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Sun Mountain Capital

About

Sun Mountain Capital invests across all stages – from early-stage Seed and Series A through expansion stage growth companies. This hybrid approach includes direct equity, private credit, pooled fund programs and customized investment solutions tailored to local economies.

The Sun Mountain Approach

  • Unique vantage points reveal overlooked opportunities in uncrowded geographies: Our multi-faceted approach provides unique perspectives into market inefficiencies and opportunities. We know what to look for, where to look – and how to create value once we find what we’re looking for.
  • We leverage our robust network and deep domain expertise to deploy appropriate resources: Companies require different types of capital throughout their life cycle. From early-stage equity rounds to senior secured loans, our programs and network cover the full spectrum of alternative asset financing.
  • We continue to foster vibrant ecosystems and economies in previously underserved regions: Our fund-of-funds investments help develop a new generation of venture capital fund managers while supporting early-stage companies – achieving regional diversification with new, vibrant economies.

Our Mission

We strive to unlock meaningful opportunities for entrepreneurs and investors through flexible asset allocation strategies, customized investment programs and an uncompromising commitment to building vibrant venture capital ecosystems within underserved communities.

Investment Principles

  • Aim to provide competitive & attractive financial returns consistent with benchmarks
  • Enable and support sustainable growth and an inclusive economy
  • Seek opportunities that improve the lives where we live and work
  • Adopt and maintain long-term thinking vs. short-term
  • Invest where we can make a lasting financial and economic impact
  • Take a collaborative approach to build lasting ecosystems with engaged participants
  • Foster entrepreneurship and innovation in all markets we operate in, not just companies we invest in
  • Identify areas where we can add value through our experience, network, and design-focused thinking

Deep credit expertise meets equity analysis

All members of the Sun Mountain team have deep experience in their respective fields, including equity investing, company management and operations, private credit, structured finance, and more.

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