Montage Capital

Montage Capital is a California-based investment firm established in 2005, specializing in growth debt financing for emerging growth and small-cap companies. Located in Campbell, the firm provides short-term debt solutions tailored to businesses with annual revenues of around $2 million that are experiencing solid growth without relying on future equity raises. Montage Capital offers a unique alternative to traditional sources of capital, such as banks and venture capitalists, which often cannot meet the urgent and complex financial needs of rapidly expanding companies. Its venture loans, which include both debt and equity components, are designed to help management teams achieve positive financial performance—such as revenue growth and profitability—without relinquishing excessive ownership of their companies. This hybrid approach allows businesses to secure the necessary funding while minimizing dilution of ownership.

Eric Gonzales

Managing Director

Chet Kasper

Principal

Samantha Kim

Principal

Michael Rose

Founder and Managing Director

10 past transactions

BOLD!

Venture Round in 2022
Bold Strategies, Inc. is a marketing consultancy based in Rogers, Arkansas, specializing in services for direct-to-consumer and e-commerce companies. Founded in 2016, the company focuses on developing and executing growth strategies tailored to consumer packaged goods firms. Its offerings encompass brand awareness initiatives, market assessments, portfolio strategies, and performance marketing to enhance profitability and optimize shopper experiences. Additionally, Bold Strategies provides marketing automation tools, including solutions for competitor monitoring, market distribution management, and product photography. The firm aims to assist businesses in building and expanding their brands effectively in a competitive landscape.

CUDDLY

Debt Financing in 2022
CUDDLY is a fundraising and wish list platform designed specifically for animal rescue nonprofit organizations globally. Founded in 2014 and based in Seal Beach, California, the platform enables users to create, manage, and update fundraisers, supported by fundraising consultants. CUDDLY provides a registry for a variety of pet products, offering essential tools to help animal welfare groups raise funds and support their missions. By facilitating donations and product contributions, CUDDLY aims to ensure that all animals have the opportunity to lead healthy lives and find loving homes.

WebLinc

Venture Round in 2018
WebLinc is the parent company for the ecommerce platform Workarea Commerce Cloud and Orderbot order management system.The Workarea Commerce Platform's modern, agile technologies empower companies running global, omnichannel commerce operations, and enable retailers to consistently out-pace the competition. Weblinc's two products, Workarea Commerce Platform and Orderbot OMS support a number of highly successful retail and B2B clients including URBN's BHLDN and Terrain brands, Sanrio, The Reformation, STAPLES Canada, Buzzfeed, Live Nation, Woodcraft Supplies, and The Bouqs.

EV Connect

Venture Round in 2018
EV Connect, Inc. specializes in providing electric vehicle charging solutions for various sectors, including commercial, enterprise, hospitality, universities, and government facilities, primarily in California and New York. Founded in 2009 and based in El Segundo, California, the company operates a cloud-based platform that enables the management of charging stations and the drivers utilizing them. This platform is charge station-agnostic and supports integration with enterprise systems and electric utility grids through an open API. It facilitates communication with drivers, offers management services for charge stations, and includes demand-response capabilities across multiple charging networks. EV Connect's innovative approach allows for the development of client-specific features and the integration of third-party chargers and applications, providing a comprehensive solution for electric vehicle charging needs.

Lindora

Venture Round in 2018
Lindora, Inc. operates a network of weight loss clinics across the United States, focusing on clinical weight management services for individuals of all ages. Established in 1971 and headquartered in Costa Mesa, California, Lindora offers a comprehensive range of programs that include personalized clinical support, nutrition planning, fitness guidance, and ongoing maintenance strategies. The clinics also provide ready-to-eat meals, supplements, skin creams, and sleep aids, contributing to a holistic approach to wellness and long-term obesity solutions. By combining in-person and online services, Lindora aims to transform the lives of its clients through effective weight management.

ArtistWorks

Series A in 2017
ArtistWorks, Inc. operates an innovative online music learning platform based in Napa, California, founded in 2008. The company specializes in Video Exchange Learning, a unique method that allows students to submit videos of their performances for personalized feedback from expert instructors, including multi-platinum recording artists and Grammy winners. This interaction is facilitated through the patented Video Exchange platform, which not only pairs student and teacher videos but also makes them accessible to the entire community in a comprehensive Video Exchange Library. ArtistWorks offers instruction in 30 different musical styles and instruments, providing subscribers with access to hundreds of high-resolution video lessons that feature multi-angle views, slow motion, and looping options. In addition to Video Exchange Learning, the platform includes various digital tools that enhance the learning experience, allowing members to customize their education and explore thousands of hours of content.

ArtistWorks

Debt Financing in 2017
ArtistWorks, Inc. operates an innovative online music learning platform based in Napa, California, founded in 2008. The company specializes in Video Exchange Learning, a unique method that allows students to submit videos of their performances for personalized feedback from expert instructors, including multi-platinum recording artists and Grammy winners. This interaction is facilitated through the patented Video Exchange platform, which not only pairs student and teacher videos but also makes them accessible to the entire community in a comprehensive Video Exchange Library. ArtistWorks offers instruction in 30 different musical styles and instruments, providing subscribers with access to hundreds of high-resolution video lessons that feature multi-angle views, slow motion, and looping options. In addition to Video Exchange Learning, the platform includes various digital tools that enhance the learning experience, allowing members to customize their education and explore thousands of hours of content.

Solid Commerce

Debt Financing in 2016
Solid Commerce gives you a complete solution for selling online. Sophisticated inventory management software matched with dedicated support saves you time and boosts your sales. Our core values are simple: 1. Develop the tools and features our clients want 2. Provide the world-class service our clients deserve Our web-based system helps you with the entire sales process: from product and inventory management, to listing and pricing your items, to managing vendors and orders, to fulfillment and shipping; Solid Commerce provides you with the tools to effectively sell online. Our culture? Hard work and ping pong. We believe that innovation, productivity, and customer service are at their best when employees are happy with their jobs and work environment.

Geo Semiconductor

Debt Financing in 2010
Geo Semiconductor Inc. is a semiconductor company specializing in video processors for automotive viewing cameras and other applications. Founded in 2009 and headquartered in San Jose, California, with additional operations in Toronto, Orlando, and Bengaluru, the company develops solutions that include geometric processing, image signal processing, and video compression. Its products, such as Geo IC and Realta IC, are utilized in a variety of sectors including automotive, consumer electronics, surveillance, and projection markets. They support various devices, including automotive cameras, projectors, and security cameras, facilitating high-definition image and video quality. Geo Semiconductor distributes its offerings through representatives and distributors both in the United States and internationally, and it has evolved from being a subsidiary of Silicon Optix, Inc. to a significant player in the semiconductor landscape.

MetricStream

Debt Financing in 2009
MetricStream, Inc. is a provider of governance, risk, and compliance software solutions, offering both cloud-based and on-premise applications. The company's product portfolio includes tools for audit management, regulatory compliance, quality management, and risk management, serving various industries such as pharmaceuticals, healthcare, financial services, and manufacturing. MetricStream's Enterprise Compliance Platform is designed to help organizations manage compliance with quality standards and industry regulations effectively. The company also offers specialized solutions for food safety, environmental health, and safety management, as well as healthcare accreditation and third-party risk management. In addition to its software offerings, MetricStream provides implementation, training, and customer support services to enhance user experience and ensure optimal utilization of its solutions. Founded in 1999 and headquartered in Palo Alto, California, MetricStream has established a strategic alliance with Tech Mahindra Limited and maintains a global presence with offices in multiple countries.
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