Lateral Investment Management
Overview
Lateral Investment Management is a private equity firm that enables transformational growth at founder-led middle market businesses in North America. The firm provides growth capital to non-sponsored, lower-middle market companies through the direct origination of preferred equity stakes and loans. Lateral focuses on partnering with successful business owners who have high conviction in their future growth and companies that have reached an inflection point where they need substantial capital and support to scale to the next level. The firm invests in the manufacturing, business services, infrastructures, and technology sectors across the United States.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| FirstClose | Oct 2025 | Series A Extension | Lead |
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Key People
Stuart Barden
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Lateral Investment Management based?
Lateral Investment Management is headquartered in San Mateo, California, United States.
When was Lateral Investment Management founded?
Lateral Investment Management was founded in 2014.
How many portfolio companies does Lateral Investment Management have?
Lateral Investment Management has 4 portfolio companies in Caplight's dataset.
What are some companies in Lateral Investment Management's portfolio?
Portfolio companies visible on Caplight include FirstClose.
What was Lateral Investment Management's most recent investment shown here?
Lateral Investment Management's most recent investment in this portfolio sample was in FirstClose in 2025.
What sectors does Lateral Investment Management focus on?
Lateral Investment Management focuses on FinTech, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Enterprise Software, Real Estate & PropTech.
What company stages does Lateral Investment Management focus on?
Lateral Investment Management typically invests at the Early stage.
What is Lateral Investment Management's AUM?
Lateral Investment Management's assets under management are estimated between $500.0M and $1.0B.