Important Disclosures

Last updated: April 30, 2025

All endorsements are from current or former portfolio company executives about ORG’s ability to provide operational and other support to their companies. The portfolio company executive endorsements are not endorsements of ORG’s investment advisory services to clients or investors. Although, certain portfolio company executives (and former portfolio company executives) quoted are investors in ORG vehicles. Portfolio company executives are not paid for endorsements, directly or indirectly, for the endorsements or testimonials but as executives in ORG portfolio companies and/or investors in ORG vehicles, they are incentivized to provide favorable reviews of ORG. Nothing presented herein is intended to constitute investment advice, nor be an endorsement of ORG’s investment advisory services, and no investment decision should be made based on any information provided herein. Past performance is not indicative of future results.

The “Founder-Friendly Investors” award is a program designed by Inc. Magazine to help founder-led companies accelerate growth and create revenue.  Private equity and venture capital firms that have exited U.S.-based, founder-led portfolio companies are eligible to apply.  For investments to qualify, portfolio company founders must have remained actively involved in their business for at least one-year post-investment.  Firms are selected based upon their track record, reputation, leadership and founder references.  ORG is not aware of the number of advisers also surveyed for the award.  Like all entrants, ORG paid a fee to be considered for this award and pays a fee to use marketing collateral associated with the award.  This award is not to be construed as indicative of ORG’s future performance.  Reference to an award is only one piece of information relevant to an evaluation of an investment adviser such as ORG.  Finally, this award represents information as of a specific date and time and may not reflect important information related to an evaluation of the investment adviser which has occurred prior to, or subsequent to, the award. Inc. Magazine is not affiliated with ORG. ORG received this annual award in 2022, 2023, and 2024.  More information about the Founder-Friendly Investors award is available at https://www.inc.com/founder-friendly-investors-methodology-how-we-selected-these-firms.html.

Details on selected case study investment have been included for illustrative purposes only and have been selected in order to provide examples of the types of investments previously made by ORG and do not purport to be a complete list of investments. Any use of key performance indicators should not be construed as performance achieved by any ORG vehicle. Past performance is not indicative of future performance. A complete list of ORG investments is available on the “Partner Companies” page.

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