At Blackpeak Growth Partners, we target primary capital or secondary transaction opportunities in private or public technology companies. We assess every investment with the following four-factor investment framework (“the 4 Ms”)
Market
- Compelling market opportunity
- Large, growing addressable markets with strong industry tailwinds, favouring products with sustainable competitive advantages, robust intellectual property, and a clear customer value proposition
- Strategic market positioning
- Preference for proprietary software/ products solving mission-critical problems which are embedded in enterprise customer workflows
Business Model
- Proven, scalable business model
- ꟷDemonstrated by meaningful and growing recurring revenues, typically in the scale-up phase with at least $5 million in annual recurring revenue with a growth rate exceeding 20% annually
- Attractive unit economics and profitability path
- ꟷCompelling unit economics that validate the customer value proposition and support high long-term margins and cash flows as well as a clear pathway to profitability within 1-2 years
Management
- Exceptional leadership and vision
- ꟷAmbitious and passionate founders/ management teams with deep industry expertise, integrity, and a strong understanding of customer needs and growth opportunities
- High-performance culture
- ꟷManagement teams that foster a high-performing, employee-centric culture, valuing collaboration, innovation, and excellence to drive long-term sustainable organisational growth
Valuation / Multiple
- Strong financial position and sustainable funding
- ꟷSolid balance sheet with minimal risk, and a sustainable funding model that supports long-term growth
- Attractive valuation and upside potential
- ꟷValuations that reflect growth prospects and potential for attractive investment returns