For family offices
Sourcing, alignment, and technical diligence.
Family offices often ask how BlueTree finds opportunities, how we think about taxes, and how we evaluate technology.
Here’s how we approach each:
The concern we hear
How does our family office reach differentiated deals without chasing coastal hype, and how do we vet technology we don’t have the resources to evaluate?
A 20-year proprietary sourcing network
Coastal venture markets often overlook the industrial heartland. Our relationships across the Midwest bring us companies with more reasonable entry valuations.
Potential QSBS eligibility
We manage initial entries with Section 1202 eligibility in mind, including its gross-asset limits. Portfolio companies may qualify as Qualified Small Business Stock under Section 1202, which can offer potential tax advantages for eligible holders.
*Investors should consult their own tax advisors.
Technical diligence, built in
Evaluating complex technology takes specialized expertise. Our investment committee brings technical architecture and IP legal expertise, and we review each company’s tech stack before we invest.
* QSBS treatment depends on the facts of each investment and each investor’s circumstances, and is not guaranteed. Please consult your own tax advisor.
Exit-focused from day one
Exit planning, from the beginning.
We set acquisition-readiness KPIs at investment, host CEO workshops on exit planning, and make introductions to our M&A network. The path to an outcome is part of the plan from the beginning.
Questions? Get in touch.
Important information. This page describes BlueTree VC’s general investment approach for informational purposes only. It is not an offer to sell or a solicitation of an offer to buy any security; any offer will be made only through confidential offering documents to qualified investors. Venture investments are speculative and illiquid and involve risk, including the loss of all capital invested. Targets, criteria, and strategies described here are not guarantees and may change. Statements about future events are forward-looking, and actual results may differ.