not a replacement), Capstreet could be an excellent fit.

How to Connect With Capstreet

Approaching The Capstreet Group requires demonstrating your software or services excellence: 1 Demonstrate EBITDA Size Show EBITDA between $3M and $15M. This is Capstreet's key financial criterion. 2 Highlight Recurring Revenue Demonstrate recurring revenue models. Capstreet values software and services with predictable revenue streams. 3 Showcase Technology Edge Be ready to discuss your technology differentiation and how it drives competitive advantage. 4 Consider Partnership Approach Capstreet values founder involvement. Be open about your desire to stay involved and grow with their support.

The Value of Financial Preparedness

PE firms like Capstreet expect detailed financial information: Financial Metrics • EBITDA ($3M-$15M target) • Recurring revenue percentage • Gross margin trends • Revenue growth rates Business Metrics • Customer retention rates • Customer concentration • Revenue per customer • Technology stack }> How Eagle Rock Helps We help software and services companies prepare for PE investment by building detailed financial models, recurring revenue analysis, and SaaS metrics. Our fractional CFO services ensure your company meets the criteria that firms like Capstreet require.

Frequently Asked Questions