Kern Whelan Capital

Kern Whelan Capital is a private equity and venture capital firm.

Business Model: B2B

Revenue: $18.5M

Employees: 51-200

Rankings

Detailed Kern Whelan Capital Information

Geographic Data

Kern Whelan Capital headquarters map

Address: 60 East Sir Francis Drake Blvd Suite 302

City: Larkspur

State: CA

Zip: 94939

Country: US

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Description

Kern Whelan Capital manages a diversified investment portfolio stretching from new ventures to established and profitable businesses across many industry sectors. They invest in only a few companies each year, and partner with outstanding management teams for the long term. While they typically are active members of the board of directors for their businesses, they do not seek involvement in their daily operations. Through a long term approach to the liquidity horizon, Kern Whelan investments are not beholden to a single exit strategy, but are instead opportunistic about investor capital return whether through M&a;A, IPO, recap, dividend, or otherwise. Investment Approach They back strong management teams in companies that generate, or have the potential to generate, operating profit margins of 15% or better. They look for a history of internal growth in a capital efficient manner with good prospects for future growth. They remain opportunistic investors, however, and will not rule out any opportunity with strong cash flow potential. They prefer simple capital structures so that their interests are more closely aligned with management. As Kern Whelan principals they demonstrate their commitment to the success of their investors, management and business by typically serving as the largest personal investors in each of their portfolio companies.

Contact Phone:
+14156850628

Contact Email:

Announced Date Company Transaction Money Raised
10/2015 Quri Series C 0
10/2013 InvestCloud Series A 0
10/2007 Shopatron Series B 0
9/2012 UserTesting Series B 3M
10/2015 InvestCloud Series B 45M
10/2015 Quri Series C 0
10/2015 InvestCloud Series B 0
10/2013 InvestCloud Series A 0
9/2012 UserTesting Series B 0
10/2007 Shopatron Series B 0

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