Texas HALO Fund

Texas HALO Fund is an investment company specializing in diverse, early-stage businesses with promising growth prospects and exceptional management teams. Our investment approach identifies compelling businesses from multiple sources without regard to industry or geographic location. Quite simply, we seek the best opportunities, locally, regionally, and nationally, in order to generate the highest returns for our investors with the lowest possible risk. Each fund invests in multiple companies in a variety of industries in order to construct a diversified portfolio. Our process involves rigorous due diligence and extensive interaction with management prior to making a capital commitment and then active ongoing oversight, often through board positions or board observation rights. Texas HALO Fund was created to give investors access to the high return potential of early-stage investments while addressing the unique challenges that confront investors attempting to create a diversified portfolio, such as quality deal flow, due diligence expertise, and limited capital to spread among the many investments needed in a diversified portfolio. Criteria Typical companies that are considered for investment are often characterized by experienced management, scalability, capital efficiency, US-based, in high-growth sectors, and often feature uniqueness, intellectual property protection, and disruptive market potential. Sectors that are not considered include oil and gas drilling and real estate investment, to name but a couple. A company must be organized as a corporation and must raise committed capital from other sophisticated investors in order to be eligible for consideration by the Fund. Typically, the Fund invests in a company’s first round of external funding, although this is not an absolute criterion. It is rare that our funds make a first investment in a company at a valuation higher than $8M or so. The Fund seeks opportunities that will achieve an internal rate of return for the Fund of 25% or more, and will provide full liquidity for the Fund within eight years.