Current Fund

Fund II

Building on a proven playbook. Fund II deploys our cross-sector operating thesis at scale — targeting $250M across 15-20 companies in the industries institutional capital overlooks.

Key Terms

Target Size
$250M
Hard Cap
$300M
Check Size
$5-20M
Target Companies
15-20
Fund Term
10+2 Years
Management Fee
2.0% / 1.5%

Track Record

Fund I Performance

2.4x
TVPI
31%
Net IRR
9
Portfolio Companies
4
Realized Exits

Highlights

Fund I in Review

Fund I validated our thesis that cross-sector operating discipline creates asymmetric returns. Four exits across four different industries — each demonstrating the portability of our playbook.

  • Oilfield tech platform — acquired by Halliburton after 3x revenue growth post-investment
  • DTC pet brand — strategic sale to a Fortune 500 consumer health company at 4.1x MOIC
  • Autonomous logistics — Series C exit to a major ag-tech consolidator
  • Tactical gear company — active hold, contracted revenue up 180% with DoD pipeline expanding

Request the Full Memorandum

Interested in Fund II? We'd welcome the opportunity to share our full Private Placement Memorandum and discuss alignment.

Get in Touch

This website does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made only by means of a confidential Private Placement Memorandum and only to qualified investors in accordance with applicable securities laws. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Fund performance figures are preliminary and unaudited.