We are signing up to be minority partners for the long haul. Mutual trust and integrity are paramount.
We are industry-agnostic but do not invest in consumer and retail, and generally avoid businesses tied to new construction.
We want to work with operators who recognize their blind spots and complement themselves.
Operators should know their business inside out. Screen for deep understanding of business model and existential risks.
We do not want to invest in people who are “buying a job.” Understanding motivations and ensuring strong incentive allignment are crucial.
We place high value on transactions that come with a personal guarantee and/or meaningful operator equity contribution. We want to back people that back themselves.
We care about your work ethic, learning ability, and managerial skills far more than your college degree or financial sophistication (that’s what we’re here for!).
We are industry-agnostic but do not invest in consumer and retail, and generally avoid businesses tied to new construction.
The characteristics described above are intended to illustrate Kodiak’s general investment and partnership preferences. They do not represent strict criteria or guarantees of transaction terms. Actual investment decisions will depend on a variety of factors and may differ from the profiles outlined. This content is not an offer of investment advisory services or interests in any fund or investment vehicle.
