Investment Capital for Values-Driven Firms


We provide capital and strategic partnership to values-driven, market-leading companies and funds with potential for outsized returns for all stakeholders.

We currently have four main practice areas. First, we invest directly in profitable, lower middle market companies with $10 million to $100 million in revenue, and $3 million to $20 million in owner’s earnings. Second, we invest directly in promising, early-stage technology companies across Seed and Series A stages. Third, we invest in publicly traded companies. Finally, we use a fund of funds strategy to invest in venture and private equity fund managers through primaries, secondaries, co-investments, and GP stakes.

We are distinct in our values-driven approach to investing, our ability to hold investments long term, our willingness to customize solutions to owner needs, and the excellence with which we execute through disciplined strategic, operational, and financial partnership.


We invest in four market segments.

Private Equity

Sovereign’s Capital provides a range of capital solutions to lower middle market companies with revenues between $10 million and $100 million, and owner earnings of $3 million to $20 million.

We make majority investments for ownership transitions and leadership successions. We also make minority investments for growth, acquisitions, and partial shareholder liquidity.

Some of our industry interests include services (industrial, commercial, consumer), education (skilled trades, specialized training), health & wellness (fitness, analytics, home care services), specialty manufacturing (unique products and industrial services), and software (specialty, B2B, mission critical).

Venture Capital

Sovereign’s Capital partners with growing venture stage companies operating in expanding markets in the U.S. and Southeast Asia.

We invest in early Seed stage companies with clear differentiators, to include data moats, complex or deep technologies, sticky customer relationships, or other sources of value. We also invest in late Seed and Series A companies with demonstrated traction and economic moats.

We have a broad range of industry expertise, with a bias for industries where our partners and advisors have relevant experience. These include B2B software, deep tech, B2C software, healthcare IT, and tech-enabled goods and services. We typically deploy $250,000 to $3 million per investment, and we work closely with portfolio companies to provide targeted strategic and operational partnership.

Public Equity

Sovereign’s Capital invests in public companies led by values-driven teams that have built unique cultures designed to promote human flourishing and financial performance.

We are U.S.-focused and invest across nearly all industries and market capitalizations. We seek to deliver investment performance by coming alongside the highest caliber management teams. We aim to deliver impact by serving the leadership of companies in which we invest by providing examples of best practices that encourage exceptional cultures and market-leading performance.

Fund of Funds and Co-investing

Sovereign’s Capital Access Fund invests in private equity and venture funds, with a focus on funds managing $25 million to $500 million in assets.

We invest in primaries, secondaries, GP stakes, and direct deals across venture and private equity, both in the U.S. and abroad. We prioritize managers focused on strategies that promote human flourishing for customers and employees alike, with primary focus in healthcare, human performance (e.g. wearables), education, small business, and technology. Our commitment is to both market leading returns and strong values.


We evaluate all investment opportunities with the following criteria in mind

Team First

We partner with people first. We work hard to understand the vision that each business leader has for creating extraordinary value for all stakeholders well into the future.

Defensible Advantages

We partner with companies that have economic moats. They have an edge based on operational excellence, technological barriers, long-term customer relationships, dominant market share, or other sustainable competitive advantages.

Growth Focus

We partner with leaders seeking expanded impact. We are growth-minded and invest in companies with highly scalable business models.

Thriving Culture

We partner with leaders who view culture as a competitive advantage. Our leaders take pride in and have evidence of cultures that delight all stakeholders – employees, families, customers, vendors, and others.

Proven Performance

We partner with businesses that have sustained results. These companies have proven track records of financial success, with the strategic and operational focus to maintain results for the long term.

portfolio companies

Venture Capital

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Private Equity


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