ACTIVE Portfolio Companies

 

February 2020

Equity Based Note™

Sales and marketing to expand football offerings across the country.

 

May 2021

Equity Based Note™

Telemedicine to expand clinical services. Sales, marketing, and recruitment of clinicians.

 

June 2023

Equity Based Note™

Mercury Mosaics is a handmade tile company based in Minneapolis & Wadena, MN.

Launch Mosaic Candy Shop, bring on seasoned talent, and create sustainable practices.

 

JULY 2025

Equity Based Note™

Flora is a Nashville-based consumer hardware + SaaS business redefining modern plant care through its patented smart sensor, gamified mobile plant care app, and integrated e-commerce ecosystem.

Launch Flora Pod V2, expand inventory, and reduce cash constraints.

 

March 2021

Equity Based Note™

Trigger based marketing powered by AI. Sales, marketing, and software development.

 

June 2022

Equity Based Note™

Foreverence is a custom urn company that helps individuals and families tell the stories of their lives.

Marketing, expanded product offerings, and hiring.

 

August 2023

Equity Based Note™

Jobspeaker is a workforce solution that provides a platform to students, educators, and employers that bridges the skills gap between education and employment.

Hiring and marketing to expand client base of community colleges.

 

August 2025

Equity Based Note™

Agent Legend helps small and mid-sized businesses convert more leads—and keep more customers—without needing more staff. Originally focused on the real estate and mortgage sectors, the company delivers AI-powered digital workers that plug into existing CRMs and workflows.

Support on product development, extend their lead in real estate, and expand into adjacent verticals.

 

December 2020

Equity Based Note™

Research focused on the development of human liver cells and the use of those cells for multiple research and clinical applications.

 

October 2022

Equity Based Note™

Take innovative health plan design to new geographic markets to expand membership.

 

March 2024

Equity Based Note™

ABV Technology provides both manufacturing and service solutions to the craft beverage industry to produce non-alcoholic beverages.

Expansion of services into new markets and launch analyzer product.

 

Exited/Sold Portfolio Companies

January 2020

Equity Based Note™

To advance their objectives, Cashe software is building a brand new platform and will be expanding nationwide with a digital marketing strategy.

February 2020

Equity Based Note™

Sales, marketing and new product development

September 2024

Equity Based Note™

Orderly Health is transforming how healthcare organizations manage their provider data and data workflows.

INACTIVE Portfolio Companies

 

March 2022

Equity Based Note™

Baby's on Broadway was a specialty baby boutique in historic downtown Little Falls, Minnesota.

A new retail location in St. Cloud, Minnesota, expansion of offerings for durable medical equipment, and growth of e-commerce.

 

September 2023

Equity Based Note™

Bellacor was an online retailer specializing in lighting, furniture, and home décor.

Expansion within working with builders in communities across the US.

 

Testimonials