Staley Capital

Staley Capital is a growth-stage investment firm that partners with category-defining B2B software and applied AI companies at the inflection point of growth. With a long-term thematic approach, Staley Capital brings decades of investing and operating experience to support management teams in achieving sustainable growth. The firm's investments are often B2B2C, leveraging early insight into secular shifts in consumer behavior, and partnering with visionary founders who have developed market-leading enterprise solutions that transform the way businesses serve modern consumers. Staley Capital's investment process begins with a question most firms do not ask: how are consumers changing how they spend time and money, and what does that mean for the enterprises that serve them? This is not a consumer investing approach. It is a B2B approach informed by consumer insight. The consumer is the signal. The enterprise software and applied AI platform built to help operators respond to that signal is the investment. What We Look For We are stage-specific and sector-specific by design. Our criteria are not rules. They are indicators that signal the right moment for us to act. ▪ Revenue: $5 to $20 million ARR Companies at early commercial maturity with real customers, real revenue, and real usage. Not pre-revenue, not pre-product. ▪ Unit Economics: Strong and improving Capital-efficient growth with a credible line of sight to $100 million or more in ARR as the category matures. ▪ Market Position: Nice-to-have becoming must-have The solution is clearly moving from optional to essential, but has not yet become table stakes. The window where incumbency and category leadership are still up for grabs. ▪ Founder Profile: Vision plus operational ambition Founders who see the category they are building, have demonstrated early sales execution, and are ready to institutionalize what comes next.