Fundraising Fox

Balance Point Capital Partners

Venture debt

Westport · Pre-Seed–Series A · 25 people tracked

Also known as Balance Point Capital Advisors, Llc

Fox Verdict
Sign up to see your fit

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 Aug 18, 2026.

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

Team · 25 people

from the firm's website & public directories
Nathan D. Elliott· Partner, Head of Portfolio Management
Joshua M. Lyvers· Principal
Angela J. DeRose· Chief Compliance Officer
Christopher T. McAvoy· Senior Portfolio Associate
Colin W. Corrigan· Associate
Daniel N. Freshman· Managing Director
Edward Lee· Vice President
Grant M. Groher· Senior Managing Director
James O'Connor· Vice President
Kelan C. Betancourt· Senior Associate
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 Officer
Walt P. Tsin, CPA· Chief Financial Officer
Wills L. Danielsen· Senior Associate

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.

Similar investors

Featured in lists