Fund I

Fund I invested in 12 portfolio companies, has exited ten of those investments and still holds the remaining two investments. According to information from Cambridge Associates, Fund I significantly exceeded its’ performance benchmark. That excellent performance can be credited to:

  • Partnership with community banks
  • Invested in mature and profitable companies, mainly in Texas
  • Provided patient, but senior, equity capital
  • Worked closely with portfolio company management
  • Diversified investments across multiple industries
  • Opportunistic exits