Keyframe Capital

Keyframe Capital is a New York-based private investment firm specializing in cross-asset private equity opportunities. The firm offers adaptable financing solutions to support corporate growth across North America. Keyframe Capital's cross-asset mandate allows it to invest across a diverse range of business models and capital structures, including equity, debt, and various financing instruments. The firm focuses on building long-term partnerships with companies, leveraging its flexibility to address complex asset and corporate financing requirements. Keyframe Capital's investment strategy targets sectors undergoing disruptive changes, such as energy, transportation, built environment, and industrials. The firm invests in both public and private markets, emphasizing alignment with strong management teams to unlock long-term sustainable value. Keyframe Capital's portfolio includes investments in companies like Cove.tool, IrrigationCaddy, Rachio, and Opti. The firm has raised multiple funds, with Fund I totaling approximately $156 million in 2020 and Fund II being undisclosed. As of the latest available data, Keyframe Capital manages assets under management of approximately $1.3 billion, with a portfolio of over 30 investments. The firm's team comprises experienced professionals, including partners Benjamin Birnbaum, Alex Brown, and Ethan Goldsmith, as well as Chief Investment Officer John Rapaport. Keyframe Capital's approach combines capital efficiency, long-term trends, and a wide aperture in its investment approach, focusing on sectors undergoing significant transformation. The firm seeks to identify and grow businesses across various stages, from pre-seed to growth, and across multiple industries, including agriculture tech, clean tech, digital health, real estate, robotics, and transportation. Keyframe Capital's investment philosophy centers on providing flexible financing solutions to support corporate growth and innovation, aiming to create value through strategic partnerships and active involvement in its portfolio companies' development.