Investing in Enduring Value.
We believe in planting trees under whose shade we may never sit. For us, this means providing the capital, mentorship, and wisdom necessary to help the next generation build enduring enterprises.
The Principles That Guide Us
We partner with founders who embody a specific set of enduring values. These are the tenets that form the foundation of our investment philosophy.
A Bias for Agency
We believe the greatest predictor of success is a founder's independent capability to act on their own will. We look for individuals with the grit and resourcefulness to turn conviction into action. Founders with high agency don't wait for permission or capital to start building and testing. They find a way to make progress with the resources they have, demonstrating that their will, not their wallet, is their most valuable asset.
A Commitment to Durability
We are not interested in fleeting trends. We invest in businesses built to last for generations. Durability requires a long-term mindset, a focus on sustainable growth over hyper-growth, and the creation of real, tangible value that can withstand market cycles. We partner with founders who are not just building a product, but are laying the foundation for an enduring institution.
A Focus on Responsible Innovation
Today's technology offers unprecedented leverage. We invest in founders who wield this power responsibly. This means controlling costs, testing ideas thoroughly, and using technology to create genuine efficiency and value, not just to chase scale at any cost. We believe the most successful companies of the next generation will be those that pair technological ambition with operational discipline.
A Belief in Generational Stewardship
This value connects both of our investment theses. It is about honoring the legacy of those who came before us and thoughtfully passing the torch—of knowledge, wisdom, and wealth—to a new generation. We see ourselves as stewards, entrusted to nurture businesses for the long term.
Our Investment Thesis
We invest in two distinct types of companies that share a common thread of quality and long-term potential.
Resourceful Startups
We seek founders who have used today's technologies to build and test their ideas responsibly and effectively. We provide the capital not for initial validation, but for scaling a proven concept. We back resourcefulness first.
Enduring Businesses
We partner with long-standing small to medium-sized businesses whose owners are ready to pass the torch. We acquire and strengthen these companies by implementing modern technology and AI to ensure their legacy endures for the next generation.
MentorsGiving 2025
An annual gathering dedicated to passing the torch. We bring together ambitious young founders and seasoned entrepreneurs for a day of mentorship, connection, and world-class fly fishing.
The Legendary Soque River
Nestled in the foothills of the North Georgia mountains, the Soque River is a world-renowned, private trout stream famous for its crystal-clear water and abundance of trophy-sized rainbow and brown trout. It is a place of serene beauty and a fitting classroom for the transfer of generational wisdom. This is not just a fishing trip; it's an opportunity to forge lasting connections in an unforgettable setting.
The Day's Agenda
November 21st
- 7:30 AMOptional Morning Workout
- 9:00 AMArrival, Coffee & Introductions
- 9:30 AMMentor Pairing & Fly Fishing Instruction
- 10:00 AMMorning Fishing Session
- 12:30 PMRiverside Lunch
- 1:30 PMAfternoon Mentor Rotations & Fishing
Share Your Vision, Confidentially.
This is the first step. We look forward to learning about what you are building.
A Note on Confidentiality
We understand the sensitivity of your work. All information submitted to The Shade Tree Fund is treated as strictly confidential. We are committed to protecting your intellectual property and are prepared to sign a Non-Disclosure Agreement upon request.
Privacy Policy
Your privacy and the confidentiality of your ideas are of the utmost importance to us. This policy outlines how we handle the information you submit to The Shade Tree Fund.
Information Collection: We collect the information you voluntarily provide through our submission form, including your name, email address, and project details.
Use of Information: This information is used exclusively for the purpose of evaluating potential investment opportunities and will not be shared with any third parties without your explicit consent. We are prepared to enter into a formal Non-Disclosure Agreement (NDA) to provide further legal protection for your intellectual property.
Data Security: We take reasonable measures to protect the information you submit from loss, theft, and unauthorized access.
By submitting your information, you acknowledge and agree to these terms.