UPWISE PRIVATE CAPITAL

INVESTMENT STRATEGY

Four Pillars of Alternative Investment

Each strategy is independently managed by a dedicated team with deep domain expertise and a consistent investment philosophy.

01 / Middle Market Private Equity

We partner with founder-led and family-owned businesses in the $25M–$250M enterprise value range, providing capital and strategic guidance to accelerate growth through operational improvement and market expansion.

02 / Private Credit

Senior secured lending and mezzanine financing solutions for companies requiring flexible, non-dilutive capital. We structure bespoke credit facilities aligned with each borrower’s specific growth objectives.

03 / Real Assets

Opportunistic investments in commercial real estate, infrastructure, and natural resources. Our real assets strategy prioritizes inflation-resistant cash flows and capital preservation over market cycles.

04 / Special Situations

Distressed debt, turnaround equity, and complex structured transactions where our operational expertise and flexible capital can unlock value that conventional investors cannot access.

LET’S BUILD WHAT’S NEXT

Your next chapter starts with a conversation.

UPWISE PRIVATE CAPITAL

Independent thinking. Business-minded capital.

Financing is subject to underwriting, credit approval, lender terms, and availability. Rates and timeframes shown are indicative and are not a commitment to lend.

@ 2018 UPWISE PRIVATE CAPITAL

NEW YORK OFFICE

150 Greenwich St, New York, NY 10007