Founded in 2003, Gilead Group has a unique approach to investing that sets it apart. We don’t believe in strict investment attribute limitations or traditional exit timelines. When our team identifies an investment opportunity, we pursue it and dedicate our efforts to its success. However, Gilead Group does employ guiding principles as investment criteria that help us nurture investment partnerships that align with our areas of confidence and expertise. The track record of Gilead Group companies speaks for itself, but we don’t mind diving into the process.
Gilead Group’s Unique Approach to Investment Criteria
Unlike traditional investment firms that have predefined criteria and exit timelines, Gilead Group has a flexible and opportunistic approach to investing. Gilead Group invests where it sees opportunity and strives to establish long-lasting businesses. We aren’t passive investors, but active partners who provide strategic oversight, financial resources and operational support to our portfolio companies. Gilead Group will establish new businesses from scratch when we perceive considerable market demand. We even take front-line, operational roles in our businesses when that’s what is needed to optimize results.
Key Investment Attributes
Gilead Group does not have a rigid set of criteria for its investments. However, it does have some key attributes that it looks for in its potential portfolio companies. These attributes are:
Revenue generating, in a sustainable industry:
We prefer businesses that have proven their ability to generate revenue and operate in industries that have long-term growth potential.
Established product/service, market traction:
Gilead Group likes businesses that have a clear value proposition, a differentiated product or service, and a loyal customer base.
Strong, knowledgeable management team:
Our team values businesses that have a competent and experienced management team, especially the founder who is the driving force behind the business.
Interested in a collaborative investment relationship:
We seek businesses that want to work with Gilead Group as a partner, not just as a source of capital. Gilead Group believes that collaboration is the key to success and mutual benefit.
Gilead Group’s typical investment ranges from $500K to $6M, with an average of $2M. These attributes help Gilead Group identify businesses that have strong fundamentals, growth potential and alignment with Gilead Group’s vision and values.
Investment Criteria — Industry Focus
Gilead Group has a broad industry focus, but it specializes in four main sectors:
- Information Technology & SaaS:
Gilead Group identifies and partners with businesses that leverage technology to create innovative solutions for various markets and industries. - Business Services:
We invest in businesses that provide essential services to other businesses, such as specialized call center and back office support. - Processing & Logistics:
Gilead Group looks for partners that offer efficient and reliable processing and logistics services for various industries. - Sales & Marketing:
Gilead Group invests in businesses that help other businesses grow their sales and marketing capabilities.
Examples of Successful Investments
Gilead Group has a track record of successful investments that demonstrate its unique approach to investing and its industry focus.
Linxup: Previously known as Agilis Systems, Linxup is a top provider of fleet and asset tracking solutions tailored to the needs of individuals, small to mid-sized service companies, and fleets. Their software-as-a-service (SaaS) platform offers robust location-based solutions to help customers increase safety, improve fleet management, boost mobile worker productivity, and decrease operating costs. The company offers these services through their well-known brands, including Linxup, AwareGPS, and MOTOsafety. In February 2019, Gilead obtained partial liquidity of their investment through an equity recapitalization in Linxup by Spectrum Equity.
Joink: Joink is a technology company based in Indiana, USA, that offers a wide range of services including internet, voice, data, and cloud solutions. The company was founded in 2000 by local entrepreneurs who saw a need for reliable internet services in rural areas. Since then, Joink has expanded to serve businesses and individuals throughout Indiana and Illinois and has been recognized as one of the fastest-growing companies in the region. Gilead Group received partial liquidity of its investment on December 2021 with an equity recapitalization in Joink from DIF Capital Partners.’
PenPath: PenPath is a marketing intelligence platform that helps marketers measure and optimize their marketing performance across multiple channels. PenPath was founded by Alex Cruz in 2014 as a bootstrapped startup. In 2018, Gilead Group invested $1M in PenPath to help it scale its operations and expand its customer base. Since then, PenPath has grown its revenue by over 300% and has become one of the leading marketing intelligence platforms in the market.
Forward Thinking
Gilead Group is focused on opportunity and committed to success, with a proactive and flexible approach. We specialize in four main sectors: Information Technology & SaaS; Business Services; Processing & Logistics; and Sales & Marketing. As emerging technologies transform industries across sectors, Gilead Group is prepared to invest in plans we believe in, from capital to operational support.
If you are interested in working with Gilead Group as an investor or business partner, reach out.
