We back the next generation of American owner-operators by providing equity financing and assisting with due diligence, transaction structuring, capital raising, and ongoing operational support
We believe in preserving independent ownership and want to back aspiring owner-operators who, like their predecessors, take pride in employing their neighbors, delivering value to their customers, and investing in their local communities.
Kodiak is founded by a team of seasoned investors and entrepreneurs led by Joe Lonsdale. Joe is a prolific entrepreneur, having founded more multi-billion companies than anyone of his generation, including co-founding Palantir, Addepar, OpenGov, Epirus, Resilience Bio, and 8VC. Our team brings together a unique set of experiences across traditional finance and venture capital, with a proven track record of entrepreneurial expertise, investment acumen, and an eye for talent.
We are in this for the long haul. Unlike private equity funds, our permanent capital base allows us to take a truly long term view, without the pressure of short term exits. We want to be your trusted partner for decades and support you along your entrepreneurial journey. Our first check is not intended to be our last.
We believe it is crucial for aspiring business owners to be just that: true owners. This is your acquisition. You are in control. Our mentality is “pull, not push”: we are not here to tell you how to run your business but trust that you will benefit from our far reaching network, deep investing experience, and access to a wide range of shared resources.
Small business is the lifeblood of the American economy and what makes this country truly great. Through our extensive support system we are committed to helping ambitious owner-operators successfully acquire and grow resilient businesses.
Kodiak’s investment strategy enables small business owners who have built successful businesses to exit them in whole or in part with a meaningful liquidity event and, at the same time, have a way to perpetuate the legacy they have built.
Strategic positioning, proof of funds, broker and investor introductions.
Business and legal diligence, transaction structuring, cash proofs & Quality of earnings, project management.
Srategic support, capital markets, shared resources.
With a track record of multiple successful acquisitions, over a decade of investing experience, a committed capital base, and a deep rooted network, we are committed to streamlining the transaction process. We move fast and avoid unnecessary red tape.
Although we are focused on self-funded search deals, we also invest in independent sponsors and are open to filling equity gaps in traditional search transactions. We are generalist investors and predominantly underwrite based on underlying business and operator quality.
Kodiak’s investment strategy enables small business owners who have built successful businesses to exit them in whole or in part with a meaningful liquidity event and, at the same time, have a way to perpetuate the legacy they have built. We believe in preserving independent ownership and want to back aspiring owner-operators who, like their predecessors, take pride in employing their neighbors, delivering value to their customers, and investing in their local communities.
