Bloom Equity Partners
Growth equity firm investing in mission-critical B2B SaaS and fintech companies with competitive moats and strong customer retention metrics.
Investment Requirements
Company Overview
Bloom Equity Partners
What They Buy
- Target: Mission-critical B2B SaaS and fintech companies
- Size: $2M - $20M ARR with strong customer retention
- Focus: Technology with competitive moats and sticky customer base
- Requirements: 90%+ annual retention rate, mature product-market fit
- Sectors: B2B SaaS, fintech, digital health, future of work
- Geography: North America, Europe, Australia, New Zealand
Recent Major Investments
- BSI Digital Trust Consulting: IT consulting and outsourcing (August 2025)
- GRC International Group: Governance and compliance solutions (June 2024)
- RightCrowd Software: Presence control business (September 2023)
Track Record
- Founded: 2020 in New York
- Leadership: Bart Macdonald (Founder & Managing Partner, 15+ years PE experience)
- Scale: 13 investments completed
- Focus: Lower middle-market technology and tech-enabled services
- Approach: Partner closely with founders, inject growth capital
- Expertise: Operational resources and step-change business transformation
Portfolio Companies
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Last updated: October 6, 2025
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