Lenders
SBA-preferred lenders, conventional community and regional banks, DSCR and asset-based lenders for real estate, and private credit for acquisition finance.
Investment strategy
Conservative leverage. Cash flow first. Long-horizon ownership.
Solis Equity Holdings underwrites every opportunity on the same basic question: can this asset or business service its obligations in a normal year, a soft year, and a bad year — on its own, without subsidy from the holding company?
Thesis
We operate as a single, professionally governed holding company that allocates capital across three mandates — technology ventures, real estate, and strategic acquisitions of established operating businesses. Each mandate is run with its own criteria, but every deal shares a common underwriting floor.
Investment criteria
- Check size: [REPLACE: typical range, e.g., $25K–$500K at the holding level; larger via JV or debt co-investment]
- Geography: [REPLACE: primary markets]
- Asset classes: technology operating companies; residential and small-commercial real estate; small operating businesses in [REPLACE: target industries]
- Control: majority or wholly-owned preferred; minority positions considered with governance rights
- Leverage: conservative loan-to-value; reserves at acquisition; debt service coverage above [REPLACE: target ratio] at underwriting
Capital deployment model
Capital is deployed from a combination of: proprietary capital at the holding level, asset-level debt from institutional lenders, SBA-supported financing where appropriate, and selected joint ventures with aligned co-investors. We do not currently run a pooled fund.
Exit strategy
Technology ventures: follow-on financing, strategic sale, or long-horizon hold depending on fit. Real estate: hold for yield with opportunistic refinance or disposition. Strategic acquisitions: hold-for-cash-flow with optional add-on acquisitions and eventual sale to strategic or search-fund buyers.
Who we want on the other side of the table
Lenders, co-investors, and operators aligned on time horizon.
Co-investors
Family offices, accredited individuals, and fellow operating investors with compatible time horizons and alignment on governance.
Operating partners
Sellers seeking succession, operators willing to stay on post-close, and talent interested in running a subsidiary under the holding company banner.