Introducing

Excelsior Capital Club

Discover | Network | Grow

About Excelsior Capital Club

Because we can only bring a certain amount of deals to our investor network, we’ve partnered with outside firms to bring you access to the best alternative investing opportunities. 

60

Minutes

In this hour long online session, we will be hosting four guest presenters that will introduce their investment opportunities, allowing time at the end for open discussion and Q&A.

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4

Pitches

We simply want to make it easier for our network to find great investment opportunities. Listen in on two deal opportunities that you may not have been able to discover on your own.

Excelsior Capital Club

A new way to access alternative investment opportunities.

How It Works

01

Register for a Pitch

We will be hosting all pitches through a Zoom webinar that we will release each month. Register online to receive materials to review beforehand.

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02

Review Materials

After you’ve registered, we’ll send over any key information you may need to review the company and deal opportunity ahead of time.

03

Attend Pitch

Watch the pitch live and ask any questions you need answered on the webinar. If you would like to take action, you’ll contact the presenter directly.

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Join Excelsior Capital Club

Subscribe to be the first to receive updates on new pitches!

Upcoming Pitch Details

 In our next Excelsior Capital Club pitch, you’ll have the opportunity to hear from our four presenters: John Bergamini, Mark Phillips, Sam Caspersen and Nate Phillips.

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CLO Opportunities Fund – Series 4

Deal Sector: Credit Opportunity

Total Raise: $40M

Signal Peak CLO Opportunities Fund Series 4 (“Series 4” or the “Fund”) is a single strategy fund that will invest in the subordinated notes or “equity” of a future Signal Peak Capital Management (“SPCM”) managed CLO.

Presented By: John Bergamini | Connect on Linkedin

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11 Tribes Ventures, Fund 1

Deal Sector: Venture Capital

Total Raise: $10M

11 Tribes Ventures is an early-stage venture fund with a mission to proactively invest in the wellbeing of purpose-driven entrepreneurs. They seek returns beyond the accumulation of financial wealth, to provide entrepreneurs with the right relational, intellectual, and financial resources that allow them to flourish. Their approach leads to entrepreneurs and companies that are more durable, more sustainable, and more profitable.

Presented By: Mark Phillips  | Connect on Linkedin

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Richard’s Rainwater

Deal Sector: Consumer Products

Total Raise: $3M-$9M

Richard’s Rainwater (RRW) is a Texas-based company that captures rainwater and converts it to glass bottled, carbonated water and aluminum can flat water. RRW installs rainwater capture facilities on roof tops of beer breweries, cleans the water, and then bottles and cans the water.

Presented By: Sam Caspersen | Connect on Linkedin

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Potential Tax Advantaged Strategy

Deal Sector: Tax Strategy

Total Raise: $10M

Green Rock is real estate development company in Birmingham, AL. that identifies, develops and raises capital for mineral-rich properties. Their executives have a combined 125 years of experience in real estate and mining operations. They create real estate partnerships that offer investors various property alternatives via proxy vote amongst the investing partners.

Presented By: Nate Phillips | Connect on Linkedin

Excelsior Capital and Brian C. Adams are not an investment advisory service and is not a registered investment advisor or broker/dealer and has performed no due diligence and does not endorse any investment services, strategies, managers or investments listed on the Excelsior Capital Club.You should perform your own extensive due diligence.

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Disclaimer

Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.

Excelsior Capital

104 Woodmont Blvd, Suite 203
Nashville, TN 37205

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