We buy good businesses.
West Menlo Capital is a veteran-operated acquisition fund located in Menlo Park, California. We are industry-agnostic and fundamentals-focused. We evaluate each opportunity on a case-by-case basis and look for the following primary characteristics:
Profitability & Size
Recurring Revenue
Low Customer Concentration
$2M+ EBITDA or
$3M+ ARR for software companies
Ideally, greater than 65% of revenue is recurring
Largest customer accounts for less than 20% of revenue
Exclusions: No turnarounds or companies only looking for investment capital.
Who we are.
Before founding West Menlo Capital, Doug held many positions at Oracle Corporation, including corporate strategy, product marketing, and sales. In addition, Doug served a decade in the U.S. Air Force, where he was an intelligence analyst assigned to the Defense Intelligence Agency, among many other intelligence organizations. He was also a member of the U.S Air Force Honor Guard and is an Afghanistan war veteran. Doug holds a B.S. degree from Texas A&M University and an MBA from UC Berkeley’s Haas School of Business. He and his wife Jennifer reside in their home in Menlo Park, CA, with their handsome golden retriever, Brewster.
The Team.
Doug has assembled a team of exceptional investors, ranging from institutions, family offices, founders, and CEOs. These investors are not just financial backers; they are deeply committed to hands-on involvement, taking active advisory and governance roles within the company West Menlo acquires.
Collectively, Doug's investors have played integral roles in the success of over 200 companies, and their current portfolios include over 70 operating companies generating more than $2 billion in revenue and employing over 15,000 people.