We invest at the growth inflection point—when companies are ready to scale but still value hands-on, operator-led support.

• Sectors: Consumer packaged goods (CPG), technology, and business services.

• Stage & Structure: Through our funds, we typically invest from pre-seed to Series A, with a focus on better-for-you CPG brands. With SPVs, we have the flexibility to invest across the lifecycle, from pre-seed to pre-IPO.

• Company Fit: Founder-owned, capital-efficient businesses with strong growth potential and sustainable margins.

• Check Size: $250K–$2M per investment.

Our sweet spot is working with ambitious founders who want more than capital—they want a true partner to help build enduring companies and brands.

Yes—our primary focus is on companies based in the U.S. That’s where our networks, partnerships, and operating experience create the most value.

That said, we selectively invest in global opportunities when there’s a strong strategic fit and we believe our operator-led approach can make a meaningful impact.

Our evaluation process blends analytical rigor with operator intuition. We want to understand both the numbers and the people behind them.

• Founders & Team: Passion, commitment, and leadership strength are often the biggest drivers of success.

• Business Model & Market: Clear growth potential, sustainable margins, and a defined path to scale.

• Cultural Fit: Alignment of values—because true partnerships are built on shared vision and trust.

• Financial Profile: Bootstrapped or capital-efficient companies in our target sectors with demonstrated traction or a clear path to it.

By combining data-driven analysis with the perspective of operators who’ve been in your shoes, we set partnerships up for sustainable growth and long-term success.

Yes. We back founders who are passionate, committed, and clear about their vision—regardless of whether they’re first-time entrepreneurs or come from a technical background.

While experience helps, we know many of the most enduring companies are built by founders who were learning as they went. What matters most to us is leadership, cultural alignment, and the willingness to surround yourself with the right team.

For more technical businesses, we often bring in experienced operators and advisors from our network to complement the founding team. Our goal is to ensure every company has the right mix of vision, talent, and execution to scale successfully.

We expect transparency, regular communication, and alignment on growth goals. We’re not passive investors—we roll up our sleeves as partners—but we also don’t micromanage.

Founders can expect us to bring strategic guidance, industry connections, and operational support, while we expect openness, collaboration, and a shared commitment to building enduring companies and brands.

A financial track record is important—it shows how well a company manages resources, sustains growth, and navigates challenges. Strong financials give us confidence in operational discipline and future returns.

That said, we know not every great company comes with a long history of results. We also back companies with clear growth potential, innovative business models, and passionate leadership—even if their financial history is limited.

Our approach balances both: we value financial performance, but we also recognize vision and execution as critical drivers of long-term success.

Our decision-making process typically takes 6–12 weeks. This gives us time to conduct thorough due diligence—reviewing financials, business model, market potential, and the leadership team’s vision and commitment.

That said, we know timing can be critical. We have processes in place to move faster when the deal requires it. The pace ultimately depends on the opportunity, but our goal is always to balance efficiency with the rigor needed to make sound, long-term decisions.

Absolutely. Vision and values are just as important to us as financials or market potential. We believe true partnerships are built on cultural alignment and a shared commitment to growth, innovation, and doing well by doing good.

We look for leaders who are passionate, committed, and clear about where they want to take their company. When that alignment is in place, we can roll up our sleeves—whether by bringing in experienced operators from our network or stepping into temporary leadership roles—to help scale the business effectively.

At the end of the day, we partner with people first. Shared vision and values create the foundation for long-term success.

Our investment process is designed to be both thorough and efficient. Typically, it takes 6–12 weeks from initial conversation to close, depending on the complexity of the deal. During this time, we:

• Conduct detailed due diligence (financial, operational, and market).

• Align with founders on vision, values, and growth goals.

• Structure the right vehicle—whether through our funds or a deal-specific SPV.

We have processes in place to move faster when timing is critical, but our goal is always to balance speed with the rigor needed to make sound, long-term decisions.

We invest through both funds and special purpose vehicles (SPVs).

• Funds: Provide diversified exposure for our LPs and focus primarily on early-stage companies, especially better-for-you CPG brands.

• SPVs: Allow us to bring in capital on a deal-by-deal basis across the lifecycle—from pre-seed to pre-IPO. This gives us flexibility to pursue exceptional opportunities outside of the fund and allows LPs to participate selectively.

This dual approach means founders get the right type of capital at the right time, while LPs gain flexibility and choice.

We’re not passive investors—we’re operator-partners. Post-investment, you can expect:

• Hands-On Support: Strategic guidance on scaling, operations, and go-to-market execution.

• Advisor Network: Access to 13+ seasoned operators and industry experts.

• Capital Partnerships: Help opening doors to additional investors, customers, and acquisition opportunities.

• Governance & Reporting: We align on communication cadence and expectations upfront. Our style is collaborative—we provide accountability and support, not micromanagement.

In short, we roll up our sleeves to help build enduring companies and brands, ensuring founders have the right mix of capital, strategy, and operating expertise.

Yes, we are comfortable leading rounds when the situation calls for it. In some cases, we step in as the lead investor—structuring the deal, setting terms, and giving other investors confidence to participate.

That said, we don’t always have to be in the lead position. In many cases, we prefer to follow alongside seasoned investors who have been through multiple cycles and bring deep experience. Partnering with “smart money” allows us to combine their perspective with our operator-led support, creating a stronger foundation for the company.

Whether we’re leading or following, our role is always the same: we bring capital, strategy, and networks to help structure the round for long-term growth and success.

At Beckett Industries, we invest across four core asset classes—real estate, venture capital, private equity, and private debt—with a shared focus on operational excellence, long-term value creation, and mission alignment.

Real Estate
We transform underutilized properties into high-performing, sustainable assets through walkable, urban infill developments. Often in partnership with institutions like the Catholic Church, we target 150+ unit multifamily and mixed-use projects in secondary and emerging tertiary markets. Our focus: efficient design, sustainability, and lasting community value.

Venture Capital
We invest $250K–$2M into capital-efficient companies with $1M–$100M in revenue, primarily in:

• CPG (Consumer Packaged Goods)

• B2B Software

• Business Services

We back founders with traction and a clear path to scale, offering more than capital—we bring operator-level experience, strategic insight, and a hands-on approach to help businesses grow the right way.

Private Equity
We take a flexible, opportunistic approach, investing $5M–$20M into businesses with $10M–$100M in revenue. Our focus areas include:

• Roll-ups and platform builds

• Corporate carve-outs

• Turnarounds and underperforming assets

We partner closely with leadership to drive transformation and build scalable, high-performing companies.

Private Debt
We provide non-dilutive, flexible credit solutions for lower-middle-market businesses and real estate sponsors, typically ranging from $1M to $25M. Our offerings include:

• First-lien, mezzanine, and unitranche debt

• Bridge and acquisition financing

• Growth and recapitalization capital

We prioritize speed, creativity, and downside protection, delivering smart capital that helps founders and operators move quickly—without giving up control.

Our primary focus is on the United States, with deep roots in the Midwest—where we have longstanding relationships, on-the-ground insight, and a strong track record across our investment platforms.

That said, we’re open to select international opportunities that align with our mission-driven philosophy, meet our investment criteria, and are supported by trusted local partners.

International investments—particularly in real estate or venture—require strong alignment, clear strategic rationale, and the right infrastructure to execute with excellence. When those elements are in place, we’re willing to explore.

Our investment philosophy is simple: do well by doing good—and build with purpose.

We focus on opportunities where we can create lasting value through a combination of:

• Operational expertise

• Mission alignment

• A partnership-first mindset

Across all platforms—real estate, venture, private equity, and private debt—we invest in people and projects that deliver strong financial returns and meaningful social, environmental, or community impact.

We don’t chase hype or short-term wins. We invest in what lasts. Because success isn’t just measured in numbers—it’s measured in legacy.

We’re not just investors—we’re builders, operators, and partners who lead with conviction and invest with purpose.

What sets us apart:

• Cross-platform expertise
  We operate across real estate, venture, private equity, and private debt, giving us the flexibility to meet opportunities where they are—and bring the right capital, structure, and support.

• Mission-aligned investing
  We believe in doing well by doing good. Our investments are designed to deliver strong returns and lasting impact—social, environmental, and generational.

• Hands-on, operator-first approach
  We don’t sit on the sidelines. We roll up our sleeves, help solve real problems, and stay close to the work. Our team has built, scaled, and exited businesses—we know what it takes.

• Collaborative, relationship-first model
  We partner deeply—with founders, property owners, operators, and LPs—aligning incentives and building trust over time.

We don’t just invest in deals. We invest in people, legacy, and long-term outcomes. That’s what makes Beckett Industries different.

We partner with a diverse group of Limited Partners—including institutions, family offices, and high-net-worth individuals—who align with our mission of building high-performing, purpose-driven investments.

If you’re interested in getting involved, we offer multiple ways to participate:

• Invest through our dedicated funds

• Join deal-by-deal SPVs across real estate, venture, private equity, and private debt

• Co-invest alongside us in opportunities aligned with your strategic goals

We value relationships over transactions—so whether you’re looking to deploy capital, gain exposure to curated opportunities, or simply explore alignment, we’d love to connect.

Visit our Contact Page or reach out directly to one of our GPs to start the conversation.