VISION COMPANIES

A small group of hand chosen and carefully curated opportunities where The Opportunity Collective partners with entrepreneurs to create impact in growth and scale within an existing business or start-up. These Vision Companies are dedicated to impacting the world and their local communities, where The Opportunity Collective is committed to hands on support in a variety of ways, including:

  • Strategic Planning
  • Succession Planning & Transition
  • Team and Culture Training
  • Investment of Committed Capital
  • Debt & Other Instruments
  • Add-on Acquisitions
  • Process & System Refinement
  • Financial Modeling
  • Legal and Tax Support

Our Thesis for Vision Company Investments

  • We invest in the underrepresented and underestimated entrepreneurs. We don’t talk about social change; we actively live it. We invest in and actively support women entrepreneurs, non-white entrepreneurs, LGBTQ entrepreneurs, differently abled entrepreneurs, formerly enlisted entrepreneurs, formerly addicted entrepreneurs, formerly incarcerated entrepreneurs, and trauma surviving entrepreneurs.
  • We believe the characteristics, attributes and life-experiences of these exceptional entrepreneurs are exactly what makes someone successful in the business world.
  • The list of potential entrepreneurs above is not exhaustive. Therefore, we believe that our thesis is defensible by people that have developed resiliency through a set of life circumstances perfectly positions them to succeed in the business world.

THE BONSAI FUND

The Bonsai Fund is an investment group built to invest in experienced operators who are acquiring small and mid-size profitable businesses (“Searchfund”). The fund will invest in 20+ deals, creating a diversified portfolio of growth-oriented legacy businesses. The Bonsai Fund is sponsored by The Opportunity Collective, who have embedded themselves within the search community creating a robust pipeline of operator/deal flow. The Bonsai Fund thesis is built around the jockey metaphor as a formula for success:

  1. Jockey – Talented Searcher entrepreneur with a history of resilience, discipline & drive
  2. The Horse – Stable recurring revenue growth-oriented business with opportunity
  3. Coach – The investors, board of directors, lenders & board of directors

What Makes Us Different?

The Bonsai Fund is an investment group focused on relationships and investment in people, teams, and communities. We view this as somewhat unique to the asset class. We take time to form relationships with searchers long before they acquire a business. We get to know their target businesses and learn how they can impact and transform. We like to learn about the entire organizational chart from the management team down to the frontline staff to ensure we have the right people in the right seats and can elevate those dedicated to growth and culture. We choose to work with searchers who have strong emotional intelligence and perspective over those who are shortsighted and view this process as a mechanical flip. We seek to deploy capital in ways that advance the lives of people, communities, and businesses. We believe that people are the greatest asset of any business and with appropriate focus and investment can achieve superior returns and impact.