Since 1998, Commonwealth Capital has been dedicated to empowering entrepreneurs in their journey to build and capitalize on their visions, ultimately achieving maximum value at IPO or through M&A. We position ourselves as advocates for entrepreneurs, guiding them through the complexities of the highly fragmented and competitive U.S. private capital markets.

Our strategy involves partnering with a wide range of business service providers and capital sources, from individual investors to leading global investment banks, all in pursuit of quality deal flow. By standardizing processes, we help entrepreneurs navigate the intricate landscape of both private and public capital markets, ensuring they are well-prepared for substantial capital acquisition.

In addition to the specific details of our investment decision-making processes outlined in this policy, we emphasize the importance of our investment philosophies, which are integral to our decisions made at the Investment Committee level. These philosophies reflect our commitment to fostering innovation, growth, and success for the entrepreneurs we support.

General

We seek ownership in sound, quality businesses run by quality people who can compound their earnings rapidly and pursue an ambitious path toward maximum market value through growing revenues and profitability. We focus on market-relevant ideas without a fixed concentration on market types. Throughout our process, we strive to make thoughtful, rational decisions based on our internal research and the outcomes of businesses that have successfully completed our Blue Chip Technology Services™.

At the foundation of our strategy is a belief that if we effectively match investments with businesses that have successfully come through our Blue Chip Program™ that are of higher-quality, fully scalable opportunities, then our portfolios should earn a notably outstanding return at liquidity with less fundamental risk over the short, medium and long-term.

We Focus on Maximum Liquidity Value

We believe investing through a lens seeking maximum liquidity value with an unusually expert perspective on companies that have successfully completed our Blue Chip Technology Services™ means moving us and our co-investors from unpredictable and unseen risks into the realm of understandable and more predictable outcomes. Moreover, investing in companies that have manifest value through the successful completion of our program means investing in the management and model of companies that are on a clear trajectory of profitability, growth and market success. Wall Street has proven throughout its history that those companies that have achieved the highest financial success at exit were properly engineered at their earlier stages, typically through institutional investor participation. However, the vast majority of entrepreneurs will not receive institutional investor capital nor participation in proper corporate engineering.  Our successfully completed our Blue Chip Technology Services™ serves as surrogate for those entrepreneurs.

We Are Selective

Entrance into our Commonwealth Capital Income Fund-I (CCIF-I™) is not a foregone conclusion for every company that completes our successfully completed our Blue Chip Technology Services™. We believe that founders who genuinely grasp the rationale in securities and proper financial modeling to GAAP compliancy and Wall Street standards, will make every possible effort to meet our investment matching criteria and qualifications. As such, we leave it up to the graduating entrepreneurs of our successfully completed our Blue Chip Technology Services™ to decide on the path they wish to take in obtaining the private market capital necessary for their company. When a company applies, and following our Investment Policy Statement, our Investment Committee will conduct its review, and any such application will be appropriately decided.

Team Approach

Since our formation in 1998, Commonwealth Capital has never invested from an ivory tower, nor ever will. The securities, financial, legal, regulatory, accounting, M&A and Technology industry expertise of our Investment Committee members and Company leadership, extend well over 200 years in aggregate. While we have taken full advantage of the advance of technology with our platform across automation, intelligence, and predictive analytics, every investment decision we make from our Commonwealth Capital Income Fund-I is ultimately made through a humanistic approach and team action. While we each bring diverse backgrounds and experiences, we share our company principles and values in seeing every entrepreneur's success and the joint success of all our partnerships. This unique convergence of thought, expertise, and opinion around a single set of values results in the best possible outcomes of asset assignment for investment.

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For further information, please email support@commonwealthcapital.com. We are always available to help guide your efforts in participating in our programs.