Frequently Asked Questions
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We believe good people drive good investments. We invest in many sectors with Private Equity, Real Estate and Specialty Finance as our primary focus. Within each, we have additional criteria but consider us generalist investors. We like “story” deals that create unique investment opportunities, where our skillset may be leveraged to drive value for our partners.
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We do not invest in gambling (including digital), illegal Marijuana or illegal farming of any nature. We also avoid consumer products, food and beverage, capital-intensive (low risk) companies, highly cyclical companies, and most commodity-based companies (there are of course exceptions)
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We do invest in Oil & Gas under limited circumstances, but we specifically avoid direct exploration, production projects, and other areas of high risk.
In addition, amongst our acres under management, some of the properties are producing oil/gas (privately held and maintained). Do not hesitate to reach out to us here for any land related acquisitions.
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Yes, we work with companies to solve capital needs, including equity or debt solutions. Examples of debt solutions may include working capital loans or purchase order loans. Our debt return expectations in some cases vary, but may be lower/higher than one would anticipate from a bank partner. We encourage you to reach out to us to introduce yourself.
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In addition to debt or equity capital, we are available to assist across the various functions of a business. We have experienced accounting and finance team members and a deep roster of industry contacts, sales executives, board members, co-investors, etc.
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Usually not, but it depends on the deal. If we are a significant investor long term, we would likely be valuable in this regard.
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No, direct deal only.
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No. We are less focused on our exact ownership percentage but do intend that our investment is Meaningful Capital to the company and operator. We appreciate frequent and open communication with our Partners.
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Although we consider ourselves passive, we will actively participate in certain situations where the opportunity merits it. We consider ourselves allocators with strong operating relationships. Some companies only need capital and that is fine with us, but for companies that require more, we bring in relationship partners.
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Yes, but we only partner with companies that have achieved revenue success, through proven market demand for their companies. Exceptions made in the past have been by way of Enterprise Architecture, Aaas, LBOs, Acquisition.
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Absolutely, we are currently Co-GP on several opportunities where our history and expertise makes us valuable to the larger investor base. We are happy to consider both LP and GP opportunities with you.
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We support leaders with great ideas and strong team building skills. A history of success is preferred but not required; however, a history of hard work, hands on experience and integrity is critical.
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As long as it makes sense. We are firm believers in Milestone Investing. Some companies achieve success with a single round of funding, but some companies follow a different path, and their capital needs may change over time. We work with each company to provide the right amount of capital and structure given the current needs of the company. In some instances, we have participated in many rounds of investments with a company – including some that are now publicly traded.
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Absolutely. Sometimes we act as a sole funding source; sometimes we assume the role as Lead Investor assisting the company with their larger financing. Other times we are a happy LP investor in the backseat.
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From $100k to $10Million direct, though we have invested along side our aligned Investors significantly more (both in capital, time, and relationships).
Let’s discuss what you need, and we will solve it together.
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While we like to meet with our Utah, East Coast, Texas and South-Central U.S. partners frequently, we are open to investments in out-of-state companies. We have only invested in a handful of international companies by design. Most by default based on growth (particularly in the real estate/finance/compliance sector.