Capacity

Capacity invests at the early stage, requiring companies to have a defined problem and sustained revenue of $20,000 or more per month. The firm looks for a clear inflection point where risk capital can accelerate an already-functioning business model, rather than funding pre-revenue exploration.

The firm is explicitly vertical agnostic. It evaluates companies based on unit economics and the quality of the founding team rather than thematic bets. Capacity does, however, publicly state that it avoids long-cycle research-and-development ventures and winner-take-all strategies prior to demonstrated profitability.

Capacity's public materials indicate a model that includes a network of capital partners and venture partners. The firm explicitly states it helps founders find funding that fits, whether or not the capital comes from Capacity, which suggests a model that blends direct investment with capital-matching and syndicate-like behavior.

The firm emphasizes its community of talent, capital, and resources, and highlights a network of venture partners who are specialists within certain ecosystems. This network-driven approach, paired with a geographic focus on the Southeast US, appears to be its primary sourcing mechanism.

The firm targets companies typically located outside well-known technology centers, with a disclosed bias toward the Southeast United States. It is headquartered in St. Louis, Missouri.