Direct Investments
Precision Capital When Opportunity Cannot Be Standardized
How It Works
Some opportunities call for something a standard mandate can't offer — speed, a structure built around the specific business rather than a template, and a partner who leads instead of allocating from a distance. That's where Direct Investments operates.
Selective by design.
Each opportunity is underwritten independently on its own merits, with no obligation to deploy capital on a timeline. We say yes only when the deal itself earns it.
Structured for alignment.
Terms, governance, and incentives are built deal by deal, shaped around what the specific business needs, not retrofitted to a standard template
Executed with control.
We lead sourcing, structuring, and management from entry through exit, with governance rights that scale to what each deal calls for, ranging from simple information rights to full board representation, decided case by case. Structure follows the opportunity, not the other way around, allowing for equity, debt, or a blend, whatever a specific transaction calls for.
If you are looking to invest directly, or you are a founder or owner considering a partner to lead a transaction, we would like to hear from you.
Investment Criteria
We back businesses and infrastructure projects in markets where capital is scarce relative to opportunity. Not by geography alone, but by a set of structural characteristics: undercapitalized founders, fragmented supply chains, and demand that has outgrown the available financing. These are the same embedded emerging and frontier markets our broader investment thesis is built around. Some broad considerations include:
Stage
Early-stage ventures, growth-stage businesses, and infrastructure projects with a proven concept and a credible path to scale.
We evaluate pre-revenue opportunities on the strength of committed demand or contracted offtake, and later-stage opportunities on operating performance.
Revenue Alignment
The opportunity itself generates revenue by solving the problem it is built around, such as food security, water access, financial inclusion, or climate resilience, and not layering a mission on top of an unrelated product.
Impact and profitability come from the same source.
Operational Alignment
The business manages its environmental and social footprint as a matter of operating discipline, not just compliance, by proactively addressing the physical, transition, and reputational risks that determine whether a business scales sustainably or runs into them later.
Georgraphy
Traditional emerging and frontier markets, with priority in the Caribbean and Africa
Structurally similar capital-constrained segments of developed economies with priority on mid-sized U.S. cities where investment has lagged growth
Sectors
Agricultural Production
Logistics & Supply Chain
Consumer Staples
Financial Services
Consumer Services
Technology & Digital Infrastructure
Industry & Manufacturing
Climate, Energy & Water
Portfolio Companies
Next Steps
For Investors
Access to hand-picked private transactions in markets institutional capital has overlooked — underwritten independently, structured deal by deal.
For Founders & Owners
Considering a sale, recapitalization, or growth partner? We lead from structuring through exit — with terms built around your business, not a fund's mandate.