The firm’s general investment criteria include:

Direct negotiated equity investments of $1-5 million. WP will bring in partners from prior transactions for larger equity requirements.

Later-stage venture capital financing

Private companies or small public companies (under $100 million market capitalization)

Majority control or significant minority positions

Non-venture capital-backed companies

Active participation at the Board level

Acquisition or investment candidates:

  • Potential to gain significant or dominant market position
  • Potential to increase profitability through optimization of processes
  • Potential growth of the industry or within another industry
  • Sales in excess of $10 million