We focus on helping transform our companies into true strategic market leaders — without compromising what made them successful in the first place.
Rubicon deploys proven operational strategies with the right combination that fits each company’s needs.
Accelerating or even maintaining growth rates requires more than just adding sales headcount and marketing expense – it’s about doing things differently at scale to break through the plateau that many companies hit. Rubicon has the experience and process frameworks that can help companies adapt to the challenges of increasing scale.
Our frameworks focus on the challenges of continuing to deliver value to customers in an efficient and effective manner, while accelerating the capture of market share.
Great products can span geographic and industry boundaries, but operating models need to change to be successful across multiple markets. Rubicon has decades of operating experience across geographies and vertical markets, and a proven track record of expanding our portfolio company’s addressable markets.
We have both tools that focus on the tactical things like how sales compensation models change, and strategic decision frameworks that help answer the questions about what markets, when, and how.
Successful M&A strategies are not simply a transactional exercise of buying companies. It’s about defining a strategy, buying the right companies, and effectively integrating them. Rubicon has experience with over 60 add-ons and has a comprehensive framework to make the strategy work.
Our tools provide a blueprint for all the details that need to happen to make M&A integration successful, and a framework that allows management teams to focus on the things that matter most; customers, products, and people.
There is a point that all businesses hit a scale and inflection point of expanding profitability – knowing the right time and how to do it is critical. Rubicon’s approach is to drive efficiency into operations as they scale, not cutting corners to achieve quick profitability.
Our frameworks and tools are focused on the concepts of efficiency of operations and value of deliverables, not simply doing less cheaply.
Our partnership model and capital structures are designed to accelerate companies rather than inhibit them. Rubicon aligns with management teams on a truly collaborative, highly versatile plan – because when it comes to the pitfalls and snags that go with building great companies, flexibility is essential.
We believe that alignment leads to effective capitalization of our businesses, rather than the inverse. Our capital structures are set up to support our aligned plan, minimizing the use of debt which can inhibit the flexibility needed to succeed.
We demonstrate our commitment by using only common equity structures, rather than complex preferred structures that drive misalignment. For us, ensuring that we and our teams are on the same page is paramount.
Rubicon invests in enterprise software companies where we can uniquely contribute as a partner to accelerate growth and establish a clear market leadership position. Strong cultural, operational and strategic alignment with management teams is core to our investment approach, and we will only invest alongside teams with which we can build a common view of the right strategy and its execution together.
Rubicon partners with enterprise software companies that have demonstrated the ability to capture and retain market share with the following key criteria:
We make majority equity investments of $75 – $350 million into enterprise software companies with annual revenue of $15 – $75 million for initial platform investments, and add-on acquisitions of any size. Consistent with our core philosophy of alignment, we partner with management teams in pari passu common equity structures.
