Investor Profile: Golden Section — Thesis, Cheque Size & How to Apply

Golden Section funding is designed for founders who would rather build a lasting company than chase the next round. If you are wondering how to get funding from Golden Section, the Houston-based growth equity firm backs capital-efficient, artificial-intelligence-powered business-to-business vertical software companies — and it manages $110 million across two active vehicles, with more than 50 portfolio companies.

Golden Section funding: thesis and sectors

Golden Section invests in minority growth equity for business-to-business vertical software companies — software purpose-built for one specific industry, where deep workflow mastery creates durable advantages that horizontal platforms cannot easily replicate. The firm looks for companies at $1 million to $8 million in annual revenue with demonstrated product-market fit, paying customers and a clear path to $15 million in annual revenue through disciplined growth rather than heavy spending. Its bar: a burn multiple below one, net revenue retention above 100 percent and gross margins north of 70 percent. The firm calls its approach The Balanced Path — growth that compounds without repeated dilution.

Fund size and cheque size

Golden Section reports $110 million in assets under management across two active vehicles, with 42 portfolio companies active and the rest exited. Its first fund dates to the 2019 vintage and its second fund, launched in 2022, is the active vehicle; a podcast interview with the firm put the second fund at around $80 million. Initial cheque sizes are approximately $5 million, with follow-on capital for companies on The Balanced Path. The firm typically takes two of five board seats, bringing board-level rigour, financial discipline and operational infrastructure from day one. Alongside equity, it runs a growth capital lending arm offering non-dilutive revenue-based financing and software term loans of $500,000 to $5 million, underwritten on annual revenue quality and net revenue retention rather than earnings.

Notable portfolio companies

Portfolio companies named by third-party listings include Mxtr Automation, Brokerage Engine and QMSC, all specialised business-to-business software businesses. The firm's own site highlights its exit platform: a curated network of more than 100 private equity firms with over $300 billion in collective assets under management, plus top-tier investment banks, with acquirers including Thoma Bravo, LLR Partners and Carta.

Partners and team

Golden Section is based in Houston, Texas, at 808 Travis Street, and its team listing names Brian Bogus among its leadership. The firm also operates a studios arm, which takes an earlier-stage approach: helping founders who have an idea or a rough first product build it with the firm's partner software team, investing along the way and layering in guided services to help founders avoid common mistakes. Its strategic platform adds further resources for portfolio founders, including Looking Glass venture intelligence, A-line revenue growth support, Whalesong product excellence and eSapiens artificial intelligence infrastructure.

How to apply for funding

Golden Section invites business-to-business software founders at $1 million or more in annual revenue to start a conversation through its official website, goldensection.com — and it says it replies to every founder inquiry within two business days. That unusually specific promise makes a direct approach credible, though a warm introduction never hurts. A strong pitch should show capital efficiency first: revenue quality, retention, margins and burn multiple.