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Creating Opportunity



Since 2000, Beyond Investments has helped numerous entrepreneurial businesses transform and scale their organizations. As a team of investors, partners, and employees, our primary passion and motivation is to inspire entrepreneurs and their small businesses to grow and thrive under any economic circumstances.


To that end, Beyond Investments works with business owners and managers who have a kindred spirit in regard to streamlining processes, relying on technology to make us more efficient and creating optimal workflows to respond to our customer’s pain points.  Creating solutions that work for our clients, as well as their clients, is what sparks our efforts every day.  Our strengths added to your strengths can create a successful future for all of our organizations. 


Beyond Investments was founded after years of working in the business and investment industries. Our goal is to help entrepreneurs turn their own ideas and visions into successful companies with fundraising and networking guidance. As a results-driven organization, we are constantly looking for ambitious and visionary partners with the drive and flexibility to take their company to the next level.


As small business investors focused on partnering with founders and managers for the long term, we have developed flexible solutions that fit your needs in whatever transition you or your partners are looking to make. Transaction options include full buyouts, partial buyouts, management buyouts, and recapitalizations.


Everyone has their own particular talents and so do small companies.  Beyond Investments has specializations in Accounts Receivable technologies, software and management.  We are constantly looking for innovative ideas and market disrupters where, together, we can add up to more than the sum of our parts.  As a small private equity firm, we can partner with other businesses that would benefit from automation, specialized software and hardware knowledge as well as management experience to produce opportunities that were unattainable before. 


In addition to being a private equity firm, we are a value-added partner in the companies we invest in. Our partner companies have full access to a suite of support services not limited to: tax/legal, SEO/digital, sales consulting, project planning, staffing/recruiting, HR compliance, and more. As a private equity firm, we have the operational capacity to fill gaps in your businesses to support growth without hiring additional personnel.



We focus on the account receivables and billing industries, primarily to consumers. In other words, Payment Management industries. From original first party billing, payment management and contract/agreement signing to the final stages of debt collection.  Each step in these stages from contract signing to recovery operations is fraught with consumer frustrations and poorly planned workflows designed into or added on to core software. Each of these poor user experiences inhibit the easy resolution of a payment. We work with large medical billing operations to small debt collection firms and offer clients new and innovative processes designed with ease of use in mind.   Additionally, we can add artificial intelligence to analyze account payment and recovery as well as include a wide variety of automated compliance tools.

Where an organization can benefit, we may add expertise on:
  • Technical review of software and hardware

  • Business Process Improvement

  • Development of KPI’s and OKR’s based on data driven decision making

  • Formal budgeting processes

  • Forecasting processes

  • Legal and accounting strategies

  • Board level structures and reporting



Beyond Investments

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Our Address

529 25th Street

Suite 200

Ogden, UT 84401

Get In Touch

Phone +1-801.998.2772

Fax +1-801-737-5111

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