About Our Fund and Team

About Our Fund

Verte OZ Fund, the second fund managed by Dr. Leonard Mills, is a Qualified Opportunity Fund investing in high-growth, small-businesses impacting Opportunity Zones. The Verte OZ Fund aims to have a positive economic impact on communities, grow the entrepreneurial ecosystem, and provide attractive returns for investors. Ultimately, the Verte OZ portfolio will be diverse and comprised of many companies nationwide.

Unlike most Opportunity Zone Funds, Verte OZ is designed to appeal to a broad array of investors, including those with realized capital gains, tax-advantaged (IRA), and taxable investments. Verte Opportunity Fund is currently open to investors who are interested in taking part in impactful venture capital opportunities.

About Our Team

We believe that we bring more than capital to each investment. This includes insight from our over four and half decades of first-hand execution and investment experience along with a deep and wide network of relationships.

Our thesis, which is supported by our experience in prior funds, is that entrepreneurs favor other entrepreneurs as investors. Our team has a proven track record of successful exits, generating above average returns to our investors, and experience in portfolio fund management with assets in excess of $1.5 Trillion.

About Our Investments

The first requirement when considering businesses for the Verte OZ portfolio is quite simple: is the businesses located in an Opportunity Zone? From there, we look for companies with innovative products and services that provide competitive value in targeted markets.

Furthermore, our due diligence is centered around the unique needs, current voids, and desired impact of the community in which the business is located. We favor rapidly growing markets, businesses that utilize existing infrastructure, excess capacity, and whenever possible, create recurring revenue streams.

More About the Fund

We believe that the entrepreneur is more important than the idea. We look for innovative thinkers who we believe can drive creative solutions. Our objective is to identify and invest in talented and motivated individuals with a track record of accomplishment and tremendous dedication to their business and vision.

More About the Fund Managers

Our Fund Managers are experts in locating businesses that complement our portfolio and Fund strategy, targeting companies with mutual synergies and like-minded economic impact goals. Much of our deal flow is inspired by communities and our Managers are skilled at analyzing the effectiveness and performance of the investment while also ensuring the business is in line with local economic needs.