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Lateral Investment Management

Lateral Investment Management

San Mateo, Californialateralim.com

Overview

Lateral Investment Management is a private equity firm that enables transformational growth at founder-led middle market businesses in North America. The firm provides growth capital to non-sponsored, lower-middle market companies through the direct origination of preferred equity stakes and loans. Lateral focuses on partnering with successful business owners who have high conviction in their future growth and companies that have reached an inflection point where they need substantial capital and support to scale to the next level. The firm invests in the manufacturing, business services, infrastructures, and technology sectors across the United States.

Year Founded

2014

AUM

$628.86M

Portfolio Companies

4

Investments

Lateral Investment Management investments
CompanyDateStageLead
FirstCloseOct 2025Series A ExtensionLead
Morae Global CorporationNov 2023Private EquityCo-investor
PTPJun 2023Private EquityCo-investor
FirstCloseMay 2022Series ALead
Morae Global CorporationAug 2021Private EquityCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersSan Mateo, California
Year Founded2014
AUM$628.86M

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