A Concentrated Portfolio of Enduring Growth Businesses
One portfolio, never more than 15 companies. Learn about our portfolio: past and present.
Bruce BuchananRokt CEO and Co-Founder
“I have had the pleasure of interacting with the TDM team for over a decade, both as a public market CFO and also around the boardroom. I have always been particularly impressed with their depth of diligence and operational acumen when it comes to the challenges of scaling a fast growing business.”
David Obstler, CFO, Datadog
“Throughout our various iterations as a public company, TDM were one of my favourite shareholders. I saw them as a true partner who invested a huge amount of time in understanding our business. This allowed them to be very thoughtful in their views, often providing sound advice through their long term shareholder lens. Above all else, they are great people."
REGGIE AGGARWAL, FOUNDER & CEO, Cvent
Slack
The communications app that makes work life simpler, more pleasant and more productive.‘’TDM is the ultimate shareholder, and their contribution has added so much to our business, our reputation, and the way we are perceived by some very high-quality investors. Their support is invaluable.’’
CHRIS ELLISON, CEO AND FOUNDER, MINERAL RESOURCES
Steven MarksCo-CEO Guzman Y Gomez
Culture Amp
HR software on a mission to create a better world from the organisation out. View Case Study"I have observed TDM's partnership approach with CEOs, management teams and board members and am always taken aback by the depth of relationship that they have the ability to build. Their influence is based in trust, thoughtful preparation, intellectual honesty and integrity, and all mixed in with a large dose of passion to move the business forward."
KATIE MAY, BOARD MEMBER, ROKT
Pet Circle
Australia's largest online pet speciality company.Spotify
Global leader in music streaming and media services.
“A lot of investors talk about helping you build a business but TDM is unique in how much they have partnered in building our business. They solve complex problems – bringing a unique and broader perspective."
BRUCE BUCHANAN, FOUNDER & CEO, ROKT
League
Digital healthcare platform delivering personalized, connected, and preventative health experience
“TDM is a fantastic investor and shareholder. I appreciate their long term commitment to backing truly innovative and culture-led companies and I also find that I learn something every time I talk to them.”
DIDIER ELZINGER, CEO & CO-FOUNDER, CULTURE AMP
How We Help our Portfolio Companies
We have learned firsthand that building generational companies is very difficult. It is a journey defined by grit and perseverance.
It doesn’t happen overnight. And it never happens in a straight line. While we actively support our portfolio founders and CEOs, we do so with shared empathy that the scaling journey is everything but easy.
Here are the primary ways we support our portfolio:
We invest between $75-300 million per portfolio company with the intention of building long-term value.
Our evergreen capital structure allows us to invest without the limitations of a fund life. It allows us to support growth companies through the highs and lows of their scaling journey.
CASE STUDY
Scaling culture is one of the most difficult and never-ending challenges for growth companies. As long-term investors, it’s one of the areas we help our portfolio companies most.
Our Operating Partners and Investment Team typically support our portfolio companies with a range of people and culture challenges, from board and leadership recruitment to remuneration plans.
One of the benefits of a highly concentrated portfolio is our capacity to partner with our portfolio companies on their scaling journey.
We’re active, but not activists.
Portfolio Companies receive active support from our Investment Team and Operating Partners with:
- Strategy development
- Best practice data benchmarking
- Remuneration strategy
- Capital structure advice
- Transition to the public markets
- Investor relations
