OUR APPROACH
Removing Obstacles, Accelerating Growth
Lateral acts as a force multiplier to growth. We partner with founders to execute growth strategies: services-to-software transformations, AI-native transitions and strategic M&A. We bring institutional resources to companies that have built formidable businesses but need a capital partner with deep operational capabilities to realize their full potential.
INVESTMENT FOCUS
Sectors at the
Intersection of Disruptive Change
Lateral focuses on industries where we have deep expertise and relationships, with specific focus on sub-sectors that are emerging or overlooked. We find businesses that are riding the wave of technology-enabled disruption, have formidable competitive advantages and can develop into market leaders.
WE GET BUSINESS OWNERS BECAUSE WE ARE BUSINESS OWNERS
Working Together for Transformative Growth
We are entrepreneurs, and like you, appreciate the challenges business owners must overcome. We have been there before. Unforeseen bottlenecks litter the path to growth. No matter the issue, we navigate them alongside you at every step.
INVESTING IN COMPANIES THAT MAKE A DIFFERENCE
A Commitment to Creating Lasting Impact
Lateral is committed to working with ambitious business owners who want to make the world a better place. We believe that profitable and sustainable businesses create a wealth of opportunities for all. We embrace the mission of companies that create high quality jobs, protect the earth, and solve problems for humanity.
Portfolio
Established Businesses with Extraordinary Potential
We stand by our companies through the lifecycle of scaling a business. Our current portfolio includes:
TeamA Unique Blend of Experiences
Our team has decades of hands-on experience as sector specialists, entrepreneurs and operators. With our toolset of capabilities and a fierce commitment to your goals, we want to be the partner you call when you need help.
The Latest from Lateral and What’s Ahead
News / Media
Events
Wharton CIO Alternative Investments Summit
Premier, full-day conference bringing together a highly curated audience of GPs and LPs for thought-provoking discussions and meaningful connections
New York, NY / Dec 9, 2025
What Our Partners Say About Lateral*
We chose Lateral over traditional private equity as we were poised to double the size of our business. Our choice was first about partnership and a shared vision and second about capital.Shahzad Bashir, FOUNDER AND CEO
Morae Global
What Our Partners Say About Lateral*
This financing partnership with Lateral enables us to ramp up our manufacturing and to significantly expand our national marketing efforts.Chuck Huebner, CEO
Dacor
*The above testimonials and endorsements were made by certain operating partners of our current or prior portfolio companies. The individuals issued such testimonials of their own desire and none of the individuals were compensated or otherwise incentivized to do so. We believe that no conflicts of interest exist with respect to the testimonials, however we encourage all (website) visitors to review our ADV Part 2A, more generally, for further discussions on potential conflicts.
Learn about partnering with Lateral and let us help you seize your growth opportunity.
Connect with our Investment Team.