SNAPSHOT
Solving large pain points in the commerce ecosystem for customers, employees, and /or the business overall
With innovative, asset-lite business models in mission critical areas
Which have proven, product-market fit and customer adoption seeking growth levers
Where SIZE gets unique market insights on competitive differentiation from its ecosystem
Where SIZE can accelerate company momentum through its end market network and reach
Stage
Growth-stage and later (min $20mm of revenue)
“Scale-ups”, NOT start-ups
Geos
US, Europe, Israel
Sectors
Commerce Enablement,
Customer Engagement,
Marketing Tech, Retail Tech,
Logistics/Fulfillment,
Frontline Worker Technology,
B2B Commerce,
Fintech for Commerce
Business Models
Recurring and highly re-occurring business models - SaaS, marketplaces, subscription models
Innovation is the heartbeat of the tech industry. Yet, 75% of tech companies find it challenging to maintain the pace of innovation as they scale. At SIZE Capital, our vision is to empower these companies to continue innovating, driving growth and creating value for all stakeholders.
The complexities of scaling a tech company are often a daunting challenge. This is where SIZE Capital's hands-on, organic, and market-driven approach makes a difference. We work alongside our portfolio companies, providing the necessary guidance and resources to enable sustainable growth.
Successful investing is about more than just identifying opportunities—it's about understanding where you can add value. At SIZE Capital, we leverage our practitioner-led insights from the SIZE platform and rigorous investment evaluation processes to identify and invest in companies where we can provide an unfair advantage.
GP BRINGS EXPERTISE AND SYNERGY TO SIZE
Anand Subramanian
Managing Partner, SIZE Capital
Anand is an accomplished senior executive passionate about investing in and working with growth and later-stage private tech companies, with deep expertise in commerce technology, marketing tech, fintech, and vertical software.
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Track Record of delivering investment returns on growth and structured equity, >210% IRR as independent GP in 2021 / 2022 YTD and >100% IRR on exits while co-heading growth equity at Macquarie on >$300M of invested capital.
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Repeatedly mandated to launch and scale new strategies - Scaled growth and structured equity principal strategy from concept into dedicated $750M strategy from 2017 – 2021 at Macquarie, leveraging the firm’s points of differentiation to create unique investment opportunities.
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Utilizes deep and active network of tech CXOs, VC partners, independent board members, and institutional investors to source deals as well as candidates, customers, and partners for portfolio companies. Board experience advising CEOs and management teams through board involvement in areas including business strategy, GTM, product roadmap, talent identification, acquisitions, and capital/financing.
We turn the sourcing funnel upside down
Size flywheel - our advantage
Leading commerce tech companies
Enterprise Brands
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SLIDE 6- SIZE?
WHAT’S THE INVESTMENT FOCUS?
COMPANIES
Solving large pain points in the commerce ecosystem for customers, employees, and /or the business overall
With innovative, asset-lite business models in mission critical areas
Which have proven, product-market fit and customer adoption seeking growth levers
Where SIZE gets unique market insights on competitive differentiation from its ecosystem
Where SIZE can accelerate company momentum through its end market network and reach
STAGE
Growth-stage and later (min $20mm of revenue)
“Scale-ups”, NOT start-ups
COMPANY PROFILE
25%+ Growth
Capital fully funds the business even in downside case
No more than 12-months to profitability (if not break-even/ profitable already)
SECTORS
Commerce Enablement,
Customer Engagement,
Marketing Tech, Retail Tech,
Logistics/Fulfillment,
Frontline Worker Technology,
B2B Commerce
Fintech for Commerce
