Portfolio
Venture Capital Investing
Spotter
- Enterprise Value:$150MM
- Total Equity:$175MM
- Vintage:2021
Target Return Metrics
- Target Net IRR:18%
- Cash Yield0%
- Target Net Equity Multiplier:14.7x
Orellana
- Enterprise Value:$150MM
- Total Equity:
- Vintage:2020
Target Return Metrics
- Net IRR:18%
- Cash Yield1%
- Net Equity Multiplier:14.7x
Acquco
- Enterprise Value:$30MM
- Total Equity:$20MM
- Vintage:2020
Target Return Metrics
- Net IRR:22%
- Cash Yield0%
- Net Equity Multiplier:7x
National Security Group Investment
- Enterprise Value: $35MM
- Total Equity: $17MM
- Vintage2021
Target Return Metrics
- Net IRR:8.9%
- Cash Yield:3.4%
- Net Equity Multiplier:2.1x
1847 Holdings
- Enterprise Value:$36MM
- Total Equity:$28MM
- Vintage2018
Target Return Metrics
- Net IRR:12%
- Cash Yield:6.5%
- Equity Multiplier:3.2x
776 Arete
- Enterprise Value:$1B
- Total Equity:$900MM
- Vintage:2022
Target Return Metrics
- Net IRR:0%
- Cash Yield:0%
- Net Equity Multiplier:0.95
Crossbeam
- Enterprise Value$150MM
- Total Equity$78MM
- Vintage2020
Target Return Metrics
- Net IRR0%
- Cash Yield0%
- Net Equity Multiplier1.0x
Positive Sum
- Enterprise Value:$350MM
- Total Equity:$340MM
- Vintage:2021
Target Return Metrics
- Net IRR:0%
- Cash Yield:0%
- Net Equity Multiplier:1.01x
Baobab Network
- Enterprise Value:$15MM
- Total Equity:$15MM
- Vintage:2023
Target Return Metrics
- Net IRR:0%
- Cash Yield:0%
- Net Equity Multiplier:1%
Private Equity
Good Labor Jobs Staffing and Recruiting
- Enterprise Value:$15MM
- Total Equity:$7.5MM
- Vintage:2017
Target Return Metrics
- Net IRR:48%
- Net Cash Yield:15%
- Net Equity Multiplier:14.5
Southern Air Custom Interiors
- Enterprise Value:$2MM
- Total Equity:$2MM
- Vintage:2020
Target Return Metrics
- Net IRR:11%
- Net Cash Yield:5%
- Net Equity Multiplier:7.8
Classic Transport
- Enterprise Value:$4MM
- Total Equity:$750k
- Vintage:2020
Target Return Metrics
- Net IRR:22%
- Net Cash Yield:8%
- Net Equity Multiplier:8.7
Cars by John
- Enterprise Value:$6MM
- Total Equity:$1.5MM
- Vintage:2021
Target Return Metrics
- Net IRR:18%
- Cash Yield:32%
- Net Equity Multiplier:2.3
Flat Rock Neptune
- Enterprise Value:$1.5MM
- Total Equity:$200K
- Vintage:2022
Target Return Metrics
- Net IRR:0%
- Cash Yield0%
- Net Equity Multiplier1.0x
Real Estate Investing
Unlocking: Waller Creek in Austin Texas
- Enterprise Value:$992MM
- Total Equity:$348MM
- Vintage:2023
Target Return Metrics
- Net IRR:11%
- Net Cash Yield:8%
- Net Equity Multiplier:2.2x
42 N Hickory
- Enterprise Value:$350k
- Total Equity:$65k
- Vintage:2021
Target Return Metrics
- Net IRR:18%
- Cash Yield:22%
- Net Equity Multiplier:3.8x
Polar Bear Inn
- Enterprise Value:$10MM
- Total Equity:$500k
- Vintage:2017
Target Return Metrics
- Net IRR:44%
- Cash Yield:10%
- Net Equity Multiplier:82x
Extended Stay Hotel
- Enterprise Value:$25MM
- Total Equity:$600k
- Vintage2019
Target Return Metrics
- Net IRR:18%
- Cash Yield:9%
- Net Equity Multiplier:14.7x