Tilden Path Capital is an investment-management firm focused on small- and mid-cap enterprise technology stocks, founded with the goal of identifying long-term winners through product-quality analysis. The firm invests in B2B technology companies operating in secular growth sectors including artificial intelligence, cybersecurity, and industrial automation, seeking companies with durable competitive advantages that are overlooked by traditional Wall Street players. Tilden Path employs a proprietary TiPaC Durable Growth Score framework to evaluate product irreplicability, switching costs, technology stewardship, customer experience, and ecosystem strength. The firm runs a concentrated portfolio of approximately 25 companies, typically holding positions for at least three years. Backed by wealth-management firms and high-net-worth individuals in the San Francisco Bay Area, Tilden Path Capital focuses on publicly traded small- and mid-cap technology stocks rather than private venture investments.

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