# Dovetail Investment Group Dovetail Investment Group is a Private Equity based in Phoenix, United States. ## Overview - **Organization type:** Private Equity - **Headquarters:** Phoenix, United States - **Region:** North America - **Address:** Phoenix, AZ, United States - **Founded:** 2021 - **Assets under management:** Undisclosed - **Website:** dovetailig.com - **LinkedIn:** https://www.linkedin.com/company/dovetailinvestmentgroup ## Regulatory record - **Reports private funds:** No ## About Exceptional Opportunities for Discerning Investors We invest in exceptional assets, by combining our expertise with the track record of our best-in-class partners, to insulate and grow the wealth of our investor consortium. Learn more Create account About DOVETAIL DOVETAIL is a private investment firm that makes principal investments using its own capital and capital raised… ## Sectors - Real Estate ## People - Coburn Sheppick — Founder and CEO ## Questions ### Who runs investment decisions at Dovetail Investment Group? Founder and CEO Coburn Sheppick leads the firm. Dovetail's model relies on its operator network to source and manage deals, while Dovetail oversees vetting, due diligence, and structuring. Investment decisions appear centralized under Sheppick's leadership, with the firm committing its own principal to every opportunity. ### Does Dovetail operate as a fund manager or a co-investment syndicator? Dovetail functions primarily as a co-investment syndicator. The firm sources individual commercial real estate opportunities through operating partners and offers access via single-asset joint ventures, rather than pooling investor capital into blind-pool commingled funds. It invests its own capital alongside outside investors on a deal-by-deal basis, using tax-efficient structures. ### Which asset classes does Dovetail cover? Commercial real estate is the primary focus. The firm's website also lists private equity, venture capital, and fixed-income alternatives as part of its investment focus, though no specific portfolio companies or non-real-estate positions are named publicly. The core competency remains direct real estate syndication alongside established operating partners. ### How does Dovetail's investment process work for outside investors? The process follows four stages: vetting institutional-quality opportunities with operating partners, executing due diligence, inviting qualified investors in the consortium to review the direct opportunity, and then managing the investment including payouts and performance tracking. Access is gated — investors must join Dovetail's investor group to view current offerings. ### Is Dovetail Investment Group open to non-U.S. investors? The firm's public materials do not address international investor eligibility or cross-border structures. Its operational footprint and headquarters are in Phoenix, Arizona, with a focus on U.S. commercial real estate. Non-U.S. investors should confirm eligibility and tax-structuring options directly with the firm. ## Related profiles - [Dot Capital](https://altss.com/profile/dot-capital) - [Drive Capital](https://altss.com/profile/drive-capital) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/dovetail-investment-group Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology