Selective access to fund, co-investment and direct opportunities for eligible clients. Every opportunity passes through the same research and underwriting process before it is presented.
Fund Investments
Partnering with experienced managers across strategies and stages of the market cycle.
Growth Equity & TechnologyFOCUSSoftware and technology-enabled services.WHAT WE LOOK FORDurable growth, sound unit economics and experienced leadership.OUR ROLEManager diligence and ongoing monitoring.
Lower Middle-Market BuyoutFOCUSEstablished businesses in defensive sectors.WHAT WE LOOK FORA clear operating plan and disciplined entry valuations.OUR ROLESourcing, diligence and sponsor partnership.
Industrial & Business ServicesFOCUSNiche industrial and service companies.WHAT WE LOOK FORLeadership within a niche and resilient cash flows.OUR ROLEIndustry research and sponsor evaluation.
Venture & Frontier TechnologyFOCUSEarly-stage frontier and dual-use technology.WHAT WE LOOK FORDifferentiated technology and credible paths to adoption.OUR ROLEDomain research and sizing suited to venture risk.
Co-Investments & Direct Investments
Selective opportunities alongside experienced sponsors and operators.
Sports & MediaFOCUSSports, media and entertainment assets.WHAT WE LOOK FORCommunity and brand equity with room for commercial growth.OUR ROLEStructuring support and alignment with ownership groups.
Real Estate & Life ScienceFOCUSInnovation, life science and specialty real estate.WHAT WE LOOK FORWell-located assets with durable tenant demand.OUR ROLEOwner-operator alignment and access to capital partners.
Systematic StrategiesFOCUSQuantitative absolute return platforms.WHAT WE LOOK FORRobust research infrastructure and risk controls.OUR ROLEStrategic partnership to support platform development.
Industrial TechnologyFOCUSAutomation platforms for mission-critical industries.WHAT WE LOOK FORHigh switching costs and recurring, software-driven revenue.OUR ROLEOperational resources and support for add-on acquisitions.
The categories above describe the types of opportunities Epogee evaluates. They are not a list of current or past holdings, a recommendation, or an offer of any security. Private and direct investments involve substantial risk, including illiquidity and the possible loss of the entire investment, and are available only to clients who meet applicable eligibility requirements.
Interested in how we evaluate private opportunities?
