Limited Partners

Partner resources, in one place.

Fund administration, portfolio intelligence, current research, and a direct line to our investor relations team — everything you need as a Golden Section limited partner.

A reminder of what your capital is doing.

Target

Capital-efficient B2B vertical SaaS. $1M–$5M checks into companies at $1M–$8M annual revenue at entry, scaling to $15M and beyond — founders building durable businesses, not chasing the next round.

Value Add

An embedded Strategic Platform — Looking Glass portfolio intelligence, A-line Growth revenue consulting, Whalesong product engineering, and eSapiens AI infrastructure — plus non-dilutive lending through the Capital Flywheel.

Process

The Balanced Path framework guides every company from entry to exit: PE-grade operations from day one, quarterly board rhythm, and an Exit Platform of 100+ PE firms and investment banks cultivated years before any process begins.

Success Metrics

We measure what compounds: portfolio revenue growth, capital efficiency, and meaningful exits — outcomes that reward the people who built the company, including our limited partners.

Fund Administration

Carta

Carta is our fund administrator and your system of record for everything related to your investment in the funds.

Capital account statements and balances
Subscription documents and commitments
Tax forms, including K-1s
Audited financials and fund documents
Access Carta
Portfolio Intelligence

DEREK

DEREK is our proprietary AI-native platform, built on eSapiens, for everything happening inside the portfolio.

Portfolio updates across Fund I and Fund II
In-depth detail on every portfolio company
A personal AI assistant for questions about performance and portfolio health
Fund documents and performance metrics in one portal
Open DEREK
Katie Franson
Katie Franson
Senior Director, Investor Relations

Katie manages LP relationships, fund reporting, and investor communications across Fund I and Fund II. She has built the firm's IR infrastructure from the ground up and leads Golden Section's work with institutional and family office limited partners. For any and all questions — capital accounts, reporting, documents, or anything else — Katie is your first call.