RavenRock is a Boston investment firm built around a strategy it calls Venture Equity. It invests in venture-backed software companies with two to five million dollars in annual recurring revenue, real customers, real margins, and the wrong capital structure: too slow for venture capital to fund again, too small for private equity to buy. Most were financed to grow at any cost during the 2020 to 2022 boom and now sit in a gap the capital markets were not built to serve. They cannot raise, and they cannot die.
RavenRock invests one company at a time, working with the venture firms that hold these companies and the founders who run them. Each investment carries a board seat and governance tied to milestones agreed before closing, followed by a nine-month operating Playbook built around profitability: a team sized to revenue, a leaner cost base, disciplined pricing, and a clear path to either a strategic sale or a durable, cash-generating business.
I co-founded RavenRock with Yuri Cataldo and serve as Chief Investment Officer.