APPROACH
We work with management to unlock digital value across sales, marketing, and operations.
Technology & social leverage
Recurring revenue
Diversified customer base
B2B preferred
High growth
Our focus is on businesses that exhibit the following characteristics:
How we work
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We invest our own capital, providing flexibility in holding periods, deal sizes, and structures.
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We leverage our network for access to substantial additional capital when needed.
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Our expertise enables us to close deals quickly.
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By focusing on fewer deals, we can be a stronger, more engaged partner for our portfolio companies.
Building a strong financial foundation for growth.
Establishing a strong financial and analytical foundation is essential to Participate Capital’s strategy for partnering with management to drive organic growth, execute acquisitions, and build market-leading companies. We prioritize three areas:
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Are the necessary processes and procedures—whether cash or accrual-based—established to ensure accurate financial reporting and projections? Is the general ledger structured to provide a single source of truth for the business? Are full product costs and profitability clearly understood? Is there a regular financial reporting cadence in place to support informed decision-making?
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Are the stages of the sales cycle well defined, with clear close rates and time durations for each stage? Do the sales cycle and pipeline align with financial projections and forecasts? Are the right resources allocated to generate leads and maintain close rates that meet growth targets? Can deeper insights into the sales cycle drive strategic, value-added acquisitions?
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Is there a disciplined approach to evaluating and funding new projects and investments annually? Are both direct and indirect costs accounted for when assessing new opportunities and expected returns? Does the sales forecast and pipeline support these initiatives? What prioritization framework is in place?
