Investment Strategies

We seek proprietary deal flow to generate higher risk-adjusted returns than the public markets. Our unique identification and sourcing strategy offers investors diversification across various asset classes.

Healthcare Real Estate

Orthopedic Surgery Center

Jacksonville, FL

Lee Health

Fort Myers, FL

Ardent Health

Tulsa, OK

Vitalis Ventures

Secondaries investment in Olipop, one of the fastest-growing consumer beverage brands in the soda industry.

drinkolipop.com

Series B Co-Investment into Figure AI, a cutting-edge AI robotics company that is disrupting the $42 trillion-dollar market for physical labor.

figure.ai

Preferred equity investment in Insomnia Cookies, a multi-unit technology-enabled dessert retailer known for its indulgent cookies, college campus-centric model, and late-night hours

insomniacookies.com

Series A fundraise of Next Health, a leading preventative health brand offering one-stop medical clinics for advanced health optimization & longevity services.

next-health.com

Research for life is a tissue bank providing anatomical tissue for research, development and education.

researchforlife.org

Investment in Caprice 1974 Fund II focused on private credit.

capricecapital.com

Investment in Siddhi Capital Fund II focused on food and beverage.

siddhicapital.co

Partner with Vitalis

We advise our clients every step of the investment process.