Approach

For over 20 years, the principals of Theatre Capital have worked with founders, management teams, and other stakeholders of recurring revenue technology companies to achieve sustainable and profitable growth. We embrace both transactional and operational complexity to offer a personalized approach to each company situation.

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Sector Focus

B2B Vertical
Software
B2B Horizontal
Software
Digital
Infrastructure
Technology
Services
Financial Technology
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Payments
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Specialty Finance

Investment criteria

  • Recurring Revenue: $2-$30m
  • Profitability: Breakeven +
  • Company growth: 5%+ organically or inorganically
  • Investment size: $3-25m
  • Ownership: Typically control with select minority and credit investments

Investment Situations

  • Shareholder liquidity resulting in a majority recapitalization
  • Corporate divestitures
  • Special Situations
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Portfolio