Growth Stage
Software Investments
We are a California-based private equity investor focused on providing growth stage capital to mid-sized enterprise software and tech-enabled companies.
We focus on businesses with strong products in growing markets where we can facilitate a change in performance by scaling sales, strengthening leadership, and enhancing operations.
At Palisades, we are passionate about partnering and supporting companies that offer products and solutions that can help end-customers change their ways of doing business and potentially transform their industries.
Where We Operate
We target companies headquartered in the United States. We also support many of our existing portfolio companies in their expansion efforts globally.
Where We Invest
We typically deploy between $5-25m in equity per investment, acquiring both majority and minority stakes. We invest in software companies with proven business models, rich intellectual property, high recurring revenue, and long-term growth potential. We focus on enterprise software companies with scalable business models that are intrinsically profitable. We focus mainly on business-critical software that makes a real difference for the end-customer and carries a solid value proposition in the form of a high ROI. We look for opportunities where we can bring our company building experience to create shareholder value. We are flexible as to the size, form, and structure of investments we make. Our minority investments can consist of both an acquisition of shares from existing shareholders and a capital increase in the company supporting growth. 1
Criteria
$5M–$25M Revenue
$5M–$25M Equity
B2B Software & Tech-Enabled Businesses
+25% ARR Growth
Bootstrapped or Lightly Capitalized
No Investment Template (Flexible Structure)
Catalysts
Sales Acceleration
New Product Development
Working Capital
New Market Entry
Liquidity for Founders
Execute Acquisitions
Themes
Customer Experience Management
Human Capital Management
Next-Gen Security
Supply Chain
Marketing Technology
Hospitality Technology
Enterprise Fintech
Sales Technology
Financial & Business Operations
E-Commerce Services
Infrastructure Software
PropTech
Digital Health
Payments
Education Technology
We Help Build The Leadership Bench
We Help Scale Sales Organizations
We help scale sales and marketing teams with a blended focus on process, sales tools, metrics, and talent.
We Help Invest In R&D
We support innovation in the product development process including investment in and development of structured product development and innovation processes.
We Partner With Management
Collaboration matters to us. We work closely with management teams to define success and create a sustainable roadmap for growth. Growth is not always predictable or linear, so we course-correct and refine strategies as necessary. We help build teams, advise on resource allocation, and pursue M&A opportunities. Palisades has established an operating team and partner network that works in conjunction with portfolio company executives and Palisades investment professionals to support execution of high impact strategic initiatives.
People
One Team. One Focus. Our team of investment professionals, located in Los Angeles, works collaboratively with each other and our portfolio companies. Teamwork is embedded into our culture. We believe our collaborative process builds insights, value, and trust. Our goal is to create alignment with management teams and is built into our value creation process. Our investment teams and operating partners focus exclusively on enterprise software and tech-enabled growth stage companies.
1. There is no asssurance that the underlying companies will meet or maintain these characteristics and/or targets.
2. Past performance is not necessarily indicative of future result for the 25% ARR growth rate.
3. Growth equity investments only; not representative of entire portfolio please contact Palisades for complete list of holdings
4. The links offer access to the Internet websites of our portfolio companies. The information on these sites has been created, published, maintained, or otherwise posted by institutions or organizations independent of us. We do not endorse, approve, certify, or control these websites and do not assume responsibility for the accuracy, completeness, or timeliness of the information located on the site. Visitors to these websites should not automatically use or rely on the information contained therein.