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Our Limited Partners | Investor Services | Investment Structure


Our Limited Partners


Our investments are limited to Accredited Investors, as defined in regulation D as promulgated by the Securities and Exchange Commission. Our investor network consists of successful entrepreneurs and business professionals who understand and appreciate our investment strategy.


Investor Services

Our investors rely on us to present to them investments that have been fully vetted and prepared for them to make their decision. We scour through hundreds of business plans and meet with dozens of management teams to invest in one company. We negotiate the term sheet, prepare investment documents, coordinate co-investors and offer full access to our technical advisor. Investors may participate either on a deal-by-deal basis or through a managed capital fund.

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Investment Structure

Our investment model was developed to allow us to operate in the capital gap.

Individual investors have the option of building their own portfolio by reviewing and investing in individual opportunities through Echelon Ventures, LP or committing capital to Echelon Ventures Capital Partners, LP, which invests in all of Echelon Ventures portfolio companies. The Firm works with a group of over 175 accredited individual investors, among whom the Firm’s staff can frequently find experience that is very useful in evaluating an investment opportunity. The Firm does not seek control, making only minority investments, but through a preferred stock that gives Echelon Ventures all the customary investor’s protective provisions.

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