ABOUT THIS FUND
Portfolio companies must meet one of the three regional fund eligibility requirements AND demonstrate customer acquisition strategy scoring excellence.
Fund Thesis:
$20 Million Debt Fund
Exit 7+ Years
Revenue Based Loans; Potential for Revenue Based Equity
Target # of Investments: 20-25 with Follow-On Capital
506(b) Regulation D Exempt Registration
Target Average Annual Return 9%
Companies: All Stages Welcome
Managed by Frances Ann Capital Partners
Portfolio Company Regional Eligibility
Must meet one of the three regional eligibility requirements.
1. Located Here
SW Florida Founder Priority
Companies founded by SW Florida residents will receive top priority for investment. We prioritize founders who understand the unique opportunities and challenges in the region, as their businesses are most likely to align with and support the fund’s mission to benefit the SW Florida community.
Eligibility Criteria:
Business must have been founded by, or currently be led by, an SW Florida resident.
If the business has non-local roots, it should have a founding or co-founding partner from SW Florida who is actively involved in the company’s operations
2. Product Adoption Here
Demonstrated Market Adoption or Use Case in SW Florida
Companies outside SW Florida are eligible if they can demonstrate active product adoption, service utilization, or meaningful employment impact within the region. This ensures that non-local businesses still contribute to and integrate with the local economy.
Eligibility Criteria:
Proven customer base or market traction within SW Florida, with metrics (e.g., sales, partnerships, or usage statistics) to illustrate adoption.
Product or service directly benefits SW Florida (e.g., clean water technology, coastal conservation, or public health solutions).
3. Employment Here
Regional Benefit or Impact
The fund is dedicated to companies that create a direct, positive impact on SW Florida. We are interested in businesses whose products, services, or operational footprint bring measurable benefits to the region, such as environmental improvements, job creation, or enhanced community services.
Eligibility Criteria:
The company’s operations result in a minimum of 5-10 jobs within SW Florida or create economic value for the local community.
Company operations should enhance or create skill development for SW Florida residents.
Customer Acquisition Excellence Eligibility
Must complete the module and demonstrate a score of excellence.
Eligible companies must demonstrate a strong understanding of customer acquisition, either through proven experience in a previous venture or through a current, well-defined strategy with measurable traction. Applicants are required to complete the Customer Acquisition Strategy Module available on the Cap Table Nation website. Only those scoring highest in customer acquisition readiness and strategy will be considered.
Eligibility Criteria:
Successful completion of the Customer Acquisition Strategy Module with a high score, showcasing a solid approach to acquiring and retaining customers.
Evidence of prior experience or quantifiable traction in customer acquisition, such as growth metrics, marketing ROI, or established partnerships, either from a past venture or the current business.
Why SWFL?
Diverse and Growing Population
Southwest Florida has seen a significant influx of residents, especially post-COVID. This population growth is fueling the housing market and creating demand for various goods and services.
The diversity in this growing population brings opportunities for businesses to cater to a range of consumer preferences and needs, from healthcare and education to retail and entertainment.
Strategic Location and Infrastructure
The region’s strategic location provides businesses access to major transportation routes, including highways, ports, and airports, facilitating efficient distribution and logistics.
Infrastructure improvements, such as expanding highways and upgrading public transportation, are further enhancing connectivity and accessibility within the region.
Economic Diversification
Beyond Tourism While tourism is a significant part of the economy, SWFL is not solely reliant on this sector. The region has a growing healthcare industry, technology sector, and manufacturing base.
Emerging industries like renewable energy, biotechnology, and advanced manufacturing are beginning to take root, offering opportunities for innovation and growth.
Supportive Business Environment
Local governments in SWFL are increasingly focused on attracting and supporting businesses, offering incentives, tax breaks, and streamlined permitting processes to encourage investment.
Organizations like economic development councils and chambers of commerce provide resources, networking opportunities, and support to help businesses thrive and succeed in the region.
Quality of Life and Talent Pool
SWFL offers an exceptional quality of life, with its beautiful beaches, outdoor recreational opportunities, and cultural amenities attracting both residents and talent.
The region is home to several educational institutions and training programs, producing a skilled workforce ready to meet the needs of growing industries and businesses.
The Portfolio Company Application will open soon.
We will be opening the Portfolio Company Application in the next few months. If you would like to be notified when the application opens, please give us your information in this form, and we will consider you first in line.
