deltacurvepartners.com

Investment Approach

We invest in privately held, lower mid-market companies with strong fundamentals, untapped growth potential, and a clear path to value creation. Our core focus is on tech-enabled and information services businesses that are EBITDA positive, operate in defensible niches, and benefit from recurring revenue models, data-driven workflows, or scalable platforms.

Our team partners closely with founders and management teams, offering not just capital but senior-level advisory expertise and deep analytical support. We work to accelerate growth and
enhance long-term enterprise value through a hands-on, collaborative approach.

We are especially drawn to companies that have hit a growth plateau—where our strategic capital, GTM acceleration, and product scaling capabilities can create a new inflection curve. Whether through operational improvements, digital transformation, or targeted acquisitions, we  reignite momentum and unlock breakout growth.

EBITDA-Positive, Growth-Oriented:

We invest in companies that have achieved financial sustainability and are primed for their next stage of growth. These businesses have crossed the inflection point of product-market fit and require strategic capital and operational expertise to scale further.

Proprietary and Differentiated Intelligence:

We seek businesses with proprietary technologies, data assets, or domain-specific knowledge that create competitive moats and enable unique insights. These attributes are not easily replicated and position our portfolio companies for long-term leadership.

Flexible and Non-Traditional Capital Structure:

We are not constrained by traditional capital stacks or institutional rigidity. By embracing a more flexible investment framework—including minority and control investments—we attract a diverse base of investors and unlock opportunities that others overlook.

Sector Focus with Diversification:

While our primary focus is on technology and information services, we take a diversified view across sub-sectors such as SaaS, analytics, vertical software, cybersecurity, automation, and tech-enabled services. This breadth allows us to capitalize on emerging trends while managing portfolio risk.

Partnership-Driven Value Creation:

We see ourselves as more than capital providers. We work closely with founders and management teams to accelerate growth through operational best practices, go-to-market strategies, data-driven decision making, and strategic M&A. Our value creation model is hands-on, collaborative, and tailored to each business’s unique journey.

We believe that by combining rigorous financial discipline with a vision for innovation and
scalability, we can generate superior returns for our investors while supporting the next
generation of category-defining technology companies.