We truly are opportunistic in this regard, as we invest in all types of businesses. We have invested in pre/early Revenue businesses, we have invested in pre-IPO businesses, and we have invested in long-standing cash-flowing businesses. On the industry side, while our total portfolio has a higher weighting within the FinTech/Financial Services sector, we have invested across numerous industries and remain agnostic going forward.

This can vary. To date, we have exclusively taken minority ownership positions, as we generally prefer to back founders or management teams who can run the business successfully on their own. However, given the opportunistic nature of our approach, we will consider control Private Equity investments if we believe we have the expertise and network to help drive substantial value creation.

Of course - please send us a message using this link, and we’ll try to get back to you with our initial thoughts.

From a high-level, our initial screen is on the Management Team, the Product, and the Valuation.

• For a Management Team, we’re looking for individuals who are aligned with their equity investors and fully committed to the success of their Company, have a passion for their industry with a competitive drive to win, and most importantly, showcase the ability to lead in a trustworthy manner.
• For Product, we’re looking for a product that offers a scalable solution to a problem within a large market, or the ability to be THE market leader within its market. As a plus, a Product that we can relate to in one way or another on a personal basis helps us truly understand the value prop.
• For Valuation, this isn’t just the price of the investment on its own. We cross-check that versus the business’s fundamentals and financial performance (past and projected), the defensibility of that financial performance, and the business’s overall capital efficiency.

Importantly, while we think about the potential for an exit or eventual monetization of our investment, our long-term focus makes this a secondary thought rather than a driver of our evaluation.

This varies. We tend to target the $1M-$4M range, though some of that may come via follow-on investment opportunities after our initial investment. Ultimately, the ultimate sizing of our investment depends on our assessment of the risk / return profile.

We advise businesses in a variety of industries and of varying sizes.  These companies generally recognize the need to invest in themselves further and to focus on initiatives that drive differentiated returns for business owners and investors. Many times, they need the additional financial expertise Swingbridge brings to accelerate financial progress, fortify their business strategy, and predict performance with precise data and years of experience.

No.  We are happy to advise companies that may or may not need a near-term capital raise or investment.  We do, however, use our perspectives as investors and capital markets experts to guide our approach to financial consulting and CFO services.

Our financial advisory offerings are tailored to your needs.  The list below is not all-encompassing but may include one or more of the following:

• CFO support for projects, transaction readiness, capital raise, and deployment.
• Monthly fractional CFO services that build your team’s financial capability at a lower investment.
• Business modeling, budgeting, and forecasting.
• Financial process design, improvement, and control implementation.

            -  Accounting and reporting.

            -  Cash management and treasury.

            -  Capital expenditures and ROIC.

            -  Revenue cycle.

            -  Procurement / disbursement cycle.

• Management reporting, dashboards, and KPIs. 
• M&A support and exit transaction diligence.

We bring additional value to your enterprise by providing services as investors would prioritize them.  The Swingbridge Advantage is derived from100+ of years of combined experience in strategic CFO and Capital Markets leadership.  This includes private and public company experience, an extensive investor / lender network, and bench marking / research capabilities.