Motive Partners Review: Fintech Private Equity

In-depth review of Motive Partners: their fintech investment thesis, portfolio companies, typical deal sizes.

Key Takeaways

  • •Focus on Fintech and Business Services Technology
  • •Investment range: $25M-$150M in equity
  • •Based in New York City and London
  • •Founded: 2015
  • •Control-oriented investments
  • •Sector-specialized expertise

Notable Portfolio

Motive Partners has built a substantial fintech portfolio spanning banking, wealth management, insurance, and business services. Notable investments include: Accordion (business services), FNZ (wealth management software), Anchorage Digital (digital asset custody), InvestCloud (wealth management platforms), Insurify (insurance technology), and others.

What Motive Looks For

Fintech focus — Pure-play financial technology companies with strong technology differentiation

Proven revenue — Demonstrated revenue growth and business model validation

Market opportunity — Large addressable markets with clear expansion potential

Regulatory readiness — Companies prepared for regulatory requirements in their space

Pro Tip

Motive has deep fintech expertise. Show differentiated technology and regulatory readiness.

Pro Tip

Prepare detailed financial projections and operational metrics before initial meetings.

Frequently Asked Questions

What industries does Motive focus on?

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

What size companies does Motive acquire?

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

What is Motive'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 Motive's due diligence process take?

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

What should I prepare before engaging with Motive?

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 Motive work with portfolio companies?

Motive 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.