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Balance Point Capital Partners

Venture debt

Westport · 24 people tracked

Also known as Balance Point Capital Advisors, Llc

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Investment thesis

The firm employs a flexible allocation model to invest across different sectors and throughout the capital structure, aiming to build a diversified portfolio of customized positions that balance risk and reward. It focuses on businesses with defensible market niches defined by barriers to entry and high switching costs, a strong value proposition, and clear competitive differentiation. It targets companies with favorable industry trends and long-term growth prospects, backed by experienced or incoming management teams. Investment candidates include businesses with a history of cash flow stability as well as high-growth companies that have minimal EBITDA or cash burn but a clear path to cash flow.

Source: firm website, verified Aug 2, 2026.

HQ
Westport, CT, US
Instruments
Equity · Debt
AUM
$2.4B

Team · 24 people

from the firm's website
Seth W. Alvord· Managing Partner, Investment Committee Member
Adam H. Sauerteig· Partner, Investment Committee Member
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 D. 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.201711.3%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 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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