HONING THE SUNSTONE COMPASS
The sunstone—used by the Vikings—was an optical compass that provided guidance and clarity on trying voyages and was said to reveal the true bearing of a hidden sun, even on overcast days. As the pandemic continued through 2021, we are particularly grateful to our portfolio companies’ management teams and their employees, who navigated through uncertain times to shape strategy, implement change and realize significant growth.
At Sunstone Partners, we aim to partner with entrepreneurs to help guide them through their next phases of growth, bringing our collective experiences and operational capabilities to bear to help achieve that success. We continue to focus on supporting our portfolio companies by sharing best practices, expanding management teams, and promoting collaborative growth programs across our portfolio. We are proud to have been recognized this past year on Inc.’s Founder-Friendly Investors list, for the second consecutive year.
With gratitude for your support in 2021, we look forward to another year of growth and partnerships.
12
1Liquidity
Event
10New
Sunstonians
17senior executives and board members placed
30%Average Portfolio
Revenue Growth
29Portfolio
Awards
FOUNDER FRIENDLY AWARD RECIPIENT IN 2020 + 2021
The MeetingPlay team believes that Sunstone’s investment approach and partnership model will help us accelerate product innovation, enabling us to deliver transformative events with unmatched service and customer experience. It was clear from our earliest interactions with Sunstone that their team shared our vision, stressing their desire to preserve our unique culture and relentless customer focus.
JOE SCHWINGER
Cofounder, MeetingPlay
NEW INVESTMENTS
PLATFORM INVESTMENTS
All-in-one technology partner for virtual, in-person and hybrid events
Business-to-business due diligence, background investigations and specialized searches of individuals and entities
ADD-ONS
Digital marketing company helping the trades generate more leads and sales, optimize marketing costs and differentiate their brand online
Live chat service for personal injury, mass tort, criminal law and other B2C law firms to immediately respond to potential clients
Flexible, customizable framework of telecommunications products and services to help clients operate at peak performance, reliably and cost effectively
Flexible and comprehensive service to medical practices, around Electronic Medical Records and Practice Management systems. Additionally, they host client systems, provide medical billing services and provide direct leadership in the various quality program regulations
ServiceNow Elite-level North American partner with near shore delivery operations in Latin America
LIQUIDITY EVENT
NEW SUNSTONIANS
Vice President
Associate
Associate
BUSINESS DEVELOPMENT
ADMINISTRATION
ADMINISTRATION
INVESTMENT CRITERIA
We make minority and majority investments in technology-enabled services and software businesses that are ready for next level of growth and have the following characteristics:
Sector Focused
$10M+ of revenue
+20% GROWTH
CAPITAL EFFICIENT HISTORY
Check size: $30M - $100M
SECTOR EXPERTISE
We live and breathe technology-enabled services and software. We focus on key sectors that benefit from macro tailwinds and technology disruption, and in which we have had numerous historical successful investments. We take the time to understand growth trends and opportunities beyond the horizon and seek to identify future industry leaders. This thesis driven, sector focused approach allows us to have a unique perspective that benefits our portfolio companies.
Cloud
Cybersecurity
Healthcare IT
Marketing Tech
DISCLAIMER: The foregoing is not intended to constitute an offer to sell or buy, nor solicitation of an offer to sell or buy, securities and is intended solely to provide information regarding Sunstone Partners’s financing and development capabilities for prospective portfolio investments. The investments described in this material are not to be considered a complete list of all investments made or currently held by the Sunstone Partners funds. No representation or warranty is made with respect to the accuracy or completeness of the information provided.