Professional Documents
Culture Documents
BUSINESS DEVELOPMENT
FUND
From Tiny Seeds Grow Mighty Trees
BUSINESS OPPORTUNITY
FUND
From Tiny Seeds Grow Mighty Trees
From Tiny Seeds Grow Mighty Trees
Fund Summary
Less than 4% of qualified OZ funds invest in operating businesses, and only a tiny sliver of those invests in venture
capital. Verte OZ is the vanguard among VC-OZ funds. Verte OZ has a current portfolio of 11 high-growth, qualified OZ
businesses. Verte OZ will continue to grow its by adding more companies as well as continuing with follow-on
investments in our successful companies.
Due to the higher-growth potential in venture capital, a VC-OZ strategy leads to higher expected returns and exit
multiples, greater capital gains tax savings, increased diversification and a larger impact compared to a real estate OZ
strategy. An investment multiple of 6x versus 3x over 10 years makes a substantial difference in these outcomes.
Verte OZ’s specific investment strategy is manifested in the high-growth companies that it has already invested in.
The industries include robotics, data storage, electric vehicles, medical devices, logistics, software, and other
technologies.
The Verte OZ companies already demonstrate the Fund’s commitment to the “3 E’s” of sustainable development:
• Environmental responsibility (through greenhouse gas reduction, energy efficiency, reduced carbon footprints),
• Economic growth (through innovation, jobs, workforce development, financial and tangible capital), and
• Social Equity (through entrepreneurship, human capital, health and well-being, inclusive to minority and women
founders/engineers, urban and rural communities).
New investors invest in the current portfolio companies and any new companies that are added.
Verte Venture
Portfolio
Strategy
Focus on the Emerging
Technologies rather
than real estate
Why High-Growth
Businesses?
Higher Returns
Larger Tax Benefits
Greater Social Impact
Lower Capital Needs
Investor Benefits
Investor Benefits
• Most of the Companies are already in Portfolio
• Mixed-use Fund: Capital Gains (OZ) Investors and Others
• Simplified Tax Reporting via 1099s: no K1 nor multiple state tax
filings
Verte’s Current Portfolio
Dynamic Portfolio
✓ Ability to Achieve
Scale and Portfolio
Diversification
✓ Capital Planning to
Offer Multiple
entry/exits for
Shareholders
Probitas
RiseKit
Company Description OZ Location Stage Sustainable Impact
Galen Robotics is establishing a new surgical robotics platform for
jobs; technology innovation; minority and women engineers;
Galen Robotics microsurgeries that combines robotics, AI, and data analytics using exclusive Baltimore Commercialization
good health and well-being
license on Johns Hopkins patents.
Entrepreneurs, engineers, surgeons, and physicians working together to create Baltimore and Seed and jobs, entrepreneur acceleration and incubation, non-profit
MDC Studio
life-changing medtech companies. other locations Commercialization and educational partnerships, healthcare research
Established EV charging network in South Florida in high-usage, locations greenhouse gas reduction; technology of the future; minority
OBE Power Miami Expansion
including apartments, sports arenas, universities. owned and managed
This is not an offer to sell nor a solicitation to buy Verte Qualified Opportunity Funds. That can only be
done by our current Confidential Private Placement Memorandum (“CPPM”). Securities offered by Verte
Opportunity Fund Inc. are for accredited Investors only. The shares being sold in this offering have not
been approved or disapproved by the Securities and Exchange Commission or any state’s securities
division. Nor has the Securities and Exchange Commission or any state securities department passed
upon the accuracy or adequacy of the CPPM, or the disclosures provided therein. Any representation to
the contrary is a criminal offense.
The information contained in this presentation is for general information purposes only. The information
is provided by Verte Opportunity Fund Inc. and while we endeavor to keep the information up to date
and correct, we make no representations or warranties of any kind, express or implied, about the
completeness, accuracy, reliability, suitability or availability of the information, products, services, or
related graphics contained in this presentation for any purpose. Any reliance you place on such
information is therefore strictly at your own risk.
7761 Diamondback Drive, College Park, MD 20742
www.verteoz.com | lomills@pianalytics.net | (301) 651-4809