True Wind Capital Management, L.P.
True Wind Capital Management, L.P. is a San Francisco-based private equity firm founded in 2015 with a focus on partnering with management teams to build leading technology businesses in growing markets. The firm has completed 11 platform investments and 20 add-on acquisitions, and leverages deep expertise in software, data analytics, tech-enabled services, internet, financial technology, and hardware. With fewer than 25 employees, True Wind Capital serves differentiated technology companies by providing strategic guidance, support, and operational resources.
Investment Strategy
True Wind Capital pursues a long-term, operationally engaged investment approach focused on technology companies, including software, data analytics, tech-enabled services, internet, fintech, and hardware sectors. The firm targets high-growth companies, partners closely with management teams, and emphasizes value creation through both platform and add-on acquisitions. Their strategy combines industry expertise, active support, and creative problem-solving to position portfolio companies for market leadership.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CLBT | CELLEBRITE DI LTD | 94.16% | $256.8M | 13,861,007 | $10.17 | $18.53 | +$35.1M |
L LPRO | OPEN LENDING CORP | 5.84% | $15.9M | 7,545,144 | $22.48 | $2.11 | +$1.3M |