Investing Beyond Real Estate. Participating
in High-Growth SaaS & Emerging Ops.
While our core platform remains real-estate private equity and debt, xEquity Group also actively participates in, and leads, select venture-style investments in growing companies, typically SaaS businesses with ~$5 M Annual Recurring Revenue (ARR) and meaningful market traction across sectors such as healthcare, consumer packaged goods (CPG), defense/industry and related specialty verticals. We partner with subject-matter experts and co-invest alongside institutional-grade venture firms, securing preferential terms, board-level governance, and alignment with our disciplined investment approach.
Our Approach
- Partner-led structure. We work with experienced operating partners who have deep domain expertise in specific verticals. Through these collaborations we negotiate preferential terms, secure board seats or governance rights and position ourselves early in high-momentum companies.
- Active oversight. We apply the same investor discipline we bring to real-estate: we stay close to operations, review financials, metrics, go-to-market strategy, and support leadership in execution.
- Institutional syndication. We co-invest or lead rounds alongside institutional venture firms, leveraging their deal-flow, diligence, and carry structure. Our role is hands-on capital + real-world operator insight + alignment into the governance stack.
- Flexible investment vehicles. We deploy capital through a variety of structures depending on company stage and negotiation dynamics:
SAFEs (Simple Agreements for Future Equity) – appropriate for very early rounds in SaaS.
- SAFEs (Simple Agreements for Future Equity) appropriate for very early rounds in SaaS.
Convertible notes – used when valuations are more certain but equity rounds are forthcoming.
- Convertible notes used when valuations are more certain but equity rounds are forthcoming.
Preferred equity or priced seed/Series A rounds – for founders and companies with established growth.
- Preferred equity or priced seed/Series A rounds for founders and companies with established growth.
SPVs or direct co-investments with governance rights.
- SPVs or direct co-investments with governance rights.
- Sector focus. While we remain opportunistic, our preferred verticals include:
SaaS companies with recurring revenue, scalable tech-platform business models.
- SaaS companies with recurring revenue, scalable tech-platform business models.
Health/medtech (software + service).
- Health/medtech (software + service).
Consumer/CPG growth brands leveraging digital channels.
- Consumer/CPG growth brands leveraging digital channels.
Defense/industrial tech (including SaaS-enabled solutions for government or defence ecosystems).
- Defense/industrial tech (including SaaS-enabled solutions for government or defence ecosystems).
- Target profile. Typical company profile we engage: ~$5M ARR (or approximately there), strong unit economics, product-market fit, repeatable model, capable management team and visible path to multiple-fold growth.
Portfolio Highlights
Immertec
An industry leading, immersive, XR-enabled remote training and collaboration platform used by healthcare and industrial organizations to deliver real-time procedural education and simulation at scale.
MedZoomer
A digital health SaaS platform powering on-demand prescription delivery and pharmacy logistics through an integrated, compliant last-mile network.
TherapyIQ
The first purpose-built, all-in-one operational practice management platform that integrates clinical, financial, operational, and compliance workflows into a single system tailored for mental healthcare providers.
Goodles
A modern consumer packaged foods brand reinventing comfort food with nutrient-dense, better-for-you formulations built for mass retail scale.
Maison Reserve
The worlds first cryptocurrency tethered to the supply and demand of real products. Backed by R&D, manufacturing, distribution, sales, and loyalty rewards, on a transparent and fool-proof ledger — Blockchain
Revelion
A tech-powered venture development studio that embeds product, AI automation, and revenue engine build-out into early-stage companies to accelerate go-to-market execution, de-risk fundraising, and engineer scalable, investor-ready B2B SaaS and AI ventures.
RFP Homes
A prop-tech platform and residential marketplace that connects homeowners, buyers, and service providers through data-driven pricing, sourcing, and transaction tools.
Why Engage With Us
Experienced capital provider.
You benefit from our long history in private equity and development, bringing financial discipline, operational/governance insight, and investment structure sophistication.
Strategic value-add.
Beyond capital, we bring oversight, access to our network of operators, and close collaboration with management in scaling the business.
Governance alignment.
We seek board or board-observer seats, and terms that align with founder + investor upside.
Selective deal origination.
We only allocate venture-strategy capital when we find the right fit - so you engage with fewer “spray-and-pray” checks and more concentrated, intentional partnership.
Structures & Terms You Should Know
Structures & Terms You Should Know
- SAFE (Simple Agreement for Future Equity): A common early stage vehicle that allows investment now with conversion into equity upon a future priced round, often used in SaaS.
- Convertible Note: Debt instrument that converts to equity, typically includes interest, maturity date, discount or valuation cap.
- Preferred Equity / Priced Round: Straight equity investment at a negotiated valuation, often with investor rights, board seat, preferred return or liquidation preference.
- SPV / Co-Investment Vehicle: A special purpose vehicle enabling direct participation in a round alongside lead investors/VCs, often used when we lead or co-lead the round.
- Key terms typical in SaaS pre-seed/seed: Valuation caps, discounts, post-money vs pre‐money structures, board seats/co-investor rights. For example, in SaaS pre-seed the use of SAFEs dominates (≈90%) and valuation caps are common.
contact us
Investors: If you are interested in allocating to our venture-strategy vehicle(s) (via SPVs or partnership with xEquity) – please reach out for our latest deal roadmap, term sheets, and co-investment opportunities.
Founders: If you lead a SaaS, health tech, CPG growth brand or defense/industrial-tech business targeting ~$5 M ARR (or on that path) and seeking structured capital + strategic partner + board-level alignment, we want to hear about you.
Dallas | Austin | Tampa
info@xequitygroup.com
ALEXANDER MOROZ WILLIAMS
VP of Investments
NICHOLAS POULOS
Acquisitions Director
RYAN ROMO
Business Development
NICHOLAS FENNEMMA
Acquisitions Director
DAN SANBORN
Head of Property Management
JASOND VILLAMER
Information Technology/Marketing
WENDY VILLANUEVA
Compliance Administrator
COURTNEY REIMAN
Investor relations
MARIELA SILVA
Admin/Bookkeeping
Compliance & Disclaimer
xEquity Group LLC is a private investment manager and does not act as a registered venture capital firm or broker-dealer unless otherwise specified in a confidential offering document. Any venture investment opportunities referenced on this page are for informational purposes only and are not an offer to sell or solicitation to buy securities. Investors and founders should review all legal, tax and financial documents and consult their own advisors. Past results do not guarantee future performance.
Partner with xEquity Group
