Theatre Capital LLC

Overview

Theatre Capital LLC is a holding company specializing in transformative growth investments in technology companies. With over 20 years of experience, the firm's principals have worked with founders, management teams, and other stakeholders of recurring revenue technology companies to achieve sustainable and profitable growth. They embrace both transactional and operational complexity to offer a personalized approach to each company's situation. The firm's investment focus includes B2B vertical and horizontal software, digital infrastructure, technology services, and financial technology sectors such as payments and specialty finance. Their investment criteria encompass companies with recurring revenue between $2 million and $30 million, profitability at breakeven or better, and company growth of 5% or more, either organically or inorganically. Investment sizes range from $3 million to $25 million, with ownership typically involving control, select minority, and credit investments. Recent portfolio additions include AllPaid, a provider of secure digital payment solutions for government agencies, and Association Analytics, a pioneer in data and analytical software solutions for trade and professional associations. These investments reflect Theatre Capital's commitment to supporting technology companies that offer innovative solutions in their respective fields.

Investment Focus

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

Portfolio Companies