Funds + Investments   

Capital with

conviction

As a merchant bank,

New Canaan Impact Capital structures capital across equity, debt, and real estate, designed to meet businesses at inflection points where clarity and capital can create the greatest impact. We invest directly and syndicate through our broker-dealer partner Carofin, giving companies access to both expertise and an expansive investor network.

    Our Funds    

Liquid Fund I
Flexible capital for growth-stage companies.

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Real Estate Fund I
Projects that create both financial strength and community value.

•••

Tech Fund I
Innovations solving real-world challenges.

Investment Preferences

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Equity

Revenues: Up to $20,000,000

EBITDA: Negative to $4,000,000

Industry Preference: Agnostic, emphasis on IP

Horizon: 3–5 years

Preferred Structures: SAFE notes and others

Return Profile: 7x–10x

Direct Investment Size: $25,000–$500,000

Syndicated Investment Size: $10,000,000

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Debt

Industry Preference: Agnostic

Horizon: ~2 years

Debt Service Coverage Ratio: Min. 1.25x

Return Profile: 10–20% annualized

Direct Investment Size: $500,000

Syndicated Investment Size: $25,000,000

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Real Estate

Preferences: Single family and multifamily development

Return Profile: Minimum 6% cap rate

Syndicated Investment Size: $100,000,000

Portfolio Highlights

Our Broker-Dealer Partnership

All securities are offered through Carolina Financial Securities (Carofin), a FINRA-registered broker-dealer with over $1 billion placed in private offerings over the past 20 years. This partnership ensures compliance and distribution strength for every transaction.