Dave Gordon

Partner / Co‑FounderatB2R
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Connection Request

Dave — congrats on launching B2R. been working on outbound origination with emerging software investors and your fund has been on my radar. would be good to connect.

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Dave — though we share an IB/PE background (you at Jefferies then Volition, me CS/Greenhill then Treis), I've seen first-hand how challenging early proprietary origination can be. Been helping funds like Axiom Equity and Noble Rock Software with their outbound origination — curious what email infrastructure you're using these days — still mostly on shared IPs like Instantly, or have you moved to private/dedicated senders? Happy to share what's working best for similar emerging software funds if useful. — Russ

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Subject A: broker vs. proprietary at B2R?
Email 1A — The Give

Dave — hope you had a good weekend. wanted to reach out — congrats on launching B2R, always impressed by those who've taken the leap. though we both spent time in growth equity, I hope to one day do the same. in the meantime I've been working on the origination side with funds like Axiom Equity and Noble Rock — curious how you're thinking about origination at B2R. mostly proprietary or still seeing a lot through brokers? very best, Russell linkedin.com/in/russellt23

Prospect Research

Research Notes

## PROSPECT INFORMATION: Name: Dave Gordon Title: Partner / Co‑Founder Fund: B2R Background: PROSPECT SUMMARY: Dave Gordon CURRENT FOCUS Dave is currently a Partner at B2R, a New York City-based investment fund he joined in March 2024. The fund specializes in providing growth capital to emerging software businesses. He maintains a heavy focus on the B2B software and technology sectors, drawing on extensive experience in growth equity and venture capital. BACKGROUND & EXPERIENCE Dave has a strong pedigree in finance and growth-stage investing. Prior to B2R, he spent over five years at Volition Capital as a Principal (2018–2024) and held roles at Catalyst Investors and the Wolfson Group. His career also includes foundational experience in Technology Investment Banking at Jefferies & Company. He has served on numerous boards, including RELISH (procurement software), OneDay (video engagement), GRAX (Salesforce data protection), and Bond-Pro (surety automation). EDUCATION & SKILLS He holds an MBA from the MIT Sloan School of Management (2013) and a B.S. in Finance and Accounting from NYU Stern School of Business (2007). His core competencies include private equity, financial modeling, valuation, growth capital, and M&A. POSTS & ENGAGEMENT Dave frequently reshares insights related to market trends, portfolio company milestones, and growth metrics. Significant engagement includes: - April 12, 2022: Dave shared a post regarding a shift in the tech market, quoting: "With a number of challenged IPOs and recent market correction, investor sentiment is shifting away from a 'growth-at-all-costs' strategy. Because we believe The Rule of 40 is a valuable guidepost on the balancing act of growth and profitability, we built a new Rule of 40 Index and Calculator..." - July 15, 2020: He highlighted a major investment in the health-tech space, sharing: "Today, we announced our newest investment in digital pharmacy leader, Medly Pharmacy— a $100 million investment we co-led with Greycroft. Medly is bringing much-needed change to the pharmacy experience." - April 28, 2020: During the pandemic, he shared consumer research, quoting: "How has the COVID-19 crisis impacted Americans? When will consumers be ready to go back to normal? Has our behavior been permanently changed by this crisis?" - November 26, 2019: Dave shared a Wall Street Journal feature regarding a portfolio company, quoting the headline: "Chewy Backer Invests in Arts-Supply Startup Arteza." - December 19, 2019: He celebrated a milestone for his firm: "...today we announced the closing of our latest two funds totaling $600 million. Check out our story featured in today's @WSJ." Fund details: - Description: B2R is a New York City based investment fund that provides growth capital to emerging software and technology-enabled services companies. - Website: https://www.b2rpartners.com - Location: New York, New York, United States - Lead qualification: Research: - Query: =B2R Dave Gordon recent investments fund thesis - Answer: Dave Gordon is a principal at Volition Capital, focusing on investments with strong long-term growth potential. He emphasizes low volatility and downside protection in his investment thesis. His firm considers ESG factors in its investment choices.

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