Flexible Capital and Operational Support for Growth Companies

Who We Are

Founded in 2021 and headquartered in New York City, LoneTree Capital provides operational and M&A support alongside flexible capital to accelerate revenue growth. We enable our partner companies to achieve their next stage of growth quicker and with a higher level of certainty.

Approach

Flexible and capital structure-agnostic, we provide the capital and operational expertise founders and operators need to drive their next stage of growth.

Helping and supporting companies

LoneTree is focused on helping and supporting companies across many formats, including founder-owned bootstrapped businesses, divisions of larger enterprises, and formerly venture-backed companies.

Flexible capital

We can provide flexible capital for shareholder liquidity, growth investments, acquisitions, recapitalizations, and full buyouts.

Sector Focus

Software
Financial Technology / Specialty Finance
Digital Infrastructure
Healthcare IT / Services
Business Services / Consumer Services

Investment Criteria

Investment Size
$5M - $30M
Revenue
$2M - $30M
Company Growth
>10%

Structures
Common or preferred equity
Subordinated debt
Role
Control or non-control
Typically lead investor
Revenue Model
Recurring or re-occuring
(Subscription, Transactional, etc.)
Profitability
Break-even to positive cash flow or unit-level profitability

Team

Matt Koven
Matt Koven
Managing Partner
Robert Koven
Robert Koven
Managing Partner
Dan Gaertner
Dan Gaertner
Operating Partner
Andrew Fox
Andrew Fox
Vice President
Stephen Miller
Stephen Miller
Vice President
Drew Stevenson
Drew Stevenson
Associate
Christopher Boyd
Christopher Boyd
Associate
Matthew Tabakin
Matthew Tabakin
Associate

Portfolio

Docu Phase
Current and Former
Trans Act
Current and Former

Contact

  • LoneTree Capital
  • 330 Madison Avenue,
  • 24th Floor,
  • New York, NY 10017