Capital Investments

South Highland Venture’s investment approach is simple.  Great companies for great returns.

SHV typically invests in highly scalable early stage (VC) to mid-market (PE) companies generating up to $50 million in annual revenues with minimal to zero technology risk.  SHV is industry agnostic and prefers investments in the Gulf Coast Region but can invest anywhere in North America.  The firm targets industry sectors but can be opportunistic.  SHV tends to lead/co-lead investments, and also looks to invest alongside institutional funds.  The firm does not make investments in third party funds.

Being affiliated with family offices allows us to be flexible with our terms and facilities.  For example, while we specialize in leading equity investments, we can augment equity with debt or project financing.  Our typical initial bite size ranges from $300K to $3.0MM with the potential to syndicate up to $10MM.

Investment Types & Criteria

SHV generally makes three types of investments: Venture Capital (VC), Private Equity (PE), and Special Situations.  The information below describes more about the types of SHV investments and criteria used.

Type of InvestmentGeneral Investment Criteria
Venture Capital
  • Early Stage
  • Experienced Management Team
  • Transformational and Scalable Technology
  • Product Market Fit
  • High Growth Potential
Private Equity
  • Low-mid to Mid-Market
  • Experienced Management Team
  • Defensible Market Position
  • Clear path for growth and scale
Special Situations
  • Bridge Financing
  • Project Finance
  • Recapitalizations
  • Management Buyouts