"We're active investors, not passive investors."

CxC AI is an innovative platform focused on optimizing business operations and customer engagement through AI-driven insights and automation. It provides features like real-time customer sentiment analysis, AI-based recommendations, and comprehensive call transcriptions. These tools offer immediate support to technicians and business managers, promoting operational excellence and tailored customer experiences. Our family office has invested in CxC AI and is playing an advisory role, driven by our belief in their forward-thinking approach to enhancing customer service and operational efficiency. To learn more about CxC AI, visit https://www.cxc.ai/

Goettl Air Conditioning & Plumbing is a leading provider of HVAC and plumbing services in the Southwest United States, known for its high-quality customer service and innovative solutions for residential and commercial clients. With a strong legacy dating back to 1939, Goettl has established itself as a trusted name in the industry, offering a range of services from air conditioning repair and installation to plumbing solutions. Our family office has invested in Goettl Air Conditioning & Plumbing, recognizing its commitment to excellence and growth potential in the home services sector. We are excited to support Goettl's continued expansion and dedication to delivering superior service to its customers. Find out more https://www.goettl.com/

Smart AC is a prominent player in the HVAC sector, utilizing IoT technology to optimize air conditioning systems. Renowned for incorporating smart devices into residential and commercial settings, Smart AC provides solutions for remote monitoring, predictive maintenance, and energy efficiency. Their cutting-edge products are designed to lower operational costs and minimize environmental impact, positioning them as a significant force in green technology. Our family office has invested in Smart AC and serves in an advisory role because we believe in their vision and their potential to transform the HVAC industry. To learn more, visit www.smartac.com

Sera Software, located in Grapevine, Texas, offers Field Service Management (FSM) solutions tailored for HVAC, plumbing, electrical, and other home service industries. Their platform focuses on boosting efficiency and profitability by automating key functions such as scheduling, dispatching, and job tracking, enabling businesses to pinpoint financial gaps and optimize operations. Many clients experience a notable revenue increase within six months, thanks to features like dynamic margin pricing and real-time job tracking. Our family office has chosen to invest in Sera Software and take on an advisory role because we believe in their innovative approach to transforming field service management. To learn more, visit www.sera.tech

Our family office is proud to invest in Four Seasons Heating, Air Conditioning, Plumbing, and Electric, a trusted leader in home services for over 50 years. We believe in supporting companies that prioritize customer satisfaction, innovation, and efficiency. Four Seasons’ commitment to quality, from HVAC solutions to electrical and plumbing services, aligns with our vision of investing in businesses that make a positive impact on everyday life. For more details on their services and dedication to excellence, visit https://www.fourseasonsheatingcooling.com/

Founded by Tommy Mello in 2007, A1 Garage Door Service is a nationally recognized leader in garage door repair and installation. Operating in over 30 markets across the United States, the company is known for its high-quality parts and exceptional customer service provided by highly trained technicians. A1 Garage Door Service is dedicated to delivering outstanding customer experiences and aims to become the largest and most trusted garage door company in North America. Our family office has invested in A1 Garage Door Service and taken on an advisory role, driven by our strong belief in their mission and growth potential. For more information, visit https://a1garage.com/

Zephyr Filtration specializes in high-efficiency MERV 13 filters that capture particles as small as 0.3 microns, significantly improving indoor air quality by filtering out allergens, dust, and other airborne pollutants. Their filters stand out due to their innovative design, featuring self-sealing flexible gaskets that prevent air bypass and compatibility with standard air grilles. With a lifespan of up to six months, they provide a reliable and efficient solution for keeping air clean in both homes and businesses. Our family office has invested in Zephyr Filtration and is involved in an advisory role, reflecting our strong support for the company's mission to improve air quality with cutting-edge filtration technology. For more details, visit https://zephyrfiltration.com/merv-13.html

CxC AI is an innovative platform focused on optimizing business operations and customer engagement through AI-driven insights and automation. It provides features like real-time customer sentiment analysis, AI-based recommendations, and comprehensive call transcriptions. These tools offer immediate support to technicians and business managers, promoting operational excellence and tailored customer experiences. Our family office has invested in CxC AI and is playing an advisory role, driven by our belief in their forward-thinking approach to enhancing customer service and operational efficiency. To learn more about CxC AI, visit https://www.cxc.ai/

Goettl Air Conditioning & Plumbing is a leading provider of HVAC and plumbing services in the Southwest United States, known for its high-quality customer service and innovative solutions for residential and commercial clients. With a strong legacy dating back to 1939, Goettl has established itself as a trusted name in the industry, offering a range of services from air conditioning repair and installation to plumbing solutions. Our family office has invested in Goettl Air Conditioning & Plumbing, recognizing its commitment to excellence and growth potential in the home services sector. We are excited to support Goettl's continued expansion and dedication to delivering superior service to its customers. Find out more https://www.goettl.com/

Smart AC is a prominent player in the HVAC sector, utilizing IoT technology to optimize air conditioning systems. Renowned for incorporating smart devices into residential and commercial settings, Smart AC provides solutions for remote monitoring, predictive maintenance, and energy efficiency. Their cutting-edge products are designed to lower operational costs and minimize environmental impact, positioning them as a significant force in green technology. Our family office has invested in Smart AC and serves in an advisory role because we believe in their vision and their potential to transform the HVAC industry. To learn more, visit www.smartac.com

Sera Software, located in Grapevine, Texas, offers Field Service Management (FSM) solutions tailored for HVAC, plumbing, electrical, and other home service industries. Their platform focuses on boosting efficiency and profitability by automating key functions such as scheduling, dispatching, and job tracking, enabling businesses to pinpoint financial gaps and optimize operations. Many clients experience a notable revenue increase within six months, thanks to features like dynamic margin pricing and real-time job tracking. Our family office has chosen to invest in Sera Software and take on an advisory role because we believe in their innovative approach to transforming field service management. To learn more, visit www.sera.tech

Our family office is proud to invest in Four Seasons Heating, Air Conditioning, Plumbing, and Electric, a trusted leader in home services for over 50 years. We believe in supporting companies that prioritize customer satisfaction, innovation, and efficiency. Four Seasons’ commitment to quality, from HVAC solutions to electrical and plumbing services, aligns with our vision of investing in businesses that make a positive impact on everyday life. For more details on their services and dedication to excellence, visit https://www.fourseasonsheatingcooling.com/

Founded by Tommy Mello in 2007, A1 Garage Door Service is a nationally recognized leader in garage door repair and installation. Operating in over 30 markets across the United States, the company is known for its high-quality parts and exceptional customer service provided by highly trained technicians. A1 Garage Door Service is dedicated to delivering outstanding customer experiences and aims to become the largest and most trusted garage door company in North America. Our family office has invested in A1 Garage Door Service and taken on an advisory role, driven by our strong belief in their mission and growth potential. For more information, visit https://a1garage.com/

Zephyr Filtration specializes in high-efficiency MERV 13 filters that capture particles as small as 0.3 microns, significantly improving indoor air quality by filtering out allergens, dust, and other airborne pollutants. Their filters stand out due to their innovative design, featuring self-sealing flexible gaskets that prevent air bypass and compatibility with standard air grilles. With a lifespan of up to six months, they provide a reliable and efficient solution for keeping air clean in both homes and businesses. Our family office has invested in Zephyr Filtration and is involved in an advisory role, reflecting our strong support for the company's mission to improve air quality with cutting-edge filtration technology. For more details, visit https://zephyrfiltration.com/merv-13.html

CxC AI is an innovative platform focused on optimizing business operations and customer engagement through AI-driven insights and automation. It provides features like real-time customer sentiment analysis, AI-based recommendations, and comprehensive call transcriptions. These tools offer immediate support to technicians and business managers, promoting operational excellence and tailored customer experiences. Our family office has invested in CxC AI and is playing an advisory role, driven by our belief in their forward-thinking approach to enhancing customer service and operational efficiency. To learn more about CxC AI, visit https://www.cxc.ai/

Goettl Air Conditioning & Plumbing is a leading provider of HVAC and plumbing services in the Southwest United States, known for its high-quality customer service and innovative solutions for residential and commercial clients. With a strong legacy dating back to 1939, Goettl has established itself as a trusted name in the industry, offering a range of services from air conditioning repair and installation to plumbing solutions. Our family office has invested in Goettl Air Conditioning & Plumbing, recognizing its commitment to excellence and growth potential in the home services sector. We are excited to support Goettl's continued expansion and dedication to delivering superior service to its customers. Find out more https://www.goettl.com/

Smart AC is a prominent player in the HVAC sector, utilizing IoT technology to optimize air conditioning systems. Renowned for incorporating smart devices into residential and commercial settings, Smart AC provides solutions for remote monitoring, predictive maintenance, and energy efficiency. Their cutting-edge products are designed to lower operational costs and minimize environmental impact, positioning them as a significant force in green technology. Our family office has invested in Smart AC and serves in an advisory role because we believe in their vision and their potential to transform the HVAC industry. To learn more, visit www.smartac.com

Sera Software, located in Grapevine, Texas, offers Field Service Management (FSM) solutions tailored for HVAC, plumbing, electrical, and other home service industries. Their platform focuses on boosting efficiency and profitability by automating key functions such as scheduling, dispatching, and job tracking, enabling businesses to pinpoint financial gaps and optimize operations. Many clients experience a notable revenue increase within six months, thanks to features like dynamic margin pricing and real-time job tracking. Our family office has chosen to invest in Sera Software and take on an advisory role because we believe in their innovative approach to transforming field service management. To learn more, visit www.sera.tech

Our family office is proud to invest in Four Seasons Heating, Air Conditioning, Plumbing, and Electric, a trusted leader in home services for over 50 years. We believe in supporting companies that prioritize customer satisfaction, innovation, and efficiency. Four Seasons’ commitment to quality, from HVAC solutions to electrical and plumbing services, aligns with our vision of investing in businesses that make a positive impact on everyday life. For more details on their services and dedication to excellence, visit https://www.fourseasonsheatingcooling.com/

Founded by Tommy Mello in 2007, A1 Garage Door Service is a nationally recognized leader in garage door repair and installation. Operating in over 30 markets across the United States, the company is known for its high-quality parts and exceptional customer service provided by highly trained technicians. A1 Garage Door Service is dedicated to delivering outstanding customer experiences and aims to become the largest and most trusted garage door company in North America. Our family office has invested in A1 Garage Door Service and taken on an advisory role, driven by our strong belief in their mission and growth potential. For more information, visit https://a1garage.com/

Zephyr Filtration specializes in high-efficiency MERV 13 filters that capture particles as small as 0.3 microns, significantly improving indoor air quality by filtering out allergens, dust, and other airborne pollutants. Their filters stand out due to their innovative design, featuring self-sealing flexible gaskets that prevent air bypass and compatibility with standard air grilles. With a lifespan of up to six months, they provide a reliable and efficient solution for keeping air clean in both homes and businesses. Our family office has invested in Zephyr Filtration and is involved in an advisory role, reflecting our strong support for the company's mission to improve air quality with cutting-edge filtration technology. For more details, visit https://zephyrfiltration.com/merv-13.html