Capital for Growth

Criteria For Capital

Our focus is on investing in Financial software, Start-up IMO's, digital media, healthcare and existing Financial Agencies across the country.

Wealth Management firms seeking capital must have $15,000,000 Current AUM

Selected portfolio companies we choose to work with need to meet the following criteria,

We are looking for experienced, creative and driven leadership. They should share our passion for success and have significant knowledge of their markets and technologies as well as proven business management experience in an entrepreneurial environment.

The market that the idea or company is targeting should be large, growing rapidly and sustainable. The company must possess either a first-mover advantage, have a product or service that is remarkably distinct from the competition or addresses a critical market need. We also look for shifts in the market that may benefit the company. The company also needs to operate in an industry we understand and can add significant value.

We look for momentum in the business. This doesn't have to be revenue. Just as examples, it can be customer wins, user growth, key hires, adding new critical board members or press recognition. We want to see that the business isn't the same today as it was even just 90 days ago.

We will invest a negotiated amount based on the value we find in your opportunity.

Please submit your business plan along with a letter of explanation on why we should invest in your business.

Send all inquiries to