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Balance Point Capital Partners

Venture debt

Westport · Pre-Seed–Series A · 33 people tracked

Also known as Balance Point Capital Advisors, Llc

Find your way into Balance Point Capital Partners

1,728 people in our graph share verified history with the Balance Point Capital Partners team — schools, employers, funds. One of them is your warm intro.

Ryan Isonounlockedknows Grant M. Groher · together at Credit Suisse (overlapped)
×4knows the team · via Morgan Stanley
×2knows the team · via Cornell
×2knows the team · via Credit Suisse
×2knows the team · via Colgate University
knows the team · via Cornell Johnson Graduate School of Management
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Investment thesis

Balance Point Capital positions itself as a reliable partner offering creative and flexible capital solutions. The firm works with portfolio companies and investment partners to find the right capital structure that supports their objectives, placing emphasis on flexibility, partnership, and patience.

Source: firm website, verified Sep 1, 2026.

Stage
Pre-Seed–Series A
HQ
Westport, CT, US
Instruments
Equity · Debt
Founded
2014
AUM
$2.4B
Tracked investments
3

Team · 33 people

from the firm's website & public directories
Nathan D. Elliott· Partner, Head of Portfolio Management
Joshua M. Lyvers· Principal
Troy A. Iskarpatyoti· Principalin
Angela J. DeRose· Chief Compliance Officerin
Catherine L. Connolly· Controllerin
Catherine L. Connolly, CPA· Controllerin
Christopher T. McAvoy· Senior Portfolio Associate
Daniel N. Freshman· Managing Director
Edward Lee· Vice President
Grant M. Groher· Senior Managing Directorin
James O'Connor· Vice Presidentin
Kelan C. Betancourt· Senior Associatein
Kellyn L. Riccitelli· Managing Director, Head of Investor Relations
Maura C. Meehan· Office Manager
Michael B. Szemenyei· Assistant Controller
Nina M. Lorusso· Investor Relations Associate
Rachel E. Tepper· Senior Finance Associate
Teddy M. Yoon· Assistant Controller
Walt P. Tsin· Chief Financial Officerin
Walt P. Tsin, CPA· Chief Financial Officer
Wills L. Danielsen· Senior Associate
Amanda Meltzer· Executive Officerin
B. Lance Sauerteig· Executive Officer
Catherine Rotondo· Executive Officer
Melissa Korolyshun· Executive Officer
Nathan D. Elliot· Executive Officer
S. Lindsay Koltay· Executive Officer
Samrat Malhorta· Executive Officer
Wills Danielson· Executive Officer

What they invest in

from 1 of 3 portfolio companies

Digital Health ×1Healthtech ×1Mental Health ×1

HQs:United States×3

Investments · 3 tracked

founders shown can be your intro path
Clarus CommerceMar 2016

Rocky Hill, US

VINCENT VILLANO(CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY)TOM CAPORASO(CHIEF EXECUTIVE OFFICER AND PRESIDENT)

Co-investorsMarlin Equity PartnersNorwest Venture Partners

Eventus WholeHealtheventuswholehealth.comin

Eventus WholeHealth is a healthcare organization that delivers patient care and invests in technology, data and analytics, and clinical platforms to support its operations and growth.

Digital HealthHealthtechMental Health

Brent King(Founder)inDr Jennifer Rucci, MD(Founder)in

Co-investorsGeneral Atlantic

Onesource Water

Farmington, US

John Pavlovich(Executive Officer)David Putt(Executive Officer)A.J. Wasserstein(Executive Officer, Director)

BoardCraig Burr(Director)Robert Galvin(Director)William Egan(Director)

Co-investorsWebster Bank

Fund performance · per public LP disclosures

as of Dec 2024
FundVintageCommittedNet IRRTVPIDPI
Balance Point Capital Partners III, L.P.LPs: Connecticut Retirement Plans and Trust Funds201711.3%1.30x0.90x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What stage does Balance Point Capital Partners invest at?
Balance Point Capital Partners invests at the Pre-Seed, Seed, Series A stages.
What sectors does Balance Point Capital Partners focus on?
Balance Point Capital Partners focuses on Consumer, FoodTech, Healthtech, Media & Entertainment, SaaS, Sector Agnostic.
Where is Balance Point Capital Partners located?
Balance Point Capital Partners is headquartered in Westport, US.

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