Balance Point Capital
Overview
Balance Point Capital is an alternative investment manager that provides debt and equity capital to lower middle-market companies across a variety of sectors in the United States.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Otter Learning | Feb 2026 | Seed Round | Lead |
| OVME | Nov 2021 | Buyout/LBO | Co-investor |
| IGeneX | Sep 2015 | Buyout/LBO | Lead |
| Duende Software | Sep 2024 | Growth Equity | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Balance Point Capital based?
Balance Point Capital is headquartered in Westport, Connecticut, United States.
When was Balance Point Capital founded?
Balance Point Capital was founded in 2007.
How many portfolio companies does Balance Point Capital have?
Balance Point Capital has 24 portfolio companies in Caplight's dataset.
What are some companies in Balance Point Capital's portfolio?
Portfolio companies visible on Caplight include Otter Learning, OVME, IGeneX, Duende Software.
What was Balance Point Capital's most recent investment shown here?
Balance Point Capital's most recent investment in this portfolio sample was in Otter Learning in 2026.
What sectors does Balance Point Capital focus on?
Balance Point Capital focuses on Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Telecommunications & Networking, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Energy & Sustainability, Real Estate & PropTech, Consumer & Commerce, Healthcare & Life Sciences, Consumer & Commerce, Enterprise Software, Consumer & Commerce, Cybersecurity, Consumer & Commerce, Energy & Sustainability, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Consumer & Commerce, Healthcare & Life Sciences, Enterprise Software, Media, Entertainment & Gaming, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, Real Estate & PropTech, Enterprise Software, Healthcare & Life Sciences, Real Estate & PropTech, Frontier & Industrial Tech, Consumer & Commerce, Healthcare & Life Sciences, Consumer & Commerce.
What company stages does Balance Point Capital focus on?
Balance Point Capital typically invests at the MultiStage stage.
What is Balance Point Capital's AUM?
Balance Point Capital's assets under management are estimated between $2.1B and $2.2B.