Strattam Capital

Strattam drafts a Five-Point Plan with a founder's management team before signing a deal. The document aligns both parties on vision, metrics, and governance. The firm states it will not close an investment without this binding pre-deal alignment — an unusually explicit stance in lower-mid-market software buyouts.

Strattam is a traditional private equity firm, not a family office. It raises commingled blind-pool funds from institutional investors and deploys them into control-oriented B2B software buyouts. Founders Bob Morse and Adrian Polak built the firm in 2014 without a disclosed single-family wealth origin.

The firm combines three resources: a dedicated AI consultancy, participation in the AWS Private Equity program, and proprietary tools developed internally. The result, per the firm, is that every portfolio company has launched an AI-enabled product. The approach is operational, not passive — the in-house product and technology team leads implementation.

Strattam targets control investments in B2B software companies, offering founders a path to accelerated growth while retaining significant equity. The firm's website emphasizes founder partnership and a focus on vertical market leadership, but specific ownership thresholds and fund structures are not publicly detailed.

Yes. Add-on M&A is a core acceleration tool. The Strattam team identifies and engages acquisition targets, assists with diligence, and executes transactions. This bolt-on strategy is typical of mid-market software buyout firms aiming to build vertical leadership through consolidation.