- F Partners Investor Network
- Posts
- F Partners Co-Investment Opportunities - 13 August 2025
F Partners Co-Investment Opportunities - 13 August 2025
Chad Fox
August 13, 2025
F Partners is a Private Investment Office providing bespoke advice to Family Offices, Entrepreneurs and Professional Investors.
All of the deals can support additional investment from our family office and professional investor network.
For any deals included in this email, reply to this email for an introduction.
If you would like to schedule a call with me please do so here: https://calendly.com/Chadfox
All introductions are on a NO FEE basis.
TIME SENSITIVE
F PARTNERS’ FAVOURITE DEAL OF 2025
Opportunity: Payken
Deal Type: Participation Note
Asset Class: Private Credit
F Partners and Society Group have additional co-investment allocation available in a credit facility for Payken.
Payken is a pay-as-you-go software-as-a-service (PYAG SaaS) platform providing blockchain-enabled transaction infrastructure for high-compliance and perceived “high-risk” industries. The system securitizes and settles transactions in real time using a publicly managed blockchain ledger.
The company is on track to reach $240,000 in daily transaction volume within the next 30 days, representing an annualized run rate of $87.6 million.
F Partners and Society Group currently have limited co-investment allocation remaining in a lender-advantaged credit facility supporting Payken.
The facility pays a 5% monthly interest rate, distributed quarterly.
The investor participation is available at 60% (3% per month) with larger splits available for larger check writers.
With the recent passage of the GENIUS Bill bringing welcome regulatory clarity, the interest rate is expected to step down by the end of Q3. Allocations at the current terms are limited.
Opportunity: VIDA
Deal Type: SPV
Asset Class: Venture Capital
SPV Lead: Lightning Ventures
VIDA is raising a Series A and prepping for a Direct Listing on NASDAQ in Q4. This is our syndicate's pro rata allocation from our two previous investments. We are also receiving warrants for this investment and the previous investments, provided we meet the minimum requirements.
Raising: $4.5M total, with $3M anchored by TVP Bitcoin Venture Fund II.
Valuation: $21M post-money.
Warrants included to reward investors contributing beyond their pro-rata share.
VIDA aims to become the only small-cap public company at the intersection of AI and Bitcoin, positioning itself uniquely on Nasdaq by Q4 2025 through a direct listing.
Series A investors receive warrants exercisable at just $0.01/share upon the company reaching an enterprise valuation of $100M+, providing substantial additional upside.
We’re excited to invite you to invest in VIDA's Series A funding round—a unique opportunity at the intersection of AI, telecommunications, and Bitcoin strategic reserves.
Opportunity: Arlo Veterinary
Deal Type: Direct
Asset Class: Roll Up / Private Equity
Arlo Veterinary is a modern veterinary clinic platform pursuing a roll-up strategy in the Pacific Northwest.
Proving out its hub-and-spoke model, two pilot clinics are on track to generate $4mm revenue and $1.25mm in EBITDA in 2026.
Arlo has been able to acquire individual clinics at attractive EBITDA multiples (3-5x) and is adding doctors at existing locations to grow revenue and EBITDA organically, while harnessing its healthcare and operational data to increase operational efficiencies and provide better precision medicine and customized wellness.
This data analysis has wide applications for consumer and healthcare companies, including Walmart, Amazon, Chewy, Zoetis, Idexx, Mars, Purina, Nationwide, amongst others, and AI is transforming the efficiency of traditional clinics as it is added into clinician workflow.
With scale + EBITDA margin growth from ~10% → 25%, Arlo believes the exit valuation is 16-20x EBITDA.
Arlo currently has 12 clinics in due diligence.
The leadership team and investors bring a special mix of veterinary operations, capital markets, and technology experience, spanning Banfield (Mars), NVA Compassion First (JAB Holdings), Thrive (TSG), Trupanion, Goldman Sachs, and Verlinvest.
The company is raising $4mm to pursue several additional add-on acquisitions, as well as continue building out its novel structured data healthcare platform, capitalizing on the booming $110B+ per year petcare industry.
Arlo Veterinary Deck Here
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.
Join the F Partners Investor Network with one click below!