SurePath is the only strategic financial advisor focused exclusively on the global SMB software market.



We help you prepare for and execute venture & private equity funding transactions. We have the experience, commitment, relationships and diligence necessary to ensure that you find the right funding partners to meet your goals.

  Credit: 600 W. Chicago -Adam London

Credit: 600 W. Chicago -Adam London


We remain by your side as a trusted advisor and sounding board between transactions to help ensure that your business is tracking toward the milestones it needs to be ready for the next big transaction.



Exits don’t just happen. We guide you in the development and execution of a deliberate, focused exit strategy that maximizes your opportunities to be bought by the right buyer, at the right time and at the right price.

Strategic guidance designed to achieve superior financial outcomes.



Venture, Private Equity and Strategic Funding

We have sat on both sides of the table as operators and investors and have been raising capital in this sector for almost two decades. That background as former operators and VCs means that we have the expertise, networks and credibility  needed to close highly successful fundraising transactions.

Our financial advisory services span everything from venture capital, private equity, corporate strategic investments and related valuation support services.



Exits: Exits don't just happen. Clients leverage our specialized insights and access to execute, deliberate, strategic and profitable exit strategies. 

Acquisitions: Clients leverage our deep knowledge and coverage of the SMB software landscape to identify great companies to acquire and then make those deals happen.




We are not a typical investment bank.

We are a trusted advisor that works with you to help you achieve your most important financial goals from funding to exit.