Newfound is the investment firm of the future, with the freedom to meet you where you are, the operating and technical skills to support you through the AI wave, and the conscience to respect the people that make your company special.
How we partner with you.
The same team with the same playbooks will meet you where you are. Your goals will determine the right starting point.
You are ready for a transaction now. Investment structured with meaningful rollover for founders and management. We're aligned differently than the traditional PE investor: we protect culture and act like a growth partner, not a cost optimizer.
A transaction is 1 to 2 years out, or you're not sure you want one yet. We're a board-level partner to help create the most value prior to a sale and support you through the process.
AI Transformation sits at the core of both Newfound Equity and Accelerate engagements. We implement AI, build your policies, train your people, and find the highest-ROI use cases to build products that transform your business.
Newfound Equity
Capital Partnerships Where We Roll Up Our Sleeves
We invest alongside founders and management teams, structuring each partnership to match what the business and its people actually need. Conservative leverage, generous incentive equity, and active partnership across every part of the business.
Investment criteria
- Founder-owned B2B services
- $1M–$10M+ EBITDA
- Recurring revenue characteristics
- Defensible competitive position in growing, durable markets
- Strong customer value proposition as evidenced by high gross margins
Transaction criteria
We focus on businesses that need more than just capital to scale from one phase of growth to the next.
- Majority or significant minority positions
- Alignment with founders and management teams via meaningful rollover and generous equity incentive pools
- We utilize leverage conservatively
- We are proactive partners in sourcing, diligence, acquisition and integration of add-ons
The businesses we like
Newfound Accelerate
A board-level partner for founder-owned B2B services businesses.
For founders 1 to 2 years pre-transaction, we bring the same operating and technology expertise as Newfound Equity, engaged before a deal happens. We sit at the board level as a thought partner, not a project vendor — sharpening positioning, building financial discipline, strengthening leadership and go-to-market, and getting the business exit-ready: the financials, KPIs, and lived experience to select and manage bankers, counsel and diligence providers when you're ready to move. We sell outcomes, not hours.
How we create value.
We first work with you to identify items carrying the highest impact, then work backwards into the operating plan to unlock trapped value. The playbook is the same whether we invest or advise.
What buyers pay for
- 01Scale
- 02Profitable growth
- 03Diversified revenue
- 04Leadership beyond the founder
- 05Trustworthy financials
- 06AI-resilient offering
Strategy & Positioning
Where to play, what to stop, and the narrative the market should hear.
Governance
Board-level advisors, capital planning, budgeting, operating cadence and reporting.
Finance
Forecasting, KPI reporting, margin discipline and CFO support.
Talent
Org design, key hires, incentives and leadership development.
Go-to-Market
Segmentation, pricing, pipeline visibility and a sales engine beyond the founder.
Delivery & Operations
Utilization, systems (ERP, CRM, PSA) and repeatable delivery at better margin.
AI & Data
AI strategy, custom agents and governance, judged on adoption and KPIs.
M&A / Corporate Development
Sourcing, diligence, financing and integration of add-ons; partnerships and new offerings.
Exit Readiness
Sale preparation; selecting and managing bankers, counsel and diligence providers.
What buyers pay for
- 01Scale
- 02Profitable growth
- 03Diversified revenue
- 04Leadership beyond the founder
- 05Trustworthy financials
- 06AI-resilient offering
- 01
Strategy & Positioning
Where to play, what to stop, and the narrative the market should hear.
- 02
Governance
Board-level advisors, capital planning, budgeting, operating cadence and reporting.
- 03
Finance
Forecasting, KPI reporting, margin discipline and CFO support.
- 04
Talent
Org design, key hires, incentives and leadership development.
- 05
Go-to-Market
Segmentation, pricing, pipeline visibility and a sales engine beyond the founder.
- 06
Delivery & Operations
Utilization, systems (ERP, CRM, PSA) and repeatable delivery at better margin.
- 07
AI & Data
AI strategy, custom agents and governance, judged on adoption and KPIs.
- 08
M&A / Corporate Development
Sourcing, diligence, financing and integration of add-ons; partnerships and new offerings.
- 09
Exit Readiness
Sale preparation; selecting and managing bankers, counsel and diligence providers.
Specialty consulting firm
A specialty consulting firm in the industrial and manufacturing space engaged Newfound to serve as a strategic partner in its preparation for, and throughout, its sale process.
What we did
- Sat as advisor to the board, not a project vendor
- Sharpened positioning around the most valuable offerings
- Served as thought partner to the CEO and board on all aspects of the business, including financial discipline, forecasting, AI dashboarding (sales visibility, delivery & ops, accounting & finance), customer segmentation, and resource allocation
- Prepared the company for sale process and ran the selection of advisors (investment bank, sell-side QofE vendor)
Today: Sale process underway with a leading middle-market investment bank.
Newfound AI
People and AI, compounding together.
We help companies redesign high-value workflows around human-AI collaboration. Our team of operators, engineers, and custom agents speeds the path from plan to production.
AI strategy and an agentic investment analyst for a large PE firm
A multi-billion-dollar diversified holding company contracted us to find areas to implement AI within the corporate structure and within their 15+ portfolio companies. We have helped roll out Anthropic, developed AI usage and security policies, trained their staff, identified use cases and built a custom investment analysis platform to date.
An Application we built
- Mapped the investment team's research process end to end, from first screen through diligence
- Identified the recurring research tasks eating the most analyst time across every deal
- Built and deployed the agent inside the firm's existing workflow, prioritized by time saved
- Added tracking so the firm could see adoption and time saved on every deal, not just take our word for it
Who we are
We believe people make profits. AI helps them do more.
Newfound invests in and advises people-based businesses, where human talent, creativity, and problem-solving drive client value. We view AI as a force multiplier for human performance, not a replacement for workers. It removes friction, eliminates busywork, and unlocks the capacity for teams to focus on higher-value work.
We are a team of operators and investors who know what buyers pay for, because we are one. Operators who've built and sold businesses like yours, not just underwritten them.
Partner
Former Partner at Summit Park (private equity for founder-owned businesses) and BlackArch Partners (M&A advisory). Director on seven boards, including Hylaine, Curion, Aspirent, Fast Growing Trees, RuffleButts, Freedom Electronics, and Smartours. Columbia MBA; Amherst College.
Partner
Former Vice President at Align Capital Partners; boards include Global Guardian, Cleartelligence, StenTech and We Are Rosie. Earlier, RLJ Equity Partners and BMO Capital Markets. Wharton MBA; Morehouse College.
Partner
Serial founder with two exits. Co-founded Spark Digital, a tech consultancy serving the media & entertainment vertical, including Dow Jones, NBCUniversal and Verizon; grew to 400 people and sold to MidEuropa-backed intive in 2021. Earlier co-founded Panvidea (SaaS).
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Let's discuss how we can work together to create lasting value for your business and the people who depend on it.
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