FTVentures -
Capitalize on Our Connections

FTVentures Investment Targets

Investment Focus

We invest growth capital in software and business services companies.


Private Company Funding
Objectives

• Fuel rapid organic growth
• Pursue one or more
  acquisitions
• Recapitalize to optimize
  capital structure or meet
  the liquidity needs
  of shareholders
• Spin-off operations from
  a parent corporation


Investment Stage

We fund businesses at all stages of development.


Investment Commitment

$10 million to $60 million


Investment Strategy

Typically lead or control investor.


Investment Geography

We will consider investments worldwide to support the needs of our global Limited Partners.


FTVentures Invests $14.4 Million in Provider of Tax Efficient Real Estate Investment Solutions

Welton Street HoldingsGrowth capital to enable expansion through product development and distribution

FTVentures is pleased to announce it has made a $14.4 million growth capital investment in Welton Street Holdings, parent company of Welton Street Investments LLC and Welton Street Advisors LLC. The growth equity investment will be used to expand the distribution of the Life Income Funds of America and Tenant-in-Common (TIC) securities, products which help investors deal with appreciated real estate.

Welton Street is the Managing Broker/Dealer and distributor of the Life Income Funds of America. Through the distribution of the Life Income Funds, Welton Street provides owners of appreciated real estate with

  • a viable exit strategy,
  • a charitable tax deduction,
  • potential elimination of capital gains tax,
  • income for life through investments in mutual funds selected for their disciplined investment process, and
  • the ability to support multiple nonprofit organizations.


Welton Street distributes through a selling group of FINRA member firms including wirehouse, regional, independent and bank broker/dealers, providing turnkey solutions for helping clients to address appreciated real estate.

Click here to read the press release.

If you are interested in learning more about Welton Street, please contact:

Ben Cukier, FTVentures Partner
bcukier@ftventures.com or 212-682-4846

Securities offered through Welton Street Investments LLC, member FINRA/SIPC, 4600 S. Syracuse Street, Suite 530, Denver, CO 80237, 888-569-1031. This is neither an offer to sell nor a solicitation of an offer to buy a security. Such an offer may only be made by means of a private placement memorandum. As with any real estate investment, there are various risks including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, limited liquidity, and limits on management control of the property.



Intrepid Learning Solutions Named One of “Top 20 Training Outsourcing Companies”

IntrepidIntrepid Learning Solutions has again been recognized with an industry award, this time being named one of the top 20 companies in the training outsourcing industry by Training Industry Inc.

Click here to read the press release.

Learn how Intrepid's sales performance solution was
implemented at Microsoft in a free webinar on July 30th


Sign-up now: Intrepid is sponsoring a complimentary webinar on July 30th featuring a Case Study around the implementation of our sales performance solution at Microsoft. The Case Study is titled “Driving Global Sales Force Readiness.” Here's an overview of the webinar, along with the registration link: https://www1.gotomeeting.com/register/466888760/


Investment Team

Contact Us

San Francisco
555 California Street
Suite 2900
San Francisco, CA 94104

Phone 415-229-3000
Fax     415-229-3005

info@ftventures.com

Marketing Contact:
Karen Derr Gilbert

New York
540 Madison Avenue
Suite 2600
New York, NY 10022

Phone 212-682-4800
Fax     212-682-4480

www.FTVentures.com

 


About FTVentures

FTVentures provides growth capital to companies seeking to finance organic expansion, recapitalizations, buyouts and build-ups. We invest in software and business services companies that derive value from our unmatched Global Partner Network, which includes the world’s leading financial institutions. Our Global Partner Network provides us with a unique vantage point into the business driven IT and operating challenges of the global enterprise. Founded in 1998, FTVentures currently has over $1 billion under management with offices in San Francisco and New York. For more information, please visit www.ftventures.com

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