For foundations
Planning for exits from the onset.
Foundations often ask how venture fits alongside required distributions, how we approach market cycles, and how we stay involved with our companies.
Here’s how BlueTree approaches each:
The concern we hear
How do we add venture capital to our holdings without putting our required distributions or our long-term impact at risk?
Exit planning from the start
Many foundations and endowments already hold significant illiquid positions. From the onset, we seek to plan toward realized exits and maintain an active M&A pipeline.
*Venture investments remain illiquid, and timing varies by company.
Attention to market cycles
We favor high-margin enterprise technology companies with long-term customers, which may be less exposed to public-market swings.
*All venture investments involve risk, including the loss of capital.
Active, hands-on governance
We stay closely involved with our companies, including board participation, regular operating check-ins with management, and hands-on support as companies work toward an exit.
* These statements describe BlueTree’s general approach and objectives. They are not promises or guarantees of any outcome, liquidity, or timing.
Exit-focused from day one
Outcomes planned from the start.
We set acquisition-readiness KPIs from the start and build toward multiple exit paths, primarily via strategic acquirers and private equity.
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.