Fundraising Fox

Montage Capital

Venture debt

Campbell · Growth · 5 people tracked

Also known as MONTAGE CAPITAL HOLDINGS, LLC

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Investment thesis

Montage Capital offers growth debt as a less dilutive and faster alternative to equity financing. It targets capital-efficient companies with solid growth and an annual revenue run rate of at least $3M, providing term debt from $500K to $5M (or more with partners), customized to a company's needs. Its loan product lets early stakeholders retain control and ownership, and does not require institutional equity support. Capital can be made available in weeks rather than the months typical of equity rounds.

Source: firm website, verified Aug 25, 2026.

Stage
Growth
Check
$500K – $5M
HQ
Campbell, California, US
Instruments
Debt
Founded
2005
Private fund assets
$84.7M
VC funds
4
Tracked investments
123

Team · 5 people

from the firm's website & public directories

What they invest in

from 86 of 123 portfolio companies

SaaS ×35Enterprise Software ×26Consumer ×22AI & Machine Learning ×20Marketing Tech ×15Direct to Consumer ×14E-commerce ×14Wellness & Fitness ×10

HQs:United States×57

Who they back

founder profiles across 40 portfolio companies
68%
solo founders
27 of 40 mapped founding teams
~3 yrs
old at investment
median across 11 dated deals

Founding team size:solo founder×272 founders×83 founders×24+ founders×3

Accelerator rootsportfolio companies that came through a program

Y Combinator ×4Techstars ×2

Investments · 123 tracked

founders shown can be your intro path

By year:2021 · 12020 · 12017 · 22016 · 12015 · 52014 · 32011 · 114 dated

Fusemachinesfusemachines.comin𝕏NASDAQ: FUSEJun 2014

AI Studio is an enterprise AI platform that integrates AI-powered applications, LLM workflows, and multi-agent systems with customer data through a layered architecture encompassing AI Hub, Data Hub, and governance controls.

AI & Machine LearningEnterprise SoftwareFintechSaaSNew York, US

Sameer Maskey(Executive Officer, Director)

BoardJalak Jobanputra(Director)

Co-investorsFuture Perfect Ventures

6Connex6connex.comin

6Connex is a video studio product for businesses, aimed at making work-related content and communications more engaging than standard slide decks or video calls.

Enterprise SoftwareMedia & EntertainmentSaaS

Agnityglobalagnityglobal.com
Airlinqairlinq.comin𝕏

Airlinq provides a cloud-based IoT platform that lets enterprises, automakers, telecom operators, and utilities manage, connect, analyze, and monetize connected devices across cross-border operations.

Cloud ComputingIoTSaaS

Nigam Shah(Founder)in

Alightanalyticsalightanalytics.comin𝕏

ChannelMix (Alight Analytics) is a media mix modeling and marketing revenue optimization platform that uses Bayesian AI methods to predict outcomes, allocate budget across channels, and optimize marketing spend for large brand advertisers.

AdTechAI & Machine LearningMarketing Tech

amenify siteamenify.comin

Amenify builds a platform that connects residents in apartment communities with local services, merchants, and online brands, enabling in-home shopping and service delivery.

AI & Machine LearningB2B MarketplacesPropTechSaaS

Everett(CEO)

Co-investorsRET VenturesRWT HorizonsShadow Ventures

AppThisappthis.comMar 2016

Denver, US

Michael Fitzgerald(Founder)James Mansfield(Founder)

BoardJurgen Cautreels(Director)

Artistworksartistworks.com𝕏Oct 2017

Napa, US

Patricia Butler(Executive Officer, Director)David Butler(Executive Officer, Director)

Atsitesolutionsatsitesolutions.com
Beauty Bakeriebeautybakerie.com

Beauty Bakerie is a cosmetics brand that sells makeup remover wipes and other beauty products.

ConsumerDirect to ConsumerE-commerceWellness & Fitness

Cashmere Nicole(Founder and Leader)

Co-investorsUnilever Ventures

Bird&Bebirdandbe.com𝕏

Bird&Be is a fertility and prenatal supplement brand offering research-backed vitamin packs developed by fertility doctors and naturopaths for people trying to conceive, covering conception, pregnancy, postpartum, and male fertility.

Direct to ConsumerFemTechWellness & Fitness

Co-investorsBackbone AngelsBAM Ventures

Boardwalktechboardwalktech.com

Boardwalk Technologies offers a platform for managing business operations and client relations.

AI & Machine LearningEnterprise SoftwareSaaSCupertino, US

Steven Parry(Director)Dharmesh Dadbhala(Executive Officer)Ravi (Ganesh) Krishnan(Executive Officer, Director)Sarang Kulkarni(Executive Officer)James B Kuppe(Executive Officer)Glenn Cordingley(Executive Officer)

Co-investorsFlow CapitalSQN Venture Partners, LLC

Bold Strategiesboldstrategies.com

Rogers, US

Horacio Trevino(Executive Officer, Director)Lisa J. Peretz(Executive Officer, Director)Allan F. Peretz(Executive Officer, Director)Thomas Tessmer(Director)

Booknook Current Allbooknook.comin𝕏

BookNook provides live, research-based reading and math tutoring for K–8 students through a synchronous learning platform, supporting small-group intervention.

EdTech

Co-investorsBetter Ventures Central LlcLumos Capital Group

Bridgelinebridgeline.comin𝕏

Bridgeline builds a suite of digital experience software including eCommerce, content management, site search, merchandising, and SEO optimization tools.

E-commerceMarketing TechSaaSWoburn, US

Thomas L. Massie(Executive Officer, Director)Thomas Windhausen(Chief Financial Officer)Roger Kahn(Chief Executive Officer)Brett S. Zucker(Executive Officer)Michael D. Prinn(Executive Officer)

BoardMichael Taglich(Director)

Captiv8captiv8.ioin𝕏Acquired

Captiv8 operates an influencer and creator marketing platform, offering creator-first storytelling solutions for brands, following a combination with Influential's expertise.

AdTechCreator EconomyMarketing Tech

Sunil Verma(Founder)in

Co-investorsClick VenturesEvolution VC PartnersMonta Vista CapitalPROOFSocial StartsUnanimous Capital+1 more

Celigoceligo.comin

Celigo provides an AI-powered integration platform (iPaaS) that connects business systems and automates workflows across a company's tech stack.

AI & Machine LearningCloud ComputingEnterprise SoftwareSaaSSan Mateo, US

Jan Arendtsz(Founder and CEO)in

BoardSteven J. Hamerslag(Director)

Co-investorsBlossom Street VenturesTVC CapitalIntrepid Growth Partners

Cielo24cielo24.comAcquired

cielo24 was a video data company providing captioning, transcription and media data labeling; acquired by Rev and closed in 2025.

Santa Barbara, US

Brian Plackis-Cheng(Executive Officer, Director)Shanna Johnson(Executive Officer)

BoardJohn F. Frankel(Director)Claudia Iannazo(Director)Eric Holmen(Director)James Kwon(Director)

Co-investorsaVenturePereg VenturesFf Venture CapitalIndicator VenturesNorth Base MediaWavemaker Partners

Cleanwelltodaycleanwelltoday.com

CleanWell develops plant-derived disinfecting sprays and wipes using a Thymol active ingredient, holding six EPA registrations for formulas free of chlorine, quats, alcohols, and hydrogen peroxide.

CleantechConsumerNew Materials

Collabcollab.incin𝕏

The page displays only the repeated tagline "live the creator life", suggesting a focus on the creator economy, but provides no concrete details about products or services.

Creator Economy

Collabasiacollabasia.coin𝕏

Collab Asia is a creator management and influencer marketing company that helps content creators grow their commercial and creative potential while connecting brands with audiences through influencer-led campaigns and video and music content.

Creator EconomyMarketing TechMedia & Entertainment

Co-investorsGS Futures

Commonsensenetworkscommonsensenetworks.com𝕏

Common Sense Networks provides content moderation and safety services for platforms and brands serving children, with a focus on age-appropriate entertainment and digital ecosystem guidance.

ConsumerCreator EconomyEdTechMarketing TechMedia & Entertainment

Concordconcord.appin

Concord is an AI-powered contract lifecycle management platform that handles contracts from intake through renewal, with features like automated alerts, AI-assisted review, self-serve intake, redlining, e-signature, and integrations with tools like Salesforce and Slack.

AI & Machine LearningLegalTechSaaS

Co-investorsWind Venture

ConnectAndSellconnectandsell.comin𝕏

ConnectAndSell provides a cloud-based sales acceleration platform that combines human agents and AI to connect B2B sales teams directly with hard-to-reach decision-makers, bypassing gatekeepers and voicemail.

AI & Machine LearningSaaSSales TechLos Gatos, US

Shawn McLaren(Founder)Chris Beall(CEO)William McLaren(Director)

BoardRoger Lang(Director)Jonathan Buckheit(Director)Stephen King(Director)

Co-investorsFlow CapitalPartners for GrowthPartners for Growth (PFG)IVP (Institutional Venture Partners)

Cooliriscooliris.com
Creditcredit.comin𝕏

Credit.com is an online financial information platform that provides guidance on personal loans, mortgages, auto loans, student loans, and small business loans.

ConsumerFintech

Cuddlycuddly.com𝕏

Cuddly is an online platform for animal rescues and shelters to run fundraisers, create wishlists, and share adoptable pets.

ConsumerMarketplaces

Design Everestdesigneverest.com

Co-investorsR136 Ventures

Designpickledesignpickle.comin𝕏

Design Pickle provides design services for corporate communications, product packaging, and retail materials for startups and established brands.

ConsumerCreator EconomyMarketing TechSaaS

Co-investorsCostella Kirsch

Edgewaveedgewave.comDec 2011

San Diego, US

HUMPHREY POLANEN(Director)WILLIAM BAUMEL(Director)LOUIS RYAN(Executive Officer)BART VAN HEDEL(Director)THALIA GEITZEN(Executive Officer)

Co-investorsPartners for GrowthPartners for Growth (PFG)

Enprecisenprecis.comOct 2014

Seattle, US

Ed Shapero(Executive Officer, Director)Firouzeh Bahrampour(Executive Officer)

BoardLes Silver(Director)Joe Sinsheimer(Director)Richard Counihan(Director)George Rogers(Director)

eShowgoeshow.comin𝕏

eShow provides event management and attendee engagement technology, including facial recognition check-in, RFID/NFC analytics, and integrated badge solutions for event organizers.

Enterprise SoftwareMarketing TechSaaS

EV Connectevconnect.comin𝕏Nov 2021acquired by Schneider Electric

EV Connect provides an OCPP-compatible charging management software platform (Software+), EV charging hardware, and support services for businesses running EV charging programs.

CleantechEnergyMobility & TransportationSaaSEl Segundo, US

Nathaniel Jordan Ramer(Executive Officer, Director)Scott Jarus(Executive Officer, Director)Michael Allman(Director)Kazunori Ikezawa(Director)

BoardDevin Whatley(Director)in

Co-investorsSchneider ElectricBonfire VenturesElevation VenturesKeiretsu ForumPasadena AngelsSkyview Ventures+2 more

FarmBox Directfarmboxdirect.comJun 2015

New York, US

Ashley Tyrner(Executive Officer, Director)

Feedvisorfeedvisor.comin𝕏

Feedvisor builds AI-driven pricing, advertising, and inventory optimization technology for brands and sellers on Amazon's marketplace.

AI & Machine LearningE-commerceMarketing TechRetail Tech

Victor Rosenman(CEO & Founder)inDani Nadel(President & COO)Oz Tazari(Chief Financial Officer)

Co-investorsGeneral CatalystHorizon CapitalJAL Ventures Ltd.Oryzn CapitalPartners for GrowthPartners for Growth (PFG)+1 more

Formationscorpformationscorp.comin𝕏

Formations provides tax, accounting, and financial management solutions tailored for self-employed professionals and small business owners who are underserved by traditional financial systems.

FintechHR TechSaaSSeattle, US

Shahar Plinner(Co-Founder and CEO)Uri Bar-Joseph(Co-Founder and CPO)

Co-investorsArthur Ventures

Freightverifyfreightverify.com
Fxreplayfxreplay.comin𝕏

FX Replay provides backtesting software that allows traders to practice and refine trading strategies before executing real trades.

AI & Machine LearningFintechSaaS

G Plansg-plans.comin
gartengarten.coin𝕏Acquired

Garten provides healthy food, meditation, mindfulness and community wellness services for workplace environments.

AI & Machine LearningEnterprise SoftwareFoodTechFuture of WorkWellness & FitnessSan Francisco, US

Michael Heinrich(Founder/CEO)in

Co-investorsBackedBY Venture PartnersFifty YearsFundersClubY CombinatorACE & Company+1 more

Gate5Capitalgate5capital.com
Gootengooten.comin𝕏Acquired

Gooten is a print-on-demand and order fulfillment platform that handles production, quality assurance, and shipping for ecommerce businesses.

E-commerceLogistics & Supply ChainSaaS

Co-investorsCerity Partners VenturesFeenix Venture Partners LLC

Green Flowergreen-flower.comin𝕏

Green Flower provides standardized education and training programs for the cannabis industry, aimed at job seekers, retail professionals, cultivators, regulators, advocates, and executives.

EdTechVentura, US

Max Simon(Executive Officer, Director)Stephanie Graziano(Executive Officer, Director)

Co-investorsAltitude Investment Management

Gtxcelgtxcel.com

Berkeley, US

Peter Stilson(Executive Officer, Director)Becky Zehr(Executive Officer)

BoardDavid Fry(Director)Peter Flaherty(Director)Paul Baszucki(Director)William Cobert(Director)

Co-investorsNew Science Ventures

Haparahapara.comin𝕏

Hāpara provides classroom monitoring and student safety tools for K-12 schools, including browser monitoring, student movement tracking, and messaging features integrated with Microsoft 365 Education.

EdTechEnterprise SoftwareSaaS

Co-investorsImagine K12Rethink Capital Partners

HEARTWORKheartwork.cominMay 2015

Heartwork manufactures modular steel storage and furniture units designed for flexible workspace configuration in offices, educational institutions, and healthcare facilities.

Advanced ManufacturingConstruction TechEnterprise SoftwareFuture of WorkHardwareWellness & FitnessPortland, US

Karen John(Founder)in

BoardSteven Anderson(Director)

Co-investorsBlue Collective

HydroPointhydropoint.comin𝕏

HydroPoint provides smart water management technology, including subscription-based IoT solutions for irrigation and water efficiency, serving enterprise customers, municipalities, and public agencies.

AgTechCleantechClimate TechIoTSaaSPetaluma, US

Chris Spain(Co-founder)inPeter Carlson(Co-founder)Chris Manchuck(Co-founder)inSTEVE WILDE(Executive Officer)

BoardPETER CALLAGHAN(Director)TEYMOUR BOUTROS-GHALI(Director)

Co-investorsEmerald Technology Ventures AgGroundForce CapitalStructural CapitalMonitor Ventures

Illumeoillumeo.comin

Illumeo provides a learning management system serving CPA firms, enterprises, compliance-driven organizations, and small businesses across the United States.

EdTechEnterprise SoftwareHR TechSaaSLas Vegas, US

Co-investorsInspiration Ventures

InfoMCinfomc.comin𝕏

InfoMC develops a cloud-based care management and utilization platform for health plans, managed organizations, and specialty populations to coordinate integrated behavioral and physical health services.

Digital HealthEnterprise SoftwareHealthtechSaaSPhiladelphia, US

JJ Farook(Chairman and CEO)Steven Vertrees(Chief Product & Technology Officer)

Co-investorsAccel-KKR

Infrascaleinfrascale.comin

Infrascale provides cloud-based data protection with backup and disaster recovery solutions, offering offsite data storage and standby infrastructure for real-time recovery.

Cloud ComputingCybersecurityData & InfrastructureEnterprise SoftwareEl Segundo, US

KENNETH SHAW, JR.(Executive Officer, Director)Ken Shaw(Director)inMICHAEL BELL(Executive Officer)HARDY PARUNGAO(Executive Officer)Rob Peterson(Chief Executive Officer)inAndrew Evers(Chief Technology Officer)in

Co-investorsCarrick Capital PartnersRoute 66 Ventures

Inked Brandsinkedbrands.comin

Inked Brands is a design-led brand house that acquires and operates consumer brands while providing in-house production services including print-on-demand manufacturing and design-to-product capabilities.

ConsumerDirect to ConsumerE-commerce

Co-investorsHalogen Ventures Management Company Llc

Inpoweredinpowered.ai
Inspiratainspirata.comin𝕏

Inspirata provides a natural language processing engine that analyzes medical records, clinical notes, and genomics reports to automate cancer data extraction and clinical research workflows.

AI & Machine LearningDigital HealthHealthtechMedical DevicesTampa, US

Satish(Chairman and CEO)George Cernile(Chief Architect)Suhas(CTO/Chief Technology and Product Officer)

Janeirodigitaljaneirodigital.com
Jibejibe.comin𝕏May 2014acquired by iCIMS

AI & Machine LearningEnterprise SoftwareHR TechSaaSNew York, US

Joe Essenfeld(Executive Officer, Director)in

BoardNilanjana Bhowmik(Director)Ross Goldstein(Director)Peter Flint(Director)R. Douglas Higgins(Director)Jim Baum(Director)

Co-investorsConvergeRunway Growth CapitalSapphire VenturesDFJGotham VenturesPolaris Partners+1 more

Jitterbitjitterbit.comin𝕏

Jitterbit provides an integration platform-as-a-service (iPaaS) for organizations to integrate, orchestrate, and automate business processes across systems through its suite of products including API management, app building, and EDI capabilities.

AI & Machine LearningCloud ComputingData & InfrastructureEnterprise SoftwareSaaS

Bill Conner(CEO)

Co-investorsNew Ground VenturesYOBE Ventures

Kokopftkokopft.comin

KoKo develops spirometers and pulmonary function testing (PFT) devices and software for respiratory diagnostics, serving healthcare providers globally.

Digital HealthHardwareHealthtechMedical Devices

Learning.com Current Alllearning.comin𝕏

Learning.com provides educational products and services for students and educators.

EdTech

Lisa O'Masta(CEO)Sean(COO & CFO)

Co-investorsLumos Capital Group

Exits · 4

IPOs and acquisitions across the tracked portfolio

FusemachinesNASDAQ: FUSEEV Connectacq. by Schneider ElectricJibeacq. by iCIMSMenlo Technologiesacq. by Quisitive

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Montage Capital made?
Montage Capital has 122 tracked investments, 5 of which have exited via acquisition or IPO.
What stage does Montage Capital invest at?
Montage Capital invests at the Growth stage.
What is Montage Capital's typical check size?
Montage Capital typically writes checks of $500K – $5M.
What sectors does Montage Capital focus on?
Montage Capital focuses on Biotech, Cleantech, Consumer, Data & Infrastructure, EdTech, Enterprise Software, Fintech, Media & Entertainment, SaaS.
Where is Montage Capital located?
Montage Capital is headquartered in Campbell, US.
Who does Montage Capital co-invest with?
Montage Capital most often shares deals with Partners for Growth, Partners for Growth (PFG), Y Combinator, among 133 tracked co-investors.

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