Shifting the tide in software investing.

Purpose-built to acquire data-rich businesses and create impact velocity through product-led growth.

Headquartered in Boston, Tideshift Capital Group is a private investment firm that has been purpose-built to acquire data-rich, growth-focused, B2B vertical software and tech-enabled services businesses in the lower-middle market. While utilizing its sector driven and control-oriented investment approach in a woefully undercapitalized market segment, Tideshift targets attractive investment opportunities in North America through buyouts, corporate carve-outs, and majority equity positions in companies in transition.

By leveraging the firm’s unique heritage blending investment and operational experience, Tideshift provides dynamic executive teams capital and expertise to realize category leadership potential. Our distinctive approach propels value creation and is grounded in product-led growth, embedding AI and data to target whitespace opportunities. Tideshift believes it is further differentiated in its ability to deploy an extensive network of engineering, sales, and marketing resources at scale to create impact velocity.

Tideshift is co-founded and led by Himanshu Gandhi and Daniel Callahan, who together have 30+ years of blended investment and operating experience. Our team is collaborative, forward-thinking and results-driven, possessing the rare combination of investment, sector and product capabilities that help software and tech-enabled services businesses transform faster than they could alone.

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Completed Investments

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Years of Investment & Operating Experience

Years of Investment & Operating Experience

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Software & Tech-Enabled Services

SOFTWARE FIRST

When we meet founders and management teams, a common question we often hear is, “How is Tideshift different from other PE firms?” Simply put, we have a maniacal focus on product. We are intrigued when a company has a great software solution with demonstrated market and customer fit, and is able to win head-to-head against competition.  We zero-in on niche, vertical industries and help management teams scale through data and category leadership, transforming them from point solutions to platforms with expanded customer sets across the value chain.

SOFTWARE FIRST

When we meet founders and management teams, a common question we often hear is, “How is Tideshift different from other PE firms?” Simply put, we have a maniacal focus on product. We are intrigued when a company has a great software solution with demonstrated market and customer fit, and is able to win head-to-head against competition.  We zero-in on niche, vertical industries and help management teams scale through data and category leadership, transforming them from point solutions to platforms with expanded customer sets across the value chain.

Partner with Tideshift

You’ve built a great business, and your product has a strong market and customer fit. Partner with us to achieve the next level of growth and value.

Collaborative Growth

We partner with management to fill the funnel, drive sales conversions, and elevate customer retention.  Gain access to engineering, AI and data scientists globally to accelerate product development and stay ahead of the competition.

Control the Data Point

This refers to software providing data that customers require to operate.  We invest in and build platforms that are embedded in customer operations, resulting in increased scale and stickiness.

Increase Product Cross-Sell

By building and cross-selling downstream products and features, we help portfolio companies increase customer lifetime value and retention rates while reducing customer acquisition costs.

Expand Horizontally, Targeting New Customers

Once category leadership in a particular vertical is solidified, we jointly map out and pursue whitespace opportunities by expanding horizontally across the entire value chain, targeting new markets and customers.

COLLABORATIVE APPROACH

We believe each investment is unique. All successful companies have their own differentiated customer and product value proposition.  We partner with you on a customized growth journey and help you move forward successfully without sacrificing quality, talent, or culture.

BACK & BUILD STRONG MANAGEMENT TEAMS

LEVERAGE TIDESHIFT GROWTH WAVE ROADMAP

CREATE CATEGORY
LEADERS

INVESTMENT FOCUS

Size

Vertically focused B2B SaaS companies generating $7 to $25 million ARR with low burn/profitable with aim to grow 20%+ annually, requiring a financial and strategic boost to achieve this mark.

Strong Market Position

Unique customer profile and product with a strong market fit, addressing specific customer needs as evidenced by strong customer retention rates.

Dynamic Teams

Management with strong conviction and hunger to achieve the next level of value. We encourage existing teams to retain equity and share in the upside.

Unlock Scale & Win

Capacity to achieve accelerated growth and speed to market by leveraging Tideshift’s sales, engineering, and AI/ML resources to win and stay ahead of competition.

Transaction Types

Controlling equity investments including but not limited to: leveraged buy-outs, corporate carve outs, and operationally underperforming companies.

Geography

Primarily North America and will pursue add-on investment opportunities in other regions.