AdFi
SC

SAAS Capital, LLC

SEC Registered

Scale your business with growth capital

Cincinnati, OHhttps://saas-capital.com303-870-9529
Assets Under Management
$100M–$500M
Year Founded
2007
Employees
9
Office Locations
1 office
Total Accounts
9

About the firm

SaaS Capital® has been lending to SaaS companies since 2007, with a singular focus on providing non-dilutive capital to SaaS and subscription AI application companies. The firm pioneered alternative lending to SaaS and has funded 100+ companies, offering MRR lines of credit with high capital availability, few covenants, and long commitment periods.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

SaaS LendingNon-dilutive CapitalMRR Line Of CreditSubscription AIB2B SaaSAlternative LendingGrowth CapitalSaaS Research

Services

Non-dilutive credit facilities, specifically MRR lines of credit offering high capital availability, few covenants, and long commitment periods, along with SaaS expertise and research resources.

Who they serve

Scale-up SaaS and subscription AI application companies with $3 million or more in ARR; companies do not need to be profitable or venture-backed but must have a solid history of retention.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans9$245M

Leadership

Tobie Cook
CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
Robert Scribner Belcher
MANAGER, MEMBER AND PRESIDENT
Steven Bayard Jaffee
MANAGER
Randall William Lucas
MANAGER
Stephanie Fortener
MANAGER

Office locations

1 office in 1 state
OH
CincinnatiHQ

Regulatory & compliance

CRD number
#298213
SEC Number
801-126369
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAAS Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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SAAS Capital, LLC in Cincinnati, OH | AdvisorFinder