Our Approach

Our Story

Our Approach

Clovis Point was founded to bridge the gap in a significantly underserved market. While many software and technology companies in the lower middle market seek strategic financial partners, few capital providers are willing to invest the time, expertise, and resources these businesses need. At Clovis Point, we’re committed to doing just that—partnering with you to unlock growth and long-term success.

Our Strategy

Clovis Point invests in lower-middle market enterprise software and technology businesses, using a systematic approach to identify proven companies with high growth potential. By leveraging our team’s extensive experience, we implement targeted strategies that drive value creation and long-term success.

Our Strategy
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Group 25
Alignment Of Interest

Alignment Of Interest

At Clovis Point, we prioritize shared goals and organizational alignment in every investment. We make significant personal investments in all of our funds, ensuring our success is directly tied to that of our management teams and investors. This deep alignment helps foster transparency and minimizes unexpected challenges.

High-Level Of Engagement

We invest time, energy and capital to create sustainable, scalable businesses. Partnering closely with management teams, we take a hands-on approach to accelerate growth and build lasting value.

Building businesses is what we do. Hope is not a strategy—together, we’ll craft detailed plans that foster alignment and drive execution from day one.

Results-Driven Process

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Drawing on our deep experience, Clovis Point fosters operational excellence by building cultures rooted in integrity, transparency, accountability, and a relentless focus on results.
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Our data-driven investment process uncovers opportunities for improvement across every aspect of the business.
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Our experience has taught us to focus on repeatable processes and scalable technologies that strive to deliver predictable results.
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We scale businesses using a proven six-point operating model—our strategic playbook—refined over decades of experience.
Utilizing a structured approach to provide a clear roadmap for long-term success

IT & Data Infrastructure

IT & Data Infrastructure

Design and monitor technology infrastructure to ensure stability, security and scalability

Talent

Talent

Ensure the business possesses all the skills to be successful and align the team around goals to maximize shareholder value

Strategic Management

Strategic Management

Actively work with management to monitor performance, to identify areas for improvement and to drive action

Product Development

Product Development

Develop and execute upon a revenue- driven roadmap to enhance usefulness and expand TAM

Business Process

Business Process

Implement best practices to help remove operational friction and drive velocity in the organization

Revenue Operations

Revenue Operations

Define and track all activities before, during and after the sale to effectively acquire and retain customers

Let Us Help You Navigate Growth And Drive Value Creation.