Next Phase Capital

Founded by BrightStar Care's Shelly Sun Berkowitz, Next Phase Capital is a franchise-focused family office providing patient, values-aligned capital that respects the founder's voice and honors their legacy. We believe franchise founders deserve the support of a capital partner who understands the journey. Next Phase Capital provides strategic investment and hands-on guidance to help founder-led businesses scale thoughtfully, preserve their legacy, and unlock their next phase of growth. Next Phase Capital was born from experience, not theory. Founder Shelly Sun Berkowitz built BrightStar Care from concept to a successful exit, navigating every challenge that comes with scaling a franchise business. That journey taught her what franchise founders truly need: a partner who understands the unique complexities of your business model and provides both the capital and expertise to reach the next level without compromising what makes your brand special. What sets us apart is not just capital—it’s the ability to be an operator-turned-investor, bringing real-world growth expertise and respect for the founder’s vision and legacy.