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Is My Business a Fit for BOLD? Fit Criteria Explained

BOLD fits profitable lower-middle-market companies with a founder who wants partial liquidity while still growing the business for years, not owners looking for a total exit or a hands-off outcome. Fit is judged on growth trajectory and founder intent more than a hard revenue floor.

What makes a business a good fit?

BOLD is underwritten around a two-phase growth thesis — roughly 67% EBITDA growth in the first three years, then about 15% per year through Year 10 — so it fits companies with a credible plan to keep scaling, not just companies that are already stable and profitable.

  • Profitable, already-proven lower-middle-market (LMM) companies
  • A founder-led team with a credible growth plan for the next 700–1,000 days and beyond
  • An owner who wants a capital partner, not a supervisor or a new boss
  • A founder who wants some liquidity now but intends to keep building for years

What makes a business NOT a good fit?

BOLD is explicitly not built for a founder chasing 100% liquidity today, a stagnant or no-growth business with no plan to expand over the next couple of years, or an owner who wants to step back from operations immediately.

  • Total exit seekers wanting 100% liquidity right now
  • No-growth or stagnant businesses with no near-term growth plan
  • Hands-off owners who want to leave day-to-day operations immediately

How does BOLD actually decide fit?

Fit isn't judged through a 60–90 day diligence auction. It's judged through the multi-year Birthing of Giants relationship and the P.R.E.P. Architect process — sizing the opportunity on Profits, Revenues, and Exit Prices — before any capital changes hands. That's also why entry runs through the Moneymakers Club rather than a cold application.

Frequently asked questions

Is there a minimum EBITDA or revenue size for BOLD?

BOLD is underwritten for profitable lower-middle-market companies capable of significant scaling; fit is judged on growth trajectory and founder intent through the Birthing of Giants relationship rather than a single hard revenue cutoff.

Can a stagnant, no-growth business use BOLD?

No. BOLD is built around a two-phase growth thesis; owners with no plan to grow over the next 700 to 1,000 days are not a good fit.

Is BOLD right for an owner who wants to retire soon?

Generally no. BOLD fits founders who intend to keep operating and growing the business; owners looking to step away from operations immediately or sell 100% now should look at other options.

How do I find out if my company qualifies?

Fit is assessed through the Birthing of Giants curriculum and Moneymakers Club relationship, working with a P.R.E.P. Architect on a value creation plan — ask BOLD directly for a walkthrough of your specific numbers.

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