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Debt & Specialty Finance
FINANCE | Investment Firms & Funds
capxpartners.com

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Investments

17

Portfolio Exits

4

Funds

6

Partners & Customers

2

About CapX Partners

CapX Partners is a specialty finance company that focuses on private equity and venture backed portfolio companies looking for debt financing in the $2-$20 million range. CapX provides senior and mezzanine debt including lease lines and favors manufacturing, distribution, technology, energy and healthcare industries with an emphasis on revenue producing fixed assets.

CapX Partners Headquarter Location

155 N. Wacker Drive #1760

Chicago, Illinois, 60606,

United States

312-893-7400

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Research containing CapX Partners

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CB Insights Intelligence Analysts have mentioned CapX Partners in 1 CB Insights research brief, most recently on Apr 19, 2022.

Latest CapX Partners News

CapX Taps Moody’s For SMB Loan Underwriting

Jan 25, 2019

Equipment finance company CapX Partners has announced an integration of Moody’s Analytics technology to strengthen its underwriting and risk mitigation capabilities. The company issued a press release on Thursday (Jan. 24) announcing the addition of Moody’s Analytics RiskCalc Small Business solution, a tool designed for small business lenders to augment their risk analysis of private companies. CapX noted that Moody’s Analytics’ tool addresses the pain point of lack of access to historical data on small businesses seeking financing. That lack of data makes small business finance a risky operation for many lenders, while financiers are forced to spend resources on deeper risk analysis with lower returns. “The returns usually aren’t there to spend a lot of time and money performing deep dives on smaller companies, but using Moody’s Analytics RiskCalc Small Business solution to adjudicate credit finally makes these smaller-ticket loans feasible for us,” said CapX Partner Eric Starr in a statement. “We have not been able to find a comparable tool that incorporates both tradeline and financial statement data.” In another statement, Moody’s Analytics Director of Product Management Ed Oetinger said the partnership with CapX will help the firm expand into an underserved segment of the market. “Assessing the creditworthiness of small businesses in a cost-effective manner is one of a lender’s most challenging tasks,” he said. “The RiskCalc Small Business solution opens doors to firms like CapX to capture market opportunities that may previously have been viewed as too unprofitable to pursue.” Moody’s Analytics first launched its small business credit risk analysis solution last year in an effort to aggregate data from a broader array of sources to underwrite small business loans. The solution launched at a time when the firm’s analysis revealed only about half of loan officers were reporting a “modest” loosening of credit standards. ——————————–

CapX Partners Investments

17 Investments

CapX Partners has made 17 investments. Their latest investment was in Javo Beverage as part of their Line of Credit on January 1, 2018.

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CapX Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/10/2018

Line of Credit

Javo Beverage

$5M

Yes

2

3/30/2016

Debt

Two-Twenty Records Management

$7.4M

Yes

1

1/6/2016

Debt

Fusion Education Group

$15M

Yes

1

9/25/2015

Line of Credit

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$99M

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10

9/24/2015

Debt

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$99M

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10

Date

1/10/2018

3/30/2016

1/6/2016

9/25/2015

9/24/2015

Round

Line of Credit

Debt

Debt

Line of Credit

Debt

Company

Javo Beverage

Two-Twenty Records Management

Fusion Education Group

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Amount

$5M

$7.4M

$15M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

2

1

1

10

10

CapX Partners Portfolio Exits

4 Portfolio Exits

CapX Partners has 4 portfolio exits. Their latest portfolio exit was DigitalOcean on March 24, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

3/24/2021

IPO

$99M

19

1/28/2020

Asset Sale

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10

7/21/2017

Acquired

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$99M

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10

6/21/2017

Acq - Fin

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10

Date

3/24/2021

1/28/2020

7/21/2017

6/21/2017

Exit

IPO

Asset Sale

Acquired

Acq - Fin

Companies

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Valuation

$99M

$99M

Acquirer

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Sources

19

10

10

10

CapX Partners Acquisitions

1 Acquisition

CapX Partners acquired 1 company. Their latest acquisition was Karmaloop on May 21, 2015.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

5/21/2015

Debt

$99M

$67M

Acq - Fin

1

Date

5/21/2015

Investment Stage

Debt

Companies

Valuation

$99M

Total Funding

$67M

Note

Acq - Fin

Sources

1

CapX Partners Fund History

6 Fund Histories

CapX Partners has 6 funds, including CapX Leasing IV LP.

Closing Date

Fund

Fund Type

Status

Amount

Sources

1/10/2013

CapX Leasing IV LP

SBIC - Debentures

Closed

$225M

1

12/31/2005

CapX Leasing III LP

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$99M

10

11/1/2005

CapX III LP

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$99M

10

11/1/2005

Vogen Funding LP

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$99M

10

11/1/2000

DNJ Leasing II LP

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$99M

10

Closing Date

1/10/2013

12/31/2005

11/1/2005

11/1/2005

11/1/2000

Fund

CapX Leasing IV LP

CapX Leasing III LP

CapX III LP

Vogen Funding LP

DNJ Leasing II LP

Fund Type

SBIC - Debentures

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Status

Closed

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Amount

$225M

$99M

$99M

$99M

$99M

Sources

1

10

10

10

10

CapX Partners Partners & Customers

2 Partners and customers

CapX Partners has 2 strategic partners and customers. CapX Partners recently partnered with Moody's on January 1, 2019.

Date

Type

Business Partner

Country

News Snippet

Sources

1/24/2019

Vendor

United States

CapX Partners Chooses Moody’s Analytics to Simplify Access to Capital

`` The returns usually are n't there to spend a lot of time and money performing deep dives on smaller companies , but using the Moody 's Analytics solution to adjudicate credit finally makes these smaller-ticket loans feasible for us , '' said Eric Starr , a partner at CapX Partners .

2

5/12/2014

Partner

United States

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10

Date

1/24/2019

5/12/2014

Type

Vendor

Partner

Business Partner

Country

United States

United States

News Snippet

CapX Partners Chooses Moody’s Analytics to Simplify Access to Capital

`` The returns usually are n't there to spend a lot of time and money performing deep dives on smaller companies , but using the Moody 's Analytics solution to adjudicate credit finally makes these smaller-ticket loans feasible for us , '' said Eric Starr , a partner at CapX Partners .

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Sources

2

10

CapX Partners Team

2 Team Members

CapX Partners has 2 team members, including current Managing Partner, Jeffry S Pfeffer.

Name

Work History

Title

Status

Jeffry S Pfeffer

Managing Partner

Current

Steve Healey

Managing Director

Current

Name

Jeffry S Pfeffer

Steve Healey

Work History

Title

Managing Partner

Managing Director

Status

Current

Current

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