Strong Road Capital
We make minority investments at the top of the capital stack in established technology businesses with $20M+ revenue, proven unit economics, and AI tailwinds: Companies venture has left behind and PE can't buy.
Our Approach
From 2017 to 2022, venture capital funded roughly forty thousand companies per year. Fewer than 1,200 became unicorns. The companies in the top quartile below that line built something real: revenue, customers, unit economics that work. But they aren't what venture is chasing anymore.
At the same time, private equity funds have grown so big that they have to buy these companies, or take a controlling position, in order to make an investment. We fill the gap. Strong Road makes minority investments at the top of the stack, structured for the exit they're already building toward.
The Team
A serial entrepreneur with 25+ years building technology businesses. David founded Boston Logic in 2004 and grew it into a leading real estate brokerage software platform. After selling a majority stake to Providence Equity (PSG), he led the acquisition of seven companies, then sold the combined business to Stone Point Capital (now part of Lone Wolf Technologies, a multi-billion-dollar platform). He subsequently founded and exited Knox Financial. At MetaProp, David led the growth equity vehicle. David holds BS and MS degrees in Mechanical Engineering from Tufts University.
An operator-turned-investor with experience across startups, high-growth companies, and large institutions. Jay joined AlphaSights as an early US employee and spent five years helping scale the business to 1,000 people, building the capital markets practice that served the firm's institutional investor clients. He was a founding member of BCG's Brooklyn office, focused on investment due diligence and generative AI strategy. At MetaProp, Jay sourced, underwrote, and executed across seed and growth strategies as Investor and Chief of Staff. Jay holds an MBA from Carnegie Mellon's Tepper School of Business and a BA from Wake Forest University.
A product operator with 15+ years scaling technology companies across healthcare, advertising, and marketplace products. Craig was Head of Product at Pair Team, a YC-backed AI care-navigation provider. Previously, he was an early team member at TellApart (acquired by Twitter) and helped scale Honor into one of the largest non-medical home-care providers in the US. Craig holds a BA in Mathematics and Quantitative Economics from Tufts University.
Advisors
Co-Founder and CEO of Rarebreed Veterinary Partners, a leading veterinary practice management company. Previously a venture investor at Allied Minds and management consultant at A.T. Kearney; holds an MBA from MIT Sloan.
Managing Partner of Portfolio Operations at L Catterton, the world's largest consumer-focused private equity firm. Previously a Managing Director at Providence Equity Partners and Senior Partner at The Boston Consulting Group; holds an MBA from Harvard Business School.
President at AlphaSights, where he oversees asset management client relationships across the Americas, Europe, and Asia. Previously in M&A investment banking at Berkshire Capital.
Senior executive with leadership roles at Grosvenor Group and Goldman Sachs.
Founder of Odyssey Bay Ventures, a private holding company with interests across manufacturing and industrials, and President of FMB Inc.
Contact
If you're a founder exploring growth capital, we'd like to hear from you.
[email protected]