Flexible Capital and Operational Support for Growth Companies

Who We Are

Founded in 2021 and headquartered in New York City, LoneTree Capital provides operational and M&A support alongside flexible capital to accelerate revenue growth. We enable our partner companies to achieve their next stage of growth quicker and with a higher level of certainty.

Approach

Flexible and capital structure-agnostic, we provide the capital and operational expertise founders and operators need to drive their next stage of growth.

Helping and supporting companies

LoneTree is focused on helping and supporting companies across many formats, including founder-owned bootstrapped businesses, divisions of larger enterprises, and formerly venture-backed companies.

Flexible capital

We can provide flexible capital for shareholder liquidity, growth investments, acquisitions, recapitalizations, and full buyouts.

Sector Focus

Software
Financial Technology / Specialty Finance
Digital Infrastructure
Healthcare IT / Services
Business Services / Consumer Services

Investment Criteria

Investment Size
$10M - $75M
Revenue
$5M - $30M
Company Growth
>10%

Structures
Common or preferred equity
Subordinated debt
Role
Control or non-control
Typically lead investor
Revenue Model
Recurring or re-occuring
(Subscription, Transactional, etc.)
Profitability
Break-even to positive cash flow or unit-level profitability

Team

Matt Koven
Matt Koven
Managing Partner
Mike Devine
Mike Devine
Partner, Investments
Rhett Lambert
Rhett Lambert
Partner, Operations
Jeff Bowman
Jeff Bowman
Partner, Operations
Peter Bozian
Peter Bozian
Vice President, Investments
Samuel Natbony
Samuel Natbony
Vice President, Investments
Robyn Drost
Robyn Drost
Vice President, Operations
Matthew Tabakin
Matthew Tabakin
Senior Associate, Investments
Jack Callahan
Jack Callahan
Associate, Investments
Matt Canna
Matt Canna
Associate, Investments

Advisors

Thomas O'Rorke
Thomas O'Rorke
Advisory Partner

Portfolio

allPaid
Active
Docu Phase
Exited
educationAdvanced
Active
OneReach AI
Active
SafetyPlus
Active
Synergy
Active
Trans Act
Exited

Contact

  • LoneTree Capital
  • 320 Park Avenue,
  • 34th Floor,
  • New York, NY 10022