Private equity firm investing in founder-led B2B software and technology companies

Strattam Capital

  • HeadquartersAustin, TX S6
  • Founded2014 S5
  • Websitestrattam.com
  • Last verifiedOctober 29, 2026

At a glance

Assets under management$1B (as of Apr 2024) S5
Latest fundStrattam Capital Investment Fund III, $308M (Apr 2024) S5
Revenue range$5M to $30M S2
Check size$20M to $60M S5
Deal typesPlatform, Add-on, Growth S3
SectorsSoftware & SaaS, IT Services & MSP

What Strattam Capital buys

Strattam Capital is an Austin private equity firm, founded in 2014, that invests in founder-led B2B software and technology companies, mostly vertical software. Its stated criteria are $5 million to $30 million of recurring revenue, strong organic growth with positive EBITDA, enterprise values up to $150 million and room for add-on acquisitions. Its 2024 fund announcement put its equity investments at $20 million to $60 million. Current holdings range from freight audit, inventory planning and hospitality procurement software to CloudHesive, an AWS consulting and managed services firm.

Strattam usually takes a majority stake, as it did with PurchasePlus in April 2026, and founders often keep equity alongside it. Before signing, the firm and the founder agree on a Five-Point Plan that sets the main priorities for the investment. Its third fund closed at $308 million in April 2024, which the firm said brought assets under management above $1 billion. Its companies buy smaller businesses regularly, with four add-on deals announced between September and November 2025, so a company below the size range may fit as an add-on.

Recent deals

Announced in the 24 months before October 29, 2026.

DateCompanyTypeSectorSource
Apr 2026PurchasePlusMajority investment in procure-to-pay software for hotels and restaurants, to help it enter the US marketPlatformSoftware & SaaSSource
Nov 2025EM6European freight audit provider added to Trax TechnologiesAdd-onSoftware & SaaSSource
Nov 2025ZapticUK frontline worker software for manufacturers added to IntellectAdd-onSoftware & SaaSSource
Oct 2025PredicataAgreement in principle for Green Security to buy a hospital supply chain analytics software companyAdd-onSoftware & SaaSSource
Sep 2025Labfolder and LabregisterLab notebook and inventory products bought from Labforward by SciSureAdd-onSoftware & SaaSSource
Jul 2025AffinaquestAdvancement CRM for universities and nonprofits sold to KindsightExitSoftware & SaaSSource
Jan 2025eLabNextDutch digital lab software merged with SciShield to form SciSureAdd-onSoftware & SaaSSource

Portfolio by sector

From the firm's portfolio page S4.

Current

  • Action Title Research
  • CloudHesive
  • Daxtra
  • Green Security
  • HireRoad
  • Intellect
  • MHC
  • Netstock
  • PurchasePlus
  • ResNav Solutions
  • SciSure
  • Trax

Past investments: Affinaquest, Blacksmith Applications, Contegix, Doxim, Rock Solid

Greymont’s take

How Strattam Capital fits a seller

Strattam fits founders who have grown a profitable B2B software company to roughly $5 million to $30 million of recurring revenue and want a hands-on partner. Its Five-Point Plan means the owner and the firm agree on the main growth moves before any binding commitment, and the firm says it shares its diligence findings with the founder. Expect a majority sale in most cases, with the founder keeping a stake and Strattam's team helping with hiring, AI-enabled products and add-on deals.

Most of the portfolio is software, but owners of cloud consulting or managed IT services firms should note CloudHesive, a current holding, and Contegix, a managed hosting company it sold in 2024. Owners should ask whether their deal would be a majority purchase or a growth round, how much equity they would keep, and how earlier exits such as Affinaquest's 2025 sale to Kindsight were run.

Questions owners ask

What size companies does Strattam Capital invest in?

Its criteria call for $5 million to $30 million of recurring revenue, strong organic growth, positive EBITDA and enterprise values up to $150 million. Its April 2024 fund announcement put its equity investments at $20 million to $60 million.

What is Strattam's Five-Point Plan?

It is the firm's pre-signing process. Strattam and the founder agree on the highest-priority initiatives and a detailed plan to carry them out before any binding commitment is made, so both sides know the plan going in.

Does Strattam invest in IT services or managed services companies?

Mostly it buys software, but it led a 2021 growth round in CloudHesive, an AWS consulting and managed services provider that is still a current holding, and it sold Contegix, a managed hosting and Atlassian consulting firm, to Valiantys in 2024.

Does the founder keep a stake after Strattam invests?

Usually. The firm says it invests only in founder-led companies, and its 2021 CloudHesive announcement said founders in most cases keep an equity stake alongside Strattam after the deal.

Sources

  1. S1Strattam Capital home page Accessed October 29, 2026
  2. S2Strattam Capital: Investment Strategy Accessed October 29, 2026
  3. S3Strattam Capital: Founder Focused Accessed October 29, 2026
  4. S4Strattam Capital: Portfolio Accessed October 29, 2026
  5. S5Strattam Capital Closes Third Fund with $308 Million in Capital Commitments (April 22, 2024) Accessed October 29, 2026
  6. S6Strattam Capital Completes Majority Investment in PurchasePlus (April 28, 2026) Accessed October 29, 2026
  7. S7CloudHesive Closes Growth Funding Round Led by Strattam Capital (June 3, 2021) Accessed October 29, 2026
  8. S8Green Security Announces Agreement in Principle to Acquire Predicata (October 7, 2025) Accessed October 29, 2026
  9. S9Trax Technologies Acquires EM6 (November 18, 2025) Accessed October 29, 2026
  10. S10Intellect Acquires Zaptic (November 17, 2025) Accessed October 29, 2026
  11. S11Kindsight Acquires Affinaquest (July 24, 2025) Accessed October 29, 2026
  12. S12Strattam Capital Newsroom Accessed October 29, 2026
  13. S13Strattam Capital Newsroom, page 4 (lists Valiantys acquires Contegix, July 31, 2024) Accessed October 29, 2026

Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Strattam Capital. Figures are as reported on the dates shown and may have changed. Request a correction

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