ClearPoint Investment Partners
2026-09-02clearpointinvest.com
Overview
What they do
ClearPoint Investment Partners is a private equity firm specializing in lower middle-market business services and financial processing companies. The firm works closely with management as a hands-on partner to create long-term value for stakeholders. It focuses on businesses at key inflection points where its strategic, operational, and industry expertise can accelerate growth and enhance company value.
clearpointinvest.com
What they look for
ClearPoint Investment Partners targets lower middle-market business services and financial processing companies, focusing on businesses at key inflection points where active, hands-on operational involvement can drive growth and value creation.
clearpointinvest.com
Stage
Series B+
clearpointinvest.com
Sectors
Fintech, SaaS
clearpointinvest.com
Based
San Francisco, US
clearpointinvest.com
Sources
2026-09-02clearpointinvest.comClearPoint is a private equity firm focused exclusively on investing in lower middle-market…
2026-09-02clearpointinvest.comWe seek investment opportunities where our industry expertise, hands-on approach, and tailored…
2026-09-02clearpointinvest.comLocation. United States and Canada. Our Location. 400 S. El Camino Real, Suite 750. San Mateo…
2026-09-02clearpointinvest.comCarty Chock, Co-Founder and Partner. Ingrid Mazul, Co-Founder and Partner. Simon Baitler…
2026-09-02clearpointinvest.comCarty Chock, Co-Founder and Partner. Ingrid Mazul, Co-Founder and Partner. Simon Baitler…
Portfolio, cheque size and the rest
The 10 companies they have backed that we can see, the cheque they write, and whether they are deploying right now.
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