Thrive, Create, Transform.
Who are we?
We are a Pledge Fund that invests in scalable and purpose-driven companies in the United States.
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Our team, operating partners, and pledge fund investors have substantial experience in investing, creating, growing, operating and selling businesses.
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We invest in proven businesses with strong management teams that are ready to scale within our core sectors: (i) financial services, (ii) business services, (iii) specialized services and products.
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We make, both controlling and non-controling stake, investments in lower middle market with a ticket sweet spot, which ranges from US$10.0m and US$20.0m.
Investment Criteria
1
Financial
Revenue of +US$10.0m
EBITDA margin of +15.0%
Annual growth of +10.0%
Recurring or repeating sales
Stable cash flow generation
2
Company-specific
Great teams seeking an investment partner that will help them grow
Private ownership
B2B or B2B2C business models
Differentiated product or service
3
Industry / Geography
Annual growth of +5.0%
Fragmented industry
Tech-enabled industries
Located in the US – focus on California or Texas
What makes us different?
Concentrated portfolio
We built a concentrated portfolio over time, which enables us to be truly hands-on involved in enabling our portfolio companies to grow and improve
Unique fund setup
This enables us to to be flexible in how to define the ideal investment structure for what the business needs, and access to bring specific know-how from the group of investors
Value creation philosophy
Track record and established methodology for defining and supporting the growth strategy, taking ownership over key initiatives
Our Team
Alejandro
Rodríguez
Founding Partner
Type of experience: +10 years of experience in direct private equity, private credit, fund-of-funds and co-investments
Combined experience: investing/managing +US$500.0m AUM funds and over +15 investments
Companies: PineBridge, Kandeo, CitiBanamex
Sectors: Financial Services, Education
Geographies: U.S., Mexico, Colombia and Peru
Education: ITAM and MBA NYU Stern
Daniel
Atri
Founding Partner
Type of experience: +10 years in private equity and venture capital, management consulting, project development and entrepreneurship
Combined experience: investing/managing of +US$800.0 m AUM funds and +15 investments
Companies: Abraaj, LIV Capital, Schlumberger
Sectors: Education, Healthcare, Retail, Financial Services, Manufacturing, and Energy
Geographies: Mexico, Colombia, U.S., Europe
Education: IBERO and MBA Chicago Booth