# Strattam Capital

Strattam Capital is a Private Equity based in San Francisco, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** 111 Congress Ave, Suite 1140, Austin, TX 78701
- **Founded:** 2014
- **Assets under management:** $1B+ (per the firm, 2025)
- **Website:** www.strattam.com
- **LinkedIn:** https://www.linkedin.com/company/strattam-capital-llc

## Regulatory record

- **CRD number:** 171845
- **SEC file number:** 801-80136
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171845

## About

Strattam Capital is an SEC-registered investment adviser in San Francisco, CA, registered since 2014. The firm manages approximately $939 million in regulatory assets. It has 13 employees and 9 investment advisers.

## Sectors

- Enterprise Software
- AI/ML

## Offices

- San Francisco
- 601 California St, Suite 750, San Francisco, CA 94108

## People

- Bob Morse — Co-Founder & Managing Partner
- Adrian Polak — Co-Founder & Partner
- Hilary Fleischer — Partner
- Bill Pade — Chairman
- Kippy Ball — Principal

## Questions

### How does Strattam's Five-Point Plan work?

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.

### How does Strattam drive AI adoption across its portfolio?

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.

### What type of control does Strattam take in its investments?

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.

### Does Strattam do add-on acquisitions?

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.

## Related profiles

- [Stratos Technologies](https://altss.com/profile/stratos-technologies)
- [Strattech Partners](https://altss.com/profile/strattech-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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