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SureSwift Capital, founded in 2015, is a micro-private equity firm based in Victoria, British Columbia. The firm focuses on acquiring, managing, and growing established, tech-enabled companies, particularly in the SaaS and property service sectors. Since its inception, SureSwift has aimed to provide investors with consistent returns through monthly profit distributions, emphasizing sustainable growth and profitability.
The firm operates under a unique model that bridges traditional private equity and venture capital, targeting bootstrapped B2B SaaS companies. SureSwift Capital has successfully acquired over 40 companies, establishing a diverse portfolio that reflects its commitment to long-term value creation. The firm employs the 'Exceptional Operator Framework' to enhance operational efficiencies and ensure that acquired businesses thrive in their respective markets.
With a remote-first structure, SureSwift Capital maintains a global presence while being headquartered in Victoria. The firm has consistently focused on profitable and growing technology businesses, making it a notable player in the micro-private equity space.
SureSwift Capital invests primarily in profitable property service businesses, including HVAC, fire safety, and maintenance, as well as specialized manufacturers in consumer goods and industrial parts. The firm employs a 'buy and hold' strategy, which emphasizes long-term growth and modernization of acquired businesses. This approach allows SureSwift to provide steady cash distributions to its investors while focusing on sustainable practices.
The firm targets bootstrapped B2B SaaS companies with annual revenues between $1 million and $5 million and operating margins of 50% or more. SureSwift Capital's investment strategy is designed to deliver consistent returns through cash flow distributions, utilizing the Exceptional Operator Framework to enhance collaboration and growth within its portfolio companies. This framework supports the firm's goal of modernizing acquired businesses and ensuring their success in competitive markets.
SureSwift Capital has acquired over 40 companies since its founding, showcasing a diverse portfolio of tech-enabled solutions. Notable portfolio companies include:
This portfolio reflects SureSwift's commitment to acquiring established, tech-enabled companies that demonstrate sustainable growth potential.
Don Wharton: Chairman & Founder. Don founded SureSwift Capital in 2015 and has extensive experience in the private equity sector. He has authored articles on the roll-up model and its effectiveness in the current market.
James DeGreef: Chief Executive Officer. James leads the firm with a focus on strategic growth and operational excellence, drawing on his background in technology and investment.
John Austin: Chief Operating Officer. John oversees the operational aspects of the firm, ensuring that portfolio companies align with SureSwift's growth strategies.
Julien Francois: Chief Financial Officer. Julien is a CPA, CA, and manages the financial operations of SureSwift Capital, focusing on profitability and investor returns.
Amanda McKay: VP People & Operations. Amanda is responsible for human resources and operational support, fostering a collaborative environment within the firm.
Johnathan Crowe: Director of Technology & Services. Johnathan leads technology initiatives and service enhancements across the portfolio.
Lindsay Bailey: General Counsel. Lindsay manages legal affairs and compliance for SureSwift Capital.
Natalie Arseneau: Director of Investor Relations. Natalie oversees communication with investors and manages relationships to ensure transparency and trust.
To pitch to SureSwift Capital, founders should use the contact form available at sureswiftcapital.com/contact-us. It is recommended to include a comprehensive overview of the business, including financial metrics, growth potential, and operational strategies.
Response times may vary, but founders should expect a thorough review process. Warm introductions can enhance the chances of receiving a timely response.
As of March 2026, SureSwift Capital has successfully completed over 40 acquisitions since its founding in 2015. The firm currently operates 13 core businesses across three funds, maintaining a consistent acquisition pace.
Recent activity includes the ongoing modernization of portfolio companies through the Exceptional Operator Framework, which focuses on enhancing operational efficiencies and sustainable practices.
SureSwift Capital continues to be recognized as a leading player in the micro-private equity space, particularly for its focus on bootstrapped B2B SaaS companies.
What are SureSwift Capital's investment criteria?
SureSwift Capital focuses on acquiring profitable property service businesses and bootstrapped B2B SaaS companies. They typically target companies with annual revenues between $1 million and $5 million and operating margins of 50% or more.
How can I apply or pitch to SureSwift Capital?
Founders can pitch to SureSwift Capital through their contact page at sureswiftcapital.com/contact-us. It is advisable to provide a detailed overview of the business model, financial performance, and growth potential in the pitch.
What makes SureSwift Capital different from traditional venture capital firms?
SureSwift Capital operates under a micro-private equity model, focusing on acquiring 100% ownership of established companies and providing monthly profit distributions to investors. This contrasts with traditional VC firms that typically seek exits through IPOs or acquisitions.
What is the geographic scope of SureSwift Capital's investments?
SureSwift Capital primarily focuses on North America but operates with a remote-first structure, allowing for global acquisitions.
What is the typical check size for investments?
While specific check sizes are not disclosed, SureSwift Capital targets companies with significant revenue and profitability, indicating a preference for substantial investments that align with their acquisition strategy.
What kind of post-investment involvement does SureSwift Capital have?
SureSwift Capital employs the 'Exceptional Operator Framework' to support portfolio companies post-acquisition, focusing on growth, modernization, and operational efficiencies to ensure long-term success.
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