Dear Co/Investor Club Newsletter Community,
The Co/Investor Club was an idea born from combining my business experiences over my 40- year career. It started with me sending the cartoon (in the link below) in an email to my contact list of slightly more than 500 people on January 1st, 2021, making them aware of this new venture and giving them the opportunity to opt out.
Thankfully, few opted out, and today more than 7,000 readers receive our newsletter each Sunday. My intention with the newsletter is to provide relevant information to those who have chosen to make some or all of their own investment decisions. We share articles, tweets, and podcasts picked by our team that our audience may have missed. On top of sharing items that may have been missed by readers, we also share our own commentary and the occasional white paper. We focused on microcap equities and top microcap investors given my familiarity in the space having launched a small but impressive Microcap Value Fund in 2007. Joe Koster, one of the analysts responsible for the positive results of that fund, helps write this newsletter.
The second component of the Co/Investor Club is our Premium Membership, which is $100 annually. Each month, we invite a top investor to present their best idea to the premium members. Some of the ideas have performed very well since being presented. Each of the investors has a respected track record consistent with our mission of providing value for those making their own investment decisions, all of whom have invested in the ideas they mentioned. Additionally, if a member has found an opportunity they’ve decided to invest in and is looking for partners, they can share it with fellow premium members.
Several premium members have requested to expand our membership opportunities to invest in seed, venture capital, and lower/middle market private equity. These investments could take place both directly into funds via syndicated SPVs, or directly alongside top managers when they are looking to syndicate an investment they are leading. Our parent company, Capstone Technologies Group, is also the parent company of DrivenIQ. We have previously written white papers about DrivenIQ titled DrivenIQ: Company Overview and DrivenIQ: Company Update.
One area of investments we are bullish on is Search Funds. As we’ve continued to monitor this category, Capstone Technologies Group has grown more willing to invest, and because of this, we have expanded on our previous white paper. Given our platform of investors and access to DrivenIQ, Capstone plans to invest in companies that can strengthen or be strengthened by the data from DrivenIQ.
All the best,
Mike Pruitt
Founder
Co/Investor Club
"Get the Odds on Your Side"
If you have not already upgraded your membership…
Avenel Financial Group, a merchant banking and advisory firm located in Charlotte, NC, launched a new business venture called the Co/Investor Club. The Co/Investor Club is a community of value-oriented investors that collaborate on investment opportunities and ideas. You are receiving this newsletter because you are a Free or Premium Member of the Co/Investor Club!
Chat with Mike
Whether you’re an executive with investment opportunities or a college student looking to network, we would love to chat with you! Email our Founder, Mike Pruitt, at mp@coinvestorclub.com with questions and ideas or schedule a meeting.
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