Investment Criteria

What We Look For

Lochside Capital partners with proven founders building category-defining companies. Our investment decisions prioritise founder quality, technical innovation, and market opportunity (in that order).

We invest our own capital, allowing flexibility in deal structure and timeline. This patient approach attracts founders who value active partnership over quick capital deployment.

Sectors of Focus

Talent & Learning Tech

AI-powered skills graphs, credentialing platforms, corporate L&D solutions, talent intelligence, and HR tech changing how companies build and verify capabilities. We seek platforms that reshape talent acquisition, development, and retention strategies.

Growth & Marketing Stack

MarTech automation, RevOps orchestration, PLG analytics, and demand generation tools that solve real go-to-market pain points. We partner with founders building the infrastructure for modern revenue teams, from attribution to automation.

Data & Developer Infrastructure

Graph databases, vector stores, developer tooling, and vertical SaaS where deep domain expertise meets modern data pipelines. We back technical founders building the picks and shovels for the next generation of software companies.

Applied AI & Automation

Practical applications of artificial intelligence solving specific business problems with clear ROI. We favour solutions with defensible technical advantages, proprietary datasets, or unique model architectures that automate complex workflows.

Investment Stage

Pre-Seed to Series A

We participate in early-stage rounds, often alongside established lead investors. Capital is at risk and investments are illiquid with no guaranteed returns. Our sweet spot: post-product, pre-scale companies with early validation signals.

Stage flexibility allows us to partner with proven founders regardless of round dynamics. We've invested at incorporation and joined Series A syndicates, adapting our approach to founder needs and opportunity requirements.

We co-invest alongside institutional leads, adding operational value beyond our capital contribution. Our patient capital approach allows us to support companies through multiple growth stages.

Founder Profile

Technical Excellence

Founders with deep technical expertise and the ability to attract world-class talent. We value teams who can build sophisticated products and maintain technical advantage as they scale.

Domain Expertise

Deep understanding of the problem space, often from direct experience. Second-time founders and industry veterans who understand distribution, regulation, and customer needs excel in our portfolio.

Commercial Acumen

Ability to translate technical innovation into commercial success. We seek founders who understand unit economics, can articulate clear go-to-market strategies, and demonstrate early customer traction.

Resilience & Ambition

The combination of resilience for the inevitable challenges and ambition to build category-defining companies. We partner with founders who view setbacks as data and maintain consistent focus on long-term vision.

Geographic Focus

Primary focus on United Kingdom and European opportunities where our operational expertise and network create maximum value. We maintain flexibility for compelling opportunities globally, particularly in markets where partners have direct experience.

London remains our centre of gravity, with strong connections across Edinburgh, Dublin, Berlin, and Amsterdam technology ecosystems. Portfolio companies benefit from our pan-European perspective on talent, customers, and expansion opportunities.

Investment Process

Initial Review

Rapid initial assessment within 48 hours. We respect founders' time and provide quick, clear feedback on alignment with our investment thesis.

Partner Meeting

Founders meet multiple partners to explore partnership fit and working dynamics. These conversations focus on vision, strategy, and how our operational expertise can accelerate growth.

Due Diligence

Collaborative diligence using partner expertise. Technical, commercial, and market assessments completed efficiently without unnecessary friction. We aim to complete diligence within two weeks of partner meeting.

Investment Decision

Investment committee requires unanimous partner agreement. This high bar ensures every portfolio company receives full syndicate support and commitment.

What We Don't Do

  • Consumer-facing products without clear B2B applications
  • Capital-intensive hardware without software differentiation
  • Speculative cryptocurrencies or unproven Web3 concepts
  • Businesses requiring regulatory approval as primary value driver
  • Late-stage growth rounds where operational support adds limited value

How to Reach Us

We review every submission personally. Warm introductions accelerate the process but direct approaches receive equal consideration. Include a brief deck covering problem, solution, traction, and team.

Most valuable submissions clearly articulate why Lochside Capital represents the right partner for your journey. Understanding our operational expertise and how it applies to your challenges demonstrates the commercial thinking we value.

Contact

Founders

Ready to scale?

Investors

Exploring partnership?

General inquiries: info [at] lochsidecapital.com