Private Capital for Values Driven Companies

About

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

We invest in two market segments: profitable, lower middle market companies (with $10 million to $100 million in revenue, and $2.5 million to $10 million in owner earnings) and promising, early-stage technology companies (with $500,000 to $5 million in annual recurring revenue).

We are distinct in our capacity to match values-motivated entrepreneurs with values-aligned investors, our ability to hold investments long-term, our willingness to customize solutions to owner needs, and our ability to drive value through disciplined strategic, operational, and financial partnership.

Markets

We invest in two market segments

Lower Middle Market

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 $2.5 million to $10 million.

We make minority investments for growth, acquisitions, and partial shareholder liquidity. We also make majority investments for ownership transitions and leadership successions. Some of our industry interests include services (industrial, commercial, consumer), education (skilled trades, specialized training), healthcare (analytics, home care services), and software (specialty, B2B, mission critical).

Early Stage Venture

Sovereign’s Capital provides a range of capital solutions to growing venture stage companies operating in expanding markets in the U.S. and Southeast Asia, with $500,000 to $5 million in annual recurring revenue.

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, healthcare IT, B2C software, tech-enabled goods and services, and medical devices. We typically invest $250,000 to $2 million per company, and we work closely with our portfolio companies to provide targeted strategic and operational partnership.

Criteria

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

Markets

  • 410 MEDICAL

    410 Medical developed a simple, intuitive solution that allows a single healthcare provider to rapidly deliver fluid to critically ill patients, improving care and saving lives.

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  • Anutra Medical

    Anutra Medical is a medical company focused on dentistry with a device enabling quicker onset of numbness and simplified use of pharmaceuticals.

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  • BANDWIDTH

    Bandwidth is a VOIP-as-a-service platform that hosts voice calls for many large tech companies. Bandwidth spun off Republic Wireless and underwent an IPO in November 2017.

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  • BASESIX

    Basesix is a technology integrator offering networking products to make buildings, campuses, and environments safer, smarter, and simpler.

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  • BRIDESTORY

    Bridestory is fast becoming the most trusted and inspiring online wedding vendor directory in SE Asia. Their marketplace helps users find, select and compare wedding vendors in their area.

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  • CANOPY

    Canopy is solving the problem of inefficient home services delivery and consumption. Combining a high-tech, centralized approach with old-fashioned service, Canopy is the easiest way to maintain your home.

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  • CLADWELL

    Cladwell enables users to create and maintain capsule wardrobes to reduce clutter and embody their personal style, helping them create and share outfits with ethically sourced, quality clothes.

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  • CLOUDFACTORY

    CloudFactory is a BpaaS (business process as a service) company with a revolutionary technology platform and distributed workforce that enables a more flexible, scalable and cost-effective alternative to traditional bpo.

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  • CONCERT GENETICS

    Concert Genetics is a healthcare technology company dedicated to making genetic testing more transparent and efficient for stakeholders across the healthcare system.

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  • EMPLOYUS

    EmployUs is a crowdsourced employment referral platform in which users refer prime candidates for job postings around the country, and companies pay out fees for successful hires.

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  • FIRST

    First is a predictive intelligence engine for targeting movers 6-12 months before they list their home. Initially focused on real estate, First’s product empowers realtors to better understand and profitably grow their pipeline of listings.

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  • FIVESTARS

    Fivestars is an online customer service loyalty network for small and medium businesses in north america. it integrates with merchant pos systems to enable customers to earn and spend points at local businesses.

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  • FRINGE

    The world’s first platform for personalized Fringe benefits, saving companies time and money by providing 80+ life-impacting benefits without the hassle.

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  • GoCheck

    GoCheck helps detect amblyopia risk factors in patients too young for a visual acuity test.

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  • GRAB

    Grab is the top ride-hailing app in SE Asia. The app connects taxis, independent drivers, motorcycles, and couriers with users across the region.

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  • HACKTIV8

    Hacktiv8 provides immersive, rapid education for developers with always updated curriculum to build skill in the latest software and professionalism for the technology industry.

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  • Hypernet

    Hypernet is a protocol for high performance computing across a distributed network of devices.

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  • IFASHION

    iFashion is an online fashion and lifestyle retailer company. The company offers a platform which helps online fashion retailers with various business and market knowledge services including marketing, logistics, warehousing, sales fulfillment and financial services.

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  • IMMERSED VR
    Immersed VR connects distributed teams through a shared VR workplace and collaboration tools to maximize productivity.
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  • KAMMOCK

    Kammok is an innovative outdoor brand for the socially conscious adventurer. Their high-quality hammocks and other products are available in REI and on their website.

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  • LIQUIDIA TECHNOLOGIES

    Liquidia is a biopharmaceutical company transforming the development of new therapies by precisely engineering drug particles.

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  • LOKET

    Loket is the leading event management, ticketing and data analytics company in Indonesia. In 2017, the company was acquired by GoJek.

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  • MAN CRATES

    Man Crates is a gift company focused on gifts for men with inventive gifts for birthdays, first time dads, sports fans, grill masters, and more.

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  • MAXWELL

    Maxwell enables real estate loan officers through a comprehensive tech platform that boosts productivity, and makes it much easier to close deals.

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  • NEUROTRONIK

    NeuroTronik is a development-stage medical technology company pioneering a unique therapy approach for the hemodynamic management of patients who present to the hospital due to worsened symptoms of heart failure.

  • Nimbly Technologies

    Nimbly is a mobile solution that transforms manual operational processes into real-time actionable information. By digitizing manual checklists and converting data into insights, Nimbly enables organizations to manage their operations anytime, anywhere.

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  • PRINTEROUS

    Printerous is an online platform producing the finest quality printed goods. They offer a suite of products for personal, business, and artistic printing needs.

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  • REBELWORKS

    Rebelworks is a software development lab that offers premium outsourced programming work for companies. As a major hub of technical talent in Jakarta, Rebelworks also incubates its own projects.

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  • RECORD CONNECT

    Record Connect efficiently delivers client records management services in an ever-changing healthcare environment.

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  • REVBOSS

    RevBoss is a SaaS (software as a service) product that quickly identifies a large base of qualified sales leads, and helps companies manage relationships with these prospective customers.

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  • SHOTTRACKER

    ShotTracker aims to improve the performance of competitive basketball players of all ages through our individual and team products.

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  • SOAPBOX

    SoapBox is a consumer products company that makes natural soaps and shampoos. For every product sold, a bar of soap or a month of clean water is given to a person in need.

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  • SOUTHEAST LINEMAN TRAINING CENTER

    STLC is the premier training school for apprentice lineworker training; consistently producing an elite group of highly trained and certified graduates.

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  • SPRINGBUK

    Springbuk is the leading employer-facing health analytics software that helps forecast cost and improve population health with confidence.

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  • SUMMIT HEALTHCARE

    Summit Healthcare is a training and simulation company focused on continuing medical education, life support simulation, and effective human resource consulting for healthcare professionals in SE Asia.

  • TADA

    TADA360 is a one-stop-shop for a practical, but impressive gifting experience. they are also focused on innovative fintech solutions.

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  • THREADLOOM

    Threadloom makes it easy to search and index forums, and uses A.I. to automate expert newsletters for readers.

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  • THRIVE FARMERS

    Thrive is a coffee distribution company that connects the farmer directly with the final consumer through a new model of supply chain management and customer engagement.

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  • XENDIT

    Xendit is a payment platform that solves several key problems in Indonesian personal banking. Their platform has application in a peer-to-peer context, and as a backend for e-commerce businesses.

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  • Yummy Corp

    Yummy Corp provides delicious, fresh, and creative food solutions for everyday corporate and group needs. It gives a new spin on food facility management and our signature MICE catering, delivering you a noteworthy experience while helping corporates manage costs.

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Team

Our investment team is made up of operators with industry and regional expertise.

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Advisors

Our advisors contribute their functional, industry, and regional expertise in the discovery, diligence, and ongoing management of portfolio companies.

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Contact

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North American Offices:

Silicon Valley, CA

Raleigh, NC

Chattanooga, TN

Atlanta, GA

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Administrative Office:

Attn: Jim Fogleman

310 S. West Street, Suite 100

Raleigh, NC 27603

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Indonesia Office:

Level 11, One Pacific Place SCBD Area

Jalan Jend. Sudirman kav. 52-53

Jakarta 12190