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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.