Growth Opportunity Fund Focused on

High-Conviction Private Growth Investments

Institutional access to growth-stage companies through disciplined underwriting and concentrated portfolio strategy.

Targeted Fund Returns

8%

Preferred Return

18–20%

Target Net IRR

2.3x – 2.5x

Target MOIC

As Realized

Distributions

5 years

Expected Term

Objectives

  • Deliver Institutional Access to Growth Markets: Provide investors with access to private, growth-stage companies typically unavailable to individual investors through a structured and institutional-grade investment platform.
  • Build a High-Conviction Portfolio: Construct a concentrated portfolio of carefully selected investments with strong fundamentals, scalable models, and clear value creation potential.
  • Drive Long-Term Capital Appreciation: Focus on generating attractive, risk-adjusted returns through disciplined investing in companies with sustainable growth trajectories and defined liquidity pathways.
  • Support Portfolio Company Growth: Partner with portfolio companies by providing not only capital, but also strategic guidance, network access, and operational support to accelerate value creation.
  • Apply Disciplined Investment Framework: Utilize a finance-first underwriting approach combined with structured risk management to preserve capital while capturing upside opportunities.
  • Align Capital with Performance: Deploy capital strategically with a focus on long-term value creation, ensuring alignment between investor outcomes and portfolio performance.


Highlights

  • Targeted Growth Exposure:
Focus on high-quality, growth-stage companies with strong unit economics, scalable business models, and defined pathways to liquidity.
  • Institutional Access to Private Markets:
Provides access to opportunities typically reserved for institutional investors through a concentrated, high-conviction portfolio strategy.
  • Disciplined Underwriting Framework:
Finance-first approach to diligence, emphasizing capital structure, downside protection, and risk-adjusted return optimization.
  • Diversified Investment Structures:
Deploys capital across equity, equity-linked, structured credit, and secondary opportunities to enhance flexibility and risk management.
  • Follow-On Capital Strategy:
Maintains meaningful reserves to double down on top-performing investments and optimize ownership in high-conviction positions.
  • Capital Protection & Deployment Discipline:
Structured deployment across the capital stack to balance upside capture with downside protection and efficient capital recycling.

Strategy

  • Targeted Investment Focus: Invest in minority equity and equity-linked positions in private growth-stage companies, with a focus on scalable businesses and strong fundamentals.
  • Stage Flexibility with Discipline: Primarily targets Series B and later-stage opportunities, while maintaining flexibility to invest earlier where access and underwriting justify the risk.
  • Portfolio Construction & Risk Controls: Implements structured portfolio construction with concentration guardrails, staged capital deployment, and disciplined exposure management.
  • Active Capital Allocation: Reserves capital for follow-on investments in outperforming portfolio companies to enhance returns and maintain strategic ownership.
  • Sourcing Advantage Through Networks: Leverages deep relationships with operators, investors, and strategic partners to access differentiated and proprietary deal flow.
  • Institutional Governance & Execution: Applies rigorous investment processes, reporting standards, and governance frameworks aligned with institutional-grade fund management.

Track Record

Through 18+ high-performing investments and over $300MM in total asset value, xEquity Group has delivered strong historical performance across private markets, demonstrating disciplined underwriting and active portfolio management.

Partner with xEquity Group

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


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