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Inflection
Inflection is an SEC-registered investment adviser in San Antonio, TX, registered since 2020. The firm manages $491 million in assets, $485 million on a...
Inflection
Inflection is an SEC-registered investment adviser in San Antonio, TX, registered since 2020. The firm manages $491 million in assets, $485 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Additional offices
San Francisco, CA · Concord, MA · New York, NY · Fairfax, VA · Berlin, Germany · Wilmington, DE
Principals
Jake Colognesi
Managing Partner
Sam Cash
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Inflection?
Managing Partners Jake Colognesi and Sam Cash serve as the firm's senior investment decision-makers. Both co-founded Inflection in 2006 and oversee the investment committee that evaluates new platform acquisitions and portfolio company strategy. The firm's partnership structure vests authority in this small core group rather than a broader partner vote.
Does Inflection participate in fund commitments or only direct deals?
Inflection is structured as a direct investment firm, not a fund-of-funds. It makes equity investments directly into operating companies, primarily taking control positions or significant minority stakes. The firm does not publicly market itself as a limited partner in other private equity or venture capital funds.
What investment stages does Inflection typically target?
The firm targets growth-stage and mid-market technology companies with established revenue and product-market fit. It avoids seed-stage and early-venture bets, focusing instead on businesses where capital can fund scaling, add-on acquisitions, and operational infrastructure rather than initial product development.
How does Inflection's geographic scope influence its deal sourcing?
Inflection maintains offices in Boston, San Francisco, New York, and Berlin, giving it direct presence in two of the largest enterprise technology markets — the United States and Western Europe. The German office specifically supports deal origination, due diligence, and portfolio management for European investments.
Which sectors does Inflection explicitly pursue?
The firm's stated focus spans enterprise software, AI/ML applications, digital health platforms, cybersecurity infrastructure, industrial technology, and mobility. It does not publicly emphasize consumer internet, biotech, or financial services as core targets, maintaining emphasis on B2B technology companies with recurring revenue models.
Does the firm bring operational resources to its portfolio companies?
Yes, Inflection integrates operating partners into its investment model. These professionals work alongside portfolio company management on functional areas including go-to-market strategy, sales execution, and product roadmap development, which distinguishes the firm from passive minority investors.
How is Inflection structured relative to traditional venture capital and large-cap private equity?
The firm deliberately targets an intermediate market segment — companies beyond venture backing but below the typical deal size of major buyout funds. This structure allows Inflection to pursue concentrated equity positions in businesses where technology differentiation creates durable value rather than relying solely on financial engineering.
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