Investments
17Portfolio Exits
4Funds
6Partners & Customers
2About 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
Research containing CapX Partners
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned CapX Partners in 1 CB Insights research brief, most recently on Apr 19, 2022.
Latest CapX Partners News
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.
CapX Partners Investments Activity
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 | |||||
9/24/2015 | Debt |
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 | ||
Amount | $5M | $7.4M | $15M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 2 | 1 | 1 |
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 | 19 | |||
Date | 3/24/2021 | |||
---|---|---|---|---|
Exit | IPO | |||
Companies | ||||
Valuation | ||||
Acquirer | ||||
Sources | 19 |
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 | $67M | Acq - Fin | 1 |
Date | 5/21/2015 |
---|---|
Investment Stage | Debt |
Companies | |
Valuation | |
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 | ||||
11/1/2005 | CapX III LP | ||||
11/1/2005 | Vogen Funding LP | ||||
11/1/2000 | DNJ Leasing II LP |
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 | ||||
Status | Closed | ||||
Amount | $225M | ||||
Sources | 1 |
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 |
Date | 1/24/2019 | 5/12/2014 |
---|---|---|
Type | Vendor | Partner |
Business Partner | ||
Country | 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 . | |
Sources | 2 |
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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