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BDMI

New York, NYBDMI
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Dossier Summary

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Classification
Slugbdmi
HQNew York, NY
Stage FocusSeries A to growth stage B2B SaaS, with check sizes typic…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

BDMI punches above their weight class by being extremely selective and doing deep diligence before investing. They're genuinely helpful post-investment with introductions and strategic guidance, but expect them to have strong opinions about your business direction. Their fintech connections are legitimately valuable if that's your space. The downside? They can be slow to make decisions and will push hard on valuation. Not the fund for founders who want a quick yes or light-touch investors.

KEY TAKEAWAYS
  • Best for: B2B SaaS founders who want strategic guidance and fintech connections
  • Watch out for: Slow decision-making and hands-on management style
  • Known for: Selective investing and strong post-investment support
Investment Thesis

BDMI focuses on B2B software companies with proven product-market fit and clear paths to scale. They target businesses with strong unit economics and defensible competitive positions in large addressable markets.

Stage & Sector Focus

Series A to growth stage B2B SaaS, with check sizes typically $5-25M. Heavy focus on enterprise software, fintech infrastructure, and vertical SaaS solutions. Occasionally does seed but prefers companies with some revenue traction.

Notable Portfolio
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Key Partners
Jason Finger
Co-Founder & Managing Partner

Former entrepreneur who sold his company to American Express. Known for being hands-on with portfolio companies and having strong fintech connections. Founders appreciate his operational experience but some find him overly involved in decision-making.

Adam Rothenberg
Co-Founder & Managing Partner

Ex-Goldman Sachs investment banker turned VC. Strong network in financial services and enterprise software. Respected for his deal sourcing but can be tough in negotiations according to founder feedback.

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