EXCLUSIVE INVESTMENT OPPORTUNITIES

YOUR CURATED GATEWAY TO HIGH-GROWTH, OFF-MARKET POTENTIAL

Step into a more intelligent way of investing, built for investors who expect more than surface-level insight. We deliver sharper diligence, stronger deal intelligence, and access to exclusive investment opportunities.

Current Investment

Opportunities

CURRENT INVESTMENT OPPORTUNITIES

ACTIVELY

RAISING

Quant & Arbitrage | Early Access

A $50M–$100M market-neutral fund using systematic and high-frequency trading across digital assets and traditional securities. Focused on exploiting latency, basis, and cross-venue arbitrage.

$50M – $100M

Fund Size

Market

Neutral

Institutional

Grade Controls

Led by Jeff Luzzi & Paul Sanchez with technology-driven strategy for uncorrelated returns.

ACTIVELY

RAISING

Real Estate

A real estate bridge capital fund providing short-term preferred equity and debt to DST sponsors, supporting time-sensitive acquisitions ahead of DST syndication or permanent financing

$30M

Fund Size

10%

Preferred Return

$250,000

Minimum Investment

Fast, flexible capital enabling DST sponsors to secure assets ahead of syndication or permanent financing

ACTIVELY

RAISING

Healthcare | Pre-IPO Access

Membership-based longevity platform integrating 360 diagnostics, functional medicine, advanced modalities, and AI-driven patient tracking within a nationally scalable system

$10M

Target Raise

~500

Locations

$4T+

Longevity Market

The ā€œhealth operating systemā€ for longevity—standardized care, measurable outcomes at a national scale

ACTIVELY

RAISING

Distressed Commercial Real Estate

A private real estate fund acquiring distressed office assets at 20–40% discounts and stabilizing them with Regus as an immediate anchor tenant, creating dependable cash flow and long-term value across high-growth U.S. markets.

$50M–$100M

Fund Size

15–20%

Target Net IRR

5-10 buildings

Portfolio Size

A discount-driven CRE strategy strengthened by immediate tenancy, defensive cash flow, and a proprietary ROFR pipeline for scalable growth

ACTIVELY

RAISING

Venture Capital | Index Strategy | Pre-IPO Access

Institutional-grade access to the top 20 U.S. VC-backed unicorns through a 100% private, market-cap-weighted structure, delivering diversified late-stage venture exposure with institutional pricing and transparent methodology

2%

Management Fee

$100M

Target Fund Size

5

Year Term

Transparent, fee-efficient access to the most innovative private companies in the U.S.

ACTIVELY

RAISING

Enterprise Software

Operator-led private equity firm focused on acquiring and scaling lower-middle-market enterprise software companies through a proprietary, repeatable value-creation methodology

~$90M

Target Raise

3.0x

Net MOIC (LP)

35%

Target Returns

Secondary fundĀ acquiring discounted LP interests and funding growth in active enterprise software portfolios

ACTIVELY

RAISING

Finance

Private money lending fund specializing in short-term bridge and refinance loans for residential and commercial investors.

$100M

Fund Size

8%+

Annual Return

$558M+

Loans Originated

Secured by first-position liens on real estate with proven track record and monthly returns.

ACTIVELY

RAISING

Hospitality

Private equity fund scaling upscale wine bars and experiences with proven demand and leadership. Award-winning hospitality team with regional and national expansion plans.

$20M

Fund Size

$15M

Raised to Date

20%+

Targeted IRR

Consumer-driven scalable model in high consumption growth sector.

ACTIVELY

RAISING

Real Estate

A Southern California entitlement-driven fund focused on acquiring undervalued infill land and selling approved residential sites to national and regional homebuilders

$10M

Fund Size

20%+

Preferred Return

$250,000 | $1M

Minimum Investment

Entitlement-driven upside captured without horizontal or vertical construction risk

ACTIVELY

RAISING

Quant & Arbitrage | Early Access

A $50M–$100M market-neutral fund using systematic and high-frequency trading across digital assets and traditional securities. Focused on exploiting latency, basis, and cross-venue arbitrage.

$50M – $100M

Fund Size

Market

Neutral

Institutional

Grade Controls

Led by Jeff Luzzi & Paul Sanchez with technology-driven strategy for uncorrelated returns.

ACTIVELY

RAISING

Real Estate

A real estate bridge capital fund providing short-term preferred equity and debt to DST sponsors, supporting time-sensitive acquisitions ahead of DST syndication or permanent financing

$30M

Fund Size

10%

Preferred Return

$250,000

Minimum Investment

Fast, flexible capital enabling DST sponsors to secure assets ahead of syndication or permanent financing

ACTIVELY

RAISING

Healthcare | Pre-IPO Access

Membership-based longevity platform integrating 360 diagnostics, functional medicine, advanced modalities, and AI-driven patient tracking within a nationally scalable system

$10M

Target Raise

~500

Locations

$4T+

Longevity Market

The ā€œhealth operating systemā€ for longevity—standardized care, measurable outcomes at a national scale

ACTIVELY

RAISING

Distressed Commercial Real Estate

A private real estate fund acquiring distressed office assets at 20–40% discounts and stabilizing them with Regus as an immediate anchor tenant, creating dependable cash flow and long-term value across high-growth U.S. markets.

$50M–$100M

Fund Size

15–20%

Target Net IRR

5-10 buildings

Portfolio Size

A discount-driven CRE strategy strengthened by immediate tenancy, defensive cash flow, and a proprietary ROFR pipeline for scalable growth

ACTIVELY

RAISING

Venture Capital | Index Strategy | Pre-IPO Access

Institutional-grade access to the top 20 U.S. VC-backed unicorns through a 100% private, market-cap-weighted structure, delivering diversified late-stage venture exposure with institutional pricing and transparent methodology

2%

Management Fee

$100M

Target Fund Size

5

Year Term

Transparent, fee-efficient access to the most innovative private companies in the U.S.

ACTIVELY

RAISING

Enterprise Software

Operator-led private equity firm focused on acquiring and scaling lower-middle-market enterprise software companies through a proprietary, repeatable value-creation methodology

~$90M

Target Raise

3.0x

Net MOIC (LP)

35%

Target Returns

Secondary fundĀ acquiring discounted LP interests and funding growth in active enterprise software portfolios

ACTIVELY

RAISING

Finance

Private money lending fund specializing in short-term bridge and refinance loans for residential and commercial investors.

$100M

Fund Size

8%+

Annual Return

$558M+

Loans Originated

Secured by first-position liens on real estate with proven track record and monthly returns.

ACTIVELY

RAISING

Hospitality

Private equity fund scaling upscale wine bars and experiences with proven demand and leadership. Award-winning hospitality team with regional and national expansion plans.

$20M

Fund Size

$15M

Raised to Date

20%+

Targeted IRR

Consumer-driven scalable model in high consumption growth sector.

ACTIVELY

RAISING

Real Estate

A Southern California entitlement-driven fund focused on acquiring undervalued infill land and selling approved residential sites to national and regional homebuilders

$10M

Fund Size

20%+

Preferred Return

$250,000 | $1M

Minimum Investment

Entitlement-driven upside captured without horizontal or vertical construction risk