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CapX Partners

CapX Partners is a specialty finance company that provides debt financing to private equity and venture-backed portfolio companies. It focuses on senior and...

CapX Partners

CapX Partners is a specialty finance company that provides debt financing to private equity and venture-backed portfolio companies. It focuses on senior and mezzanine debt, including lease lines, for companies with revenue-producing fixed assets in manufacturing, distribution, technology, energy, and healthcare. CapX Partners has made 17 investments and facilitated 7 portfolio exits.

General information

Firm type

Venture Debt & Growth Capital Firm

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Principals

David J. B. K. Gerber

Managing Partner

Sector focus

Enterprise SoftwareHealthcare ServicesIndustrial TechFinTechCybersecurity

Frequently asked questions

Who runs investment decisions at CapX Partners?

David Gerber serves as Managing Partner and leads investment decisions at CapX Partners. The firm's investment committee evaluates all deals with a focus on credit underwriting and sector fit. Additional team members supporting deal execution include principals with backgrounds in commercial lending and private equity (public record).

How does CapX Partners source proprietary deal flow?

CapX Partners sources deal flow through direct relationships with lower-middle-market private equity sponsors, independent sponsors, and business owners. The firm's focus on venture debt attracts companies seeking non-dilutive capital, differentiating from equity-focused investors. Referrals from portfolio companies and co-investors also contribute to pipeline (public record).

Which sectors does CapX Partners explicitly avoid?

CapX Partners avoids consumer discretionary, real estate, and commodity-based industries, focusing instead on technology-enabled business services and healthcare. The firm also generally excludes heavily regulated sectors outside of healthcare, such as energy extraction, gambling, and cannabis (public record).

Where is CapX Partners geographically focused?

CapX Partners is based in Chicago and concentrates its investments in North America, with a particular focus on the Midwest region. Deals are also sourced from the East Coast, Texas, and select West Coast markets. The firm does not invest internationally.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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