Activant is a research-driven global investment firm that partners with high-growth companies transforming commerce.
We partner with founders who have won their initial battles and are ready for the next challenge.
Investment focus
We typically invest when two things come together. First, the company has the potential to achieve escape velocity and transform an entire industry. Second, we believe the founders can lead the company through hyper growth, and our support can significantly increase the probability of this success.
In order to be a valuable partner, we believe we have to go as deep into a market as a company's founders, spending the time to understand the nuances of a sector and invest behind a thesis. We believe, the more complex the market, the more useful this is.
We began with a focus on technology companies, building ecommerce and retail infrastructure, and have since expanded through the value chain into logistics, fintech, insurance, and healthcare.
These industries are dominated by huge spending powers, deep inefficiencies and poor customer experiences. We believe the digitalization and disruption of these sectors present the greatest opportunity of the next two decades.
Commerce
Supply Chain
Fintech
Workflow & Automation
The critical time window to escape competitors and transform an industry is not open for long.
Operational support
That’s why after we invest, the real work begins.
Think of us as a support function: we are structured to help founders and their teams to take maximum advantage of the opportunity at hand.
Our concentrated approach and sector focus ensures that we are committed to the companies we partner with.
Thought & sparring partner
Hiring, culture, and process help
Access to capital, customers, and partners
Project-based support where you need it
Our funds
Fund I - 2016: $75 MM
Fund II - 2018: $129 MM
Fund III - 2020: $257 MM
Fund IV - 2021: $395 MM
We are fortunate enough to be entrusted by exceptional limited partners, including North American and European charitable foundations, hospital systems, endowments, and family offices.
Their backing enables us to do what we love most: practice the craft of investing in exceptional founders and teams who are driven every day to deliver a better experience to their customers.