Portfolio

Our Companies

First Western Trust

First Western's mission is to be the best private bank for the Western Wealth Management Client.

XTI Aerospace

Transforming air mobility, enabling seamless point-to-point travel with innovative vertical lift technology.

The Unreasonable Group

We build community between entrepreneurs, institutions, and investors to profitably solve pressing global problems.

Oakwood Homes

Top home builder in Colorado, Utah, and Arizona. Sustained value, efficient home designs, and strong customer service.

The Invention Network

We help inventors win

Syntrinsic

An investment firm for foundations, endowments, and nonprofits.

Bonfire

Broadband planning, engineering, construction, and fiber operations.

Zesty Paws

Help pawsome pet parents spoil their besties with flavorful and functional products.

Ninety

Build great organizations by helping teams work more effectively together.

Envision Imaging

Revolutionizing diagnostic imaging for patients everywhere.

Longpath

Revolutionizing methane management with laser technology.

ScaleIP

Simplifies market assessment and monetization by delivering actionable data insights.

Campminder

The very best summer camp management software.

LumenServe

We give tower owners piece of mind

The Expert Press

We help companies conceive, create, and publish high-authority thought leadership, nationwide.

Entity Academy

Closing the skills, confidence, and wage gaps that disproportionately impact women and diverse talent.

Koelbel

Colorado's Premier Real Estate Developer

Mav

Mav is the AI-powered insurance expert that engages unlimited leads with friendly texts to quality, quote, and connect prospects to agents.

Sunday

Your guide to growing, mowing, and caring for your yard in the best ways.

Highlands Vista Group

Best-in-class environment where residents, employees, and investors grow together over the long-term.

828

Unique wedding and event venues across the nation

Arcland

Class A storage development, investment and management

Rallyday Partners

A private equity firm providing capital to emerging industry leaders - built by founders for founders.

Panoptyc

Panoptyc uses video AI to detect retail theft in real time.

Luggage Forward

Official luggage shipping partner for luxury cruise lines and tour operators.

Cubby Beds

Smart Beds for Special Needs

Origin CPA Group

You deserve more from your CPA relationship. At Origin CPA Group, our focus is you.

The Dyrt

The leading marketplace for unique outdoor stays - camping, glamping, RV sites, and cabins across North America.

Stormbreaker

Early stage venture investing in wireless, mobility, and connectivity technologies that advance the connected ecosystem.

Little Man Ice Cream

Handcrafted ice cream company with multiple locations across Colorado, known for their famous giant ice cream sculptures and premium quality ice cream.

Realized Investments

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Get in Touch

All businesses face challenges. Execution decides who wins.

We partner with select leaders to establish world-class execution—bringing operational discipline, capital fluency, and thoughtful modernization to build remarkable businesses.

"Jay has been with us from the beginning of our EOS journey. His knowledgable and professional approach helped overcome the natural reticence that accompanies any major operational change."

Carl Koelbel

CEO, Koelbel

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