Investment Focus

Motive focuses on fintech companies: Investment Range Growth equity typically $25M-$150M. Stage Focus Growth and buyout. Payments — Payment processing and platforms Banking — Digital banking and neobanks Insurance — Insurtech and insurance technology Wealth management — Wealthtech and advisory platforms

Key Takeaways

  • •Focus on Technology companies
  • •Investment range: $25M-$150M in equity
  • •Based in United States
  • •Control-oriented investments
  • •Growth equity focus

Notable Portfolio

Company Sector Notes Mogo Fintech Canadian fintech Paymentology Payments Card issuing platform Fenergo Compliance KYC/AML platform Cognitivescale AI AI for fintech Azimo Remittance Money transfer Numara Accounting Financial software

What Motive Looks For

Fintech focus — Pure-play fintech companies Growth — Strong revenue growth Technology — Differentiated technology Market opportunity — Large addressable market }> 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 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.