Operator DNA with a playbook for growth.
How We Are Different
Dragonfly invests in, develops and expands portfolios of scalable companies that currently may have strategic or operational needs but have the potential to lead their industries or be a key component of a larger competitor through acquisition.
Sample Target Subsectors
- Niche and Next-Generation Content and the Technologies That Power It
- Entertainment / Sports Technology
- Mixed / Augmented Reality
Existing and New Distribution: Mobile, OTT, Online, Broadcast, Cable, Satellite, Publishing, etc.
- Intellectual Property & Copyrights
- Exceptional management teams, high integrity & commitment
- Geographic, product or service expansion potential
- $0-25 million in revenue
- Path to profitability or EBITDA preferred, minimal debt
- Influential minority ownership; control investment considered in special situations
- Headquarters in U.S. or Canada
- Strong gross margins
- Ability to partner on larger compelling opportunities
- Trend lines need to show extractable value (M/M & Y/Y, Growth RPU, etc.)
- Strong LTV and CAC positioning
Dragonfly Group LLC is a diversified, privately held growth capital firm based in Chicago, Illinois and San Francisco, CA. We invest in a concentrated portfolio of businesses so that we can spend more time working alongside our management teams, helping each business grow.