LoneTree Capital

LoneTree Capital is a private equity investment firm established in 2021 and located in New York, New York. The firm is focused on growth-oriented investments, providing flexible capital, mergers and acquisitions support, and operational assistance to companies in high-growth sectors. LoneTree Capital targets investments ranging from $5 million to $30 million in select industries, including software, digital infrastructure, healthcare IT and services, business and consumer services, and financial technology. As a Registered Investment Adviser, the firm aims to partner with leading companies to help them achieve their growth objectives.

Jeff Bowman

Director, Operations

Peter Bozian

Vice President, Investments

Matt Canna

Associate, Investments

Mike Devine

Partner, Investments

Matt Koven

Managing Partner

Rhett Lambert

Partner, Operations

Samuel Natbony

Vice President, Investments

Tamar Razmadze

Associate, Investments

Matthew Tabakin

Senior Associate, Investments

Jesse Zhou

Vice President, Investments

9 past transactions

Arkatechture

Venture Round in 2025
Arkatechture is a data analytics company based in Portland, Maine, established in 2012. It specializes in providing Software as a Service (SaaS) business intelligence solutions that integrate various data sources into a comprehensive platform. The company offers a suite of services including business intelligence, advanced analytics, and Tableau consulting, aimed at helping organizations improve their decision-making processes and performance metrics. Arkatechture focuses on enhancing data quality, visualization, and management to address data challenges, enabling businesses to effectively leverage their data. Additionally, the firm assists clients in identifying new member segments and increasing engagement with existing members, ultimately helping organizations to optimize their data utilization and drive growth.

Northern Light

Private Equity Round in 2025
Northern Light, based in Boston, Massachusetts, has been delivering knowledge management solutions for competitive intelligence and market research since 1996. The company specializes in search and content integration systems, offering strategic research portals, market research tools, and business research content to various sectors, including energy, financial services, transportation, retail, and telecommunications. Northern Light is employee-owned and self-funded through profitable operations, emphasizing exceptional client support as a core aspect of its business model. The company takes pride in its perfect record for on-time delivery, having never missed a deadline or exceeded budget on any client project.

Synergy Pet Group

Venture Round in 2023
Synergy Pet Group creates a pet care ecosystem that nurtures relationships between veterinarians, pets, and their families.

Education Advanced

Private Equity Round in 2021
Education Advanced is a developer of operations management and workflow software focused on enhancing the educational experience for students and educators. The company provides a platform that streamlines student planning, scheduling, curriculum development, and testing processes. By addressing significant resource management challenges faced by teachers and administrators, Education Advanced enables educational institutions to allocate more time and resources to meet student needs effectively. The company's commitment to fostering educational excellence promotes student achievement and ensures equal access to quality education, ultimately preparing students for future competitiveness.

DocuPhase

Acquisition in 2020
DocuPhase is a developer of enterprise workflow automation software focused on transforming business processes to enhance efficiency and return on investment. The company offers an Enterprise Automation Platform that facilitates digital transformation, process improvement, and workflow automation. By addressing challenges such as information accessibility, cumbersome approval workflows, high transaction volumes, and compliance issues, DocuPhase helps organizations streamline operations and adapt to changing technological and business landscapes. With a commitment to delivering a superior user experience, DocuPhase aims to automate every process within an organization, ensuring clients can manage content effectively and improve overall productivity. For more information, visit docuphase.com.

NaviHealth

Private Equity Round in 2019
NaviHealth, Inc. is a provider of post-acute healthcare services that focuses on managing the entire post-acute care continuum in the United States. The company partners with health plans, hospitals, and post-acute providers to deliver comprehensive care management solutions. NaviHealth develops software and utilizes proprietary technology to support care transitions, providing clinical service support to optimize patient outcomes. Their approach includes evidence-based protocols, data analysis, and decision support tools that enhance care design and patient satisfaction while reducing hospital readmissions and inpatient days. Founded in 2011 and based in Brentwood, Tennessee, with additional offices in Massachusetts and Pennsylvania, NaviHealth operates as a subsidiary of OptumHealth, Inc.
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