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# We empower small businesses for remarkable profitability while prioritizing people, sustainability and social change.
!
###### Investing in SMB provides
## Strong returns with lower risk
##### Return on Investment (ROI)
**Standard Deviation\*: 1.5% SMB   6.9% VC   1.0% Real Estate**
\*Calculated based on the following sources: Stanford Exited Search Fund IRR,
Cambridge VC Index Net Fund Level Performance, and the NCREIF RE Index
\*\*Previous performance does not indicate future results
## Our Mission
At SVG, we are committed to uplift military veterans, women and underrepresented communities. Blending our financial success
with philanthropic endeavors, we will become an unstoppable force for affecting positive global change.
## INVEST.
We fuel growth momentum through strategic investments.
## IMPACT.
Our impact resonates beyond numbers. It shapes futures.
## INSPIRE.
We aim to inspire social change that transcends the boardroom.
###### Learn more about
## Our Investment Strategy
# SYNDICATE VENTURE GROUP
We empower small businesses for remarkable profitability while prioritizing people, sustainability and social change.
### Contact Us
* [email protected]
* 240-498-4312
### Navigation
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* © 2023 Syndicate Venture Group
# INVESTMENT STRATEGY
There is a rapidly growing number of **service-based businesses that are going out of business due to lack of succession planning**. SVG identifies companies with positive cash flow and a track record of success and stability and takes ownership to manage and grow the operation.
With ~10k baby boomers retiring daily, and 19% of those are SMB owners ($5.1T value), there is a massive wealth transfer opportunity for new business ownership. Many of these businesses have historically proven to be cash-flow positive. Yet, many owners shut down due to lack of a transition plan.
At SVG, **we invest in growing, recession resistant businesses with significant returns in the restoration/capital improvements industry**. Our strategy is to keep the existing business intact, improve operational efficiencies, grow with a larger commercial customer base leveraging our existing business development partnerships, and invest in other like-kind verticals to scale into a national roll-up prior to exit. This allows us to maintain quality control in established markets.
### TARGET
Service-based businesses
* Strong cash flows ($1 - 6M EBITDA)
* Significant growth potential
* Long-standing
* Recession-resistant
### STRATEGY
1
* Drive heavy data aggregation & analytics
* Create national presence opportunities
* Improve strong operations & cash flow optimization
* Develop community stewardship & corporate philanthropy
### ANTICIPATED RETURNS
* Day 1 Distributions
* 18-22% IRR
* 2-3x MOIC
*Projected multiple IRR over 5 years.
Previous performance does not indicate future results.*
## FUND SUMMARY
###### TARGET STAGE
#### GATE 1($10M)
2% Mgmt | 25% Carry | 10% Qtr Dist
#### GATE 2 ($100M)
2% Mgmt | 40% Carry | 8% Qtr Dist
###### TARGET FUND SIZE
$110M
###### GEOGRAPHIC FOCUS
U.S. NATIONWIDE
###### TARGET HOLDING PERIOD
5 - 7 YEARS
### $8M+
#### Assets Under Management (AUM)
*As of September 2023*
### Q4 2023 Pipeline
* Bi-coastal expansion\*
* Adding $30M+ AUM to portfolio
* Additional $6M EBITDA
### Q1 2024 Pipeline
* Continued national expansion\*
* Additional $6.5M EBITDA
*\* Water mitigation focus*
OUR PORTFOLIO
# ABOUT
Syndicate Venture Group (SVG) is a privately-held investor, owner, and manager of scalable lower middle market service-based businesses. Our primary objective is to deliver robust returns with lower volatility, ensuring distribution benefits from day one. We strategically invest in high-potential businesses with proven track records, leveraging our extensive experience to enhance their technological infrastructure and maximize growth potential. Our core mission revolves around fostering equity through financial success for all. By harmonizing our financial success with philanthropic endeavors, we aim to become an unstoppable force in driving positive social change. Join the SVG movement.
## OUR MISSION
### INVEST.
### IMPACT.
### INSPIRE.
# OUR CORE VALUES
#### Loyalty
Bear true faith and allegiance to Syndicate Venture Group (SVG) and its colleagues.
#### Duty
Fulfill your obligations.
#### Respect
Treat people as they should be treated.
#### Selfless Service
Selfless service is larger than just one person.
#### Honor
Live up to SVGs values.
#### Integrity
Do what’s right, legally and morally.
#### Personal Courage
Face fear, danger or adversity (physical or moral).
## ABOUT OUR CEO
###### FROM COMBAT MEDIC TO CEO
Renan Cortez, Founder, and CEO of Syndicate Venture Group, was born and raised in the Bronx and Queens, NY and joined the Army as a combat medic at the age of 20.
Over his 12-year military career, he specialized in cardiology, mastering life-saving skills. Transitioning to corporate America, Renan worked with industry giants like Medtronic and Abbott, gaining invaluable experience. Guided by mentors who shaped his life, Renan is now committed to paying it forward.
# CONTACT US
#### Book an investor strategy call with the Syndicate Venture Group Team
## Send Us Your Inquiry
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# Privacy Policy
Syndicate Venture Group (“we”, “us”, or “our”) provides this Privacy Policy to explain our information and data collection practices, including through our website (“Site”), WiFi networks and when you provide information to us. Syndicate Venture Group reserves the right to change this Privacy Policy at any time by posting a new or updated privacy policy through the Site. We will use the reasonable means available to us in order to make you aware of any update of this Privacy Policy. However, we recommend that you review such Privacy Policy periodically for changes. By accessing the Site, you indicate your agreement to and acceptance of the terms of this Privacy Policy, and consent to the collection, retention and use of your Personal Information consistent with this Privacy Policy, as amended from time to time.
## Personal Information We Collect and How We Use Your Personal Information
When we use the term “Personal Information,” we mean information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a natural person or household, such as a real name, postal address, e-mail address, telephone number, payment or other financial information, or location information. When other information is directly associated with Personal Information, such as bank account information, we treat this other information as Personal Information. Information that is public, aggregated, de-identified, or anonymized will not be considered Personal Information. Syndicate Venture Group does not sell your Personal Information.
We collect Personal Information you choose to affirmatively provide to us through the Site or otherwise, including, for example, the following:
* + Name and contact information, including email address, phone number and
* + physical address;
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* + Investment information and financial information (e.g., when you invest with us);
We may use this Personal Information to contact you directly, to market or provide investment services to you, to conduct business with you (or with entities you work for or are affiliated with), to make hiring decisions, and to provide you access to any of our programs or services. You can choose not to provide us with this Personal Information. Please note that your Personal Information may be shared with third parties: (i) our subsidaries; (ii) third-party service providers we hire to assist in the administration of the Site and/or the processing or handling of customer information (such service providers are required to maintain the confidentiality of user information and are prohibited from using it for any purpose other than as described in this Privacy Policy); (iii) competent authorities, as required by law, such as when compelled by subpoena or court order; (iv) third parties in charge of measuring the effectiveness of our programs and advertisements.
The information you provide will be maintained for a commercially reasonable period of time by Syndicate Venture Group for administrative, liability, and archival purposes.
## Do Not Track
Because we may use the information that we collect through the Site in the ways described in this Privacy Policy, we do not respond to “Do Not Track” requests or other similar mechanisms.
## Security of Data Stored by Syndicate Venture Group
Syndicate Venture Group has measures in place to protect the loss, misuse, and alteration of information under our control. While we make reasonable efforts to ensure the integrity and security of our network and systems, we cannot guarantee that our security measures will prevent third parties from illegally obtaining this information. You agree and acknowledge that Syndicate Venture Group shall not be liable or responsible if any information about you is intercepted, accessed, and/or used by an unintended recipient. If you have reason to believe that the security of your communications or Personal Information has been compromised, please immediately notify us at: ****.
## Your Rights
If you have any questions about this Privacy Policy, please send an email containing your request to ****. You must provide your full name and email
address. In addition, if you no longer wish to receive communications from us, you may opt out at any time by notifying us at ****.
## Note to California Residents
The California Consumer Privacy Act of 2018, California Civil Code Sections 1798.100 et seq. (CCPA), may additionally afford rights to California residents. For example, California residents may have a right, following a verifiable request, to (1) access—twice in a 12-month period, free of charge—for the 12-month period prior to the request, the categories and specific pieces of Personal Information we have collected about you; and (2) delete Personal Information under certain circumstances. Following any request, we will verify your identity using information you have previously provided to us. You may also authorize an agent to submit a request on your behalf, so long as you provide the authorized agent written permission to request on your behalf, and your authorized agent is able to verify their identity with us. If you have any questions regarding our Privacy Policy, need to access the policy in an alternative format due to a disability, or if you would like to access, update, or delete your personal information, please contact us by emailing us at ****.
## Contact Us
If you have any questions regarding our Privacy Policy, please contact us at ****.