Recurring Capital Partners Client Testimonials

“As Ozmo's market traction increased, we knew we needed to find a capital partner to fund our next stage of growth. Recurring Capital stood out because of the flexibility of its lending model, which perfectly aligned with our plans for expansion. We feel very fortunate to have found such an ideal match with a partner that can grow with us for years to come."

—
david catalano, CEO

Ozmo

“We are thrilled to have the support of Recurring Capital and many of our existing investors for this next phase of 101edu's growth. Bradley and the RCP team bring extensive knowledge of the higher ed course materials market, and we are excited to have them on board as we scale 101edu’s platform into new STEM disciplines. I’ve never been more excited about the new products and learning experiences we're working on, and I can't wait to get them into the hands of students and instructors.”

—
Dr. Justin Weinberg, Co-founder & CEO

aktiv learning

"We’re very excited to partner with Recurring Capital Partners. The team has been easy to work with, understands our space, and will clearly be a long-term partner to help us achieve our growth objectives. Together, we look forward to realizing our vision -- helping every learner successfully navigate to their next step in life."

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adam saven, ceo

peoplegrove

“Our leadership team did a fair amount of due diligence before bringing on Recurring Capital. We were looking for a well known partner in the space that brought experience and credibility. We found both with RCP. The team had great communication and set clear expectations throughout the process.”

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wauker matthews, coo

leap

“When we were looking to refinance some existing debt to help us free up cash flow and reinvest for accelerating growth, Bradley and his team at RCP were able to provide us with competitive terms and a structure that fit exactly what we were looking for. The facility from Recurring Capital keeps us in control of our own destiny so we can expand at our own pace and delays the need to seek dilutive capital until we view it as truly opportunistic for our growth."

—
Jason bobby, co-founder & CFO

shibumi

“We look forward to our partnership with Brian, Trevor, and the rest of the Recurring Capital team. We explored a number of potential growth lenders, and Recurring rose to the top with a flexible solution that provides ample growth capital as we build on our continued success delivering tailor-fit employee scheduling solutions to mission-critical companies facing complex scheduling challenges.”

—
dan wassel, CFO

shiftboard

“Bradley and Trevor from Recurring Capital Partners were amazing to work with. Their strong operational background and financial acumen allowed them to understand our financial needs quickly. We closed our financing round on schedule, and the due diligence process went very smoothly. I could not be happier with our choice to partner with RCP and have already recommended them to several other CFOs.”

—
trent walklett, CFO

SClogic

"Recurring Capital Partners is the ideal business partner for Summit K12 at this stage in our growth cycle. Bradley and Trevor at Recurring Capital bring a clear understanding of our subscription-based licensing model and the associated key performance indicators. This allowed them to meet our needs quickly with sufficient growth capital and a deal structure that aligned with our interests. The due diligence process was efficient, reasonable, and timely, and we are excited to begin this strategic partnership with the team at Recurring Capital Partners."

—
John kresky, ceo

summit k12

"When we were seeking a capital partner, we knew that we wanted a partner that would be more than just a source of capital. We wanted someone who would be a force multiplier to help us scale. We found that with Recurring Capital Partners. Specifically, RCP has opened its network to introduce us to prospective customers. They have also been instrumental in helping us build financial and operational infrastructure to better position Rep Data long-term."

—
pat stokes, founder & ceo

rep data

"We are thrilled to partner with Recurring Capital Partners to continue to expand NIC MAP Vision’s market-leading capabilities for the senior housing industry. RCP’s team of seasoned technology leaders has already proven to be invaluable as we refine our strategic roadmap, and we are excited to have them on our team as we position the company to serve the senior housing industry as it begins its multidecade expansion to meet the coming aging boom."

—
arick mortion, CeO

nic map vision

"Throughout the process — from the initial meeting to the closing — Bradley, Trevor, and the rest of the RCP team were fantastic to work with. I particularly appreciated their responsiveness and timely completion of the next steps as we were under time pressure to put in place the financing. We closed right on schedule, and I am looking forward to the partnership with RCP in scaling our market-leading DevOps solution for low-code business applications."

—
max rudman, CeO

prodly

“We are excited for our partnership with Brian, Trevor, and the rest of the Recurring Capital team. We explored a number of potential growth lenders, and Recurring was a clear cut above the rest, with a flexible solution that provides ample growth capital as Confiant builds on its success protecting the ad tech supply chain from malicious buyers.”

—
Louis-David Mangin, CeO & co-founder

confiant

"We had no shortage of financing options and chose Recurring Capital Partners due to their software expertise and knowledge of the CPG industry. Bradley and Celisse could not have been better partners throughout the process, and we're thrilled to partner with them and the entire Recurring Capital team. This capital will enable Engine to continue the rapid growth we've experienced over the past couple of years, quickly becoming the market leader in CPG analytics."

—
nick dozier, CeO

engine

“We were looking for investment partners who truly understood the opportunity we have to make an impact in the manufacturing industry and could be long-term partners in our journey. Fortunately, we found that with Recurring Capital. They have an exceptional blend of expertise in growing software companies, all while being great to work with and truly business-minded in how they think about the long term. Outside of financing, they have already had a positive impact on our business, and we look forward to continuing growth through our great partnership."

—
Willem Sundblad, CeO

oden technologies

"Recurring Capital Partners has proven to be the right fit for Zipit’s growth capital needs. They were able to structure a loan to fit the unique requirements of our business. Their knowledge and focus on businesses like ours that generate recurring revenue made the process go very smoothly from start to finish. I worked closely with Brian, Trevor, and Eric throughout the process. First and foremost, I found them all to be top notch people that are trustworthy and a pleasure to work with. They were very transparent about their process, they were more than willing to introduce me to the CEOs of other companies that they have worked with in the past, and they were able to accommodate us when we had issues that fell a bit outside of the norm."

—
frank greer, CeO

zipit wireless

“As a bootstrapped and profitable company, we always loved the idea of extra growth capital, but all the series A offers we got came with too many strings and too much governance. When I met the guys at Recurring Capital and learned of their venture debt program, I almost thought it was too good to be true. But we did the deal and got funded in less than 30 days. Great terms, great team, and easy to work with. We are very excited to have partnered with Recurring Capital for our capital needs."

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matt prados, CeO

review wave

“I have been very impressed with Recurring Capital, both the team and its model. They are a wonderful option for a growing company like ours that is searching for a long-term financial partnership. Their focus on protecting the business through a flexible structure—at both origination and over time—was a breath of fresh air. Recurring's company-first approach was evident from my first conversation with Brian and continued throughout the efficient diligence process led by Eric and Bradley. I am excited to expand our partnership over the coming years."

—
tim brunk, CeO

metarouter

“Recurring Capital Partners has been an instrumental partner in our mission to revolutionize customer service in schools. Their financing has been pivotal in fueling our growth and enabling the continued development of innovative solutions. Their deep understanding of our business, coupled with a collaborative and supportive approach, has been invaluable. We are excited to have RCP as a catalyst in our journey to transform public education. ”

—
Suhail Farooqui, CEO
K12 Insight

“From start to finish, Bradley, Eric, J.W. and the rest of the RCP team were a pleasure to work with through the process. We were able to structure a deal that fits our specific need given our stage of growth. The team remained flexible from the development of terms through the final draft of the documents facilitating a smooth closing process. I'm confident that RCP will be a strong partner as we continue to scale the business.”

—
Thomas Casey, CFO

CANOPY

“We look forward to our partnership with Bradley, Eric and the rest of the Recurring Capital team. The Recurring team was super-efficient in driving the process to achieve approval & closure in record time. The team built a flexible capital structure that provides growth capital while protecting operations flexibility to drive strategic growth outcomes.”

—
Anubhav Kela, CFO

ARMOR

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This webpage contains recognition of our services from portfolio companies in which Recurring Capital has invested which may present a conflict of interest in these recognitions. Please note that no compensation was provided in exchange for the recognitions.

More information about Recurring Capital's active and exited portfolio investments is available upon request by contacting info@recurring.capital.

—Testimonials

—david catalano, CEO

Ozmo

—Dr. Justin Weinberg, Co-founder & CEO

aktiv learning

—

adam saven, ceo

peoplegrove

—

wauker matthews, coo

leap

—Jason bobby, co-founder & CFO

shibumi

—dan wassel, CFO

shiftboard

—trent walklett, CFO

SClogic

—John kresky, ceo

summit k12

—pat stokes, founder & ceo

rep data

—arick mortion, CeO