Portfolio
Organizing and overseeing our family's growing group of companies, investments, and partnerships
MTBFO's portfolio represents a centralized framework for our current and future holdings, with a focus on building long-term value.
Each investment and partnership is carefully selected based on alignment with our values, the quality of the people involved, and genuine opportunity to create meaningful value over time. Our approach combines thoughtful capital allocation with strategic guidance and mentorship.
Through trusted partnerships and shared commitment to sustainable growth, we work alongside founders and business leaders to build something that lasts beyond any single transaction or business cycle.
Investment Focus Areas
Technology Ventures
Our technology venture portfolio focuses on partnering with innovative companies that leverage emerging technologies to solve real-world problems. We seek opportunities where thoughtful capital and strategic guidance can help founders build sustainable, scalable businesses.
These investments span software platforms, digital infrastructure, and technology-enabled services, with a particular emphasis on companies that demonstrate strong unit economics, clear paths to profitability, and alignment with our long-term value creation philosophy.
Beyond capital, we provide strategic mentorship, operational insights, and access to our network of experienced business leaders to help these ventures navigate challenges and accelerate growth in a sustainable manner.
Strategic Investments
Our strategic investment portfolio consists of carefully selected equity positions in established businesses with proven business models, strong leadership teams, and clear opportunities for sustainable growth. These partnerships are built on mutual trust and shared long-term vision.
We focus on companies that value patient capital and strategic partnership over transactional relationships. Our approach emphasizes collaboration with existing management teams to identify growth opportunities, optimize operations, and build lasting value.
Each investment represents more than financial capital—we bring operational experience, strategic insights, and a commitment to supporting business leaders through both growth opportunities and challenges, with a focus on building something that endures.
Growth Partners
Our growth partnership portfolio supports companies that have demonstrated product-market fit and are ready to scale operations, expand into new markets, or accelerate growth trajectories. These partnerships combine flexible capital with hands-on strategic support.
We work closely with founders and management teams to identify key growth drivers, build scalable infrastructure, and navigate the challenges that come with rapid expansion while maintaining the core strengths that made the business successful.
Our value extends beyond funding—we provide operational expertise, help build systems and processes for scale, connect companies with strategic partners, and offer guidance through critical inflection points, all while preserving the entrepreneurial spirit and culture that drives innovation.
Business Services
Our business services portfolio includes investments in companies that provide essential professional services, operational support, and specialized expertise to other businesses. These companies deliver high-value solutions that help organizations operate more efficiently and effectively.
We focus on service businesses with recurring revenue models, strong client relationships, and defensible market positions built on specialized expertise or proprietary methodologies. These investments benefit from stable cash flows and opportunities for organic growth.
Our involvement goes beyond capital investment to include strategic guidance on scaling service delivery, building repeatable processes, expanding service offerings, and developing sustainable competitive advantages in increasingly competitive markets.
Innovation Fund
Our innovation fund focuses on early-stage opportunities in emerging markets and technologies where we can partner with exceptional founders building something truly differentiated. These investments require patience, hands-on support, and belief in long-term potential over short-term returns.
We invest in companies and ideas that align with our values and where we can contribute meaningful guidance based on our operational experience. Our approach emphasizes sustainable business models, responsible growth, and building organizations that can thrive over time.
Beyond capital, we provide mentorship, strategic advice, and access to our network of experienced operators and advisors. We understand that early-stage companies face unique challenges and require partners who are committed to supporting them through uncertainty and helping them build foundations for lasting success.
Let's Explore Opportunities Together
Interested in learning more about our portfolio or exploring a potential partnership with MTBFO? We're always open to conversations with like-minded founders and business leaders.
Get in Touch