Portfolio

Unlock the wealth within you and your company

We invest relational, intellectual, and financial capital to build collaborative ecosystems that create value, believing that wealth is created, and people are the source. Our 250+ years of collective experience, wisdom, and relationships are shared not only to grow enterprise value, but to cultivate deeply rooted personal transformation that inspire others and drives human flourishing.
Portfolio

Unlock the wealth within you and your company

We invest relational, intellectual, and financial capital to build collaborative ecosystems that create value, believing that wealth is created, and people are the source. Our 250+ years of collective experience, wisdom, and relationships are shared not only to grow enterprise value, but to cultivate deeply rooted personal transformation that inspire others and drives human flourishing.

Genesis 1 Fund

Fund Size: Up to $25 Million

Target Investments: Needs-based service and enabling technology businesses, with $3M-$10M EBITDA, $5M to $25M in revenue.

Commitments: Only 100 Limited Partners

Genesis 1 Fund

Fund Size: Up to $25 Million

Target Investments: Needs-based service and enabling technology businesses, with $3M-$10M EBITDA, $5M to $25M in revenue.

Commitments: Only 100 Limited Partners

Sypnios Industries
Waste & Job Site Safety
Hospitality Repair & Maintenance
Wealth Management
Oil & Gas Safety
Electrical
Roofing
HVAC
Plumbing