Our Investment Philosophy

We are attracted to those opportunities where we believe our expertise, network, and access to capital can add significant value in the form of sales growth, expansion or improvement of a competitive advantage, operational efficiencies, and expansion of value multiples.

Investment Criteria

Phoenix is very selective when evaluating potential investment opportunities. We look for business plans that fall within our investment focus and meet the following criteria.

  • Recurring Revenue Model
  • Scalable Business Model
  • Sustainable Competitive Advantages
  • Proven Technology
  • Attractive Valuations