Investment Focus & Thesis

Francisco Partners focuses on technology companies at various stages, seeking businesses with strong intellectual property, recurring revenue, and growth potential: Investment Range Equity investments typically ranging from $50 million to $500 million in technology companies. Stage Focus Growth equity and buyout transactions in established technology companies. Enterprise software — Business applications, SaaS, and infrastructure software Applied technology — Technology-enabled solutions for specific industries Financial technology - Payments, banking technology, and fintech Healthcare technology - Healthcare IT and life sciences tools Data and analytics - Data management and business intelligence

Key Takeaways

  • •Focus on Technology, Healthcare companies
  • •Investment range: $25M-$100M in equity
  • •Based in United States
  • •Control-oriented investments
  • •Growth equity focus

Notable Portfolio Companies

Francisco Partners has built an extensive portfolio of technology companies: Company Sector Notes New Relic Enterprise Software Software observability platform Bombora Marketing Technology B2B intent data provider Infoblox Network Software DDI (DNS, DHCP, IPAM) solutions SmartSheet Enterprise Software Collaboration and work management Mavenlink Professional Services Automation Project management and PSA Clarivate Data and Analytics Intellectual property and research Francisco Partners has invested in over 400 technology companies since inception, making it one of the most active technology-focused private equity firms.

What Francisco Partners Looks For

Based on their investment patterns, Francisco Partners evaluates opportunities based on: Technology differentiation — Proprietary technology and intellectual property Market leadership - Strong competitive positions in growing markets Recurring revenue - SaaS and subscription-based business models Growth potential - Significant opportunity for expansion Management teams - Experienced technology executives }> Pro Tip Francisco Partners brings deep technology expertise and a collaborative approach. They look for companies where they can add value through strategic guidance, operational expertise, and their extensive network in the technology industry.

How to Connect With Francisco Partners

Approaching Francisco Partners requires demonstrating technology leadership and growth potential: 1 Showcase Technology Differentiation Present your proprietary technology, intellectual property, and competitive advantages in detail. 2 Demonstrate SaaS Metrics Prepare detailed ARR/MRR growth, net revenue retention, customer acquisition costs, and gross margins. 3 Present Market Opportunity Show market sizing, competitive landscape, and go-to-market strategy. 4 Leverage Technology Networks Many deals come through technology industry advisors, existing portfolio companies, or executive networks.

The Value of Financial Preparedness

PE firms like Francisco Partners expect detailed financial information for technology companies: SaaS Metrics • ARR and MRR growth • Net revenue retention • Customer acquisition cost • Customer lifetime value Financial Data • Gross margins • Rule of 40 analysis • Churn rates • Path to profitability }> How Eagle Rock Helps We help technology companies prepare for PE investment by building detailed financial models, SaaS metric dashboards, and investor-ready presentations. Our fractional CFO services ensure your company is ready for technology-focused due diligence.

Pro Tip

Prepare detailed financial projections and operational metrics before initial meetings.

Frequently Asked Questions

What industries does focus on?

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

What size companies does acquire?

typically invests $25M-$100M 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-$100M, 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.