Investment Philosophy


Overview

Bluff Point invests in middle-market growth information technology companies serving the financial services and healthcare industries.

Bluff Point’s team collectively has decades of experience in recognizing a company’s growth potential and working with its management to reach that potential. While we take a hands-on approach in managing our investments, the senior management teams at our portfolio companies run their companies’ day-to-day activities.

Bluff Point has no outside investors, which allows us to take a longer outlook on our investments and gives our portfolio companies the chance to reach their full potential

 

 

Investment Criteria

Bluff Point looks for the following in potential investments: 

recurring revenue model
technology as a core competency
strong senior management
the ability to gain a control position
$3 to $30 Million in revenue, positive earnings or a clear path to profitability

 

Markets

 

Bluff Point looks to invest in companies providing information Services in the following markets: 

Financial Technology

  • Wealth Management
  • Mutual Funds
  • Banking
  • Securities
  • Retirement

 

Healthcare Technology

  • Hospitals
  • Physicians
  • Payors
  • Managed Care