Insights

Focus on Founder-Owned Businesses Lateral Investment Management specializes in partnering with founder-owned companies that are reaching inflection points, indicating a potential need for strategic growth capital or operational support to accelerate scaling efforts.

Technology and Business Services Expertise With a focus on B2B software, industrial technology, and technology-enabled services, Lateral is likely seeking innovative firms in these sectors, presenting opportunities to introduce tailored financial solutions and strategic investments.

Recent Growth Investments Having invested $35M into fintech firm FirstClose and engaging in strategic partnerships, Lateral demonstrates active involvement in scaling high-growth companies, offering prospects for further investment or advisory services for similar tech-driven firms.

Expansion of Team and Capabilities Recent hires of senior associates and operating partners suggest Lateral is expanding its operational expertise and deal capacity, creating opportunities to connect with strategic investors or service providers that support growth-oriented private equity activities.

Mid-Market Focus Operating within the owner-operated middle market segment with revenues estimated between $50M and $100M, Lateral presents opportunities for tailored funding solutions, management consulting, or growth capital tailored specifically for these high-potential companies.

Lateral Investment Management, LLC Tech Stack

Lateral Investment Management, LLC uses 8 technology products and services including Flickity, OWL Carousel, Pantheon, and more. Explore Lateral Investment Management, LLC's tech stack below.

  • Flickity
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Pantheon
    Platform As A Service
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • RankMath SEO
    Web Platform Extensions
  • Apache
    Web Servers

Media & News

Lateral Investment Management, LLC's Email Address Formats

Lateral Investment Management, LLC uses at least 1 format(s):
Lateral Investment Management, LLC Email FormatsExamplePercentage
First.L@lateralim.comJohn.D@lateralim.com
56%
First@lateralim.comJohn@lateralim.com
18%
Last@lateralim.comDoe@lateralim.com
13%
FL@lateralim.comJD@lateralim.com
13%

Frequently Asked Questions

Where is Lateral Investment Management, LLC's headquarters located?

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Lateral Investment Management, LLC's main headquarters is located at 400 South el Camino Real Suite 1100 San Mateo, California 94402 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Lateral Investment Management, LLC's phone number?

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You can contact Lateral Investment Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lateral Investment Management, LLC's official website and social media links?

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Lateral Investment Management, LLC's official website is lateralim.com and has social profiles on LinkedInCrunchbase.

What is Lateral Investment Management, LLC's SIC code NAICS code?

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Lateral Investment Management, LLC's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lateral Investment Management, LLC have currently?

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As of April 2026, Lateral Investment Management, LLC has approximately 25 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: J. T.Operating Partner: K. B.Managing Partner: G. C.. Explore Lateral Investment Management, LLC's employee directory with LeadIQ.

What industry does Lateral Investment Management, LLC belong to?

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Lateral Investment Management, LLC operates in the Investment Management industry.

What technology does Lateral Investment Management, LLC use?

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Lateral Investment Management, LLC's tech stack includes FlickityOWL CarouselPantheonHSTSBootstrapGoogle AnalyticsRankMath SEOApache.

What is Lateral Investment Management, LLC's email format?

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Lateral Investment Management, LLC's email format typically follows the pattern of First.L@lateralim.com. Find more Lateral Investment Management, LLC email formats with LeadIQ.

When was Lateral Investment Management, LLC founded?

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Lateral Investment Management, LLC was founded in 2014.

Lateral Investment Management, LLC

Investment ManagementCalifornia, United States11-50 Employees

Lateral Investment Management is a private equity firm focused exclusively on investing in founder-owned companies that have reached an inflection point. We partner with high conviction owners who want an institutional partner to help them expand and accelerate their vision. At Lateral, we take a collaborative approach that leverages our domain expertise, strategic insight, and operational resources to drive significant growth and value creation. We specialize in technology and business services, specifically B2B software, industrial technology, managed solutions, and technology-enabled services.

Lateral Investment Management, LLC is an SEC Registered Investment Advisor and a minority owned firm.

Section iconCompany Overview

Headquarters
400 South el Camino Real Suite 1100 San Mateo, California 94402 United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Lateral Investment Management, LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Lateral Investment Management, LLC's revenue is estimated to be in the range of $50M$100M

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