Portfolio
A concentrated set of holdings where the firm has taken an active position and applied its proprietary operating playbook. Each investment reflects the same thesis — capable teams, undervalued foundations, and a clear path to new growth.
I.
Edge Solutions · Active
A technology platform applying our Impact 90 playbook to unlock product-market fit in advanced analytics. EdgePrizm represents the firm's thesis in motion — a capable team, a defensible foundation, and a clear path to new growth vectors under active ownership.
II.
Every Fan, Every Day
A branded credit card built around the NIL economy — designed for student-athletes, their collectives, and the brands that back them. First Team Capital extends the firm's First Team operating philosophy into a consumer financial product purpose-built for a category the legacy issuers do not serve.
New positions are added selectively, on the firm's timeline. To discuss a potential opportunity or partnership, begin a private conversation.
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