James Crespo

Private Equity Software Investor

Denver, United States


Background: ~Software investor w/ ~10 years of experience in investment banking (Lazard and UBS), management consulting (Accel-KKR), and private equity (operationally focused software private equity firm based in LA w/ $2bn in AUM & an Austin based generalist PE firm w/ $5bn AUM, where I helped spearhead their software investment initiative). Well versed in valuation, financial modeling (can provide at a detailed level for SaaS/SW and generalist), LBO and transaction modeling, customer health analyses, retention / cohort analyses, market due diligence (market sizing, competitive analysis, etc.), peer benchmarking (valuation, operational health, product, pricing), value creation planning, pricing analysis, and creating investor/company presentations.

Domain experience

Relevant Total Experience: 10 years

Seniority Level: Manager

Sector Experience: 

Software and Services Technology Hardware and Equipment


Skilled in: Portfolio Services & Add-on M&A, Sell-side M&A

Technical Skills: Software as a Service (SaaS), Enterprise Software, Microsoft Excel, SaaS, Databases, PowerPoint, Microsoft Office, Capital IQ

Languages: English

Work Experience

Terminus Capital Partners

Software Investor Vice President and Deal Quarterback



- 1/7/2023

Software Private Equity Investor

Peak Rock Capital

Software Investor (Senior Associate to Vice President)



- 31/08/2022

Spearheaded software investment initiative at a $4bn AUM generalist PE firm.

Diversis Capital

Private Equity Associate



- 31/03/2022

One of two initial associates at a software focused PE firm with an investment strategy to acquire underperforming assets and deploy full-time operating partners that work with portcos; was involved in deploying ~50% of the fund’s capital, and raising the firm’s second fund (from $255m to $675m).


Investment Banking Associate



- 29/02/2020

Technology/Software M&A and Shareholder Activist Defense


Management Consulting Associate / Project Lead



- 31/05/2019

Worked with management teams within Accel-KKR's portfolio on value creation planning and executing growth initiatives. Examples include: product benchmarking and roadmap strategy, GTM strategy, pricing strategy, restructuring, L&M to SaaS conversion, market research / due-diligence.


Investment Banking Analyst



- 01/01/2018

Technology, Media and Telecom Investment Banking

Ally Engage Strategic Partners




- Now

Co-Founder of Ally Engage Strategic Partners, a lower middle market software investment firm, as well as Ally Engage Consulting Group, a lower middle-market software consulting firm that provides strategic and sell-side advisory services. Clients include Trakref, Fexa.io, FM Dashboard, and Mainsail Equity Partners.


University of Georgia Honors Program



- 01/12/2015