Investment Strategy & Structure


  • Identify early stage companies with the potential to disrupt their markets.
  • Lead investment or co-investment opportunities.
  • Leverage the gathered wisdom of our Principals, capital, and global networks to empower profitable growth in our portfolio companies.
  • Actively collaborate with portfolio company leadership to identify and exploit blue ocean opportunities resulting in exponential growth.


  • Expected equity interest of 10-49% per portfolio company.
  • Portfolio of approximately 8 to 12 investments with target size of $250,000 to $3MM per fund.
  • 10-year fund life with 6-year investment period.
  • Capital called only when investment opportunity is approved and imminent.
  • 2% investment fund management fee.
  • Targeted returns in the high teens or 2.5X cash on cash.
  • Typically 30% of funds held for follow-on investments.