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Sopris Capital was established in 2002 by Andrew Paul as a vehicle to invest his own capital and that of other partners in exceptional growth companies. Sopris is not a fund in a traditional sense and therefore maintains the flexibility to invest in a wider range of industry groups, company sizes and stages, and types of securities.

Investment CriteriaInvestment Criteria
Sopris Capital invests opportunistically in small, emerging companies. We generally invest between $1 million and $5 million in the equity of companies that have proven products, market acceptance and a management team that can capitalize on the opportunity. A full list of these companies can be found in the Portfolio section.

Sopris Capital is dedicated to helping talented management teams and entrepreneurs build value in their companies. The nature of our investments is driven by a focus on high growth companies with strong fundamentals and a unique market opportunity.   We do not limit ourselves to a narrow set of investment criteria, but rather:

  • We take a Stage-diversified approach.  We invest in exceptional companies by providing seed, early-stage and growth-stage capital to companies. Sopris is almost always the first institutional or professional investor in the companies we back, although second and later round investments are considered where there is demonstrated progress toward market leadership and a complete management team.

  • We take a Sector-diversified approach. Our investments span a number of industry sectors. While we do have a strong penchant for companies in market sectors in which our investment team has specific expertise - the information technology, communications and healthcare markets - we view each company independently for the investment opportunity it presents.

  • We take a Security-diversified approach. We generally invest in preferred equity of a company, but we are also creative in meeting the financial needs of the organization by investing in different tranches of equity, debt and hybrid securities.

Our Advantage
Our team brings a unique combination of management, strategic, and investment expertise, as well as an unrivaled network of relationships, to young companies in order to help our entrepreneurs drive growth. We know that great companies are not built in a day; a long term focus on core strengths is the key to building a successful enterprise. We take an active lead role in the companies we back and serve on the boards of directors of almost all of our portfolio companies. However, we contribute well beyond board participation and continually seek and deliver competitive advantage to the teams that we back. Sopris’ continuing goal is to create long-term value by assisting entrepreneurs in building companies from the formative stages and by providing attractive returns to investors. Sopris works closely with management to shape strategy, build management organizations, attract customers, initiate acquisition programs to both consolidate market niches and diversify, and develop critical industry relationships.

At Sopris Capital we work hard to build value in each of our companies. That value is reflected in our track record, our team-oriented approach and in the way that we operate every day.

 

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Copyright 2006. Sopris Capital Associates, LLC. All rights reserved.