Investment Focus
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
- – Demonstrated 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
- – Compelling 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
- – Ambitious and passionate founders/ management teams with deep industry expertise, integrity, and a strong understanding of customer needs and growth opportunities
- High-performance culture
- – Management 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
- – Solid balance sheet with minimal risk, and a sustainable funding model that supports long-term growth
- Attractive valuation and upside potential
- – Valuations that reflect growth prospects and potential for attractive investment returns
Value Creation
Our portfolio companies benefit from hands-on collaboration and strategic resources from Blackpeak Growth Partners, including:
- Technology Experience
- – Over 10 years of focused experience in the ANZ technology sector, supported by a proprietary sector database developed over time to inform strategic decision-making
- Market Insight
- – A deep understanding of technology trends, market dynamics, and enterprise customer behaviour to guide strategic direction and unlock growth opportunities
- Network Access
- – Extensive local networks combined with global reach to accelerate growth, build partnerships, and support talent acquisition
- Planning & Analysis
- – Tailored guidance for strategic and capital decisions, empowering portfolio companies to pursue both organic and inorganic growth pathways effectively
- Operational Expertise
- – Support in scaling operations and optimising processes to create efficiency and operating leverage
- Exit Planning
- – Expertise in preparing for strategic exits, IPOs, or secondary transactions