Bertram Capital Tech Stack

Lower middle market PE firm with in-house tech operations team

Investment Management Foster City, California 11–50 employees Founded 2006 Partnership

Bertram Capital is a lower middle market PE firm founded in 2006, investing in companies with $25–250M revenue across business services, consumer, industrial, and technology sectors. The firm operates an in-house technology division (Bertram Labs) focused on digital marketing, e-commerce, analytics, and platform optimization for portfolio companies. Current infrastructure work—migrating from on-premises Active Directory to Azure AD, modernizing the internal tech stack, and automating deployment workflows—suggests the firm is consolidating and scaling its operational capabilities to support more frequent add-on acquisitions and platform investments.

Tech Stack 11 technologies

Core StackAdobe Creative Cloud Figma Azure AD Excel PowerPoint Concur Word Outlook Azure Microsoft 365

ReplacingActive Directory

What Bertram Capital Is Building

◆Challenges

Post-acquisition tech enablement
System integration
Migrating legacy on-prem active directory to cloud
Modernizing internal technology environment

▲Active Projects

Erp transformation
New platform investments
Add-on acquisitions
Portfolio management
Modernizing internal technology environment
Migrating legacy on-prem active directory to cloud
Automating deployment and remediation workflows
Investment thesis development

Hiring Activity

Decelerating8 roles · 2 in 30d

Department

Finance

Engineering

Design

Ops

Seniority

Mid

Senior

Junior

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About Bertram Capital

Bertram Capital is a partnership-structured private equity firm based in Foster City, California. The firm targets control and structured non-control transactions in the $50–500M enterprise value range, with platform equity checks between $10–250M and a preference for companies generating $25–250M in revenue with $3–35M EBITDA. Across business services, consumer, industrial/manufacturing, and technology, Bertram Capital deploys a standardized value-creation playbook called Bertram High 5, which combines management augmentation, operational initiatives, add-on acquisitions, sales and marketing improvements, and technology modernization. The 11–50-person team includes a dedicated in-house technology organization (Bertram Labs) that drives growth through analytics, application development, e-commerce, and platform optimization for portfolio companies.

HeadquartersFoster City, California

Company Size11–50 employees

Founded2006

Hiring MarketsUnited States

Frequently Asked Questions

What is Bertram Capital's investment focus?

Lower middle market private equity, targeting companies with $25–250M revenue and $3–35M EBITDA across business services, consumer, industrial/manufacturing, and technology. Enterprise value range: $50–500M with platform equity checks of $10–250M.

Does Bertram Capital have an in-house technology team?

Yes. Bertram Labs is the firm's proprietary technology division, focusing on digital marketing, e-commerce, big data, analytics, application development, and platform optimization to drive portfolio company growth.

What technology infrastructure projects is Bertram Capital working on?

Cloud migration of legacy Active Directory to Azure AD, modernization of the internal technology environment, automation of deployment and remediation workflows, and ERP transformation to support portfolio operations at scale.