We’re opening a new door to private equity.

Nextvest is a community of family offices, Wall Street professionals, and active investors pursuing PE co-investments together.

Per SEC guidance, accredited investors only.

Wait, what are coinvestments?

Co-investments are minority-stake investments into a single company or asset alongside a private equity sponsor.

(i.e. Not a fund structure, but investing directly into deals.)

Wait, what are coinvestments?

Co-investments are minority-stake investments into a single company or asset alongside a private equity sponsor.

(i.e. Not a fund structure, but investing directly into deals.)

Private equity delivers returns.

PE small buyout
PE large buyout
Real estate
S&P 500
Venture capital
Corporate bonds

SOURCE: Based on data from the NCREIF Index, Barclays US Aggregate Bond Index and the 2015 Prequin Global Private Equity and Venture Capital Report.

Returns

IRR

Risk-adjusted

Sharpe Ratios
PE outperforms.
Even when adjusted for risk.

The higher an asset’s Sharpe ratio, the better its returns have been relative to its risk.

We invest where the risk-adjusted rewards are highest.

Private equity delivers returns.

The higher an asset’s Sharpe ratio, the better its returns have been relative to its risk. Private equity outperforms, even when adjusted for risk.

PE small buyout
PE large buyout
Real estate
S&P 500
Venture capital
Corporate bonds

Returns

IRR

Risk-adjusted

Sharpe Ratios

And we deliver access to private equity.
(For people who aren’t billionaires.)

Private equity, the best performing asset class, has always been the exclusive preserve of elite financial firms, institutions, and the wealthiest and most well-connected individuals. As the old saying about private equity goes, “It takes a fortune to make a fortune”. Well, we’re changing that.

Here's how it works:

In a nutshell

We skip the fund structure to avoid the extra layers of fees and work to get our investors co-investing directly into deals.

Step 1

A new deal

A deal begins when a PE manager, or ‘sponsor’, finds a company with potential. Sponsors lead the transaction, perform diligence, and negotiate terms.

Step 2

The vetting process

We thoroughly vet every sponsor and deal on our platform. We work with managers with pedigreed backgrounds and industry expertise.

Step 3

Access full diligence

Approved deals are announced to the community. Interested investors get access to the sponsor’s diligence and analysis, receiving the official ‘deal pack’.

Step 4

Join community Q&A

Engage with our community of experts to evaluate the risks and merits of each opportunity. All questions are anonymous - so ask anything!

Step 5

Invest at your discretion

You call the shots. Pick which deals to participate and decide how much to allocate. You have complete control over where your money goes.

Step 6

Become an owner

As an owner, the business works for you. The sponsor advises the business to increase value. You receive regular reporting on performance.

 

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Hang tight

Investment periods range from 2-7 years.

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Step 7

An exit

Your stake is sold through an acquisition or IPO. First, you get back your entire investment plus a baseline rate of return (often 8% a year), then the sponsor typically earns 20% of the upside.

You can take your money to the bank or invest it in a new deal.

 

No angel investments. No venture capital.

We deal with pure lower middle market PE.

Startups are historically a very risky asset class with minimal diligence. In contrast, private equity believes in thorough diligence for later-stage companies with long-proven business models.

Nextvest focuses exclusively on buyouts, growth equity, and special situations in the lower middle market. Our deals are led by top-tier independent sponsors with equity checks ranging from $5mm to $100mm.

We are not a placement agent.
We are not a matching service.

We are on your side.

Nextvest earns a portion of the sponsor’s carry. This means our fees are tied directly to your performance, putting our interests on the line with yours.

We are not a placement agent.
We are not a matching service.

We are on your side.

Nextvest earns a portion of the sponsor’s carry. This means our fees are tied directly to your performance, putting our interests on the line with yours.

Transparency. Control. Returns.

Deal-by-deal gives investors the upper hand.

Transparency

In traditional ‘blind funds’, capital is committed without knowing the targets to be purchased. Our deals give investors full visibility to know each business before making an investment.

Control

Investment into each deal is entirely discretionary. Opt-in to deals that fit your personal portfolio criteria. Control over your money stays right where it should: in your hands.

Returns

When a deal closes, your dollars are deployed right away. Money never sits idle or 'fallow'. You will never pay management fees on committed capital because there is no committed capital.