Institutional & Private Capital

Direct access to vetted deal flow.

Are you an Institutional Allocator, Family Office, or RIA? Access a pipeline of vetted investment opportunities across early-stage companies, growth-stage ventures, LP funds, pre-IPO secondary offerings, and more. We provide direct access to high-quality deal flow — reviewed before it reaches you, and sent only when it fits your mandate.

The pipeline

What reaches you

01

Early-stage companies

Private companies at an early stage of building, financing, and finding their market.

02

Growth-stage ventures

Companies with an established business seeking growth capital or strategic support.

03

LP fund interests and secondaries

Private-market fund positions and liquidity opportunities involving LP interests.

04

Pre-IPO secondary offerings

Secondary opportunities involving shares or other interests in private companies.

05

M&A and take-private opportunities

Acquisition, sale, and take-private situations requiring a thoughtful counterpart.

06

Real estate and real assets

Private opportunities tied to property, land, and other real assets.

A considered list

Why allocators stay on the list

Relationships, not a public marketplace. Opportunities come to us through founder and owner relationships, not an open listing service.

Reviewed before they reach you. We look at the opportunity first. If it does not hold up, it does not go out.

One email, enough to form a view. Each opportunity comes with the material you need to decide whether a deeper look makes sense.

Your mandate stays yours. There is no obligation or minimum commitment. You decide what, if anything, to pursue, with discretion throughout.

The sequence

How it works

  1. Submit your mandate profile and confidentiality acknowledgment.

  2. We review it and confirm the fit with what we see in the market.

  3. You receive opportunities by email as they arise, matched to your stated interests.

  4. Express interest on any of them — we arrange the introductions and coordinate diligence.

  5. Participate directly, through your adviser, or alongside the transaction’s other participants.

Before information is shared

Confidentiality agreement

By signing up, you acknowledge and agree that any non-public, confidential or proprietary information Stapleton Frost, Inc. shares with you — including opportunity details, issuer information, financials, offering materials, and the fact of the opportunity’s existence — is provided solely for your evaluation. You will not disclose it to any third party without prior written consent, other than to your own professional advisers and personnel who need it and are bound by equivalent confidentiality obligations. You will use it only to evaluate a possible participation, and this obligation survives if you choose not to participate. Where a specific opportunity requires a separate executed NDA, that agreement governs.

The acknowledgment is recorded with the submission, and the confidentiality obligation begins once information is shared.

Private-market access

Request access to the pipeline.

Tell us about your mandate, where you are based, and what you are looking for. The confidentiality acknowledgment applies to information shared with you after submission.

Tell us where you invest.

Share your mandate and the kinds of opportunities you want to see. We will use it to understand whether the pipeline is relevant to you.

City, State where you are based

A minimum of $50M is expected

Investment interests (optional)

Share any context that would help us understand your mandate.

This page is directed at institutional investors, family offices, and registered investment advisers acting for qualified clients. Individual participation is generally limited to accredited investors or qualified purchasers. Opportunities are offered only to those who qualify and only through the applicable offering documents. Nothing on this page is an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results.