Capstone Headwaters
Overview
Capstone Partners is an investment banking firm that provides investment banking and financial advisory services to middle-market companies. The firm offers services such as M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services . They cater to middle-market businesses owned by entrepreneurs, private equity, and families .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| iCapital | Oct 2014 | Series A | Lead |
| Daangn | Dec 2016 | Series A | Co-investor |
| Wrtn Technologies Inc. | Mar 2025 | Series B | Co-investor |
| RideFlux | Dec 2021 | Series A | Co-investor |
| Roen Surgical | Jul 2021 | Series A | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Capstone Headwaters based?
Capstone Headwaters is headquartered in Boston, Massachusetts, United States.
When was Capstone Headwaters founded?
Capstone Headwaters was founded in 2001.
How many portfolio companies does Capstone Headwaters have?
Capstone Headwaters has 12 portfolio companies in Caplight's dataset.
What are some companies in Capstone Headwaters's portfolio?
Portfolio companies visible on Caplight include iCapital, Daangn, Wrtn Technologies Inc., RideFlux, Roen Surgical.
What was Capstone Headwaters's most recent investment shown here?
Capstone Headwaters's most recent investment in this portfolio sample was in Wrtn Technologies Inc. in 2025.
What sectors does Capstone Headwaters focus on?
Capstone Headwaters focuses on Consumer & Commerce, Healthcare & Life Sciences, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, Consumer & Commerce, FinTech, FinTech, FinTech, Frontier & Industrial Tech, FinTech, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, Enterprise Software, Energy & Sustainability, Crypto & Web3, Consumer & Commerce, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Real Estate & PropTech.
What company stages does Capstone Headwaters focus on?
Capstone Headwaters typically invests at the Early stage.
What is Capstone Headwaters's AUM?
Capstone Headwaters's assets under management are estimated between $10.0B and $100.0B.