Fundraising FoxBalance Point Capital Partners
Private equityWestport · Pre-Seed–Growth · 33 people tracked
Also known as Balance Point Capital Advisors, Llc
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Investment thesis
Balance Point Capital focuses on providing creative and flexible capital solutions to lower middle-market companies, emphasizing flexibility, partnership and patience. The firm offers a range of debt instruments (first and second lien, unitranche, mezzanine) as well as structured, preferred and common equity, and tailors financing structures to fit each company's capital needs. It typically targets companies with $10-150M in revenue and $5-30M in EBITDA across sectors including business services, consumer, food & beverage, healthcare, media & information services, and tech-enabled services.
Source: firm website, verified Sep 29, 2026.
Team · 33 people
from the firm's website & public directories
What they invest in
from 16 of 81 portfolio companiesConsumer ×6Enterprise Software ×6SaaS ×5Healthtech ×4AI & Machine Learning ×2B2B Marketplaces ×2EdTech ×2Gaming ×2
HQs:United States×15
Who they back
founder profiles across 9 portfolio companiesFounding team size:solo founder×72 founders×2
Investments · 81 tracked
founders shown can be your intro pathBy year:2021 · 12016 · 12 dated
ACL Airshop provides Unit Load Devices (ULDs) — air cargo containers, pallets, nets, and straps — through leasing, sales, repair, and manufacturing for the air cargo and airline industry.
HardwareIoTLogistics & Supply ChainGreenville, US
Alliance Animal Health operates a network of 250+ partner veterinary practices across 30 U.S. states, providing animal care services through a decentralized network of independent clinics.
B2B MarketplacesEdTechHealthtech
Matthew Sussman(Founder)in
Co-investorsLightBay CapitalL Catterton
BenefitHub operates an online marketplace and platform that aggregates employee discounts, voluntary benefits, rewards, and cash back offers for enterprise employers.
B2B MarketplacesEnterprise SoftwareHR TechSaaS
Seif Saghri(Founder)in
Co-investorsInverness
Budderfly provides an Energy-as-a-Service model, installing and maintaining high-efficiency equipment at customer facilities at no upfront cost for qualifying sites and earning revenue from the resulting energy savings.
CleantechClimate TechEnergy
Al Subbloie(Founder and CEO)in
Co-investorsConnecticut InnovationsEdison Partners
Rocky Hill, US
VINCENT VILLANO(CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY)inTOM CAPORASO(CHIEF EXECUTIVE OFFICER AND PRESIDENT)in
Co-investorsMarlin Equity PartnersNorwest Venture Partners
Concord provides portfolio administration and servicing solutions across consumer and commercial asset classes, serving lenders, originators, and investors in specialty finance markets with borrower management, compliance, and performance reporting capabilities.
Enterprise SoftwareFintechSaaSScottsdale, US
Co-investorsInverness
Connoisseur Media operates local radio stations, digital marketing services, and media solutions across the United States to help brands connect with local audiences.
AdTechMarketing TechMedia & EntertainmentUnited States, US
Michael Driscoll(Founder)in
Co-investorsABRY Partners
CorePower Yoga is a yoga and wellness studio that offers in-person classes and on-demand video content focused on physical fitness and mental health.
ConsumerSports TechWellness & FitnessDenver, US
Co-investorsRx3 Growth Partners
Dualboot Partners designs and builds AI-enabled systems for organizations to run, adapt, and grow, combining strategy, design, and engineering through their Aixle operating model.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaS
Ben Gilman(Founder)in
Co-investorsInsignia Capital Group
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
FEG LLC provides cashless payment systems, AI-driven promotional tools, and analytics software for entertainment venues.
AI & Machine LearningConsumerEnterprise SoftwareGaming
Co-investorsH.I.G. Capital
Innovia Medical is a specialty surgical company that designs and manufactures single-use surgical instruments and reprocessing solutions for medical professionals.
HardwareHealthtechMedical DevicesSt. Paul, US
Co-investorsInvernessResolute Capital Partners
Lightbridge Academy operates early childhood education and daycare centers for children from 6 weeks to 5 years old, offering infant, toddler, preschool, pre-K, and kindergarten programs.
ConsumerEdTech
PlayMonster is a toy and game manufacturer creating products for children, adults, and families across all ages.
ConsumerGamingBeloit, US
Fran PatchBryce Patch
Co-investorsTopspin Partners
SmartyPants makes vitamins and nutritional supplements formulated for kids and adults, including gummy multivitamins, sold direct-to-consumer and through retailers like Amazon.
ConsumerDirect to ConsumerHealthtechWellness & FitnessVenice, US
Courtney Nichols Gould(Executive Officer, Director)Gordon Gould(Executive Officer, Director)
BoardTimm Oberwelland(Director)Charles F Baird, Jr.(Director)Alison Minter(Director)
Co-investorsBreakwater Investment ManagementNorth Castle Partners
SPS PoolCare provides swimming pool cleaning, maintenance, repairs, and restoration services for residential customers in the United States.
ConsumerEnterprise SoftwareSaaSKaty, US
Fraser Ramseyer(Chairman & Founder)in
Co-investorsShoreline
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Apex LearningAPS TechnologyAquaVerseAutocratAwareness TechnologiesBar Keepers FriendBear Down BrandsBlankfactorCity Tap HouseCompass Media NetworksCoraCraneTech Inc.Digity MediaDuende SoftwareEssential TurbinesExcellarateFirehook Bakery of Virginia, Inc.Fresh & Ready FoodsFreshAddressGigaTrustGrindmaster CecilwareHALO InnovationsHealth Media NetworkHelloWorldIGeneX, Inc.Johnny on the SpotJSIJust Home Healthcare ServicesJustFoodForDogs HoldingsKonovoMapleton CommunicationsMeridien ResearchMilton's Craft BakersNCFDDNutrishare, LLCOnesource WaterOnRampOtter LearningOVMEP&A GroupPamal BroadcastingPatientPoint Health TechnologiesProHealth PartnersRanger International Services GroupRaw Sugar, LLCreCommerceResCom EnergyRestorix HealthSchill Grounds ManagementSouthpawSpindrift Beverage Co., Inc.Stance Health SolutionsSupreme OptimizationSylmar GroupThe StableTrendline InteractiveTrilliadTrumpet Behavioral HealthTwo-Twenty Records ManagementUnipowerVaultLogixVital Nutrients Holdings, Inc.WashvilleWholesome Sweeteners
Portfolio news
latest coverage across their companiesLightbridge Academy · lightbridgeacademy.com · Jun 2, 2026
Fund performance · per public LP disclosures
as of Dec 2024| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Balance Point Capital Partners III, L.P.LPs: Connecticut Retirement Plans and Trust Funds | 2017 | — | 11.3% | 1.30x | 0.90x |
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
- How many investments has Balance Point Capital Partners made?
- Balance Point Capital Partners has 81 tracked investments.
- What stage does Balance Point Capital Partners invest at?
- Balance Point Capital Partners invests at the Pre-Seed, Seed, Series A, Growth stages.
- What is Balance Point Capital Partners's typical check size?
- Balance Point Capital Partners typically writes checks of $15M – $125M.
- 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.
- Who does Balance Point Capital Partners co-invest with?
- Balance Point Capital Partners most often shares deals with Inverness, Breakwater Investment Management, Topspin Partners, among 16 tracked co-investors.
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