The Offering
12% annualized. Paid monthly. Secured throughout.
A private credit fund financing the growth of established personal injury law firms — secured by their contingency-fee receivables. Available to accredited investors only.
Investment Strategy
What we fund, how we structure it, and how we exit.
The fund advances growth capital to established personal injury law firms, secured by the contingency fees on their signed case inventories. Positions are structured conservatively, verified continuously, and self-liquidate as cases settle.
Proven firms, signed cases
Established plaintiff firms with multi-year resolution histories and diversified case inventories — never startups, never speculative dockets.
Conservative advances, secured fees
Advances sized to a conservative share of expected net fees, documented fee interests on every case, and a minimum 3:1 coverage ratio at all times.
Settlements repay us first
As cases resolve, fees flow through controlled accounts that repay principal and return before the firm receives its remainder — no exit event required.
Asset Classes
Where the capital goes.
Firm growth lines
Revolving advances that fund marketing, intake, and hiring — secured by the firm's entire case inventory. The core of the portfolio.
Case-cost funding
Financing for litigation disbursements — experts, records, filings — tied to specific cases and repaid directly from their resolutions.
Settled-fee receivables
Fees already earned on resolved cases, awaiting disbursement. Short-duration, lowest-risk positions that ballast the portfolio's liquidity.
Fund Terms
The structure, at a glance.
Annualized return
Fixed preferred return, independent of fund performance milestones.
Monthly distribution
Consistent cash payouts every month, with an option to reinvest.
Minimum asset coverage
Independently verified law firm receivables backing every invested dollar.
Program term
Five-year fund term with defined wind-down and distribution schedule.
Liquidity lockup
Redemption available after the first twelve months, per fund documents.
Minimum investment
Accredited investors only, verified at subscription.
Income Distribution Philosophy
How and why we pay what we pay.
The distribution rate is set where the portfolio's contractual cash flow can sustain it through a slow month — not where marketing would like it. Settlements fund distributions; distributions are never paid from new investor capital.
Monthly, like clockwork
1% paid each month — 12% annualized — landing on a published schedule investors can plan around.
Investors are paid first
The preferred return to investors is paid before any manager compensation. If the portfolio underperforms, the manager feels it before you do.
Compound if you'd rather
Elect to reinvest any distribution instead of taking cash — compounding at the fund rate with no additional fees or paperwork.
Risk Management
How risk is identified, limited, and monitored.
Underwriting discipline
Every firm is underwritten on verified dockets, signed retainers, and multi-year resolution history — at conservative advance rates with independent review.
Collateral coverage
A minimum 3:1 ratio of verified fee receivables to invested capital, measured on every position and portfolio-wide, every quarter.
Concentration limits
Hard caps by firm, case type, and geography — so no single law firm, mass tort, or venue can impair the fund.
Monitoring & reserves
Ninety-day statusing on every funded case, early-warning triggers on stalled dockets, and reserves taken the quarter a position weakens — not the quarter it fails.
Historical Performance
The record, year by year.
Every distribution since inception has been paid on time and in full. The figures below are placeholders — replace with audited numbers and obtain counsel approval before publishing this section.
| Year | Net annualized return | Distributions paid | Coverage ratio (EOY) |
|---|---|---|---|
| 2021 | X.X% | 12 of 12 | X.X : 1 |
| 2022 | X.X% | 12 of 12 | X.X : 1 |
| 2023 | X.X% | 12 of 12 | X.X : 1 |
| 2024 | X.X% | 12 of 12 | X.X : 1 |
| 2025 | X.X% | 12 of 12 | X.X : 1 |
Placeholder disclaimer — past performance is not indicative of future results. Returns shown are net of fees for illustrative purposes only and do not represent any investor's actual results. See the fund documents for audited figures and full risk disclosures.
Investor Materials
Everything you need to diligence us.
Investor Eligibility
Who can invest.
The fund is available to accredited investors only, as defined by SEC Regulation D, and accreditation is verified during the subscription process. If you meet any test below, you likely qualify — and we're happy to walk you through it.
Accredited individual investors
- Income over $200K (or $300K jointly) in each of the last two years, with the same expectation this year
- Or net worth over $1M, excluding your primary residence
- Or qualifying professional licenses (Series 7, 65, or 82)
Trusts, family offices & institutions
- Entities with over $5M in assets, not formed to make this investment
- Entities in which all equity owners are themselves accredited
- Banks, registered advisers, and other institutional investors as defined in Regulation D
Start the conversation.
A 20-minute call with investor relations covers the fund, the collateral, and your questions.