Bertram Capital is a private equity firm, not a venture capital (VC) firm, focusing on investments in lower middle-market businesses. While they invest in technology-enabled services and software companies, their investment strategy differs from traditional venture capital firms. They target established companies with proven business models and a history of revenue generation, rather than early-stage startups. Their investments are characterized by a more significant capital commitment and longer-term investment horizon compared to typical VC funding rounds.

Bertram Capital's investment focus is on companies exhibiting strong revenue and EBITDA growth potential, typically in the $25 million to $250 million revenue range. They prefer companies with recurring revenue streams, strong management teams, and defensible market positions. Their strategy involves partnering with management teams to execute operational improvements, accelerate growth, and improve profitability.