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Lateral Investment Management
AddedFeb 13, 2024
UpdatedJun 28, 2026
Lateral Investment Management

Lateral Investment Management

Operating

Lateral Investment Management: A US-based private equity firm specializing in non-dilutive credit financing across key sectors.

Location
San Mateo, CA, US
Founded
2011
Firm
Compare
Portfolio
Fundraising
Employees
Website

Lateral Investment Management is a US-based private equity firm that specializes in providing non-dilutive credit financing to established, owner-operated companies. The firm focuses on key sectors such as healthcare, infrastructure, manufacturing, and technology, partnering with businesses at critical growth junctures. Lateral typically invests through debt financing, private equity, and post-IPO equity rounds, supporting transformational growth with flexible capital solutions.

Notable portfolio companies include FirstClose, FTE Networks, and New Life Forest Products. Lateral's investment philosophy centers on high-conviction partnerships with founders seeking strategic support to expand and accelerate their vision. The firm offers creative solutions to remove obstacles and drive growth, positioning itself as a valuable institutional partner for business owners.

Lateral Investment Management - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments5
Current Portfolio Count4
Total Portfolio Exits1

Top Investment Stages

Debt Financing2 (40.0%)
Post Ipo Equity1 (20.0%)
Private Equity1 (20.0%)
Series Unknown1 (20.0%)

Stage Mix

Debt Financing 40%Post Ipo Equity 20%Private Equity 20%Series Unknown 20%

Concentration shown as share of disclosed investments by stage.

Recent Investments

FirstClose logo

FirstClose

New Life Forest Products logo

New Life Forest Products

Fundation Group logo

Fundation Group

FTE Networks logo

FTE Networks

CFG Merchant Solutions logo

CFG Merchant Solutions

Lateral Investment Management - Classification

Also Known As
  • Lateral Investment Management, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified
Show 6 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
  • 523940Portfolio Management and Investment Advice
SIC
  • 6000Depository Institutions
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end