Family Office Dealflow - January

DEALFLOW

January 2025

Dealflow is back!

This newsletter shares deals from sponsors looking to attract family office investors. Hit the links if you are interested in any of the opportunities below.

Please note, there will be some brief additional questions around your investor status.

Family office investment opportunities

Important disclaimer: This email is for accredited investors and qualified purchasers. The deals presented in this newsletter are submitted by third parties and are for informational purposes only. We have not conducted due diligence or verified the accuracy of the information provided. Any engagement with these deals should be done with independent research and professional advice. We are not responsible for the outcome of any investments or transactions made based on these summaries

Station 31 Partners

With over 30 years of real estate investment management experience, Station 31 Partners, is currently fundraising for its evergreen S31 Texas Loan Fund and seeking capital in the form of limited partner equity to fuel its private credit loan origination platform, funding property tax loans. Texas has a tax lien process in which the taxpayer may proactively take out a property tax loan with an accredited loan company to pay their taxes. In exchange for paying the property taxes, the lender receives a transfer of a municipal tax lien on the property and super priority interest, first lien position on the property.

This open-ended fund originated these private credit loans at a less than 15% LTV and is targeting a net IRR of 13% and an annual dividend of 6.5% to its LPs which is paid on a quarterly basis. The current portfolio has a weighted LTV of 13% and a weighted yield of 13%. This product gives you the returns of a private credit loan but the ultra-secure low-risk position of a tax lien. Find out more.

Clockwork

We're presenting an opportunity to invest in the holding company of a biochar development company. Biochar is a carbon-dense solid material made from organic waste or biomass that is combusted in the presence of limited oxygen. This holding company will own revenue shares and equity in a total of a planned 6 biochar facilities - 1 currently in commissioning, with a strong pipeline once the first plant is stabilized. Revenue streams include carbon credit sales (primarily to the largest global tech companies), sales of biochar for soil fertilization, and liquid products sales for biodiesel production.

Returns may be realized as long-term cash flows from project operations, gains from a secondary sale after upcoming milestones are met, or a hybrid strategy. Each project going forward is roughly $20MM in CAPEX, with (net) return on assets potential modeled at 23%. Clockwork's total allocation is up to $2.5MM USD, minimum investment ticket $50,000. Right of first refusal on project level financing for subsequent projects. Find out more. 

Exome Asset Management

A long-biased, liquid, equity hedge fund that invests across the entire healthcare subsector including pharma, biotech, MedTech and services. Founder and Managing Partner is Samuel Isaly( ex-OrbiMed Founder/MP). Vast majority of the portfolio is directed towards United States holdings. The portfolio is split between small, mid and large cap companies. The fund generally runs 40-55 active positions. Launched in 2019, AUM $220M (half internal). Based in New York, NY. Find out more.

FoundersEdge

FoundersEdge is a $15M pre-seed venture fund investing in B2B and SaaS software companies, with a focus on AI-enabled technologies. We are often the first institutional investor, targeting startups at valuation caps of $3M–$8M with early product validation or initial customers. By investing early, we secure significant equity positions and frequently pre-empt seed rounds for experienced, highly technical founders.

Our LP base consists of ~30 seasoned founders and operators who actively support our portfolio, combined with a data-driven approach built from insights collected from over 1,000 founder surveys. With a hands-on model, we empower founders with an unfair advantage through mentorship, co-investor networks, and de-risking growth paths across NY, Boston, and SF.

With previous returns achieving a 5x MOIC and top-decile IRR, we remain focused on delivering outstanding results for our investors. Over 50% of the fund is already soft-committed, and we are actively investing in a robust pipeline of early-stage companies. Find out more.

If you would like to include your deal in future editions of the Dealflow newsletter, please email [email protected] and we will share the rates.

Until Friday...

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