Real Impact
Through Strategic Capital and Applied AI
We provide custom financing solutions to lower middle-market companies and apply AI where it drives the greatest impact—unlocking profitable growth
Welcome
to Society
A DIFFERENT INVESTMENT PLATFORM
Welcome to Society Capital, an independent sponsor dedicated to crafting a multi-strategy credit solution tailored to your needs. Our bespoke approach begins with patiently listening and collaborating to creatively solve finance challenges.
Through our methodical sourcing, we have developed distinctive investment profiles, placing us among the top decile of performers in the private credit sector. We offer multiple types of debt, often with adjunct equity linked-options that create unique risk-reward opportunities.
Explore how we can partner with you for exceptional investment outcomes.
About
Us
Our Story
Society Capital is an independent investment firm that provides tailored credit solutions for distinctive financial opportunities. Our flexible mandate enables us to engage across uncorrelated sectors and pursue deals of any size without limitations.
We achieve this through three primary investment methods: Direct Investments, and both Sponsored and Non-Sponsored mandates from our capital partners.
With extensive experience across various financing structures, Society Capital effectively solves capital structure, liquidity, and funding requirements of our partners.
We invest in a broad spectrum of asset classes and sectors, including not limited to financial services, litigation finance, B2B services, real estate, technology.
Our Strategy
Society Capital is a sector-focused, thesis-driven investment group that proactively identifies and structures opportunities where our deep operational expertise provides a distinct edge. Unlike traditional investors, we were operators before we were investors—giving us a hands-on perspective in value creation and risk management.
We conduct comprehensive underwriting on behalf of our capital partners, focusing on sectors where we and our network can add strategic value.
In addition to sourcing our own deals, Society Capital welcomes mandates from companies seeking structured finance solutions, either sourcing capital or investing directly alongside our partners to ensure aligned interests.
Our patient and persistent approach to deal sourcing uncovers unique opportunities that elegantly address counterparty needs—delivering customized financing solutions with higher yields and enhanced investor protections.
Our Team
The senior team at Society Capital brings a wealth of diverse expertise across finance, private equity, real estate, credit, and various operational roles in numerous industries. What truly sets Society Capital apart from other credit providers is its deep operational experience. This hands-on insight enables us to look beyond the numbers and deliver value that exceeds expectations.
What
We
Do
Direct Investment
Society invests directly into alternate assets in the private market that have an asymmetrical risk reward profile due to technology, collateral, market position, dislocation, or internal sector expertise. This encompasses:
Equity in Control Positions
Senior Debt
Hybrid Debt
Line of Credit Facilities
Litigation Financing
Distressed Opportunities
Sponsored Finance
Society will identify, underwrite and allocate sector specific investments on behalf of a wide variety of capital partners, including Private Equity, Financial Institutions, and Family Offices. This includes:
M&A Acquisition Financing
Mezzanine Financing
Real Estate
Receivables Factoring
Capital Call Financing
Non-Sponsored Finance
Society acts as a value-added intermediary for Lenders and Private Companies due to our robust sourcing capabilities and industry expertise to efficiently complete due diligence in a wide variety of financing opportunities:
NAV Loans
Co-Invests
Special Situations
Series A Investments
Litigation Claims Financing
Advisory Services
Society Capital works directly with borrower companies, often founder-owned firms without an intermediary sponsor, on M&A and other strategic transactions including:
Buy-Side Advisory
Sell-Side Advisory
Financial Planning
Outsourced CFO
Capital Markets Team
Strategic Planning
Our Team.
The senior team at Society Capital brings a wealth of diverse expertise across finance, private equity, real estate, credit, and various operational roles in numerous industries. What truly sets Society Capital apart from other credit providers is its deep operational experience. This hands-on insight enables us to look beyond the numbers and deliver value that exceeds expectations.
Why
Us
Deep Industry Knowledge
Society Capital has a wealth of experience in managing a variety of investments and partnerships, including overseeing hundreds of millions in assets at ICONIC, driving significant growth in individual business assets, and structuring multi-million dollar strategic alliances.
Our team brings deep operational, economic, and investment knowledge, enabling us to see beyond just the figures. Coupled with unique deal flow, we are ideally equipped to provide substantial returns to our partners.
Our Process
Successful investments start with the right partnerships—working with sponsors and companies that are bold, strategic, and committed to transforming their industries.
Society Capital takes a deliberate, methodical approach to investing, leveraging a refined diligence process that prioritizes depth over speed. Unlike firms reliant on intermediated deal flow, we develop tailored investment opportunities, requiring creativity in structuring transactions and a sophisticated capital allocation strategy.
Our Alpha "Operationalized"
We believe true value creation goes beyond financial engineering—especially in an environment shaped by rising interest rates and inflation.
Operational Alpha is at the core of our investment strategy, emphasizing deep operational improvements to unlock an asset’s full potential. This means implementing transformational changes, such as adopting advanced technologies, optimizing working capital, and launching new products to drive cash flow and profitability.
Strong leadership is critical to this process, and we actively support management teams by sourcing top-tier talent, refining executive performance, and aligning incentives with measurable outcomes.
By taking the time to deeply understand each investment, we ensure that every deal we pursue is not just compelling on paper but primed for long-term, sustainable success.
Contact
Us
Our Address
One World Trade Center, 85th Floor
New York, NY 10007
Our Email
Our Phone No.
+1 (212) 220-6992