Portage Capital Solutions
A capital partner for later-stage fintech and financial services businesses
About Portage Capital Solutions
Portage Capital Solutions (“PCS”) is an equity investment strategy that delivers flexible capital solutions and resources to help later-stage businesses reach their fullest potential.
We invest in later-stage fintech and financial services companies globally. We believe that our specialized expertise and extensive network allow us to be a value-added partner to management teams looking to grow their business.
We know that capital needs often don’t fit a narrow box – we seek to be a creative, thoughtful capital partner. In particular, our structured equity solutions can help minimize dilution for existing shareholders and provide a through-the-cycle source of capital for both public and private companies.
We typically target investments in the USD$50 to $300 million range, with proceeds used for various purposes, including organic growth initiatives, recaps and strategic M&A. We have the flexibility to invest through a range of security types and tailor terms for particular situations. Although we tend to be a minority equity holder in our portfolio companies, we look to be an active partner for management teams, bringing expertise, resources and relationships to help them manage risks and grow their businesses.
Our value proposition
We invest exclusively in fintech and financial services and deeply understand those markets. Our platform is led by experienced founders, operators and investors in the space.
We have the expertise and mandate to tailor capital solutions to accomodate the priorities of management teams and shareholders.
We have a deep bench of domain experts and operating partners to support companies in key strategic initiatives, and we are committed to making impactful connections across our ecosystem.
What we look for
Here are five criteria
Innovative companies in the fintech and financial services sectors
Strong, entrepreneurial management teams
20%+ growth profile
Profitable or on a clear path to profitability
Conviction in our ability to support the achievement of business plans