ACTIVE Portfolio Companies
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.
Exited/Sold Portfolio Companies
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.