Our Unique Approach

We invest in a broad range of asset classes and industries:

  • Public Equity

  • Public Debt

  • Private Equity

  • Commercial Real Estate

 

How We Work

We build business relationships over time. The vast majority of connections we make do not immediately lead to a transaction; instead, we are highly selective in finding businesses or properties in which we want to invest and leaders who value our ability to help them. If the timing is right and there is mutual interest in proceeding, we do our diligence, suggest terms under which an investment may be possible, and then work to complete the investment.

 

Our Investment Profile

PointFour Capital makes equity investments that range in size from <$1 million to $5 million in public and private companies; public and private debt; and commercial real estate.

Equity INVESTMENT CRITERIA

All companies are unique, but in general, we look for the following characteristics in prospective investments:

  • Enthusiastic, capable management teams with a track record of previous success

  • Annual revenue growth rates that exceed the addressable market growth rate

  • Businesses with a high percentage of recurring revenue

  • Growing target markets with the potential to attract strategic acquirers

  • Defensible, high-margin, predictable, and scalable business models

  • Profitable businesses or businesses with a very near-term path to profitability

INDUSTRY FOCUS

We focus broadly on growth industries and our flexible capital allows us to invest where we find growth. In general, we look for investments in:

  • Business Services

  • Consumer Services

  • Telecom, Cloud/UC, Broadband, Fiber and SaaS

  • Entertainment and Media

  • Financial Services

  • Healthcare

  • Information Services

  • Technology

INVESTMENT STRUCTURES

We are comfortable being minority or control investors in a company and are willing to consider a variety of structures and types of partnerships.