/Investor DB

Monroe Capital

Venture debt

Chicago · 57 people tracked

Also known as MONROE CAPITAL ASSET FINANCE ADVISORS, LLC · MONROE CAPITAL BDC ADVISORS, LLC · MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLC

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Investment thesis

Monroe Capital pursues a disciplined approach to private credit across diversified strategy verticals, leveraging a 21-year track record in direct lending and an extensive origination platform of regional relationships. The firm generates consistent risk-adjusted returns through rigorous underwriting standards and efficient deal execution, serving institutional and high-net-worth investors through various fund structures, business development companies, and managed accounts across lower middle market, software & technology, real estate, and independent sponsor financing.

Source: firm website, verified Sep 29, 2026.

HQ
Chicago, CA, US
Instruments
Debt · Equity
Founded
2004
AUM
$140.2M
Tracked investments
4
Acquisitions
1

Team · 57 people

from the firm's website & public directories
Alex Kim· Managing Director, Head of Asiain
Alex Patil· Managing Director – Southern California Region Group Headin
Chris Larson· Managing Director, Co-Head of Equity Groupin
Cooper Rey· Managing Director, Wealth Business Development - Head of Broker-Dealersin
David Hales· Managing Director, Co-Head of Tradable Credit Groupin
Dimitrios N. Stathopoulos· Managing Director, Head of Institutional Business Development - Americas
Dina Kook· Managing Director, Head of Fund Finance, Co-Head of NY Officein
Jeff Kaye· Managing Director – Technology Financein
Jeffrey Williams· Managing Director, Co-Head of Tradable Credit Group
Jonathan Weinberg· Managing Director, Co-Head, Portfolio Groupin
Mark Solovy· Managing Director, Co-Head Technology Finance Groupin
Matt London· Managing Director, Co-Head of Equity Groupin
Matthew Evans· Managing Director, Head of Healthcare Financein
Michael Furr· Managing Director & Deputy Chief Operating Officerin
Nathan Harrell· Managing Director, Co-Head, Portfolio Groupin
R. Sean Duff· Managing Director, Head of Client Services
Sanjay Yodh· Managing Director, Institutional Business Development- Head of Insurance Solutionsin
Stewart Hanlon· Managing Director, Co-Head Technology Finance Groupin
Sweta Chanda· Managing Director, Head of Business Strategyin
Waleed Noor· Managing Director, Head of Middle East
Rob Tanakatsubo· Managing Directorin
Steve Hinrichs· Managing Directorin
Tommy Ryan· Managing Directorin
Matthew Lane· Deputy Head of Underwriting, Direct Investments
Rachel Worth· Head of Investor Relationsin
Jeremy Vandermeid· Executive Officerin
Kristan Gregory· Executive Officerin
Lewis W. Solimene· Executive Officer
Roger Schoenfeld· Director
Russel Miron· Director
Tom Coghlan· Director
DaeYoun Kim· Vice Presidentin

What they invest in

from 4 of 4 portfolio companies

Enterprise Software ×4AI & Machine Learning ×3Fintech ×2SaaS ×2Data & Infrastructure ×1

HQs:United States×2India×1

Investments · 4 tracked

founders shown can be your intro path

By year:2025 · 12020 · 34 dated

Host Analyticshostanalytics.comin𝕏Jun 2020

Planful provides financial performance management software for Finance, Accounting, Human Resources, and Marketing teams to plan, close, report, and execute strategy.

AI & Machine LearningEnterprise SoftwareFintechSaaS

BoardJohn Herr(Board Member)

Co-investorsCenterview Capital TechnologyAdvanced Technology VenturesStarVest PartnersVector Capital

Phdataphdata.ioin𝕏Jan 2025

phData builds intelligent systems for enterprises, combining trusted data foundations, scalable infrastructure, and operational systems to move AI and machine learning projects from experimentation into production.

AI & Machine LearningData & InfrastructureEnterprise SoftwareMinneapolis, US

Brock Noland(Executive Officer, Director)Adam Fokken(Executive Officer, Director)inRyan Bosshart(Executive Officer, Director)inMcDonald Noland(Executive Officer)Michael Cleveland(Executive Officer)

BoardRyan Kruizenga(Director)in

Co-investorsArthur VenturesGryphon

Planfulplanful.comin𝕏Jun 2020acquired by Vector Capital · Jan 2019

Planful provides planning, closing, and reporting software for finance and accounting teams, as well as human resources and marketing functions across enterprises.

AI & Machine LearningEnterprise SoftwareFintechSaaSHyderabad, IN

John Herr(Chief Executive Officer)inMelissa Dreuth(Chief People Officer and Chief of Staff to the CEO)inDan Fletcher(Chief Financial Officer)inRowan Tonkin(Chief Marketing Officer)inRichard Parke(Chief Customer Officer)inSanjay Vyas(Chief Technology Officer)in

Co-investorsGlasswing VenturesGolub GrowthKhosla VenturesStarVest PartnersVector Capital

Vector Capitalvectorcapital.comin𝕏Jun 2020

Vector Capital is a private equity firm specializing in technology sector buyouts, recapitalizations, and growth equity investments since 1997.

Enterprise SoftwareSan Francisco, US

Co-investorsGrowth Street PartnersStarVest Partners

Exits · 1

1 acquisitions

Planfulacq. by Vector Capital

Frequently asked questions

What sectors does Monroe Capital focus on?
Monroe Capital focuses on Consumer, Fintech, Media & Entertainment, Sector Agnostic.
Where is Monroe Capital located?
Monroe Capital is headquartered in Chicago, US.

Co-investors · 4

Unknown Ventures

Unknown Ventures is a venture studio based in Austin that provides funding and operational support to early-stage startups at the pre-seed to Series A stage. The firm backs founders seeking to create innovative solutions that improve human experience.

Mucker Capital

Mucker Capital is a venture capital firm that provides Seed and Series A capital and hands-on guidance to startups located outside Silicon Valley, across the United States, Canada, and beyond. It also runs MuckerLab, a pre-seed accelerator working with 20-25 companies per year.

$250K – $750K
Commerce Ventures

Commerce Ventures is a venture capital firm that partners with entrepreneurs building platforms for the future of retail and financial services.

$1M – $5M
Human Ventures

Human Ventures is a venture capital firm and startup studio based in New York City that invests in consumer technology companies at the pre-seed through Series A stages, focusing on emerging market categories.

$250K – $500K

Firms observed investing alongside Monroe Capital, from public investor directories. Shared companies are the overlap with Monroe Capital's recorded portfolio.

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