Five verticals. Each chosen because operators — not headcount — create the moat. We bring AI-augmented diligence and a 60-day close to every deal.
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Real Estate
Cash-flowing, Texas-anchored properties and operator-led real estate businesses where infrastructure density drives yield. We prioritize assets that generate day-one cash flow over appreciation plays.
- Cash-flowing from close — no turnaround bets
- Texas-primary geography preferred
- Operator-run with lean overhead structure
- Clear debt service coverage ≥ 1.25x
Active
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Energy
The $1.3B / 35K solar installation track record isn't a number — it's proof of operator-scale in distributed energy. We target solar, storage, and power-adjacent businesses with contracted revenue.
- Contracted or recurring revenue base
- Solar, storage, grid-edge focus
- Asset-light ops with strong unit economics
- Proven installer or developer network
Active
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AI / SaaS
Operator-led software businesses where one founder built something real and needs capital + systems — not a VC board. Sub-$10M EV is our sweet spot; we move fast and skip the deck theater.
- Founder-operated with real ARR
- Sub-$10M EV preferred
- AI-adjacent workflows or tools
- Positive or near-breakeven unit economics
Active
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Manufactured Housing
Dealer rollup plays in manufactured and modular housing — one of the most fragmented, cash-generative segments in residential real estate. We consolidate ops, add systems, and hold for yield.
- Single or multi-location dealer operations
- Fragmented market with rollup potential
- Existing lender relationships preferred
- Texas, Southeast, or Sunbelt footprint
Sourcing
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Data Center Infrastructure
Power-adjacent plays: land, interconnection rights, generator assets, cooling systems, and pre-permitted sites adjacent to grid infrastructure. We target the picks-and-shovels layer of the AI buildout.
- Power access or interconnection agreements
- Pre-permitted or permitted sites
- Adjacent to existing grid infrastructure
- Lease, sale, or JV structures considered
Sourcing