When was Strattam Capital founded?

Public sources give 2014 as the year Strattam Capital was founded.

Which sectors does Strattam Capital invest in?

Strattam Capital lists B2B software and Technology among its focus areas. Of the at least 17 portfolio companies we can classify, the largest groups are B2B Software (7), Professional Services (3) and Education (1).

How many portfolio companies does Strattam Capital have?

PE Firm Index lists at least 17 Strattam Capital portfolio companies as of 2026-11-07. This list is partial: the full portfolio on the firm's own site is still being read.

What deals has Strattam Capital done recently?

The most recent deal on record here is: Strattam Capital acquired PurchasePlus. This page lists 1 deal, each with its public source.

Who leads Strattam Capital?

Public sources name Bob Morse (Co-Founder & Managing Partner), Adrian Polak (Co-Founder & Partner) and Hilary Fleischer (Partner) among Strattam Capital's leadership.

Which firms are similar to Strattam Capital?

By overlap in portfolio sectors in this index: ECI Partners, Beech Tree Private Equity and Insight Partners.

PE Firm · Capital Allocator

Strattam Capital

Medium

Not on record · Founded 2014 · Website

Private equityAdd-on M&AAI adoptionGrowth accelerationB2B softwareTechnology

Last verified

11/7/2026

Firm Overview

At least 17

Portfolio tracked

Sectors

Regions

11/7/2026

Last verified

Strattam Capital is a private equity firm that invests in B2B software and technology companies. The firm focuses on businesses aimed at becoming AI-powered vertical market leaders through a collaborative approach with founders.

Strattam Capital provides a path to accelerated growth for B2B software and technology companies. The firm utilizes a Five-Point Plan developed with management teams before signing a deal to ensure alignment. Its approach includes an AI Studio ecosystem to accelerate AI adoption and an in-house Value Creation Team that leads key projects and connects founders to specialized partners.

The firm supports portfolio companies through add-on M&A to accelerate market leadership and a Chief of Staff program that places operators within companies to drive execution. Additionally, executives have access to the Strattam Accelerate Knowledge Hub for training and resources, as well as a peer network for knowledge sharing through summits and benchmarking.

Founded2014

StrategiesPrivate equity, Add-on M&A, AI adoption, Growth acceleration

Sector focusB2B software, Technology

Leadership

Bob Morse

Co-Founder & Managing Partner

Adrian Polak

Co-Founder & Partner

Hilary Fleischer

Partner

Bill Pade

Chairman

Kippy Ball

Principal

Casey Clinkenbeard

Principal, Product & Technology

Andrew Holden

Principal

Sean Williams

Chief Financial Officer

Ray Villareal

Partner Emeritus

Ashley Anthony

CEO, Isazi & Senior Advisor, Strattam

Dario Fanucchi

CTO, Isazi & Senior Advisor, Strattam

Dr. Obakeng Moepya

COO, Isazi & Senior Advisor, Strattam

Jason Westigard

Operating Advisor

Tom Tinsley

Senior Advisor

Michael Tobin, CBE

Senior Advisor

Portfolio by sector

14 of 17 tracked portfolio companies of Strattam Capital carry a sector label we can map; shares are of those 14. See the methodology.

Deals on record

1 on record in the index

Platform investment

Strattam Capital acquired PurchasePlus

Date not stated

Source: saasrise.com

Deals are listed only where a public source names both sides. Submit a correction.

Portfolio on record

Portfolio by sector

B2B Software7 of 17
Professional Services3 of 17
Unclassified3 of 17
Consumer1 of 17
Education1 of 17
Financial Services1 of 17
Healthcare1 of 17

17 portfolio companies on record in the index, grouped by sector hub.

Current and exited

Current: 12 of 17Exited: 5 of 17

Portfolio size among all firms

At least 17 companies on record, more than 32% of the 405 firms in the index.

0885 companies (log scale)

Partial portfolio on record.

Portfolio Companies

Company	Sector	Status	Website
Action Title Research	Nationwide title search & property research	Current	Visit ↗
Affinaquest	Advancement CRM & data platform for higher education	Exited	Not on record
Blacksmith Applications	Trade promotion management for food & CPG	Exited	Not on record
CloudHesive	Cloud-native managed services & consulting on AWS	Current	Visit ↗
Contegix	Managed cloud hosting & infrastructure	Exited	Not on record
Daxtra	AI resume parsing, search & candidate matching	Current	Visit ↗
Doxim	Customer communications for financial services	Exited	Not on record
Green Security	Managed cybersecurity & risk protection	Current	Visit ↗
HireRoad	End-to-end talent management & people analytics	Current	Visit ↗
Intellect	Compliance management for regulated manufacturers	Current	Visit ↗
MHC	Document automation & customer communications	Current	Visit ↗
Netstock	Inventory optimization & demand planning	Current	Visit ↗
PurchasePlus	Procurement & purchasing for hospitality	Current	Visit ↗
ResNav Solutions	Workflow & data tools for complex operations	Current	Visit ↗
Rock Solid	Citizen engagement & 311 software for government	Exited	Not on record
SciSure	The connected digital lab	Current	Visit ↗
Trax	AI-powered freight audit & spend management	Current	Visit ↗

This list is partial. We are reading the full portfolio from Strattam Capital's own site.

Source: https://strattam.com/portfolio/

Firms that also back Strattam Capital's companies

Co-investor web

Line width shows shared portfolio companies on record in the index. Top 2 co-investors shown.

Spire Capital2 shared companies
Green Security Trax
GI Partners1 shared company
Doxim

Questions about Strattam Capital

When was Strattam Capital founded?: Public sources give 2014 as the year Strattam Capital was founded.
Which sectors does Strattam Capital invest in?: Strattam Capital lists B2B software and Technology among its focus areas. Of the at least 17 portfolio companies we can classify, the largest groups are B2B Software (7), Professional Services (3) and Education (1).
How many portfolio companies does Strattam Capital have?: PE Firm Index lists at least 17 Strattam Capital portfolio companies as of 2026-11-07. This list is partial: the full portfolio on the firm's own site is still being read.
What deals has Strattam Capital done recently?: The most recent deal on record here is: Strattam Capital acquired PurchasePlus. This page lists 1 deal, each with its public source.
Who leads Strattam Capital?: Public sources name Bob Morse (Co-Founder & Managing Partner), Adrian Polak (Co-Founder & Partner) and Hilary Fleischer (Partner) among Strattam Capital's leadership.
Which firms are similar to Strattam Capital?: By overlap in portfolio sectors in this index: ECI Partners, Beech Tree Private Equity and Insight Partners.

Sources for this profile, updated 2026-11-07

Firm website
Deal reports (1), linked beside each deal

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Strattam Capital and does not provide investment advice.

Firms similar to Strattam Capital

ECI Partners

Both hold B2B Software and Education companies; 16 tracked portfolio companies.

Beech Tree Private Equity

Both hold B2B Software and Professional Services companies; 17 tracked portfolio companies.

Insight Partners

Both hold B2B Software companies; 14 tracked portfolio companies.

Providence Equity Partners

Both hold B2B Software and Professional Services companies; 54 tracked portfolio companies.

Chosen from this index by overlap in portfolio sectors, then by portfolio size. Not a ranking or a recommendation.

Firm Intelligence

Portfolio trackedAt least 17
SectorsB2B software, Technology
RegionsNot on record
AUMNot on record

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