Approach
How we behave, written down.
Every investor says it is different. The only useful test is what happens in the months after the money lands — when a build runs late, a new centre fills slower than the model promised, and somebody has to decide whether to stay patient or start making demands.
Principles
Six things we will not trade away.
These are the principles we operate by. They are deliberately short, because we intend to be held to them — by the operators we back and by the family and friends whose money this is.
01
The money has names attached.
Our capital comes from our family and from friends we have known for years, not from a fund raised on a story. We invest it the way we would want ours invested: carefully, and only in things we can explain at a kitchen table.
02
We are not on a clock.
No vintage year, no forced exit, no artificial hold period. Every decision gets made on a twenty-year horizon, which quietly changes almost all of them.
03
Two focuses, held deliberately.
Childcare franchises, and the real estate we build shops on. Outside those two we are the wrong partner, and you will hear that on the first call rather than the fifth.
04
We invest; we do not run your centre.
We back franchisees and platforms and fund the buildings they need. The classroom, the roster and the relationships with families stay with the operators who earned them.
05
Underpromise. Overdeliver.
We say what we will fund and then fund it, including the unglamorous parts — the permit that takes a year, the site work nobody put in the budget.
06
The people came with the business.
Teachers, managers and tenants are the reason an investment works at all. They are not a line item to be optimised in the first hundred days.
What working with us looks like
A short, honest process.
Most operators we speak with are not running a process. They are thinking about the next centre, or the corner they keep driving past. We are happy to be the first call, years early.
01
A conversation
One call, no deck required. You tell us what you are building and what it needs. We tell you plainly whether we are the right capital for it.
02
A written point of view
If there is interest on both sides, we come back with how we see it: what we would fund, on what terms, and what we would and would not change.
03
Confirmatory diligence
Focused and finite. For a franchise, the unit economics and the operator. For a site, title, zoning and what it truly costs to build. We protect your team's time.
04
Fund, then stay
We fund, we close, and then we are still there — through the ramp, the next unit, and the year that does not go to plan.
Borrowed wisdom
Ideas we keep returning to.
“Price is what you pay. Value is what you get.”
Warren Buffett “Show me the incentive and I'll show you the outcome.”
Charlie Munger “Plans are worthless, but planning is everything.”
Dwight D. Eisenhower “The best time to plant a tree was twenty years ago.”
Proverb “If you want to go fast, go alone. If you want to go far, go together.”
Proverb
Next step
One conversation, no materials required.
If any of the above sounds like the partner you have been looking for, we would like to hear what you are building.
- Telephone
- 214-218-7040
- Based in
- Coppell, TX