Investment Capital for Values-Driven Firms

About

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.

Markets

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.

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

Venture Capital

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  • Current
  • Exited
  • CLOUDFACTORY

    Cloudfactory is a scalable human-in-the-loop workforce to accelerate your artificial intelligence initiatives and optimize business operations.

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  • GRAB

    Grab is Southeast Asia’s leading superapp. It provides everyday services like Deliveries, Mobility, Financial Services, and More.

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  • XENDIT

    Xendit is the leading payment gateway for Indonesia, the Philippines and Southeast Asia.

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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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  • SPRINGBUK

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

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  • MAXWELL

    Maxwell is a digital mortgage platform and value-added services designed exclusively for small to midsize mortgage lenders.

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  • Charityvest
    Give to any charity with your Charityvest Fund. It’s simple, secure, and free: 100% of your donation goes to the charities you care about.
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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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  • 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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  • Apollo

    Apollo is a debit card that rewardconsumers with stock. Every swipe earns guaranteed fractional shares plus a chance to win big with a full share of their favorite stocks.

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  • Atlas

    Atlas is building the operating system for restaurants, focusing on Southeast Asia — the easiest way to start, run and grow any restaurant online and offline.

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  • ArenaCX

    ArenaCX is a global marketplace connecting brands with outsourcing providers worldwide and revolutionizing the BPO industry.

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  • Acre

    Acre is a real estate technology company fundamentally changing the way people purchase and care for homes, allowing them to purchase only as much as makes sense for them.

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  • BRIDESTORY

    Bridestory is a leading online wedding vendor directory in SE Asia. In 2019, the company was acquired by Tokopedia.

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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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  • FIRST

    First uses artificial and predictive intelligence on when and why people move to predict sales and marketing. In 2019, it was acquired by RE/MAX.

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  • FIVESTARS

    Fivestars provides a platform that offers loyalty, marketing, payments, and other services to small merchants and businesses. In 2021, it was acquired by SumUp.

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  • 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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  • Ardius

    Ardius helps companies easily claim federal and state R&D tax credits. In 2021, it was acquired by Gusto.

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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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  • 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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  • 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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  • COVIE

    Insurance Data Made Simple. Covie is the easiest way to integrate insurance data from your users without having them leave your own web app.

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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. In 2021, it was acquired by Hireology.

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  • Fakespot

    Fakespot, an online service for smarter shopping and decisions, analyzes reviews and provides potential buyers with a grade based on their authenticity.

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  • Flightcontrol

    Flightcontrol makes it easy for developers to deploy scalable, secure applications without any DevOps. Flightcontrol provides a layer on top of AWS that makes it very easy to use and lets them take advantage of the raw power of AWS.

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  • FRINGE

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

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  • GoCheck

    GoCheck Kids helps primary care networks implement cost-effective and bidirectionally integrated pediatric vision screening.

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  • goKampus

    goKampus is an all-in-one app for university students’ campus needs from applications, scholarships, loans, and required campus materials. For universities and corporate partners, goKampus provides instant admission, marketing, tuition payments, and internship programs.

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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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  • HUNTCLUB

    Hunt Club is a new category of search firm that leverages the power of relationships and referrals to find you the best talent. Our technology transforms thousands of subject matter experts into the world’s most powerful talent network.

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  • Hydra

    Hydra provides cross-cloud capabilities with a single API to deploy and host your apps across all public cloud providers, private clouds, or both. Whether security, resilience, or scale focused, they can help.

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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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  • KAMMOK

    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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  • Kno Global

    Kno Global’s vision is to humanise the supply chain, converting real-time transparent data from factory workers into actionable insights for factories and brands.

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Private Equity

  • BASESIX

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

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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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  • RESTOREPRO

    RestorePro is a commercial and residential fire, water, and mold restoration services business operating primarily in the central and eastern regions of North Carolina.

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  • Camp Gladiator

    Camp Gladiator is one of the fastest growing outdoor and virtual group fitness programs in the US, with programs across 14 regions in 300+ cities.

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  • Valor Environmental

    Valor Environmental provides Best Management Practice (“BMP”) field services, including installation of erosion control products, street sweeping, site maintenance, and other ancillary services.

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  • Brindlee Mountain Fire Apparatus

    Brindlee Mountain Fire Apparatus was founded in 2001 and is the largest seller of used fire trucks in the country, moving over 500 trucks annually. The Company serves a crucial part of our nation’s infrastructure and allows fire departments to stay fully prepared to serve and rescue people.

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  • Cornerstone Support, Inc.

    Cornerstone Support manages the complexity of navigating, applying for, and monitoring various licenses for collections industry companies.

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  • Gaskins + LeCraw

    Gaskins + LeCraw combines the expertise of Gaskins Surveying and the talent of LeCraw Engineering into a dominant civil/survey firm in the greater Atlanta market.

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  • RECORD CONNECT

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

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