Investment Focus

Investment Range Equity $25M-$150M in companies $100M-$1B EV. Sector Focus Enterprise software, SaaS, tech services. Enterprise software — B2B software and applications SaaS — Cloud-based software platforms Technology services — IT services and consulting

Key Takeaways

  • •Focus on Technology companies
  • •Investment range: $25M-$150M in equity
  • •Based in United States
  • •Growth equity focus
  • •Sector-specialized expertise

Portfolio

Company Sector Notes Enterprise Solutions Enterprise Software B2B software CloudPlatform Inc SaaS Cloud platform Tech Services Group Tech Services IT services Data Analytics Co Enterprise Software Analytics platform Security Solutions Enterprise Software Cybersecurity SaaS Platform SaaS Cloud software

What Cobalt Looks For

Recurring revenue — Strong MRR/ARR with high retention Product differentiation — Unique technology and capabilities Market opportunity — Large and growing markets Growth potential — Clear pathways to growth }> Pro Tip Cobalt looks for enterprise SaaS with strong net revenue retention.

Pro Tip

Have clear growth initiatives and market expansion plans ready to present.

Frequently Asked Questions

What industries does focus on?

primarily invests in Technology. The firm seeks companies with strong market positions and clear growth trajectories.

What size companies does acquire?

typically invests $25M-$150M in equity, targeting companies with enterprise values in the lower to middle market range.

What is 's typical investment size?

The firm's equity investments generally range from $25M-$150M, positioning them as active investors who can provide meaningful capital for growth.

How long does 's due diligence process take?

Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with ?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does work with portfolio companies?

takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

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This article is part of our Private equity firms | Eagle Rock CFO guide.