1,400+ accredited investors · $25K minimums · No annual management fee
For Investors
Review selected acquisitions one at a time, each with a complete diligence package: deal memo, financials, investor terms, and sponsor background. Request an allocation in the deals that fit, and pass on the rest.
Minimums start at $25,000 per deal.
For Sponsors
CapitalPad invests $1M to $2.5M of equity in qualified sponsor-led acquisitions through a single investment vehicle. The typical fit is a profitable company with $1M to $7M of EBITDA and a signed LOI in place.
One investment party, one wire, and no sponsor fees.
Accredited Investors Only
Most acquisitions of established private companies are funded by funds, family offices, and institutional investors. Individual investors rarely get access to these deals.
CapitalPad opens that access. We provide accredited investors deal-by-deal participation in lower middle market private equity. Each deal is a specific acquisition of an established, profitable business, led by a sponsor we have reviewed.
There is no blind-pool commitment and no annual management fee. Members review each opportunity on its own merits, and passing on a deal costs nothing. CapitalPad earns carried interest on each deal, so we are paid when deals perform.
CapitalPad deals focus on established U.S. or Canadian companies with historical profitability, understandable operations, and durable demand. Fewer than 5% of the deals we review are presented to investors.
Members evaluate the business, the sponsor leading the transaction, the structure, and the key risks. Each deal comes with a full diligence package, including the investment memo, financials, and terms.
Joining CapitalPad does not require an investment. Members choose, deal by deal, whether to request an allocation. Those who participate invest through a deal-specific SPV.
We focus on lower middle market acquisitions led by independent sponsors, so our process is built around LOI timing, diligence, lenders, equity structure, and closing certainty.
Sponsors work with CapitalPad as one investment party: one diligence process, one closing timeline, one subscription package, and one wire through a single CapitalPad vehicle.
Sponsors do not pay CapitalPad to review or participate in a transaction. There are no placement, advisory, success, or closing fees charged to the sponsor. CapitalPad is compensated by its investors through carried interest.
CapitalPad for Sponsors
CapitalPad can participate in qualified lower middle market acquisitions with $1M to $2.5M of equity through a single CapitalPad investment vehicle.
Our typical fit is a profitable U.S. or Canadian company with $1M to $7M of EBITDA, and $5M to $30M of enterprise value.
We focus predominantly on independent sponsor deals and selectively review post-LOI search fund acquisitions that meet a similar profile.
Review focuses on the company, the sponsor, the structure, and the path to close, with clear feedback either way. Target criteria and the full process are detailed on the sponsor page.
CapitalPad for Investors
“CapitalPad makes the deal sourcing and logistics of lower middle market investing easy.”
CapitalPad for Investors
“CapitalPad makes the deal sourcing and logistics of lower middle market investing easy.
CapitalPad for Sponsors
“CapitalPad’s investment was invaluable for helping close our transaction. Highly recommended for sponsors.”
CapitalPad for Sponsors
“CapitalPad’s investment was invaluable for helping close our transaction. Highly recommended for sponsors.”
Lower middle market acquisitions often require $1M or more of equity. CapitalPad organizes member capital through a single deal-specific vehicle: individual investors participate at $25,000 minimums, and sponsors work with one CapitalPad investment party.
We wanted access to the lower middle market private equity deals that usually move through family offices, funds, and sponsor relationships. As individual investors, we had no practical way in. We built CapitalPad to change that.
CapitalPad is available exclusively to accredited investors, subject to approval and onboarding.
Joining CapitalPad does not require investing in any particular deal.
CapitalPad focuses on deal-by-deal private equity investments in lower middle market acquisitions, typically involving established private companies with operating history, historical profitability, and understandable business models.
Most opportunities are acquisitions led by independent sponsors, with select post-LOI search fund acquisitions that fit a similar profile. Target transactions typically fall between $5M and $30M of enterprise value, with underlying companies generating $1M to $7M of EBITDA.
We prefer mature operating companies with durable demand, healthy margins, and practical value-creation opportunities, and we screen for lower exposure to AI-driven disruption. Common areas include residential and commercial trades, healthcare and provider services, testing and compliance, specialty distribution, auto and fleet services, professional and business services, and light industrial. These are operating businesses, not startups, turnarounds, or venture-style growth plays.
Lower middle market acquisitions are typically built for larger checks from funds, family offices, and private investor groups. Sponsors also need a clean closing process, not a scattered base of small investors.
CapitalPad organizes member capital through a single deal-specific vehicle, allowing individual accredited investors to participate while the sponsor works with one CapitalPad investment party.
Traditional private equity funds usually require investors to commit capital to a blind pool, giving the manager discretion to invest across future deals.
CapitalPad is deal by deal. Members review specific acquisitions and decide individually whether to participate. There is no blind-pool commitment, no scheduled capital calls, and no annual management fee.
Approved members review selected lower middle market acquisitions that have cleared CapitalPad’s initial review process. Most opportunities involve established private companies with operating history, historical profitability, and understandable business models.
Members typically begin with a blinded overview and, when appropriate, sign an NDA to review full materials. Each deal package includes information about the company, sponsor, structure, terms, diligence materials, key risks, and timeline. Members choose deal by deal whether to request an allocation and, if they participate, invest through a deal-specific SPV.
For individual investors looking to invest in lower middle market private equity deals, the process on CapitalPad works as follows:
This structure keeps the cap table simple for the sponsor and the process straightforward for investors.
New deals are posted only after clearing underwriting, and fewer than 5% of the deals we review make it to investors. Expect roughly one opportunity per month, with cadence driven by deal quality rather than a fixed schedule.
CapitalPad charges a one-time 1.5% administration fee when an investment is made. There is no annual management fee.
CapitalPad also earns 20% carried interest on profits, but only after investors have received their initial capital back on that deal. Deal-specific fees and economics are disclosed before an investor subscribes.
Yes. Funds, family offices, SBICs, and other institutional investors active in the independent sponsor space may apply to participate through CapitalPad.
A minimum commitment of $750,000 per deal applies for direct deal flow access. Institutional status can be designated during onboarding.
Private equity investments are speculative, illiquid, and involve the risk of loss, including possible loss of the entire investment.
Portfolio companies may underperform, distributions may be reduced or delayed, and there may be no secondary market to sell an investment early. Investors should review all deal materials and conduct their own independent diligence before making any investment decision.
CapitalPad does not provide personalized investment, legal, tax, accounting, or financial advice. Information on this website and materials made available through the CapitalPad platform are provided for informational purposes and should not be construed as a recommendation by CapitalPad or any affiliate to purchase or sell any security.
Nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, any security. Any offer or solicitation will be made only through the applicable offering documents, subscription agreement, and related materials, and only to qualified investors in jurisdictions where the offering is permitted. In the event of any conflict between website content and the applicable offering documents, the offering documents control.
CapitalPad may rely on information supplied by sponsors, issuers, management teams, service providers, and other third parties. Although CapitalPad reviews opportunities before presenting them to members, CapitalPad does not guarantee the accuracy, completeness, or adequacy of any information, projections, valuations, diligence materials, or other materials provided in connection with any opportunity.
Private investments made through CapitalPad are speculative, illiquid, and involve a high degree of risk, including the possible loss of all invested capital. Securities may be unregistered, restricted, not listed on any exchange, and subject to transfer limitations. There may be no secondary market, and investors should be prepared to hold investments for an indefinite period. Investments are not FDIC insured, not bank guaranteed, and may lose value.
Past performance of any company, sponsor, individual, fund, strategy, or prior investment is not indicative of future results. Any projections, forecasts, target returns, forward-looking statements, or other estimates are based on assumptions that may prove incorrect, may not materialize, and should not be relied upon as a guarantee of future performance.
Investors are responsible for reviewing all deal materials and conducting their own independent diligence before making an investment decision. Investors should consult their own legal, tax, accounting, financial, and other advisers before investing.
Investments may involve limited or no voting rights, and investors should assume they will not control or influence the management or operations of any underlying company. CapitalPad and its affiliates may receive fees, carried interest, or other economic benefits and may have conflicts of interest, each of which will be disclosed in the applicable deal materials.
Nothing in these disclosures is intended to waive any rights or remedies that cannot be waived under applicable federal or state securities laws.
CapitalPad primarily reviews independent sponsor acquisitions of established, profitable lower middle market companies in the United States and Canada. Target transactions typically fall between $5M and $30M of enterprise value, with underlying companies generating $1M to $7M of EBITDA.
We prefer mature operating businesses with proven business models, durable demand, healthy margins, and practical value-creation opportunities, screened for lower exposure to AI-driven disruption. Many fit within the broader generational ownership transition, where founder- or family-owned companies are moving to new operators.
Sectors include:
CapitalPad does not invest in startups, turnarounds, distressed assets, or growth-stage companies pursuing unproven models.
CapitalPad typically participates with $1M to $2.5M of equity in qualified transactions through a single CapitalPad investment vehicle.
Actual participation depends on transaction size, structure, timeline, diligence materials, investor economics, and overall fit with CapitalPad’s investment criteria.
Sponsors submit a transaction for review. If the deal appears to fit, CapitalPad reviews the company, sponsor, transaction structure, investor economics, diligence materials, and path to close.
For opportunities that move forward, sponsors work with CapitalPad as one investment party through a single vehicle, one diligence process, one closing process, and one wire.
CapitalPad can usually provide an initial read on fit within a few business days after receiving core materials. A firmer commitment depends on diligence, documentation, investor process, and transaction timing.
CapitalPad generally invests on market-standard lower middle market terms and does not seek operational control.
We typically require customary minority investor protections, including information rights, quarterly reporting, approval rights on major decisions, tag-along rights, and other protections appropriate for the structure.
Where CapitalPad invests alongside other institutional co-investors, we generally expect the same underlying deal terms for the CapitalPad vehicle.
Approved opportunities are first presented on a blinded basis. Investors who want to evaluate the full opportunity are required to sign a deal-specific NDA before receiving identifying information, full deal materials, or data room access.
Sponsors retain control over what is shared and when.
No. Sponsors do not pay CapitalPad to review or participate in a transaction.
CapitalPad does not charge sponsor-paid placement, advisory, success, closing, or participation fees. CapitalPad’s economics are borne by the CapitalPad investment vehicle and its investors, not by the sponsor.