Exclusive & Rare Private Investment Access

Where Elite Deals Meet Disciplined Investing

Selective access, serious diligence

"I never imagined I would have access to deals like this; until I worked with Rainmaker."

The Background Story:

Some investments make headlines, others make history. Rainmaker helps qualified clients participate in elite deals once considered out of reach.

Client Type:

High-Net-Worth Individual / Family Office

Client Goal:

Access world‑class, ultra‑exclusive private opportunities

The challenge:

Even wealthy investors are often shut out of coveted opportunities. Without the right network and diligence, access is rare; and risk can be high.

Client profile summary:

Net Worth Range:

$20M+

Current Income:

$1M+ per year

Primary Wealth Source:

Businesses & family office capital

Primary Goal:

Selective access to elite private equity & unicorn deals

Investment Style:

Barbelled: stable income + selective growth

Investment Philosophy:

Disciplined sizing of exclusive allocations within a resilient income foundation

Our Strategy:

This client wanted stable, hands-off income - but also access to rare, high-growth private deals they cannot get in public markets.

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We built a barbell portfolio:

Core income foundation across institutional real estate, private credit/mortgages, and essential-service operating businesses to fund predictable monthly/quarterly cash flow.
Selective growth sleeve allocating to exclusive opportunities in late-stage/private equity and venture secondaries (fintech, gaming, ag-tech/alt-protein, logistics, enterprise software), with disciplined position sizing and vintage diversification.
Risk controls: broad sector exposure, staged capital calls, and liquidity planning so the core income pays the bills while the growth sleeve compounds over a longer horizon.
Tax-aware design (non-registered) using structures that enhance after-tax outcomes.
ROC (when applicable to non-registered accounts): many private holdings may pay a portion or all distributions as return of capital, helping protect after-tax profits.

Income + Growth Sources:

Income (monthly / quarterly):

Distributions from multi-residential, storage, and specialty real estate.
Interest income from diversified private credit and mortgage programs.
Cash flow from essential-service businesses (healthcare, industrial/infrastructure).
For personal/corporate accounts, some distributions may be classified as return of capital (ROC), reducing current taxable income.

Growth (total return):

Real estate value creation via active management.
NAV growth and occasional special distributions from operating companies.
Long-term upside from exclusive late-stage and venture secondary allocations.
Thematic growth in sectors with structural tailwinds (digital finance, gaming, ag-tech/sustainability, enterprise AI/software).

Current Portfolio Outlook:

Income resilience: The core income sleeve continues to pay on schedule, providing steady cash flow regardless of public-market swings.
Asymmetric upside: The growth sleeve is positioned across multiple vintages and sectors, targeting liquidity events/exits over a multi-year window while the income core funds patience.
Diversification strength: Exposure spans real assets, credit, healthcare/industrial services, and multiple technology verticals; reducing reliance on any single theme.
Scaling ready: Additional capital can be layered into the same barbell framework, maintaining income stability while expanding access to selective, high-conviction opportunities.

The Outcome:

HNW Portfolios gain rare, high‑prestige assets, balanced by discipline and risk management.

Performance Highlights:

Years as a Client:

8 Years

Number of Private Investments:

Distributions Paid OnTime:

90% of income sleeve distributions
Legacy pre-2019 energy positions impacted by sector implications reduce portfolio-wide rate to 80%
Legacy energy holdings remain active with recovery strategies in place
Growth allocation performance varies by issuer

Forecasted Annual Return Range:

Income sleeve 7 - 8%; growth allocations long-term, event-driven

Why They Chose Rainmaker:

Connections, credibility, and a disciplined filter - access without abandoning prudence.

Life after the shift:

Stability from core income assets, excitement from selective elite allocations - the best of both worlds.

Disclosure: The description of potential tax treatment, including return of capital, is provided for general information only and does not constitute tax advice. Actual tax outcomes depend on individual circumstances. Clients should consult their own qualified tax advisor regarding their specific situation.

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Where Elite Deals Meet Disciplined Investing

The Background Story:

Client Type: