Investment Criteria

Focus:

• Venture-backed, high-growth companies

• Approaching IPO or strategic exit

• Located in major U.S. tech hubs

Structure:

• Primary or secondary transactions

• Direct investments 

• Syndication with preferred partners on high-conviction deals

Industries:

• HVAC

• Landscaping

• Window & Gutter Cleaning

• Pool Services

Financial Profile:

• $1M+ Annual Cash Flow

• 15%+ Margins

• Recurring Revenue, Low Churn

• Long Operating History (Ideally 15+ Years)

Ownership Profile:

• Founder or family-owned

• Seeking full or partial exit

• Open to strategic partnership

Industries:

• Ice Production

• Dry Ice Manufacturing

• Cold Chain Logistics

Financial Profile:

• $1M+ Annual Cash Flow

• Stable, asset-backed operations

• Strong customer relationships and regional contracts

• Scalable infrastructure with modernization potential

Ownership Profile:

• Owner-operator or family-owned

• Looking for growth partner or succession planning