Montage Capital

Montage Capital is a growth debt provider based in Campbell, California, specializing in short-term debt financing for emerging growth and small-cap companies. The firm offers a viable alternative to traditional capital sources such as banks and venture capitalists, which can be slow to respond to the complex financial needs of rapidly growing businesses. Montage Capital focuses on companies with annual revenues of $2 million that are experiencing solid growth and do not rely on future equity raises for funding. Its venture loans, characterized by a combination of debt and equity features, allow management teams to achieve positive financial performance, including revenue growth and profitability, without relinquishing excessive ownership of their companies. This innovative approach addresses the challenges faced by entrepreneurs seeking timely and flexible financial solutions.

Samantha Kim

Principal

Michael Rose

Founder and Managing Director

36 past transactions

Bold Strategies

Venture Round in 2022
With BOLD, you can finally have the eCommerce team of your dreams. We deliver an end-to-end multi-channel solution for growing brands. Your Bold team will provide strategy development, data analysis, creative, and marketing. Image having one expert team to manage your retail media, digital shelf, and DTC site. We don't just help you with eCommerce, we partner with you to ensure winning results.

CUDDLY

Debt Financing in 2022
CUDDLY is a fundraising platform built for non-profit animal shelters and rescues worldwide.

More Labs

Series B in 2021
Sisun Lee first discovered magic elixirs designed to help with rough mornings after drinking while on a trip home to South Korea in 2016. Amazed by how effective they were, he dove into research and connected with Dr. Jing Liang, a DHM researcher and USC professor. From there, he created the first version of Morning Recovery, launched on Indiegogo, and raised over $250,000 from customers all over the world to get things going. They’ve been growing ever since.

Pacha Soap

Convertible Note in 2021
Pacha Soap promotes health and well-being by providing all-natural soaps and bath products. the company was founded in 2013 and is based in Hastings, Nebraska.

Collab Asia

Series B in 2019
Collab Asia, Inc. is a digital content studio and social media influencer network founded in 2012 and headquartered in Los Angeles, California, with additional offices in key Asia-Pacific cities, including Hong Kong, Jakarta, Manila, Seoul, Singapore, and Tokyo. The company aims to transform media in Asia by enhancing the creation, distribution, and consumption of content. With a team of over 170 experts and a network of more than 1,900 creators, Collab Asia collaborates with global brands and agencies to expand their reach and audience engagement through innovative marketing solutions. Their creators include prominent social media personalities, musicians, actors, and other talents, collectively reaching over 250 million subscribers and generating approximately 4 billion monthly views across various platforms such as YouTube, TikTok, and Instagram. By leveraging market-specific expertise, Collab Asia supports its clients in achieving strategic goals while striving to be a leader in the digital media landscape of Asia.

Reel

Seed Round in 2019
We are building a new kind of paper company. One that cares about helping the planet and our fellow humans while providing a fantastic, eco-friendly alternative to consumers. Reel paper is made from 100% sustainable bamboo. Our subscription box is conveniently delivered directly to your door, so you’ll never run out of toilet paper again. Plus, for each box of Reel toilet paper sold, we donate a biodegradable toilet bag to one of the 2.4 billion people globally that don’t have access to one.

Fresh Bellies

Series A in 2019
Fresh Bellies is a producer of organic baby food that trains infant palates to enjoy vegetables. It is a baby/toddler food to never mask vegetables with sweet fruit and season with bold herbs and spices like basil, cardamom, garlic, and thyme. Fresh Bellies trains baby palates to help shape nutritional preferences early on and encourage healthier choices later in life. It was established in 2015 and is headquartered in New York.

Garten

Series A in 2019
Garten is a health food company that delivers food directly to a company’s doors. Offering healthy office snacks including vegan, gluten-free, organic, and non-GMO options, the company aims to empower the workplace and lead people to make healthier, smarter choices across nutrition, exercise, rest, detox, and overall wellbeing. Ohmygreen offers a one-stop shopping experience that incorporates budget management, office stocking, and food delivery. There are three services to choose from when signing up: Zen, Bliss, or Nirvana. Each of these services is data-driven and food-focused while every service is customized to meet the needs of the client. The company's mission is to empower people to live healthy and blissful lives. Founder Michael Heinrich was inspired in his youth in Berlin, Germany where his Grandmother cultivated an organic garden and served hearty home-cooked meals. As a medical doctor, she would emphasize that if you want to stay healthy eat directly from the garden. Michael took this to heart and started Oh My Green.

FreightVerify

Venture Round in 2018
The world's most complex manufacturers and their networks of suppliers, dealers, distributors and transportation partners turn to FreightVerify for real-time, enterprise visibility software solutions. The FreightVerify platform integrates, analyzes and renders predictions across all modes of transportation, modeled against all nodes of a complex manufacturer's supply chain.

Wrapify

Series A in 2018
Wrapify is an omni-channel advertising company for brands powered by the gig-economy. With a powerful combination of OOH, digital, and the gig economy, Wrapify empowers Fortune 500 brands to reach audiences in an omnichannel environment while delivering measurable, actionable analytics to prove its effectiveness. This high-recall ad tech platform combines the impact of out of home advertising with the scalability, targeting, and accountability of digital. Brands including AT&T, Coca-Cola, and Salesforce reach and engage audiences that interact with Wrapified vehicles across channels and devices, driving awareness, attribution, and conversion. It enables brands to target and scale ad campaigns nationwide, across screens and channels, as well as access to data in real-time to measure performance. 200,000+ drivers in the US use the Wrapify app to earn extra income simply by driving. Founded in 2015 and recently named #309 on the 2019 Inc. 500, Wrapify is headquartered in San Diego, CA.

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 is on a mission to build a better planet by enabling electricity as a transportation fuel. Through its innovative and open charging cloud platform, EV Connect simplifies the set-up, management, and optimization of charging services with premium customer support, from installation to the driver experience. EV Connect guides companies of all sizes in managing networks of chargers and delivers a seamless EV charging experience that empowers drivers. Established in 2010, EV Connect customers include Avista Utilities, Love’s Travel Stops, Verizon, Marriott, Hilton, Western Digital, ADP, New York Power Authority, and numerous municipalities.

Aaptiv

Series C in 2018
Aaptiv Inc. is a digital health company that has transformed the way people work out. Aaptiv has over 230,000 paying members who have taken more than 20 million classes since the company started three years ago. Each one of Aaptiv's thousands of workouts, which span every type of exercise and a wide variety of activities, combine the guiding voice of an expert Aaptiv trainer with motivating music. This audio-based format eliminates distractions and provides the flexibility many people require - allowing them to focus on their fitness goals, when and where it suits them.

Lindora

Venture Round in 2018
Lindora provides patient care, nutritionally designed foods and supplements, and extended services to help them reach their goals. They provide weight loss support, individualized meal plans, specialty wellness shots, zerona body sculpting, a medical weight loss program, and more.

Collab

Series A in 2017
Collab is a creator development studio transforming popular digital video creators into professional entertainers

ArtistWorks

Debt Financing in 2017
ArtistWorks, is a self-funded edtech company and the sole provider and innovator of online Video Exchange Learning in music. ArtistWorks provides music instruction in 30 different musical styles and instruments through their patented (June 2015) Video Exchange platform. Online teaching faculty include multi-platinum recording artists, Grammy winners, Grammy nominees, and artists holding numerous awards from distinguished organizations around the world. The ArtistWorks Video Exchange® platform allows players of all skills and experience, to submit videos of themselves playing to an ArtistWorks teacher for his or her review. The teacher then replies to the student with a personal video response of advice on how to improve. Both student and teacher’s video are paired together and seen by the entire student community in the Video Exchange Library. With new Video Exchanges added regularly, the VE Library is always expanding and serves as a repository for deeper and relevant instruction. Subscribing members get access to a hundreds of high-resolution video lessons recorded by each teacher, which includes multi-angle camera view selection, slow motion capability and video looping. Although Video Exchange Learning is central to ArtistWorks, the platform includes multiple, digital tools that allow members to customize their learning experience as well as self-curate thousands of hours of content.

ArtistWorks

Series A in 2017
ArtistWorks, is a self-funded edtech company and the sole provider and innovator of online Video Exchange Learning in music. ArtistWorks provides music instruction in 30 different musical styles and instruments through their patented (June 2015) Video Exchange platform. Online teaching faculty include multi-platinum recording artists, Grammy winners, Grammy nominees, and artists holding numerous awards from distinguished organizations around the world. The ArtistWorks Video Exchange® platform allows players of all skills and experience, to submit videos of themselves playing to an ArtistWorks teacher for his or her review. The teacher then replies to the student with a personal video response of advice on how to improve. Both student and teacher’s video are paired together and seen by the entire student community in the Video Exchange Library. With new Video Exchanges added regularly, the VE Library is always expanding and serves as a repository for deeper and relevant instruction. Subscribing members get access to a hundreds of high-resolution video lessons recorded by each teacher, which includes multi-angle camera view selection, slow motion capability and video looping. Although Video Exchange Learning is central to ArtistWorks, the platform includes multiple, digital tools that allow members to customize their learning experience as well as self-curate thousands of hours of content.

Market Realist

Venture Round in 2017
Market Realist is a financial media outlet dedicated to democratizing the investment process by making institutional-level market data and analysis accessible to all investors at a fraction of traditional costs. It has reached more than 20 million readers, ranging from the average investor looking for stock picks to financial professionals at top institutions. Its team of more than 50 financial analysts is led by seasoned market investors and traders who understand investment needs. Market Realist publishes more than 200 market reports each day, as well as produces deep-dive articles on analyses and market trends. Its flagship newsletter featuring stock picks debuted in July 2018.

Thistle

Venture Round in 2017
Thistle is a healthy food and juice company that delivers fully-prepared, plant-forward meals to the doorsteps of its customers. It makes eating nutritious, organic, and local foods incredibly convenient and accessible. They believe that by removing the major existing hurdles to consumers (no time to make a meal; too expensive to eat healthy; bad local options), they can empower our customers to make great choices for themselves, their family, and the environment. It was founded in 2013 and is based in San Francisco, California.

Captiv8

Convertible Note in 2016
Captiv8 is a full-service influencer marketing solution that redefines end-to-end, inspiring you to think bigger, enabling you to plan smarter, and empowering you to execute better. Through our intuitive workflow, brands can uncover actionable insights on trends, discover and vet influencers, seamlessly activate campaigns at scale, amplify branded content across the digital ecosystem, and prove business impact through our measurement dashboard. Our platform gives you the tools you need to build relationships and effective content, while our teams lend experiences and strategic services to steer you clear of common influencer marketing pitfalls.

Sugarfina

Venture Round in 2016
Sugarfina is the candy store, a chic boutique filled with delicious, gourmet sweets that are just as beautiful to look at as they are to taste. It offers candies, chocolates, and customized gift ideas through its chain of boutique shops in major cities.

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.

AppThis

Venture Round in 2016
AppThis is an international mobile ad tech company focused on the global app ecosystem. It was created as a global app discovery and mobile ad platform to provide more effective advertising on mobile devices. The company targets users via a variety of ad formats, including native or in-stream and targeted appwalls. AppThis utilizes machine learning and data analytics to show advertisements to each user. It was founded in 2014 and is based in Denver, Colorado.

Gooten

Venture Round in 2016
Gooten is an automated fulfillment and store operations solution for online stores. It combines a multi-channel order management system with a managed network of manufacturers and service providers to ensure each order from the store is processed, produced, and shipped. Today, Gooten allows users to create, manage, and fulfill unlimited versions of different product types, with built-in integrations to platforms and marketplaces like Shopify, Etsy, and WooCommerce or build customer experiences through Gooten API.

AGNITY

Venture Round in 2015
AGNITY offers applications that leverage cloud, mobility, and real-time communication, enabling enterprise customers to transform their business processes for workplace collaboration and capitalize on new market opportunities.

Schoolzilla

Series A in 2015
Schoolzilla provides a best-in-class dashboard system---Mosaic District Progress Monitoring---that makes it easy for K12 district and school leaders to be data-driven leaders. Mosaic is used to support districts working to reduce chronic absence, improve assessment results, reduce equity gaps, monitor behavior interventions, make sure students are on track to graduate college- and career-ready, and more. Mosaic is a configurable SaaS solution built on the Schoolzilla Data Warehouse that ingests and transforms data from more than 100 commonly used SIS, assessment, and operational software systems.

HEARTWORK

Venture Round in 2015
HEARTWORK is a designer and retailer of modern furniture and accessories for creative and inspiring workspaces. We believe great design makes oneʼs workspace more productive and enjoyable. Whether you are working alone, in pairs or on teams, your place of work should reflect your companyʼs unique culture and allow you to work your best. HEARTWORK's mission is to support innovative businesses and the passionate individuals who drive them with creative and inspiring workspaces. Designed for your pleasure and productivity. “Nobody changed the world surrounded by beige.”

NatureBox

Series C in 2015
NatureBox is building a personalized food shopping experience online that caters to the consumer’s taste and dietary preferences. It is initially focusing on the $64B snack food category. By creating its own line of products, NatureBox intends to build a multi-channel and multi-category brand in the food industry. NatureBox continues to grow its customer base 50-100% per month of an already large base. NatureBox serves customers in all 50 states. The company has partnered with WhyHunger to help provide nutritious food to the millions of Americans who go hungry. Through WhyHunger, the company works directly with community organizations, emergency food providers, and summer meal programs for low-income children. Previously, NatureBox donated over 150,000 meals to Feeding America. NatureBox has over 500,000 fans on Facebook and receives over 450,000 visits per month.

Memebox

Series B in 2015
Memebox Corporation is a consumer company that provides customers with the Asian beauty products, culture, and trends. A global company focused on forecasting trends and creating private, in-house labels inspired by K-beauty (and made for the product obsessed).

YourMechanic

Venture Round in 2015
YourMechanic is an online marketplace that enables vehicle owners to find local mechanics for home or office car repair services. Its aim is to make car repair and maintenance affordable and convenient.

Boardwalktech

Convertible Note in 2014
Boardwalktech provides a patented low code application platform for the extended enterprise which our customers use to run mission-critical applications managing the collaborative, secure, and auditable exchange of structured and unstructured data internally and with customers, channels, and suppliers. Boardwalktech was founded in 2004 and is based in Cupertino, California and is public with the ticker BWLK.

inPowered

Pre Seed Round in 2014
inPowered is the AI platform delivering business outcomes with content marketing. Powered by Artificial Intelligence and years of machine learning, their Content Intelligence and Content Distribution solutions allow marketers to collect proprietary data and use it to drive real ROI – positively changing brand perception, increasing action taken onsite, lead generation and user engagement. inPowered was founded in 2014 by Peyman and Pirouz Nilforoush after selling their previous company, NetShelter, to Ziff Davis.

Hapara

Series A in 2012
Hāpara enables educators to create visible, differentiated and focused learning experiences with Google Workspace and Google Classroom. The Hāpara instructional management suite helps teachers see student efforts across Google Workspace for Education and Google Classroom applications, support collaborative assignments, deeply differentiate instruction, and ensure real-time engagement. With Student Dashboard, students are empowered to take control of their digital learning experience giving them a single overview dashboard of their learning program in Google Workspace and Google Classroom and direct access to all of their needed resources, assignments, and notifications. Hapara Analytics enables education leaders to assess the impact of their school or district’s digital learning strategy by providing powerful data visualizations of learning experiences.. Hapara is used by more than 1.6 millions paying users in over 44 countries around the world.

Geo Semiconductor

Debt Financing in 2010
Geo Semiconductor is a fabless semiconductor company, provides video and geometry processing solutions. Its products include Geo IC, a system-on-chip geometry processor for capture and projection light engines; Realta IC, an integrated system-on-chip image processor that enables a benchmark standard of video excellence; Tahoe, an evaluation board that enables evaluation and design of video systems with geometry processor; and Niobe Evaluation Board, a reference platform for image processor. The company's products are used in projectors, DVD players, medical and military displays, and video walls, as well as in signage, home theater, and education systems and AVRs. It serves consumer, automotive, and security markets. The company was incorporated in 2009 and is based in Santa Clara, California.

Dotnetnuke

Series B in 2010
Dotnetnuke, based in Austin, is a technology company that specializes in creating comprehensive solutions for online experiences. Their offerings serve a diverse clientele, including well-known organizations such as True Value Hardware, Bose, Cornell University, and NASCAR, among others. Dotnetnuke's technology powers over 750,000 websites globally, facilitating engagement for customers, partners, and employees. In addition to its commercial products, Dotnetnuke also oversees the DotNetNuke Open Source Project, contributing to the broader development community.

MetricStream

Debt Financing in 2009
MetricStream is the global SaaS leader of integrated risk management and governance, risk, and compliance solutions that empower organizations to thrive on risk by accelerating growth through risk-aware decisions. They connect governance, risk management, and compliance across the extended enterprise. MetricStream apps improve business performance by strengthening risk management, corporate governance, regulatory compliance, vendor governance, and quality management for hundreds of thousands of users in dozens of industries.
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