Recursiv Capital
AI-NATIVE
Capital Provider
For The
LOWER MIDDLE MARKET
Deploying capital at the inflection point where AI transforms the lower middle market.
We are entering an era of recursive acceleration - where AI systems improve themselves faster than markets can reprice the businesses they transform.
Recursiv Capital exists to deploy capital at this inflection point, backing the operators and businesses best positioned to compound in a world of digital labor.
AI-Native Operations
Every platform investment receives a shared AI agent stack - automating scheduling, dispatch, billing, compliance, and customer workflows so human capital focuses exclusively on high-value work.
Physical + Relationship Moats
We target businesses where AI amplifies but cannot replace the core - field service technicians, licensed specialists, and embedded client relationships that are inherently human.
Fragmented Markets
Consolidation opportunities in industries where the typical competitor is a founder-operated business without institutional infrastructure.
Operator Partnership
We back experienced operators who combine deep sector knowledge with a growth mindset. We build employee incentive programs to help retain employee talent and help them thrive alongside owners in the investment.
Essential.
Fragmented.
Underdigitized.
B2B and essential services businesses with recurring revenue characteristics, pricing power, and meaningful knowledge-work overhead that AI agents can systematically improve.
How We Invest
LP co-invest alongside independent sponsors & LMM buyout groups; direct majority acquisitions; selective GP stake positions
$1M – $10M+
Deal-by-deal; flexible deployment across structures and hold periods
United States, with preference for high-growth metro and sunbelt markets
AI-native operating platform deployed post-acquisition; shared back-office infrastructure; proprietary deal flow network
Operators with deep sector experience, AI-forward mindset, and alignment on value creation
"The best businesses of the next decade will be acquired, transformed and compounded - by operators who understood what was coming before the market did."
Recursiv Capital