F Partners Co-Investment Opportunities - 25 June 2025

Author

Chad Fox
June 25, 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.

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: Atlas

Deal Type: Direct

Asset Class: Venture Capital

Atlas is a $3.5mm ARR AI-native wealth management platform backed by Lightspeed and L Catterton.

Opportunity: BCB Group

Deal Type: Direct

Asset Class: Venture Capital

BCB Group is a $240B digital payments platform used by Kraken and Ripple backed by Circle and Foundation Capital.

Opportunity: Just Insure

Deal Type: Direct

Asset Class: Venture Capital

Just Insure is a $11mm ARR AI auto insurer growing 100%+ YoY with 4x LTV/CAC.

Opportunity: Nada

Deal Type: Direct

Asset Class: Venture Capital

Nada is a Nomura & Interlock backed FinTech unlocking $34T in trapped home equity.

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.

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