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Office Locations:
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4 Embarcadero Center
Suite 1400
San Francisco, CA 94111
Phone: 415-782-0000
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Business Services
Consumer Products & Services
Manufacturing & Industrial
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Founded 2004, Fundamental Capital is a private equity firm that invests in companies generating revenue between $5 million and $50 million. Fundamental looks for the following attributes in companies: U.S. based, with a preference for Western U.S. and Hawaii; EBITDA of $2 million or greater for buy-outs; Cash flow positive; and Manufacturing, Services, Distribution, Retail, Consumer Products businesses. Targeted investments involve growth capital, buyouts, recapitalizations, and corporate divestitures. Fundamental's philosophy is to create flexible transaction structures to meet the current and future capital needs of portfolio companies. The firm seeks to invest $2 million to $10 million in each transaction, generally in the form of common and preferred stock. Since 2005, Fundamental Capital has invested over $30 million in five businesses with aggregate revenues of approximately $200 million. Fundamental Capital has sponsored transactions exceeding $100 million in enterprise value.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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