SuRo Capital Corp. (SSSS): History, Ownership, Mission, How It Works & Makes Money

Ever wondered how to tap into the world of high-growth, venture-backed private companies? SuRo Capital Corp. (SSSS), a publicly traded investment fund, might just be the gateway you're looking for. With a portfolio valued at approximately $209.4 million as of December 31, 2024, and strategic investments in AI infrastructure, emerging consumer brands, and cutting-edge software, SuRo Capital offers investors unique access to innovative companies before they go public, but how exactly does SuRo Capital work and make money?

SuRo Capital Corp. (SSSS) History

SuRo Capital Corp. Founding Timeline

Year established

The company was established in 2011.

Original location

The original location was in Redwood City, California.

Founding team members

While specific founding team members aren't explicitly detailed in the provided context, the company's history involves key figures who have shaped its investment strategy and direction over time.

Initial capital/funding

Information regarding the initial capital or funding at the company's inception is not available within the provided search results.

SuRo Capital Corp. Evolution Milestones

SuRo Capital Corp. Transformative Moments

• Strategic Shift to Technology: The company's decision to concentrate on technology investments marked a pivotal change, aligning its portfolio with high-growth sectors and leveraging opportunities in software, data analytics, and the internet.
• Active Portfolio Management: The company's approach to actively manage its investments, supporting portfolio companies through strategic guidance and operational expertise, has been crucial for driving value creation.
• Adaptation to Market Dynamics: The company has demonstrated adaptability by adjusting its investment strategies in response to changing market conditions, ensuring resilience and continued growth.

To gain more insights into the financial trajectory of the company, consider exploring this resource: Breaking Down SuRo Capital Corp. (SSSS) Financial Health: Key Insights for Investors

SuRo Capital Corp. (SSSS) Ownership Structure

SuRo Capital Corp. features a diverse ownership structure, blending public shareholders with significant institutional and insider holdings that influence its governance and strategic direction.

SuRo Capital Corp.'s Current Status

SuRo Capital Corp. is a publicly traded company, which means its shares are available for purchase by the general public on a stock exchange. As a publicly traded entity, SuRo Capital Corp. is subject to regulatory oversight by the Securities and Exchange Commission (SEC), ensuring transparency and adherence to financial reporting standards.

SuRo Capital Corp.'s Ownership Breakdown

As of April 2025, the ownership of SuRo Capital Corp. is distributed among various types of shareholders. The following table summarizes the ownership breakdown:

SuRo Capital Corp.'s Leadership

The leadership team plays a crucial role in guiding the strategic direction and operational execution of SuRo Capital Corp. Key members of the leadership team include:

• Mark Klein: Chairman and Chief Executive Officer
• Allison Green: Chief Financial Officer

These individuals, along with other members of the executive team, are instrumental in making key decisions and overseeing the company's investments and operations. To gain further insight into the guiding principles of the company, you can explore Mission Statement, Vision, & Core Values of SuRo Capital Corp. (SSSS).

SuRo Capital Corp. (SSSS) Mission and Values

SuRo Capital Corp. aims to provide shareholders with current income and capital appreciation through debt and equity investments in private companies. Understanding its core purpose involves examining its mission statement, vision, and values.

SuRo Capital Corp.'s Core Purpose

Official mission statement

SuRo Capital Corp.'s mission is to maximize its portfolio's value by:

• Identifying and investing in a diversified portfolio of high-growth, venture-backed companies.
• Employing a disciplined investment approach focused on capital preservation and long-term value creation.
• Actively managing its investments to support portfolio companies' growth and strategic objectives.
• Delivering attractive risk-adjusted returns to its shareholders through current income and capital appreciation.

Vision statement

The vision of SuRo Capital Corp. is to be a leading publicly traded investment firm recognized for:

• Its expertise in identifying and investing in innovative, high-growth companies.
• Its ability to generate attractive returns for shareholders through a combination of current income and capital appreciation.
• Its commitment to transparency, integrity, and responsible corporate governance.
• Its role as a trusted partner to portfolio companies, providing them with capital and strategic guidance to achieve their full potential.

Company slogan/tagline

While SuRo Capital Corp. does not have a specific, publicly advertised slogan or tagline, its communications and investor relations materials emphasize themes of growth, innovation, and value creation. The company focuses on:

• Highlighting its investments in disruptive technology companies.
• Emphasizing its commitment to delivering strong financial results.
• Showcasing its active role in supporting the growth of its portfolio companies.

For more detailed information, you can check: Mission Statement, Vision, & Core Values of SuRo Capital Corp. (SSSS).

SuRo Capital Corp. (SSSS) How It Works

SuRo Capital Corp. operates as a non-diversified closed-end management investment company, primarily investing in venture capital-backed companies across various sectors. The firm focuses on generating both current income and capital appreciation through its investments.

SuRo Capital Corp.'s Product/Service Portfolio

SuRo Capital Corp.'s Operational Framework

SuRo Capital Corp.'s operational framework involves several key processes:

• Deal Sourcing and Evaluation: The company's investment team identifies potential investment opportunities through its network, industry research, and referrals. Each opportunity undergoes a rigorous evaluation process, including financial modeling, market analysis, and due diligence.
• Investment Structuring: SuRo Capital structures its investments through equity or debt. The structure depends on the company's needs, growth stage, and market conditions.
• Portfolio Management: SuRo actively manages its portfolio companies, working closely with management teams to provide strategic guidance and operational support. This includes helping companies with fundraising, business development, and exit strategies.
• Exits and Monetization: SuRo seeks to exit its investments through various means, including initial public offerings (IPOs), mergers and acquisitions (M&A), or secondary market sales. The goal is to generate capital gains and returns for its shareholders.

More information about SuRo Capital Corp.'s financial standing can be found here: Breaking Down SuRo Capital Corp. (SSSS) Financial Health: Key Insights for Investors

SuRo Capital Corp.'s Strategic Advantages

SuRo Capital Corp. has several strategic advantages that contribute to its market success:

• Experienced Management Team: SuRo's management team has extensive experience in venture capital, private equity, and investment management. This expertise enables the company to make informed investment decisions and provide valuable support to its portfolio companies.
• Established Network: SuRo has a well-established network of relationships with venture capitalists, entrepreneurs, and industry experts. This network provides access to a steady stream of investment opportunities and valuable insights into emerging trends.
• Flexible Investment Approach: SuRo's flexible investment approach allows it to invest in companies at various stages of development and across different sectors. This flexibility enables the company to capitalize on a wide range of opportunities and adapt to changing market conditions.
• Focus on High-Growth Sectors: SuRo focuses on investing in high-growth sectors such as technology and financial services. These sectors offer the potential for significant capital appreciation and attractive returns.

SuRo Capital Corp. (SSSS) How It Makes Money

SuRo Capital Corp. primarily generates revenue through strategic investments in venture capital and private equity, focusing on companies with high growth potential.

SuRo Capital Corp.'s Revenue Breakdown

As SuRo Capital Corp. operates as a closed-end management investment company, its revenue streams are derived from its investment portfolio. Here’s a breakdown based on the latest available information:

SuRo Capital Corp.'s Business Economics

SuRo Capital Corp.'s business economics are influenced by several key factors:

• Investment Strategy: SuRo Capital Corp. focuses on investing in companies that they believe have significant growth potential. These investments are typically in the form of equity or debt.
• Valuation: The company's net asset value (NAV) is a critical metric. It reflects the market value of its investment portfolio minus liabilities. Changes in NAV directly impact SuRo Capital Corp.'s financial performance.
• Operational Expenses: Managing a portfolio involves costs, including management fees, administrative expenses, and other operational costs. Controlling these expenses is crucial for profitability.
• Market Conditions: Broad market trends, technological advancements, and industry-specific dynamics influence the performance of the companies in SuRo Capital Corp.'s portfolio, affecting the company's returns.

SuRo Capital Corp.'s Financial Performance

Key aspects of SuRo Capital Corp.'s financial performance include:

• Net Asset Value (NAV): As of December 31, 2023, SuRo Capital Corp.’s net asset value was $9.47 per share.
• Total Expenses: For the year ended December 31, 2023, SuRo Capital Corp. reported total expenses of approximately $12.3 million.
• Net Decrease in Net Assets: For the year ended December 31, 2023, there was a net decrease in net assets resulting from operations of approximately $22.4 million, or $0.87 per share.

For more detailed insights into SuRo Capital Corp.'s financial health, you can check out: Breaking Down SuRo Capital Corp. (SSSS) Financial Health: Key Insights for Investors

SuRo Capital Corp. (SSSS) Market Position & Future Outlook

SuRo Capital Corp. is strategically positioned to capitalize on investments in venture-backed companies, aiming for long-term capital appreciation. The company's future outlook is shaped by its ability to identify and nurture promising ventures, while navigating the inherent risks of the venture capital landscape.

Competitive Landscape

Opportunities & Challenges

Industry Position

SuRo Capital Corp. operates within the broader investment management industry, specifically focusing on venture capital and private equity investments. Its industry position can be further described by:

• Niche Focus: Specializing in venture-backed companies allows for targeted expertise and potentially higher returns, but also concentrates risk.
• Market Volatility: Susceptible to market fluctuations, which can impact portfolio valuations and investment outcomes.
• Regulatory Environment: Subject to regulations governing investment companies, which can influence operational flexibility and compliance requirements.

To gain more insights into the company's core values and strategic direction, explore the Mission Statement, Vision, & Core Values of SuRo Capital Corp. (SSSS).