PeakSpan Capital
PeakSpan Capital is a US-based growth equity firm that invests exclusively in Applied AI B2B software scale-ups from $3M to $50M+ ARR, managing $2.6B across 57 portfolio partnerships via a 500+ expert advisor platform and hands-on operational support.
- Company typePrivate
- Founded2012
- HeadquartersBurlingame, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What PeakSpan Capital does
PeakSpan Capital is a US-based growth equity investment firm founded in 2012 by Phil Dur and Matt Melymuka that specializes exclusively in Applied AI B2B software scale-ups. The firm targets bootstrapped and capital-efficient SaaS founders scaling from approximately $3M to $50M+ ARR, providing growth equity financing alongside hands-on operational support rather than traditional venture-style capital.
The firm's core offering is growth equity investment services, underwritten through three prior funds plus a $600M active investment vehicle raised in 2024, totaling $2.6B in assets under management deployed across 57 portfolio partnerships. The operational platform centers on a 500+ expert advisor community spanning AI/ML, customer success, sales, marketing, and product engineering, a 'portfolio of one' engagement philosophy, and proprietary value creation frameworks applied across 12 sector expertise areas. The firm maintains a New York headquarters at 192 Lexington Avenue and a West Coast regional office in San Mateo, with portfolio investments spanning North America and Europe.
PeakSpan earns revenue through standard growth equity economics: recurring management fees on committed capital under management and performance-based carried interest from successful portfolio company exits. Realized exits include Ecwid's $500M acquisition, Cisco's acquisition of Kenna Security, Five9's acquisition of Inference, Cyara's $350M PE recapitalization, Cognism's $188M Series C/D, and Cloudbeds' growth to a $150M Series D. Deal flow is sourced through direct founder relationships, portfolio referrals, and the expert advisor network rather than competitive auctions.
PeakSpan Capital firmographics
Firmographics- Name
- PeakSpan Capital
- Legal name
- PeakSpan Capital Management, LLC
- Website
- https://peakspancapital.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- PeakSpan Capital is a US-based growth equity firm that invests exclusively in Applied AI B2B software scale-ups from $3M to $50M+ ARR, managing $2.6B across 57 portfolio partnerships via a 500+ expert advisor platform and hands-on operational support.
- Ownership category
- akta.pro rank
PeakSpan Capital industry classification
Industry- Product category
- Growth Equity Investment
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industry
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
Keywords
Where PeakSpan Capital is headquartered
LocationHeadquarters
- HQ city
- Burlingame
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
PeakSpan Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Management Fees: Standard private equity/growth equity management fee structure charged on committed capital under management.
- Carried Interest: Performance-based carried interest from successful portfolio company exits, representing the primary upside in growth equity investing.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
PeakSpan Capital product offering
Product offeringCore offering
PeakSpan Capital is a growth equity investment firm that provides capital and hands-on operational support to bootstrapped and capital-efficient Applied AI B2B software companies scaling from $3M to $50M+ ARR. The firm manages $2.6 billion in assets across 57 portfolio partnerships, offering strategic guidance, a 500+ expert advisor community, and value-creation frameworks in exchange for equity stakes and partnership-level engagement.
Product overview
PeakSpan Capital provides growth equity investment services, functioning as a 'scale-up partner of choice' for Applied AI B2B software companies from $3M to $50M+ ARR. The firm manages $2.6 billion in assets under management across 57 portfolio partnerships. Their investment approach focuses on pragmatic, practical growth equity rather than traditional venture capital, offering strategic guidance, operational expertise, and a 500+ expert community to help entrepreneurs optimize upside and achieve successful exits.
Differentiator
Problem solved
Functional benefit
Products and services
- Growth Equity Investment Services Growth equity capital and hands-on operational partnership for bootstrapped and capital-efficient Applied AI B2B software founders scaling from $3M to $50M+ ARR. The service includes strategic guidance, value-creation frameworks, and access to a 500+ expert advisor community across 12 sectors of domain expertise.
Quantifiable outcome
- ~2% scale-up failure rate (industry-leading)
- +2 more outcomes
Companies that use PeakSpan Capital
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles2 records
PeakSpan Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PeakSpan Capital partnerships and signals
Strategic signalScale indicators8 records
Recent moves6 records
Expansion highlights6 records
PeakSpan Capital competitors and assessment
Company assessmentDirect peers
- TA Associates: TA Associates is a long-tenured growth equity firm that invests in B2B software and tech-enabled services, with similar fund sizes, stage focus, and a track record of scaling SaaS portfolio companies through exit.
- Edison Partners: Edison Partners invests growth capital into B2B SaaS and tech-enabled services, often at the $5M–$50M ARR stage. Its focus on founder-led, capital-efficient SaaS companies mirrors PeakSpan's stated approach.
- Insight Partners: Insight Partners is one of the largest growth-stage software investors globally, deploying capital into B2B SaaS companies across stages including the $3M–$50M ARR range. It is the most direct comparable to PeakSpan in thesis, scale, and operating-value-add model.
- JMI Equity: JMI Equity focuses exclusively on growth-stage B2B software and vertical SaaS companies, with similar check sizes and founder-friendly engagement model—making it a close peer for PeakSpan in thesis and execution.
- Summit Partners: Summit Partners invests growth equity into technology-enabled services and B2B software companies, overlapping PeakSpan's ARR band and value-creation playbook. Comparable in check size, stage focus, and LP-backed fund structure.
- Bessemer Venture Partners: Bessemer's growth equity practice focuses heavily on B2B SaaS companies and publishes widely-cited industry research (State of the Cloud). It competes for many of the same bootstrapped-to-growth-stage SaaS founders PeakSpan targets.
- Accel-KKR: Accel-KKR targets middle-market growth investments in B2B software and tech-enabled services, often at the $10M–$100M revenue range. Highly comparable to PeakSpan on stage focus and active operating partnership model.
Broad incumbents
- Vista Equity Partners: Vista Equity Partners is one of the largest software-focused PE firms, operating flagship buyout funds and a growth vehicle that competes for Applied AI B2B software opportunities in PeakSpan's deal range.
- General Atlantic: General Atlantic is a large global growth investor with significant software exposure across stages. While broader than PeakSpan, it increasingly competes for Applied AI B2B software opportunities at PeakSpan's deal sizes.
- Thoma Bravo: Thoma Bravo is a large software-focused private equity firm. While primarily a buyout investor, it increasingly pursues growth and take-private deals in B2B software that overlap with PeakSpan's later-stage portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
PeakSpan Capital social profiles
Digital presencePeakSpan Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
PeakSpan Capital leadership team
Management profileNumber of profiles
Profiles11 records
PeakSpan Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PeakSpan Capital M&A and investment
M&A and investmentM&A
Investments66 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PeakSpan Capital
What does PeakSpan Capital do?
PeakSpan Capital is a growth equity investment firm that provides capital and hands-on operational support to bootstrapped and capital-efficient Applied AI B2B software companies scaling from $3M to $50M+ ARR. The firm manages $2.6 billion in assets across 57 portfolio partnerships, offering strategic guidance, a 500+ expert advisor community, and value-creation frameworks in exchange for equity stakes and partnership-level engagement.
Is PeakSpan Capital a public or private company?
PeakSpan Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PeakSpan Capital founded?
PeakSpan Capital was founded in 2012. It employs 11 to 50 people.
Where is PeakSpan Capital based?
PeakSpan Capital is headquartered in Burlingame, United States, in the North America region.
How does PeakSpan Capital make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are carried Interest.
Who are PeakSpan Capital's main competitors?
Direct peers on record are TA Associates, Edison Partners, Insight Partners, JMI Equity, Summit Partners, Bessemer Venture Partners and Accel-KKR. Broad incumbents are Vista Equity Partners, General Atlantic and Thoma Bravo.
Does PeakSpan Capital have an API?
No public API is recorded for PeakSpan Capital.
What industry is PeakSpan Capital in?
PeakSpan Capital's product category is Growth Equity Investment. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked). Its NAICS code is 523940 and its SIC code is 6282.