Insights

Nimble Private Capital Potentis Capital is a small, closely-held investment firm focused on health care, consumer products, and technology. This suggests sales opportunities around specialized software, healthcare services, and product optimization solutions tailored to mid-sized private investment firms and their portfolio companies.

Portfolio Enablement The firm works closely with affiliate management teams to brainstorm and execute implementations, indicating a receptiveness to consulting, portfolio operations software, project management platforms, and strategic services that accelerate portfolio company growth.

Strategic Leadership With an active operating board and named roles such as Portfolio Chief Operations Officer and Chief Strategy Officer, there is potential for executive-level engagement in governance tools, board preparation platforms, KPI dashboards, and strategic planning accelerators.

Community & ESG A notable emphasis on community support and social responsibility opens doors for partnerships around impact measurement, ESG reporting software, philanthropy platforms, and nonprofit-dominated grant management solutions appealing to mission-aligned investors.

Tech Stack & Cloud Current tech usage includes AWS, WordPress, Google Workspace, and other SaaS tools, indicating openness to cloud-based productivity, cybersecurity enhancements, data integration, and lightweight portfolio analytics that fit a lean, tech-forward investment team.

Similar companies to Potentis Capital

Potentis Capital Tech Stack

Potentis Capital uses 8 technology products and services including Amazon Web Services, WordPress, Figma, and more. Explore Potentis Capital's tech stack below.

Potentis Capital's Email Address Formats

Potentis Capital uses at least 3 email formats:
Potentis Capital Email FormatsExamplePercentage
First.Last@potentiscapital.comJohn.Doe@potentiscapital.com
71%
FirstLast@potentiscapital.comJohnDoe@potentiscapital.com
15%
First@potentiscapital.comJohn@potentiscapital.com
14%

Frequently Asked Questions

What is Potentis Capital's official website and social media links?

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Potentis Capital's official website is potentiscapital.com and has social profiles on LinkedIn.

How much revenue does Potentis Capital generate?

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As of October 2026, Potentis Capital's annual revenue is estimated to be $1M - $10M.

What is Potentis Capital's NAICS code?

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Potentis Capital's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Potentis Capital have currently?

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As of October 2026, Potentis Capital has approximately 3 employees across 1 continents, including North America. Key team members include Chief Executive Officer: M. H. and Chief Marketing & Purpose Officer: C. W. Explore Potentis Capital's employee directory with LeadIQ.

What industry does Potentis Capital belong to?

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Potentis Capital operates in the Investment Management industry.

What technology does Potentis Capital use?

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Potentis Capital's tech stack includes Amazon Web Services, WordPress, Figma, Apple iCloud Mail, Google Workspace, Mimecast, HTML5 Mobile Boilerplate and Google Tag Manager.

What is Potentis Capital's email format?

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Potentis Capital's email format typically follows the pattern of First.Last@potentiscapital.com. Find more Potentis Capital email formats with LeadIQ.

When was Potentis Capital founded?

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Potentis Capital was founded in 2014.
Potentis Capital logo

Potentis Capital

Investment ManagementFlorida, United States2-10 Employees

Potentis Capital is a closely-held private investment firm based in Fort Lauderdale, Florida. It operates in investment management with an entrepreneurial mindset, focusing on health care and related services, consumer products, and technology companies. The firm works with affiliate management teams to identify opportunities and oversee the execution of plans for its portfolio, which includes MedAffect, Agile Element, Tone House, Farm Cut, and Watertree Health. The leadership is led by CEO and Managing Member Matt Herfield, who prioritizes partnerships with market-changing businesses that also pursue social responsibility. The operating board comprising Matt as Chairman and Directors Carol Rowbo and Joseph Kleiman helps portfolio companies scope opportunities, map issues, and develop management capabilities, with Carol and Joseph serving as Portfolio Chief Operations Officer and Portfolio Chief Strategy Officer, respectively; Potentis also maintains community affiliations with Make-A-Wish, ASPCA, the National Kidney Foundation, and 15 regional food banks.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2014
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Potentis Capital's revenue is estimated to be in the range of $1M - $10M

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