Built on a wealth management platform that navigates the financial complexities for successful entrepreneurs. Strategically positioned to connect successful entrepreneurs with growing organizations to act as mentors and co-investors.
We place emphasis on the human relationship and believe in long term commitments. Therefore, our investment philosophy is centered around the management team, their vision for the company, and their ability to execute.
Our team is comprised of individuals who have extensive expertise in their respective fields. We utilize our diverse skill-sets and broad networks to create value that extends beyond pure capital.
Typical Guidelines for Investment Interest
Typically between $250,000 - $1,000,000.
Strong preference towards technology, education, and retail but not exclusive.
Ideal companies are generating $100K+ in revenue but will invest pre-revenue if we see opportunity.
Management team, valuation, and market opportunity are most critical.
Typical investment period, start to finish, is 30 to 60 Days.