Compounding Cash Flow
Not Chasing Multiples

Operator-led, TOC-driven investing that aims to protects capital, deliver early cash-on-cash payback, and compound durable yield with radical transparency.

CTA: See Our Investment Thesis

Today’s Challenge

Why Traditional LMM PE Falls Short

Permanent-Loss Risk

Over-leveraged roll-ups promise headline IRR but expose LP capital to downside shocks.

Most funds rely on >4× leverage with thin covenants — one downturn can erase years of gains.

Slow DPI, Stalled Liquidity

Conventional buy-and-flip funds lock capital for 5-7 years before meaningful distributions.

Negative cash flow in the early years leaves fiduciaries carrying illiquidity and headline risk.

Oversight Blind Spots

Many GPs still report with lagging PDFs and selective metrics.

Without standardized KPI dashboards, LPs can’t stress-test exposure or act on early warning signs.

Our Laws of Capital

The Discipline Behind Every Dollar

Zeroth Law

Capital Must Build, Not Erode

We back only businesses that expand real productivity and avoid value-transfer models that drain society — safeguarding your capital and reputation.

First Law

Create More Than We Consume

Every dollar we deploy targets verifiable cash-on-cash payback and compounding FCF growth — not momentum stories or multiple-chasing deals.

Second Law

First, Understand the System

Before investing we map leverage, working-capital cycles, and hidden bottlenecks so no capital move puts the portfolio at risk.

Third Law

Evolve to Higher-Order Efficiency

Once capital is safely deployed, we continuously re-allocate toward smarter operators, better data, and bottleneck-removing initiatives to keep the flywheel turning.

 Straight-Talk FAQ

The Questions Every Fiduciary Asks

  • We limit leverage to ≤ 3.5× EBITDA, stress-test every deal under rate-hike and margin-compression scenarios, and prioritize businesses with stable recurring cash flow so principal is protected first.

  • Our operator-first playbooks focus on turning portfolio FCF positive within 12-18 months of close — enabling earlier distributions and faster DPI recovery versus the typical 5-7-year wait.

  • Management fees step down as the fund scales; > 70% of targeted returns come from yield / EBITDA growth, not multiple expansion, and the GP commits significant personal capital alongside LPs.

  • We disclose equity splits, vesting, and succession plans to IC upfront. The investment committee oversees transition protocols so execution continues even if a key leader changes roles.

  • LPs receive live KPI dashboards (TVPI, DPI, gross-to-net bridge, ESG compliance) with Excel-export capability, backed by SOC-2-secure portal access — no surprises, no lagging PDFs.

Meet the Team

Operators Who Invest Beside You

“With 200 decks crossing my desk each year, I demand clarity and candor to cut through the noise and safeguard the capital entrusted to me by families and institutions. I seek trustworthy partners with data-driven insights to create real value.”

The Principled Path

As you navigate the flood of decks in your inbox, these four laws arm you with clarity, safeguarding capital and guiding your course.

Build, Not Erode

  • Strengthen your capital with every move.

  • Avoid risks that drain value.

  • Boost productivity in key markets.

  • Protect your reputation with those who rely on you.

Create More Than Consume

  • Target 15-18% IRR with clear cash payback.

  • Rely on data to bypass trends.

  • Secure growth for your stakeholders.

Understand the System

  • Map risks: leverage, market shifts, concentration.

  • Test scenarios for stability.

  • Turn complexity into confidence.

Evolve to Efficiency

  • Optimize returns with higher EBITDA.

  • Shift resources for faster turns.

  • Build lasting impact by refining your approach.