FeaturesSignalPricingFounders
Log inGet started free
BC

Bertram Capital Management

Private EquityActive

Bertram Capital is a private equity firm that partners with management teams to fuel the expansion of lower middle market companies.

San Mateo, United StatesFounded 2010bertramcapital.com/
10
Investments
0
Exits
$2B
AUM
0.0%
Exit Rate

Get contact info, warm intros & fit scores

Sign up to unlock emails, Signal intro paths, and personalized fit analysis for Bertram Capital Management.

Get started free

Investment Thesis & Strategy

Bertram Capital Management invests in lower middle-market companies across various stages within the fintech and venture capital industries, partnering with management teams to drive expansion.

Investment Activity

Deals per year over the last 11 years

1
2012
1
2013
0
2014
0
2015
0
2016
2
2017
1
2018
2
2019
0
2020
4
2021
1
2022

Portfolio Companies

Selected investments from their portfolio of 10 companies

S
Symphony Performance Health
Healthcare · Growth, 2022
Active
A
Action Behavior Centers
Healthcare · Growth, 2021
Active
I
Inovar Packaging Group
Other · Growth, 2021
Active
T
Terraboost Media
Media/Content · Growth, 2021
Active
T
The Cookware Company
Consumer · Growth, 2021
Active
A
Aethon
Healthcare · Growth, 2019
Active
F
For Eyes
Consumer · Growth, 2019
Active
V
Vaco
Enterprise · Growth, 2018
Active
D
Duro-Last Roofing
Other · Growth, 2017
Active
T
Trace3
Enterprise · Growth, 2017
Active
N
North American Dental Group
Healthcare · Growth, 2013
Active
B
BenefitMall
Fintech · Growth, 2012
Active

Frequently Asked Questions

Bertram Capital Management focuses on Series B, Series C+ stage investments.

Related Investors

Employee Stock Option Fund (ESO Fund)

San Mateo, United States · 52 deals

Bowman Capital

San Mateo, United States · 48 deals

Fall Line Capital

San Mateo, United States · 19 deals

Garnett & Helfrich Capital

San Mateo, United States · 5 deals

Anacapa Partners

San Mateo, United States · 4 deals

Lateral Investment Management

San Mateo, United States · 1 deals