FactorPoint Planning, LLC

The firm sources proprietary co-investment opportunities through relationships with established private equity and venture capital general partners. Deal flow originates from long-standing GP relationships rather than a captive origination team. SEC filings indicate the firm participates in side-by-side investment vehicles alongside institutional fund managers (per SEC Form ADV, 2022).

The firm employs a hybrid approach, committing capital both to commingled funds and direct co-investment vehicles. It structures private market exposure through separate accounts and limited partnership interests, with a emphasis on control-oriented direct investments alongside fund managers. Public filings confirm both commingled fund commitments and direct equity positions (per SEC filings).

FactorPoint Planning targets primarily mid-market private equity and growth-stage venture capital, with a focus on North American companies. The firm avoids early-stage seed investments and public market day trading, instead favoring established businesses with proven revenue models. Stage focus skews toward buyout and growth equity with no disclosed hard stage exclusions.

The firm does not disclose a public list of excluded sectors. However, based on SEC filings and public registrations, its portfolio has historically concentrated on technology, healthcare, and business services. FactorPoint Planning does not publicly flag any permanent sector restrictions.