Our Approach

Stage Fund

At our core, we believe that every business deserves a chance to succeed. That’s why we’ve created an owner-operator approach that provides early-stage founders and investors with a new path to success, one that is built on stability, growth, and collaboration. We’re passionate about helping B2B SaaS or tech-enabled service businesses reach their full potential, and we’re committed to working together to create a clear path to exit.
With our depth of expertise as founders, our approach is grounded in a deep understanding of what it takes to succeed in today’s competitive marketplace. Through this lens, we partner with businesses that have a market-ready product, $5M+ in capital invested, and $2M+ in revenue.  Employing our proprietary Stage Playbook, we roll-up our sleeves and work directly with each business to tackle challenging situations, stabilize revenue and design a win-win strategy that meets the immediate needs of the business.  By combining our expertise and resources with a solid operational foundation, these businesses are uniquely positioned to optimize performance, increase returns and achieve a meaningful exit.

What we look for

  • $5MM+ capital invested
  • $2MM+ in revenue
  • B2B SaaS and B2B Tech-enabled services businesses
  • Market-ready product


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