Portfolio Performance
For Investors
Real-time performance metrics across Navigate Capital's three-portfolio model. Our Constellation-style distributed leadership—lean 3-person core teams with partner autonomy—creates exponential value through operational synergies and efficient decision-making.
Core Infrastructure (100% owned, never sold) provides the foundation with infrastructure and expertise. Strategic Ventures (60+ partnerships) create niche derivatives held for long-term growth. Venture Portfolio explores non-core opportunities with creative freedom and exit flexibility.
Investment Opportunity
Navigate Capital is currently raising a $50M fund focused on acquiring and transforming SMB service companies in seven strategic verticals. Our proven model delivers 133% average ROI within 12 months through technology integration, not cost-cutting.
Investment Terms
- • Minimum: $500K
- • Target Fund Size: $50M
- • Fund Term: 7 years + 2 year extensions
- • Target IRR: 35%+
- • Management Fee: 2%
- • Carried Interest: 20% (8% hurdle)
What Makes Us Different
- • Distributed Leadership: Lean 3-person core teams with partner autonomy (Constellation model)
- • Pre-built technology: Portfolio 2 products ready for 30-90 day deployment
- • Bedrock Foundation: Portfolio 1 infrastructure at 70% cost savings
- • Partner equity vesting: 3-year alignment ensures long-term success
- • Revenue growth model: Not cost-cutting
- • Proven results: 133% average ROI in 12 months
Investment Disclaimer
This information is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. Any such offer or solicitation will be made only by means of a confidential private placement memorandum. Past performance is not indicative of future results. Investing in private equity involves significant risks, including the loss of principal. Please consult with your financial, legal, and tax advisors before making any investment decisions.