About Balance Point Capital
Balance Point Capital is a private equity firm founded in 2007. It is primarily based in Westport, United States. As of Aug 2026, Balance Point Capital is an active investor with a portfolio of 69 companies, comprising 69 funding rounds and 7 acquisitions. In the last 12 months, it has participated in 2 funding rounds. The firm primarily invests in companies based in United States and Canada. Its portfolio is spread across a wide range of sectors from Enterprise Applications to Healthcare. Its latest investment was a $***** Conventional Debt round in ShipSigma on Jul 30, 2026
Overall Balance Point Capital portfolio has seen 1 IPO and 38 acquisitions, namely SmartyPants Vitamins, PlayMonster and CorePower Yoga. A lot of funds co-invest with Balance Point Capital, with names like HIG BioHealth Partners sharing a substantial percentage of its portfolio.
Balance Point Capital has a team of 14 people, including 2 partners.
Key Metrics
Founded Year
2007
Location
Westport, United States
Portfolio Companies
Portfolio Sectors
Portfolio Locations
Acquisition Deals
Investment Deals
Balance Point Capital's Portfolio
Balance Point Capital has a portfolio of 69 companies. They have invested in a total of 69 companies. Their most recent investment was in ShipSigma (Conventional Debt round) on Jul 30, 2026. Here are the most recent investments by Balance Point Capital:Date | Company | Round | Amount | Co-Investors |
|---|---|---|---|---|
Jul 30, 2026 | Conventional Debt | 3933 | - | |
Jul 30, 2026 | Seed | 3075 | - | |
Jun 20, 2024 | PE | 7112 | - | |
May 29, 2024 | Seed | 3442 |
Balance Point Capital has acquired 7 companies. Their most recent acquisition was of Clarus Commerce on Jul 08, 2019. Here are the most recent acquisitions by Balance Point Capital:
Acquisition Date | Company | Short Description | Total Funding | Founded Year |
|---|---|---|---|---|
Jul 08, 2019 | Provider of loyalty management software | - | 2001 | |
Feb 16, 2016 | Provider of primary care services | - | 1999 | |
Jan 26, 2016 | Produces and supplies food products | - | 1990 | |
Sep 03, 2015 | Lyme & tick-borne disease testing: accurate diagnostics for informed treatment | - | 1991 |
Here is the portfolio snapshot of Balance Point Capital:
Investments by Year
The maximum number of investments were made in 2019
Portfolio by Location
Companies are primarily in United States and Canada
Portfolio by Sector
Companies are primarily in Enterprise Applications
Team profile of Balance Point Capital
Balance Point Capital has a team of 14 members including 2 Partners and 2 Principals located in United States. Balance Point Capital's team does not sit on the board of any company as of now.Here is a list of top team members in Balance Point Capital:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | Westport | - | - | |
Partner | New York City | - | ||
Principal | Norwalk | - | ||
Principal | New York City | - | ||
Advisor | Darien | - | - | |
Advisor | New York City | - | - | |
Advisor | - | - | - | |
Associate | New York City | - | ||
Associate | Ithaca | - | ||
Associate | New York City | - |
Co-investors of Balance Point Capital
Over the past 19 years, 7 investors have co-invested in Balance Point Capital's portfolio companies.
- Top Co-investors of Balance Point Capital: 7 investors entered a company along with Balance Point Capital. These include investors like HIG BioHealth Partners (1 company).
Balance Point Capital News
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Balance Point Announces its Investment in Bar Keepers FriendPR Newswire•Mar 27, 2025•Balance Point Capital, barkeepersfriend
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Balance Point Announces its Investment in Lightbridge AcademyPR Newswire•Jun 20, 2024•Balance Point Capital, Lightbridge Academy, Westerly, Elmsley Capital
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Balance Point, Swift Anchor make strategic investment in Essential TurbinesBusiness News Today•Jun 10, 2024•Balance Point Capital, Essentialturbines, Swift Anchor
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Balance Point Announces its Investment in Firehook BakeryPerishableNews.com•Jun 05, 2024•Balance Point Capital, Firehook
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Firehook Bakery inks investment from Balance PointPE Hub•May 30, 2024•Firehook, Balance Point Capital
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Balance Point Capital backs SG Homecare acquisitionHME News•May 21, 2024•Balance Point Capital, SG Homecare
