Dynamic Capital Review: San Francisco Private Equity Technology & SaaS
In-depth review of Dynamic Capital: their technology and SaaS investment thesis, typical deal sizes, and how to prepare for investment.
Key Takeaways
- •Focus on Technology companies
- •Investment range: $25M-$100M in equity
- •Based in United States
- •Growth equity focus
- •Active value creation approach
Portfolio Companies
Dynamic Capital has built a portfolio of software and SaaS companies. Notable investments include companies in the cloud infrastructure, cybersecurity, and enterprise productivity sectors. The firm focuses on B2B software companies with strong recurring revenue, high gross margins, and proven product-market fit.
Firm Overview
Dynamic Capital is a San Francisco-based private equity firm focused on technology and SaaS investments. Founded in the mid-2010s, the firm targets companies with proven product-market fit, recurring revenue, and strong growth potential. The firm typically invests $25M-$100M in growth-stage technology companies in the middle market.
What Dynamic Capital Looks For
Dynamic Capital evaluates opportunities based on clear investment criteria:
- Product-market fit: Proven product-market fit with strong customer adoption
- Recurring revenue: Strong recurring revenue with high retention
- Growth metrics: Strong revenue growth and unit economics
- Management teams: Experienced technology executives
- Market opportunity: Large and growing addressable markets
Pro Tip
Technology and SaaS investors expect professional financial infrastructure and SaaS metrics
- SaaS Metrics: Monthly recurring revenue, Net revenue retention, Customer acquisition cost, Lifetime value
- Financial Data: Revenue by segment, Gross margins, Operating efficiency, Cash flow projections
How Eagle Rock Helps
We help technology companies prepare for PE investment by building professional financial infrastructure and ensuring your financials are investor-ready.
Pro Tip
Frequently Asked Questions
What industries does Dynamic Capital focus on?
Dynamic Capital primarily invests in Technology. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does Dynamic Capital acquire?
Dynamic Capital typically invests $25M-$100M in equity, targeting companies with enterprise values in the lower to middle market range.
What is Dynamic Capital's typical investment size?
The firm's equity investments generally range from $25M-$100M, positioning them as active investors who can provide meaningful capital for growth.
How long does Dynamic Capital's due diligence process take?
Due diligence timelines vary by deal complexity, but Dynamic Capital typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with Dynamic Capital?
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 Dynamic Capital work with portfolio companies?
Dynamic Capital takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
Ready to Connect With Dynamic Capital?
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Learn MoreThis article is part of our Private equity firms | Eagle Rock CFO guide.
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