Tesla
Electric vehicles, battery storage, and clean-energy infrastructure at global scale.
Public MarketsEV / Energy
Growth Equity · Real Estate Development
We back what's next, and build what lasts.
From pre-IPO rockets to Sunbelt real estate — we invest where growth and demand is inevitable.
58
Growth-Equity Positions
26
Real Estate Verticals
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Companies We've Backed
Growth Equity
Conviction in category leaders
We take positions in transformative companies across mobility, aerospace, data, and social platforms — often ahead of the broader market, including several pre-IPO commitments.
SpaceX
Reusable launch vehicles, satellite constellations, and the infrastructure of commercial spaceflight.
PrivateAerospace
Palantir
Enterprise and government data platforms turning complex information into operational decisions.
Public MarketsSoftware
X (Twitter)
Global real-time conversation platform, backed pre-IPO and through its subsequent transformation.
Pre-IPO EntrySocial
Meta (Facebook)
The social and communications infrastructure connecting billions of people worldwide.
Public MarketsSocial
Alibaba
China's e-commerce and cloud-computing backbone, spanning consumer and enterprise markets.
Public MarketsE-Commerce
Visual search and discovery platform backed ahead of its public debut.
Pre-IPO EntryConsumer
Firestorm Labs
Containerized, on-demand drone manufacturing that moves production to the front lines for the U.S. military and allies.
Pre-IPO EntryDefense
Biosafe Defenses
Next-generation biological threat detection and countermeasure systems built for military, government, and critical-infrastructure clients.
Pre-IPO EntryDefense
Zocere
Novel neuroprotectant therapeutics targeting stroke and traumatic brain injury, built on licensed peptide technology.
PrivateBiotech
OlFactor Labs
Maker of Kite Patch, a wearable insect-repellent technology covered by Bloomberg, the BBC, and Fast Company.
PrivateConsumer
Real Estate Development
Building the ground the Sunbelt runs on
Beyond capital markets, we develop and operate physical real estate across four verticals — the essential infrastructure of growing Sunbelt communities.
01
Self-Storage
Climate-controlled facilities near high-growth corridors.
02
Fuel & Convenience
Gas stations and travel centers along major freight and travel routes.
03
Commercial Real Estate
Retail, office, and mixed-use properties in expanding submarkets.
04
Car Wash Facilities
Express and full-service car wash sites built for high-traffic locations.
Featured Developments
In Development
Two projects that reflect our approach to site selection: proximity to growth, durable demand, and long-term hold value.
Self-Storage
Cardinals Self Storage - Austin, TX
A climate-controlled self-storage facility in Del Valle, positioned minutes from the Tesla Gigafactory and Circuit of the Americas — two of the fastest-growing demand drivers in the Austin metro.
120,000 sq ft
Total Facility Size
800+
Storage Units
Fuel & Convenience
San Paso Truck Stop — Paso Robles, CA
A 76-branded fuel and convenience-store development set along the Monterey Road corridor in Paso Robles wine country, serving both long-haul freight and regional travelers.
76 Brand
Fuel Partner
C-Store
Retail Format
Our Approach
How we underwrite conviction
Whether it's a pre-IPO equity position or a ground-up development, the same discipline applies.
01
Identify durable demand
We look for structural tailwinds — population growth, freight corridors, category-defining technology — not short-term trends.
02
Move early, move deliberately
Our pre-IPO positions and site selections share the same trait: we commit before consensus forms, backed by careful diligence.
03
Build for the long hold
Every development is designed and located to perform over decades, not quarters — quality construction on durable ground.
04
Stay close to operations
We remain hands-on with the properties and partners we back, treating operational execution as seriously as the initial thesis.
Contact
Let's talk about what's next
Whether you're bringing a development site, a co-investment opportunity, or a partnership idea — we'd like to hear from you.