For [emerging] software
operators who want the right partner, not just capital.

Updata was built by operators, for operators. We believe great companies deserve a partner who brings tools, expertise, and honest counsel.

The leaders in our portfolio tell their stories best.

"No ask is too big. Updata consistently rolls up their sleeves to help across hiring, planning, corporate development, and the day-to-day challenges of scaling a company."

CEO, Nerdio
Vadim Vladimirskiy

"Updata struck a perfect balance of providing resources that helped us scale, while allowing us the freedom to continue to operate our successful model."

CEO, MD Integrations
Marc Serota

"The quality and authenticity of the people at Updata sets them apart. They understand operating challenges and consistently help businesses scale."

CEO, CData
Amit Sharma

"Updata stood out as the partner who believed in our vision. They have leaned in to accelerate what was already working and have consistently backed us with their network, expertise, and deep operating experience."

CEO, TitanX
Joey Gilkey

"We wanted a growth partner with industry expertise and alignment with our vision. Updata brought both, along with the character and support that make them true partners."

CEO, Living Security
Ashley Rose

"Updata plays the long game. They bring thoughtful counsel, strategic perspective, and a deep understanding that great companies are built by putting customers and employees first."

CEO, Jellyvision
Amanda Lannert

"Building a company is a long road. Updata understands that, and their temperament — in and out of the boardroom — is what sets them apart."

CEO, Built In
Maria Katris

Our investment spec

Updata Partners invests in growth-stage B2B software and AI-driven companies, located outside the Bay Area. We work closely with management teams to deliver durable, capital-efficient growth.

B2B software

$5-50M ARR

25-100%+ growth

Bootstrapped or lightly capitalized

Non-Bay Area

$20-200M equity

Updata’s proprietary BASE framework guides repeatable outcomes.

How we approach value creation
01
Build
Building the strategic, organizational, and operating foundation required to support durable growth.
02
Accelerate
Activating the highest-impact growth levers to increase speed, efficiency, and market capture.
03
Scale
Institutionalizing people, processes, and systems to support sustained growth and increasing complexity.
04
Exit
Positioning the business for a premium outcome through operational rigor and a compelling long-term growth story.
Over 25 years, we've backed over 80 entreprenuers in B2B software.

We look for those rare leaders possessing both a growth mindset and an appreciation for capital efficiency. Typically, they have built recurring revenue models with a repeatable go-to-market engine and strong unit economics.

A committed partner, working on your behalf. Why founders choose Updata:
  • Operators, not just investors

    We’ve launched products, delivered sales goals, and managed people. With that context, each company receives tailored support at the board level and through our value creation team.

  • A curated value-add network

    We connect companies with vetted executives, functional specialists, industry veterans, and our in-house advisors who deliver targeted expertise at critical inflection points, not generic advice.

  • Focus on durable growth

    We focus on building a strong foundation vs. growth at all costs, prioritizing durable unit economics, scalable systems, and thoughtful capital allocation. We help build businesses that compound.

  • Treating people as more than assets

    We invest in leadership teams, not just businesses. Partnerships are grounded in candor, accountability, and shared objectives. Clear expectations, alignment, and honest dialogue create better outcomes.