How We Deploy Capital
We invest long-term family office capital with speed, discipline, and conviction. Free from the constraints of fund cycles and capital mandates, we structure each investment to align incentives and maximize long-term value creation.
We look to meet companies and entrepreneurs at the intersection of where they are and where they are going — providing the right capital structure, at the right time, to the right team.
Our partners have built, scaled, and exited businesses across energy, healthcare, technology, and real estate — bringing hands-on perspective to every investment we make. We move without bureaucracy and leverage a deep network to support founders at critical moments of growth.
Check Sizes
$100K to $10M per investment — flexible structuring across equity and debt.
Downside Protection
We underwrite for durability — focusing on management quality, fundamentals, and alignment.
Speed & Conviction
We underwrite to a thesis and move when we see it. Family office capital lets us go from first meeting to term sheet in weeks.
Long-Term Alignment
We deploy permanent capital outside of any fund lifecycle. Every investment is structured for long-term value creation alongside our partners.
Select Investments
Avant Natural Resources
Upstream oil and gas exploration and development across the Utica Shale.
Del Rio Resources
Oil and gas development company with strategic Appalachian Basin holdings.
Welco Operating
Oil and gas operations and well services across the Appalachian Basin.
Vedola Energy
Energy exploration and production company focused on conventional resources.
Embold Health
Healthcare data analytics platform improving provider quality measurement.
GameFam
Leading Roblox game studio building immersive experiences for millions of players.
NYSHEX
Digital shipping exchange platform transforming ocean freight contracting.
PDX Slots
Mobile gaming company with a portfolio of social casino applications.
Lincoln Maintenance
Commercial facility maintenance and janitorial services platform.
Agitated Solutions
Technology solutions company serving enterprise and mid-market clients.
Seva Dental
Multi-location dental practice management platform scaling through acquisition.
Walgreens NNN
Triple-net commercial real estate portfolio across pharmacy retail locations.
CVS Pharmacy NNN
Net-lease commercial pharmacy properties with long-term corporate tenants.
DaVita Dialysis NNN
Healthcare-anchored net-lease properties with DaVita dialysis centers.
Fresenius Medical NNN
Medical office net-lease portfolio anchored by Fresenius kidney care facilities.
Frequently Asked Questions
What types of companies does Related Holdings invest in?
We invest across three primary sectors: oil & gas exploration, growth equity opportunities where management teams can demonstrate a compelling path to accelerating the future of their business, and real estate.
What check sizes do you typically deploy?
$100K to $10M+, depending on the opportunity.
Do you lead rounds or co-invest?
We're opportunistic when it comes to capital structure. The most important investment criteria for us is the strength of the management team and the vision behind the company.
What is family office capital and how is it different from institutional PE?
Our capital is derived from the entrepreneurial success of our partners. We operate without the influence of outside investors or limited partners, which gives us flexibility in how we structure deals and the timelines we work on.
How long does your due diligence process take?
Due diligence generally takes one to three months, depending on the industry and complexity of the transaction.
Do you take board seats?
Board representation is preferred, though not always required.
What does post-investment support look like?
We're entrepreneurs ourselves and look to add value where it's needed. We'll never overstep a management team—we prefer to partner with successful operators. That said, we're happy to lean in at any phase of growth to help other entrepreneurs succeed.
What is your investment timeline?
We invest on an evergreen basis with no fixed fund cycle, which allows us to move on the right opportunities without artificial time pressure.
How should a founder reach out?
Visit our contact page to get in touch with our team.