Deal Details
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What We Look For
Theme 1
Quality Compounders
Businesses with durable competitive advantages, high ROIC, and predictable cash flows that compound over long holding periods.
Check size: $250K – $1M
Theme 2
Cash-Flow Assets
Contractual income streams — direct lending, net-lease real estate, infrastructure — that provide stable current yield.
Check size: $500K – $1M
Theme 3
Asymmetric Opportunities
Mispriced situations with limited downside and significant upside — GP-led secondaries, spin-offs, special situations.
Check size: $250K – $500K