Lateral invests in established owner-operated companies at critical moments – when the right mix of flexible capital and strategic support can drive transformational growth. We partner with high conviction owners who want an institutional partner to help them expand and accelerate their vision.


Accelerating Growth, Removing Obstacles

Lateral provides creative solutions to help business owners seize opportunities and grow faster. We enable businesses to scale and overcome complex situations. We seek out opportunities where we can remove roadblocks to growth and lean into well-defined plans.


Sectors at the
Intersection of Disruptive Change

Lateral focuses on industries where we have deep expertise and relationships, especially 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.

B2B Software

•SaaS business applications
•Commerce enablement
•Supply chain

Managed Solutions

•Bundled technology and services
•Data aggregation and analytics
•Outsourced capabilities

Technology-Enabled Services

•Human capital powered by technology
•AI service transformations
•Office 2.0

Industrial Technology



Working Together for Transformative Growth

We are entrepreneurs, like you. We appreciate the challenges business owners must overcome. We have been there before. Unforeseen bottlenecks litter the path to growth. No matter the issue, we work beside you at every step.


Doing Well=Doing Good

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 opportunity for all. We embrace the mission of companies that create high quality jobs, protect the earth, and solve problems for humanity.


Established Businesses with Extraordinary Potential

We stand by our companies through the lifecycle of scaling a business. Our current portfolio includes:


FactRight’s 2024 RIA Spring Due Diligence Conference

Designed to provide the premier source of perspective and advice for wealth managers seeking access to alternative investments.

Scottsdale, AZ / Feb 26-28, 2024

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

*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.