EXCLUSIVE INVESTMENT OPPORTUNITIES

Your curated gateway to high-growth, off-market investment opportunities.

Step into a more intelligent way of investing, built for investors who expect more than surface-level insight. We deliver sharper diligence, stronger deal intelligence, and access to exclusive investment opportunities.

Current Investment

Opportunities

CURRENT INVESTMENT OPPORTUNITIES

Actively Raising

Distressed Commercial Real Estate

A private real estate fund acquiring distressed office assets at 20–40% discounts and stabilizing them with Regus as an immediate anchor tenant, creating dependable cash flow and long-term value across high-growth U.S. markets.

$50M–$100M Fund Size

15–20% Target Net IRR

5-10 buildings Portfolio Size

A discount-driven CRE strategy strengthened by immediate tenancy, defensive cash flow, and a proprietary ROFR pipeline for scalable growth.

Join our upcoming event:

Actively Raising

Hospitality

Private equity fund scaling upscale wine bars and experiences with proven demand and leadership. Award-winning hospitality team with regional and national expansion plans.

$20M Fund Size

$15M Raised to Date

20%+ Targeted IRR

Consumer-driven scalable model in high consumption growth sector.

Join our upcoming event:

Actively Raising

Early-Stage Venture | Physical Industries Tech

Nirman Fund II invests in early-stage companies modernizing construction, infrastructure, energy, manufacturing, mining, logistics, and industrial operations through AI, robotics, automation, industrial software, and infrastructure technology.

$40M Uncapped Target Fund Size

10 Years Fund Term

$1.0M / $250k Minimum Commitment

Join our upcoming event:

Coming Soon

MORTGAGE INFRASTRUCTURE | PRIVATE EQUITY ACCESS

A private equity-style fund investing in the businesses that support modern mortgage closings, including digital workflows, mobile notary services, AI-powered quality control, and compliance-focused document infrastructure.

Execution Layer Mortgage closings

Workflow Visibility Live updates

Secure Platform Document transfer

Join the VIP Interest List to receive updates and early access when the data room opens.

Join our upcoming event:

Coming Soon

Financial Technology

An outsourced accounting, IT, and workforce solutions company serving clients across multiple industries, with over 20 years of operating history, more than 1,000 clients globally, and $21 million in annual recurring revenue.

AI Roll-Up Fragmented services

Recurring Revenue SMB client base

Scalable Platform Shared infrastructure

Join the VIP Interest List to receive updates and early access when the data room opens.

Join our upcoming event:

Actively Raising

Venture Capital | Index Strategy | Pre-IPO Access

Institutional-grade access to the top 20 U.S. VC-backed unicorns through a 100% private, market-cap-weighted structure, delivering diversified late-stage venture exposure with institutional pricing and transparent methodology.

2% Management Fee

$100M Target Fund Size

5 Year Term

Transparent, fee-efficient access to the most innovative private companies in the U.S.

Join our upcoming event:

Actively Raising

Quant & Arbitrage | Early Access

A $50M–$100M market-neutral fund using systematic and high-frequency trading across digital assets and traditional securities. Focused on exploiting latency, basis, and cross-venue arbitrage.

$50M – $100M Fund Size

Market Neutral

Institutional Grade Controls

Led by Jeff Luzzi & Paul Sanchez with technology-driven strategy for uncorrelated returns.

Join our upcoming event:

Coming Soon

Enterprise Software

Operator-led, private equity fund focused on lower-middle market Enterprise Software companies focused on Automation, Security, Machine Learning, AI, Web3, Robotics, IT Operations, Workflow, Low-Code, Cloud, Data Infrastructure, and related enterprise technology sectors.

$500M Target Raise

2.3x Net MOIC (LP)

25% Target Returns

While the firm continues to evaluate control-oriented buyout opportunities, including companies where we can acquire a majority position and actively support value creation, we’re also looking for private debt investments, structured capital solutions, and the purchase of secondary positions in attractive private technology companies.

 

Contact christian@terrarossafo.com

Join our upcoming event:

Actively Raising

Deep Tech | SAFE Access

Astera Technologies is developing a graphene substrate platform for photonic computing, targeting the materials bottleneck that limits scalable deployment of next-generation photonic chips, AI acceleration, and high-performance optical systems.

$2.0M SAFE Financing

$30.0M Valuation Cap

20% SAFE Discount

Astera is positioned upstream in the photonic computing value chain, where scalable substrate supply may become critical to commercialization.

Join our upcoming event:

Coming Soon

TAX STRATEGY | EV BATTERY & CHARGER INCENTIVES

A tax strategy program for qualified business owners and W-2 employees earning $500K or more annually, using legal, moral, and ethical tax strategies designed to help reduce tax liability

Up to 3 Years Tax Recovery

Illustrative IRR Up to 249%

Developed by Tax Professionals and Backed by an Opinion Letter From a Top Legal Firm

 

Join the VIP Interest List to receive updates and early access when the program opens.

Join our upcoming event:

Actively Raising

Clean Tech | Environmental Infrastructure

BluSol is developing a Revolutionary UVC-LED platform for air and water disinfection. The strategy combines patented TIR optics technology, AI-enabled monitoring capabilities, and multiple commercialization pathways targeting infrastructure modernization across healthcare, hospitality, transportation, and water treatment markets.

$10 Million Series A Target Raise

24 Months Runway to Revenue Scale

$48M Projected Revenue

Join our upcoming event:

Coming Soon

GAMING HOSPITALITY | ENTERTAINMENT REAL ESTATE

A private equity-style real estate opportunity tied to the first Atari-branded hospitality and entertainment destination in Downtown Phoenix, combining hotel rooms, live events, gaming, food and beverage, and experiential real estate.

$124M Total Budge 91 room keys

$14M Land Value Roosevelt Row site

118,770 sq/ft Concept Retail, F&B, events

Join the VIP Interest List to receive updates and early access when the data room opens.

Join our upcoming event:

Coming Soon

Renewable Infrastructure | Fintech-enabled Platform Equity

Ancestro aggregates renewable-energy demand, delivery partners, and investor capital to structure and manage long-term solar, battery, and EV-charging assets across fragmented Latin American markets.

$10M Target Seed Raise

$75M Company Valuation

12–15% IRR Target Return

Join the VIP Interest List to receive updates and early access when the data room opens.

Join our upcoming event:

Actively Raising

Distressed Commercial Real Estate

A private real estate fund acquiring distressed office assets at 20–40% discounts and stabilizing them with Regus as an immediate anchor tenant, creating dependable cash flow and long-term value across high-growth U.S. markets.

$50M–$100M Fund Size

15–20% Target Net IRR

5-10 buildings Portfolio Size

A discount-driven CRE strategy strengthened by immediate tenancy, defensive cash flow, and a proprietary ROFR pipeline for scalable growth.

Join our upcoming event:

Actively Raising

Hospitality

Private equity fund scaling upscale wine bars and experiences with proven demand and leadership. Award-winning hospitality team with regional and national expansion plans.

$20M Fund Size

$15M Raised to Date

20%+ Targeted IRR

Consumer-driven scalable model in high consumption growth sector.

Join our upcoming event:

Actively Raising

Early-Stage Venture | Physical Industries Tech

Nirman Fund II invests in early-stage companies modernizing construction, infrastructure, energy, manufacturing, mining, logistics, and industrial operations through AI, robotics, automation, industrial software, and infrastructure technology.

$40M Uncapped Target Fund Size

10 Years Fund Term

$1.0M / $250k Minimum Commitment

Join our upcoming event:

Coming Soon

MORTGAGE INFRASTRUCTURE | PRIVATE EQUITY ACCESS

A private equity-style fund investing in the businesses that support modern mortgage closings, including digital workflows, mobile notary services, AI-powered quality control, and compliance-focused document infrastructure.

Execution Layer Mortgage closings

Workflow Visibility Live updates

Secure Platform Document transfer

Join the VIP Interest List to receive updates and early access when the data room opens.

Join our upcoming event:

Coming Soon

Financial Technology

An outsourced accounting, IT, and workforce solutions company serving clients across multiple industries, with over 20 years of operating history, more than 1,000 clients globally, and $21 million in annual recurring revenue.

AI Roll-Up Fragmented services

Recurring Revenue SMB client base

Scalable Platform Shared infrastructure

Join the VIP Interest List to receive updates and early access when the data room opens.

Join our upcoming event:

Actively Raising

Venture Capital | Index Strategy | Pre-IPO Access

Institutional-grade access to the top 20 U.S. VC-backed unicorns through a 100% private, market-cap-weighted structure, delivering diversified late-stage venture exposure with institutional pricing and transparent methodology.

2% Management Fee

$100M Target Fund Size

5 Year Term

Transparent, fee-efficient access to the most innovative private companies in the U.S.

Join our upcoming event:

Actively Raising

Quant & Arbitrage | Early Access

A $50M–$100M market-neutral fund using systematic and high-frequency trading across digital assets and traditional securities. Focused on exploiting latency, basis, and cross-venue arbitrage.

$50M – $100M Fund Size

Market Neutral

Institutional Grade Controls

Led by Jeff Luzzi & Paul Sanchez with technology-driven strategy for uncorrelated returns.

Join our upcoming event:

Coming Soon

Enterprise Software

Operator-led, private equity fund focused on lower-middle market Enterprise Software companies focused on Automation, Security, Machine Learning, AI, Web3, Robotics, IT Operations, Workflow, Low-Code, Cloud, Data Infrastructure, and related enterprise technology sectors.

$500M Target Raise

2.3x Net MOIC (LP)

25% Target Returns

While the firm continues to evaluate control-oriented buyout opportunities, including companies where we can acquire a majority position and actively support value creation, we’re also looking for private debt investments, structured capital solutions, and the purchase of secondary positions in attractive private technology companies.

 

Contact christian@terrarossafo.com

Join our upcoming event:

Actively Raising

Deep Tech | SAFE Access

Astera Technologies is developing a graphene substrate platform for photonic computing, targeting the materials bottleneck that limits scalable deployment of next-generation photonic chips, AI acceleration, and high-performance optical systems.

$2.0M SAFE Financing

$30.0M Valuation Cap

20% SAFE Discount

Astera is positioned upstream in the photonic computing value chain, where scalable substrate supply may become critical to commercialization.

Join our upcoming event:

Coming Soon

TAX STRATEGY | EV BATTERY & CHARGER INCENTIVES

A tax strategy program for qualified business owners and W-2 employees earning $500K or more annually, using legal, moral, and ethical tax strategies designed to help reduce tax liability

Up to 3 Years Tax Recovery

Illustrative IRR Up to 249%

Developed by Tax Professionals and Backed by an Opinion Letter From a Top Legal Firm

 

Join the VIP Interest List to receive updates and early access when the program opens.

Join our upcoming event:

Actively Raising

Clean Tech | Environmental Infrastructure

BluSol is developing a Revolutionary UVC-LED platform for air and water disinfection. The strategy combines patented TIR optics technology, AI-enabled monitoring capabilities, and multiple commercialization pathways targeting infrastructure modernization across healthcare, hospitality, transportation, and water treatment markets.

$10 Million Series A Target Raise

24 Months Runway to Revenue Scale

$48M Projected Revenue

Join our upcoming event:

Coming Soon

GAMING HOSPITALITY | ENTERTAINMENT REAL ESTATE

A private equity-style real estate opportunity tied to the first Atari-branded hospitality and entertainment destination in Downtown Phoenix, combining hotel rooms, live events, gaming, food and beverage, and experiential real estate.

$124M Total Budge 91 room keys

$14M Land Value Roosevelt Row site

118,770 sq/ft Concept Retail, F&B, events

Join the VIP Interest List to receive updates and early access when the data room opens.

Join our upcoming event:

Coming Soon

Renewable Infrastructure | Fintech-enabled Platform Equity

Ancestro aggregates renewable-energy demand, delivery partners, and investor capital to structure and manage long-term solar, battery, and EV-charging assets across fragmented Latin American markets.

$10M Target Seed Raise

$75M Company Valuation

12–15% IRR Target Return

Join the VIP Interest List to receive updates and early access when the data room opens.

Join our upcoming event:

WE’RE LOOKING

FOR

WHAT WE'RE LOOKING FOR

We have outlined the criteria for companies and assets we are actively seeking to invest in and/or acquire. If you have a deal that fits, or know of anyone that might have a deal, we want to hear from you.

01

DEAL PARAMETERS

Pre-IPO Secondary Access

Acquiring Unicorn/Decacorns

Our Family Office is also actively seeking opportunities to acquire private shares of leading high-growth Unicorn and Decacorn companies, including both established category leaders and emerging businesses with strong market momentum. We are focused on opportunities to deploy meaningful capital into privately held companies with compelling growth profiles, durable competitive advantages, strong leadership teams, and clear potential for future liquidity through IPO, strategic sale, secondary transactions, or other exit pathways. Our investment approach is discreet, flexible, and transaction-oriented, with the ability to evaluate secondary share purchases, structured liquidity solutions, and other private market opportunities that provide access to sought-after companies before they enter the public markets.

02

DEAL PARAMETERS

Lower-Middle Market Focus

Investing in Enterprise Software

Our Family Office is focused on lower-middle market Enterprise Software companies focused on Automation, Security, Machine Learning, AI, Web3, Robotics, IT Operations, Workflow, Low-Code, Cloud, Data Infrastructure, and related enterprise technology sectors. While the firm continues to evaluate control-oriented buyout opportunities, including companies where we can acquire a majority position and actively support value creation, we are also looking for private debt investments, structured capital solutions, and the purchase of secondary positions in attractive private technology companies. Our mandate allows us to support companies through flexible capital structures, including growth capital, liquidity solutions for existing shareholders, balance sheet support, and opportunistic secondary purchases, while maintaining our core focus on durable technology platforms with strong customer retention, scalable products, meaningful enterprise adoption, and long-term value creation potential.

03

DEAL PARAMETERS

Strategic Equity Partnerships

Multipurpose Real Estate Development

Our Family Office is seeking strategic equity partners to participate alongside us in a diversified pipeline of commercial real estate development opportunities across hotels, hospitality, multifamily, healthcare, and entertainment assets. We are focused on partnering with sophisticated investors, family offices, institutional capital providers, and development partners who are interested in well-structured projects with compelling risk-adjusted return potential, experienced sponsorship, and clear paths to value creation. Our approach is relationship-driven and highly selective, with an emphasis on high-quality locations, disciplined underwriting, thoughtful capital structuring, and projects that have the potential to generate durable income, meaningful appreciation, and long-term enterprise value.

PREFERRED

SERVICE

PROVIDERS

PREFERRED SERVICE PROVIDERS

UPCOMING EVENT

Amit Mirchandani

Lucid Design
WHAT THEY DO
  • Decades of experience turning design into a competitive advantage—from brand identities and websites to digital & physical products, apps, and communications.
  • Partnered with leading funds, VC firms, financial institutions, B2B businesses, and consumer brands.
  • Consistently delivering design-led growth through increased revenue, stronger lead generation, and greater brand desirability.
JOIN OUR UPCOMING EVENT​
UPCOMING EVENT

Brett Pyka

Supreme
WHAT THEY DO
  • Execute strategic commercial sales and leasing across investment assets
  • Deliver underwriting-driven pricing and disciplined investment analysis
  • Connect sellers with qualified buyers for clean, efficient transactions
JOIN OUR UPCOMING EVENT​
UPCOMING EVENT

Corbin Cowan

Founders First
WHAT THEY DO
  • Keep More, Make More, Live More
  • We reduce exposure across income, FICA, and capital gains taxes.
  • We eliminate structural inefficiencies.
  • We coordinate advisors around one objective: the sustained success of the founder.
  • Reduce dependency, strengthen fundamentals, and position the company for higher valuation.
  • Systematically move profits and equity into diversified assets aligned with your goals and risk tolerance — so your wealth is not dependent on a single outcome.
JOIN OUR UPCOMING EVENT​
UPCOMING EVENT

Cory Scott

VZN Law
WHAT THEY DO
  • Entrepreneur-led legal counsel built for founders and fast-growing companies.
  • Flexible outside general counsel that reduces risk without excess complexity.
  • Practical support across contracts, financings, M&A, leasing, employment, and disputes.
JOIN OUR UPCOMING EVENT​
UPCOMING EVENT

Greg Wahl

Wahl Street Accountancy Corporation
WHAT THEY DO
  • Builds investor-ready financials that strengthen credibility and accelerate capital raises
  • Supports audits, assurance, and Regulation A readiness with senior expertise
  • Delivers transaction diligence and QoE insights that protect deal value
JOIN OUR UPCOMING EVENT​
UPCOMING EVENT

Jeff Luzzi

OakTech Systems
WHAT THEY DO
  • Extensive experience in AI, Automation, PE, and Buy/Sell Side Advisory
  • AI-Native approach to:
    • Brand and Asset Creation
    • Lead Generation
    • Pipeline Management
    • Authority Generation
  • Workflow Automation & AI Advisory
  • Operating Partner for Portfolio Company
JOIN OUR UPCOMING EVENT​
UPCOMING EVENT

Nalin Patel

Biz Infotech
WHAT THEY DO
  • Outsourced bookkeeping and accounting that keeps your business compliant and current.
  • Fractional controller and CFO support for cash flow visibility, forecasting, KPIs.
  • ERP implementations and workflow automation integrating Odoo, QuickBooks, and Baan systems.
JOIN OUR UPCOMING EVENT​
UPCOMING EVENT

Sheri Jammé

UP2 Insurance
WHAT THEY DO
  • Strategic insurance solutions protecting executives, families, assets, lifestyles, and long-term legacy
  • Specialized coverage for liability, cybersecurity, travel, property, and complex personal risk exposures
  • Tailored protection strategies combining proactive guidance, premier carriers, and comprehensive risk planning
JOIN OUR UPCOMING EVENT​

JOIN VIP

INTEREST

LIST

JOIN THE VIP INTEREST LIST

The best opportunities don’t stay open long. Join the VIP Interest List and we’ll make sure you hear about new funds first, including early data room access and direct briefings on each raise.