While our investment philosophy can be characterized as growth stage, since our portfolio companies typically have revenue or customer momentum, we are less focused on stage than we are drawn to companies with large market opportunities, unique intellectual property and outstanding management teams with a passion for building great businesses. Updata Partners targets companies that have reached an inflection point in their evolution where we can play a very active role in helping the company build tactical and strategic roadmaps for future success.
Reflecting this approach, we have invested in firms in the early, growth and buyout stages. Consistent with all our investments is our deep involvement as a lead or co-lead investor.
Operational and Transactional Experience
The UpdataTM venture capital leadership team leverages our deep operational and transactional expertise to provide value to portfolio companies. With more than 150 collective years of software-based investing and operations experience, our team provides a value-added view of the software world to help our portfolio companies with: business strategy; market positioning; introductions to facilitate channel strategies; assistance with executive recruitment; advice and expertise on acquisition strategies; and, optimizing and maximizing exit timing and value.
We have extensive experience working with large, publicly traded software companies and smaller, growth-stage companies and can help successfully evolve our companies through all stages.
Focused Software Investors
Our broad focus is in the information technology industry, and more specifically we are focused on software and intellectual property-based businesses with substantial operating leverage as they grow.
Infrastructure Software; Network and Systems
Physical and Digital Security
Storage Software
Educational Software
Internet and Interactive Technology
Media and Wireless Infrastructure and Services
Financial Technology Software
Retail Technology
Business Intelligence
Subscription-based and On-demand Information Services
Healthcare Information Technology
Business Services and Outsourcing
Stage and Transaction Types
We will consider all stages and transactions as described below. Our principal focus is on companies with revenues up to $50 million with accelerating revenue momentum. However, profitability is not required and we are interested in evaluating earlier stage opportunities. Our capital is typically used in the following situations:
Growth Capital
Acquisition Financing and Consolidations
Buyouts, Recapitalizations and Corporate Spinoffs
Investment Size
Updata Partners is actively investing nearly $500 million out of three funds under management. We typically invest between $5 million and $10 million in a transaction and up to $20 million over the life cycle of our companies.
