Multi-strategy private investment

We invest in companies built to last.

Venture, growth, private credit and real assets, managed by one team with one long view.

Capital call card: $18.4M due 14 Nov 2026 with a Pay capital call button
Portfolio updates card listing four companies and their latest figures
CapWise investor portal on a phone showing $25M total commitments
Commitment confirmed card for $25M in Credit Fund IV
Distributions card showing $42.6M and $18.0M paid in 2026
Venture Fund II performance card: 24.1% net IRR, 3.2x TVPI
Wire details card marked Received
Allocation by strategy card with a four-colour bar
Data room card listing three fund documents
Q3 2026 investor letter card with an Open letter button
Founder intro card connecting Ardent Grid with a CapWise partner
Distribution to bank card for $1.24M with a Confirm wire button
Co-investment offer card for Oakline with no fee or carry
Backed by 190+ institutions and families in 22 countries
Our approach

We back founders, scaling companies, owner-led businesses and the assets they run on. One firm, one team, for as long as it takes.

Venture strategy Growth strategy Private credit strategy Real assets strategy
Venture · Growth · Private credit · Real assets

Seventeen years, four strategies, one standard.

As of 30 June 2026. Past performance is not a guide to future results.
Assets under management
$8.4B
Limited partners in 22 countries
190+
Re-up rate from Fund III-era LPs into current funds
87%
Annualized credit loss rate since 2015
0.4%

Four strategies. One investment committee.

Venture
01

Venture

Seed to Series B in software infrastructure, life science tools and industrial technology.

Ticket
$2M-$15M initial
Fund
Venture Fund V
Growth
02

Growth

Minority and structured equity for companies with $20M to $150M in revenue.

Ticket
$25M-$120M
Fund
Growth Fund II
Private credit
03

Private credit

Senior secured and unitranche loans to lower middle market companies.

Ticket
$20M-$150M
Fund
Credit Fund IV
Real assets
04

Real assets

Equity in logistics, digital infrastructure and specialist industrial property.

Ticket
$40M-$150M equity
Fund
Real Assets Fund II

A process built for conviction, not speed.

01

Research first

Thesis v3
Industrial automation
Companies mapped
412
Updated
Sep 2026

Our sector teams publish theses before they look at deals. When a company arrives, we already know the market and the questions that matter.

02

One committee, four lenses

Investment committee
Ardent Grid
Votes
4 of 4 strategies
Decision
Approved

Every investment is reviewed by partners from all four strategies. A growth deal is tested by a credit partner. A loan is tested by a venture partner.

03

Stay for the long run

Board seat
Kestrel Freight
Held
7 years
Outcome
IPO 2024

We reserve capital for follow-on rounds, keep partners on boards for the full hold and support exits with the same team that made the investment.

Partners who stay on the cap table.

31 investment professionals across New York, London and San Francisco. The partner who leads your round is the partner at your last board meeting.

What founders and partners say

“Priya joined our board at Series C and stayed through the IPO.She asked hard questions early, so the market never had to.”

7 years
on the Kestrel board, Series C to IPO

“We have committed to nine CapWise funds.The reporting is the clearest we receive, and the letters say what went wrong as well as what went right.”

Since 2011
as an LP across nine funds

“We needed capital without giving up control.The credit team understood a family business and built terms around our cash flow.”

$85M
facility, repaid early

Questions we are asked often.

What does CapWise invest in?

Four strategies: venture (seed to Series B), growth (companies with $20M to $150M in revenue), private credit (senior secured loans of $20M to $150M) and real assets (logistics, data centers and industrial property).

Can a company work with more than one strategy?

Yes. Eleven of our portfolio companies have taken capital from two or more strategies, for example a venture round followed by a growth round or a credit facility.

How do I pitch CapWise?

Use the form on our Founders page. A partner reads every submission and replies within ten business days.

Who are your limited partners?

More than 190 institutions and families in 22 countries, including pension plans, endowments, foundations, insurers and family offices.

Is CapWise currently raising?

Credit Fund IV held a first close of $640M in 2026 and remains open to qualified investors. Contact investor relations for materials.

Where are you based?

New York, with offices in London and San Francisco.

Building something that should last?

Whether you are raising a round, refinancing a business or allocating to private markets, start with a conversation.