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Overlap Holdings
Justin Stevens founded Overlap Holdings to pair VC with in-house debt advisory, raising $33M to back frontier-tech startups in energy, space, and robotics.
Overlap Holdings
Overlap Holdings is an SEC-registered investment adviser in HICKSVILLE, NY, established in 2024.
General information
Firm type
Venture Capital
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hicksville
Corporate office
Hicksville, NY, United States
Principals
Justin Stevens
Founder + CEO
Sector focus
Frequently asked questions
What does Overlap Holdings' Capital Solutions business actually do?
It functions as an in-house debt-advisory team for portfolio companies, leveraging a network of more than 250 lender relationships to structure and source non-dilutive financing. The service is provided free to portfolio companies and is led by COO Rob Morelli, a former head of syndicate and structuring at UBS. The firm describes it as bringing a Wall Street financing mindset to capital-intensive frontier-tech startups.
Does Overlap lead venture rounds?
No. Overlap invests in Seed, Series A, and Series B equity rounds but explicitly states it does not lead. It prefers to follow established venture investors while contributing its Capital Solutions and Government Solutions expertise as a differentiated value-add.
Which government funding programs does Overlap help portfolio companies access?
Overlap's Government Solutions team, directed by former Department of Defense policy official Elizabeth Stockton, helps frontier-tech companies identify and pursue non-dilutive federal funding. Stockton previously served as Chief of Staff to the Assistant Secretary of Defense for Industrial Base Policy, an office responsible for $2 billion annually in industrial-base investments.
What is Justin Stevens's background before founding Overlap Holdings?
Stevens spent more than 18 years as a senior partner at Apollo Global Management, where he gained significant experience in financial structuring and investment management. His work spanned organizations from early-stage startups to large publicly traded companies. He is a registered representative of BA Securities, LLC.
What sectors does Overlap Holdings focus on?
The firm invests exclusively in frontier tech — companies building technologies at the intersection of scientific innovation and hardware. Named sectors include energy, life sciences, materials science, space, robotics, and semiconductors. It does not invest in software-only or consumer-internet businesses.
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