Insights

Strategic focus Private equity firm specializing in founder-owned, growth-stage middle-market companies in technology and services, presenting opportunities to expand with an institutional partner.

Operational leverage Collaborative approach offering domain expertise, strategic insight, and operational resources to accelerate growth, which can be aligned with portfolio companies seeking scale and process improvements.

Recent leadership additions New operating partner and multiple senior staff hires signal expanding deal execution capabilities and hands-on value creation, creating access points for introductions to founder-owned targets.

Fintech and software tilt Active investment in B2B software, industrial tech, and technology-enabled services suggests cross-sell opportunities with fintech-enabled lenders or software vendors seeking growth equity partnerships.

Growth-ready targets Past investment into FirstClose and a revenue range of 50-100 million indicate a focus on scalable tech-enabled businesses at an inflection point, ideal for growth-stage capital partnerships.

Similar companies to Lateral Investment Management

Lateral Investment Management Tech Stack

Lateral Investment Management uses 8 technology products and services including iCIMS, WordPress, MySQL, and more. Explore Lateral Investment Management's tech stack below.

  • Applicant Tracking Systems
  • Content Management System
  • MySQL
    Database
  • OWL Carousel
    Javascript Libraries
  • Marketing Automation
  • Radix UI
    UI Frameworks
  • Tailwind CSS
    UI Frameworks
  • Web Analytics

Media & News

Lateral Investment Management's Email Address Formats

Lateral Investment Management uses at least 4 email formats:
Lateral Investment Management 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

What is Lateral Investment Management's phone number?

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You can contact Lateral Investment Management'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's official website and social media links?

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Lateral Investment Management's official website is lateralim.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Lateral Investment Management generate?

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As of October 2026, Lateral Investment Management's annual revenue is estimated to be $50M - $100M.

What is Lateral Investment Management's NAICS code?

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Lateral Investment Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lateral Investment Management have currently?

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As of October 2026, Lateral Investment Management has approximately 23 employees across 2 continents, including North America and Europe. Key team members include Managing Partner: G. C., Senior Counsel & Chief Compliance Officer: N. F. and Principal: P. N. Explore Lateral Investment Management's employee directory with LeadIQ.

What industry does Lateral Investment Management belong to?

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Lateral Investment Management operates in the Investment Management industry.

What technology does Lateral Investment Management use?

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Lateral Investment Management's tech stack includes iCIMS, WordPress, MySQL, OWL Carousel, HubSpot, Radix UI, Tailwind CSS and Piwik PRO Core.

What is Lateral Investment Management's email format?

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

When was Lateral Investment Management founded?

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Lateral Investment Management was founded in 2014.
Lateral Investment Management logo

Lateral Investment Management

Investment ManagementCalifornia, United States11-50 Employees

Lateral Investment Management is a private equity firm based in San Mateo, California, focused on founder-owned companies that reach an inflection point. It partners with owners who want an institutional ally to help broaden and accelerate their vision. The firm emphasizes a collaborative approach that draws on its domain expertise and operational resources to drive growth in technology and business services, including B2B software, industrial technology, managed solutions, and technology-enabled services.

It targets owner-operated middle-market businesses in North America and is an SEC-registered investment advisor and minority-owned firm. In March 2025, the firm expanded its team with several hires, including a senior associate, associates, and an operating partner.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

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

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