Investment Strategy

Pillars of Success

At The Legacy Fund (TLF), our investment strategy is built on three core pillars: Analysis, Investment, and Management. These pillars guide our approach to identifying, investing in, and managing high-potential companies.

Analysis

TLF conducts rigorous analysis of target companies, economic conditions, and industry trends to identify opportunistic investments. Our comprehensive research process includes:

Market Analysis: Assessing current and future market conditions.
Company Evaluation: Deep dives into financials, operations, and competitive positioning.
Trend Identification: Monitoring industry trends to capitalize on emerging opportunities.

Investment

When our research reveals a highly probable, statistically significant opportunity for a successful outcome, we take majority and/or controlling positions in mid-market companies in the seed-stage, early-stage and growth-stage. Our investment criteria include:

Financial Health: Companies with at least $10M in top-line sales and $2M EBITDA.
Cash Flow Positive: Ensuring the business is generating positive cash flow.
Strong Management: Partnering with executive teams who are industry leaders, innovators, and successful operators.
Scalability: Businesses with the potential for significant growth and expansion.

Management

We invest in people! TLF looks for executive teams who are not only industry leaders but also innovators with a proven track record of success. Our hands-on management approach includes:

Strategic Guidance: Providing expertise and strategic direction to enhance growth.
Operational Support: Assisting with operational improvements and efficiency.
Performance Monitoring: Continuously tracking performance to ensure alignment with growth objectives.

Our Investment Criteria

Top-Line Sales: Minimum of $10M
EBITDA: Minimum of $2M
Cash Flow: Positive cash flow is essential
Management Team: Experienced, proven, and innovative
Scalability: High potential for growth and market expansion

By adhering to these pillars and criteria, The Legacy Fund is committed to growing wealth with exceptional returns for our clients, by investing in innovative and impactful businesses.