Texas HALO Fund was created to give investors access to the potentially high returns available in early stage investments while addressing the unique challenges that confront investors attempting to create a portfolio on their own, such as lack of quality deal flow, insufficient time to devote to due diligence and inadequate capital to spread among the number of investments needed in a diversified portfolio.
Our funds solve these problems by building a portfolio of twenty to thirty companies across multiple sectors. Investments are heavily screened by the funds Managing Directors, who bring sector specific expertise, carefully cultivated deal flow and years of early stage investing experience to the table. After funding, the Managing Directors pro-actively engage with company management provide active oversight of the investment.
Funds I, II, III and IV are now closed to new investors. These funds have invested in fifty two early stage businesses to date. Funds II and III are currently making selective follow-on investments in their portfolio companies, and Fund IV will continue to make first-time investments and follow-on investments.
Texas HALO Fund is based in Houston, Texas, USA. The funds screens investment opportunities throught North America and is open to investors nation-wide. The funds invest across sectors to create a highly diversified portfolio for investors.