When was OFS Capital founded?

OFS Capital was founded in 2005.

Where is OFS Capital's headquarters located?

OFS Capital's headquarters is located in New York City (United States).

How many companies has OFS Capital invested in?

OFS Capital has invested in 44 companies, including Planet Fitness & Convene.

Which companies has OFS Capital invested in lately?

OnlineTechStores & My Alarm Center are the latest investments by OFS Capital.

What sectors does OFS Capital focus on for investments?

Top sectors in OFS Capital's portfolio are Enterprise Applications (5 investments) and Consumer (2 investments).

How many exits has OFS Capital been involved in?

OFS Capital's portfolio has seen 26 acquisitions.

OFS Capital - 2026 Investor Profile, Portfolio & Investment Trends

OFS Capital, established in 2005, is a private debt fund primarily based in New York City, United States. It specializes in financing Conventional Debt round of companies based in United States. Its portfolio includes 44 firms, spanning the Enterprise Applications, Consumer sectors.

As of Oct 2026, OFS Capital has witnessed 26 portfolio exits so far. Its most notable investments include companies like Planet Fitness, Convene and Riveron.

Its latest investment was a Undisclosed Conventional Debt round in OnlineTechStores on Feb 12, 2018, which also saw participation from Fifth Third Bank and syndicate-partners.com.

Key Metrics

Founded Year

2005

Location

New York City, United States

Portfolio Companies

Planet Fitness, Convene & 42 more

Sectors of Investment

Enterprise Applications, Consumer & 16 more

Stages of Investment

Conventional Debt, Series B & 1 more

Locations of Investment

United States

View OFS Capital's full profile

OFS Capital has a portfolio of 44 companies. Their most notable investments include Planet Fitness and Convene.Their portfolio spans across and United States. They have invested in Enterprise Applications, Consumer, Life Sciences and 15 other sectors, across stages such as Conventional Debt, Series B and 1 more. Here is the list of top investments by OFS Capital:

1. Planet Fitness

Key facts about Planet Fitness

Founded Year: 1992
Location: Newington (United States)
Annual Revenue: $1B+ as on Dec 31, 2025
Last Known Valuation: $*****
Stage: Acquired
Employee Count: 18,803 as on Sep 30, 2026
Investors: TSG Consumer Partners, ArrowMark Partners and 25 Others
Latest Funding Round: Conventional Debt, Aug 01, 2018, $*****
Highlight: Acquired

2. Convene

Hospitality-led venue network offering meeting, event, and flexible workspace solutions. It provides meeting rooms, event venues, and flexible office solutions for businesses and professionals. It combines high-end service, modern design, and integrated technology to support corporate meetings, conferences, and workplace needs across major cities worldwide, focusing on seamless guest experience, productivity, and business collaboration.

Key facts about Convene

Founded Year: 2009
Location: New York City (United States)
Last Known Valuation: $*****
Stage: Acquired
Total Funding till date: $266M
Employee Count: 551 as on Jul 31, 2026
Investors: ArrowMark Partners, Boathouse Capital and 21 Others
Latest Funding Round: Conventional Debt, Mar 24, 2026, $*****
Highlight: Acquired

3. Riveron

Provider of advisory services in accounting, finance, and operations. These services encompass a wide array of areas including accounting advisory, business performance improvement, capital markets advisory, ESG consulting, governance, risk, and compliance, interim management, restructuring and turnaround, strategic communications, tax advisory, technology enablement, and transaction services. The firm assists clients in optimizing processes, systems, and financial reporting, while also offering support for mergers and acquisitions, debt and equity market access, and navigating distressed situations. They work with a diverse client base, providing tailored solutions to meet specific needs.

Key facts about Riveron

Founded Year: 2006
Location: Dallas (United States)
Stage: Acquired
Employee Count: 1,627 as on Sep 30, 2026
Investors: H.I.G. Private Equity, OFS Capital and 2 Others
Latest Funding Round: Series A, May 16, 2019, $*****
Highlight: Acquired

4. BCC Software

Provider of mailing software, data services, and address quality solutions. The company offers software for mail preparation, data processing, and mail submission compliance. It provides data quality solutions, including address validation, change of address updates, and address correction services. The company also offers mail tracking and omnichannel marketing services.

Key facts about BCC Software

Founded Year: 1978
Location: New York City (United States)
Stage: Acquired
Employee Count: 136 as on Sep 30, 2026
Investors: Abacus Finance Group, OFS Capital and 1 Other
Latest Funding Round: Conventional Debt, Nov 06, 2017, $*****
Highlight: Acquired

5. Accurate Group

Provider of appraisal management, title, and compliance services for real estate finance. It offers technology-driven solutions for banks, credit unions, and other lenders. Services encompass appraisal products, including modernization and alternative valuations, streamlined and traditional title services, due diligence, and e-signature capabilities. The company also provides compliance tools and resources to help clients manage risk and ensure regulatory adherence. Its offerings aim to improve speed, accuracy, and efficiency in real estate transactions.

Key facts about Accurate Group

Founded Year: 2004
Location: Charlotte (United States)
Stage: Acquired
Employee Count: 348 as on Sep 30, 2026
Investors: Top Tier Capital Partners, MCG Capital and 5 Others
Latest Funding Round: Venture Debt, Jan 08, 2013, $*****
Highlight: Acquired

View the full list of portfolio companies

OFS Capital has invested in 45 companies over the last 12 years, with an average of 0 new investment annually in the last 10 years. Its most recent first time investment was in OnlineTechStores.

View all investments by OFS Capital

OFS Capital has made 2 investments in Conventional Debt stage with an average round size of $20M, 2 investments in Series B stage with an average round size of $15.2M and 1 investment in PE stage with an average round size of $10M.

Here are OFS Capital's investments by stage:

Stage of entry	No. of Investments
Conventional Debt	2
Series B	2
PE	1

Note: We have considered here, only first round of investments

View all investments by OFS Capital

OFS Capital has a diverse portfolio, with companies operating in the Enterprise Applications, FinTech, Financial Services, Real Estate and Construction Tech and Retail. Notably, it has invested in 20 Enterprise (B2B) companies, 11 Tech companies, 8 Consumer (B2C) companies and at least 4 companies focusing on Software.

Here are OFS Capital's investments by sector:

Sector	No. of Investments
Enterprise Applications	2
FinTech	1
Financial Services	1
Real Estate and Construction Tech	1
Retail	1

Note: We have considered here, only first round of investments

View all investments by OFS Capital

OFS Capital has made most investments in United States (5).

View all investments by OFS Capital

OFS Capital has not made any investment in 2026 so far.

Here are the most recent investments by OFS Capital:

Filter this list

Date	Company	Location	Round Details	Round Amount	Co-Investors
Feb 12, 2018	OnlineTechStores	United States	Conventional Debt	3429	Fifth Third Bank [+3]
Oct 10, 2016	My Alarm Center	United States	PE	2817	Ironwood Capital [+3]
Jun 17, 2015	Convene	United States	Series B	1910	Boathouse Capital [+1]
Mar 2015	Riveron	United States	Conventional Debt	7026	Kian Capital
Sep 14, 2014	NeoSystems	United States	Series B	7272	-

See more recent investments made by OFS Capital

26 companies from OFS Capital's portfolio have been acquired. The most recent acquisition was Eventus WholeHealth in Nov 2024 by General Atlantic for $*****.

Here are OFS Capital's portfolio companies that got acquired most recently:

Filter this list

Company	Acquisition Date	First Invested on	First Round of Investment	Round Size
Eventus WholeHealth	Nov 11, 2024	-	-	5051
Planet Fitness	Feb 22, 2024	-	-	4077
Riveron	Jun 09, 2023	Mar 2015	Conventional Debt	5153
Tony's Fresh Market	Apr 20, 2022	-	-	8027
Convene	Apr 12, 2022	Jun 17, 2015	Series B	5497

View all acquired companies in OFS Capital's portfolio

Over the past 12 years, 31 investors have co-invested in OFS Capital's portfolio companies. This includes funds and angels.

Invested before OFS Capital: Boathouse Capital, Tamarix Capital and 3 others have invested in rounds before OFS Capital. There is 1 company where Boathouse Capital has invested before OFS Capital and 1 company where Tamarix Capital has invested before OFS Capital.
Top Co-investors of OFS Capital: 11 investors entered a company along with OFS Capital. These include investors like Conversion Venture Capital (1 company).
Invested after OFS Capital: A total of 15 investors have invested in OFS Capital's portfolio after their investments. Top Investors include Brookfield Asset Management (1 company) and ArrowMark Partners (1 company).