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Bertram Capital

Venture Capital

Bertram Capital is a private equity firm that helps middle market companies grow with investment and operational assistance.

Founded 2006 United States Palo Alto, United States 1-10 employees Finance, Financial Services

13

Total Investments

13

Portfolio Companies

-

Exits

2

Industries

General Information

Industries Finance, Financial Services

Company Overview

Founded 2006
Employees 1-10
Location United States Palo Alto, United States

Investment Criteria

Investment Thesis

•••••• •••••• ••••••

About Bertram Capital

With $350 million in capital under management, Bertram Capital functions as a private equity investment firm. Their primary objective is to drive growth in middle market companies by actively engaging in operational activities, and fostering a strong partnership between management and shareholders. In addition to offering investment capital, the firm is dedicated to delivering valuable operational and strategic support to bolster revenue and profitability, while maintaining flexibility in their approach.

Recent Investments (13)

View All
Company Stage Amount Date
Private Equity Round •••••• Jan 2024
Private Equity Round •••••• Apr 2023
Private Equity Round •••••• Aug 2022
Private Equity Round •••••• Feb 2021
Private Equity Round •••••• Jan 2021
Portfolio company •••• ••••
Private Equity Round •••••• Sep 2019
Portfolio company •••• ••••
Private Equity Round •••••• Feb 2019
Portfolio company •••• ••••
Private Equity Round •••••• Oct 2018
Portfolio company •••• ••••
Private Equity Round •••••• Jun 2018
Portfolio company •••• ••••
Private Equity Round •••••• Jan 2018

See all 13 investments →

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