Edgebrook Partners currently targets large minority stakes in "small, weird orphans" in B2B software. We target profitable, growing software companies that are misunderstood or ignored by institutional investors and venture capital. As of early 2022, the fund owns significant stakes in 9 software companies (5 B2B SaaS, 4 B2B marketplaces). Seven (of the nine) companies are clearly the #1 leader in their category. Four (of the nine) companies are profitable. We expect to add 1-2 investments per year. We will syndicate a deal on AngelList if there is any excess capacity, thanks!
For 10+ years, Chief Investment Officer (Andy Preikschat, CFA) has been meeting in person with 100+ CEOs of small public companies, with a focus on software, consumer products, and industrial products. Prior to the fund, he was the only analyst to have covered Steve Jobs' Apple (2000-01) and to have worked for Bill Gates' family office, where he was also the first equity trader (1998-99). In the Seattle area, his family founded 3 industrial sensor companies (2 pulp & paper, 1 pharmaceutical), all of which were later sold to large strategic investors.
If there is excess capacity in the deal (perhaps 2 a year), we can syndicate it on AngelList. Thanks for your interest!