Investing in the Future of Innovation

Strategic investments in the most promising technology and life sciences companies

Investment Thesis

$500M
Minimum Market Cap
20%
Target Revenue Growth
25-35%
Target IRR
24+
Portfolio Holdings

Market Opportunity

The US economy, with its life sciences and advanced technology hubs, supports substantial growth in health technology and electronic technology sectors, driven by federal institutions and private investments.

Competitive Advantage

Led by experienced investment professionals, leveraging deep networks for insights into relevant stocks and emerging opportunities in high-growth sectors.

Proven Model

Active equity portfolios historically deliver 20-30% IRRs through moat-driven selection. Focus on companies with intellectual property and scale ensures sustained growth potential.

Risk-Mitigated Approach

Rigorous criteria and 15-20 holding diversification balance upside with volatility, emphasizing sectors like electronic technology and health technology with demonstrated resilience.

Exit Strategy

Continuous liquidity via public markets with full distributions at 3-year term, targeting 25-35% IRR through strategic compounding returns and active portfolio management.

Investment Criteria

Our disciplined approach to stock selection ensures we invest only in companies meeting rigorous standards across financial performance, market position, and growth potential.

01
Market Capitalization
$500M - $10B range for optimal growth-stability balance
02
Revenue Growth
>20% CAGR over trailing 3 years
03
Geographic Focus
Companies with US operations or market exposure
04
Profit Margins
EBITDA margins between 15-30%
05
Recurring Revenue
>40% from subscriptions or long-term contracts
06
Sector Focus
Health tech, electronic tech, and non-cyclical growth areas
07
Management Quality
Proven track record in innovation and execution
08
Growth Drivers
Exposure to AI, EVs, biotech advancements
09
Financial Health
Strong balance sheet with manageable debt levels
10
Volatility Profile
Beta <1.5 for portfolio stability
11
Customer Diversification
No single customer >20% of revenue
12
Competitive Moats
IP, patents, or significant scale advantages
13
Valuation Discipline
P/E ratio below sector average
14
Scalability
Potential for 2-3x growth via market expansion
15
ESG Alignment
Sustainable technology practices preferred

Fund Structure

Organizational Approach

Legacy Venture operates as a focused equity fund with disciplined portfolio management. Initially managed by a solo general partner, the fund will expand its team post-$5M AUM to include dedicated analysts and operational support. Our structure ensures agility in decision-making while maintaining institutional-quality investment processes.

Management Fee
2%
Annually on net asset value
(1.5% post-Year 3)
Carried Interest
20%
Of profits above 8% preferred return to LPs
(American waterfall with clawback)

Risk Management

Stop-Loss Rules

Automated risk mitigation on individual positions

Sector Caps

Diversification limits to manage concentration risk

Quarterly Rebalancing

Regular portfolio optimization and risk assessment

Get In Touch

Contact Information

Legacy Venture is seeking qualified partners who share our vision for disciplined, growth-oriented equity investment in the most promising technology and life sciences companies.

OFFICE HOURS
Monday - Friday: 9:00 AM - 6:00 PM EST

Investment Inquiries: For information about becoming a Partner, please use the contact form or email us directly. We typically respond within 24-48 business hours.

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