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- F Partner Co-Investment Opportunities - 29 January 2025
F Partner Co-Investment Opportunities - 29 January 2025
Chad Fox
January 29, 2025
F Partners is a Private Investment Office providing bespoke advice to Family Offices, UHNWI, Professional Investors and Entrepreneurs.
For any deals included in this email, reply to this email for an introduction.
All introductions are on a NO FEE basis.
Opportunity: F Partners
Deal Type: Direct / Holding Company
Asset Class: Private Equity / Roll Up Strategy
F Partners is sponsoring a roll up strategy in the North American waste removal space.
We have found a unique and highly scaleable opportunity to dominate a growing industry that is currently highly fragmented with a lot of operators focused on ancillary services and the rest sole proprietors looking to retire.
We will launch this opportunity initially in Canada with the opportunity to scale quickly to growth markets in the United States such as Florida.
Opportunity: F Partners
Deal Type: Participation Note
Asset Class: Multi Asset
F Partners has several opportunities which are either too quick moving or too confidential to share with a larger audience through the newsletter.
F Partners is offering its network the opportunity to participate through a Participation Note on the following terms:
Preferred Return of 15% per annum
Return Payment Quarterly
Minimum 12 months commitment with a 3 month notice for redemption
The funds will be used to invest in the following opportunities:
Litigation Finance
Commodity Trades
Alternative Finance
Asset Backed Private Credit
Respond to this email to participate with F Partners or book a call here: https://calendly.com/Chadfox
Opportunity: 8vdX / Eight Capital
Deal Type: Fund
Asset Class: Venture Capital
Eight Capital Y Combinator Demo Day Fund is raising $5 million as final close for a total raise of $15 million to back exceptional startups from Y Combinator (YC) batches through 2025.
Key Highlights:
Strategic Focus: Investing in the top 10% of startups pre-Demo Day, capitalizing on YC's 6.25% unicorn creation rate and 18% graduation to $100M+ valuations.
Exceptional Returns: Targeting outsized exits with an average entry valuation of $20M, enabling expected multiples of up to 5.0x after dilution.
Seasoned Portfolio:
144 investments across 7 batches (2022–2024), totaling $9.7M.
Average revenue growth of 21% MoM across the portfolio
Portfolio companies 1.2 MoiC based on valuation of last raise and 1.8 MoiC on revenue multiple valuation
Unique Advantages:
Preferred Partner for Founders: GPs are YC founders and have early access to invest pre-Demo Day in startups with critical momentum, ensuring allocation in the desirable startups.
Tax-Efficient Investments: Qualifying for QSBS exemption offers up to 100% federal capital gains tax benefits.
AI-Enhanced Process: Our proprietary Venture Insights platform accelerates diligence, enhances tracking, and ensures data-driven investment decisions.
Portfolio Snapshot:
Startups backed by top global VCs post our investment.
Sectors covered include B2B SaaS, Fintech, Proptech, and AI, ensuring diversified exposure.
Recent successes include 25 companies surpassing $1M+ ARR, with their revenue doubling over the past 12 months, and 15 startups securing Series A funding within the last 9 months.
Investment Details:
Final close: $5M
Minimum Investment: $100,000.
Carried Interest: 20%.
Investment Period: Through December 2026, with a 10-year fund life through December 2032.
Eight Capital’s disciplined, data-driven approach ensures that every dollar is deployed towards startups with the highest potential for growth and resilience. We are thrilled to provide this opportunity to our trusted syndicate of investors.
Opportunity: Cloaked Services Inc.
Deal Type: SPV
Asset Class: Venture Capital
SPV Lead: Lightening Ventures
Cloaked Services, founded in 2022, aims to revolutionize telecommunications decentralized with its privacy-first approach. As the parent company of Cloaked Wireless, LV believes that Cloaked Services is building the future of secure, private, and censorship-resistant telecommunications.
Review and Invest Here: https://angellist.com/i/RsbvN-u
Opportunity: Slice
Deal Type: SPV
Asset Class: Venture Capital
SPV Lead: Lightening Ventures
Slice aims to disrupt the $455 billion digital advertising industry with its innovative user-centric approach. By directly rewarding users for ad engagement and offering a customizable AI-driven search experience, Slice is not just participating in the market. They are redefining it.
Review and Invest Here: https://angellist.com/i/vYFzx-u
Opportunity: Traderails
Deal Type: Direct
Asset Class: Venture Capital
Traderails is a $4mm ARR financial infrastructure AI for supply-chain automation backed by Fin Capital.
Opportunity: Lionsoul Global
Deal Type: Direct
Asset Class: Venture Capital
Lionsoul Global is a Institutional-grade digital asset wealth management FinTech with $40mm AUM.
Opportunity: Mogul Club
Deal Type: Direct
Asset Class: Venture Capital
Mogul Club is a Draper-backed fractional real estate investment platform started by GS alums growing 4X YoY.
Opportunity: Covu
Deal Type: Direct
Asset Class: Venture Capital
Covu is a disruptive AI-native InsurTech platform with $6mm ARR.
Opportunity: Project Flame
Deal Type: Direct / Hold Co
Asset Class: Private Equity - Buy and Build
Project Flame is a North American Industrial Near-Shoring play led by Ignia and Nexxus.
Network Partners
Ligo Partners is a single family office run by Alec Andronikov (Principal) and Cindy Mihalova (Chief Investment Officer) based in Miami.
Ligo Partners co-invest with a discrete and invitation-only consortium of like-minded investors into disruptive tech-focused deal flow sourced directly from family offices and top venture capital firms worldwide.
In parallel, Ligo Partners invests in tech debt financings; tech secondaries; roll-up strategies with a tech component; off-market real estate opportunities and investment funds that have successfully demonstrated at least a 1x DPI metric from prior performance.
Ligo Partners Live Co-Invest Deals: https://docsend.com/view/9azt98yrvu3zmtay
For any deals included in this email, reply to this email for an introduction.
Advisory hours 🗓
Chad Fox is an advisor to entrepreneurs and family offices through his firm F Partners.
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