Opportunistic Strategies
Flexible capital for special situations, secondaries, co-investments, and uncrowded opportunities.
A flexible mandate for uncommon value
At Soul Street, we believe great opportunities don’t always fit neatly into a box. Our opportunistic strategy exists to pursue high-conviction investments that fall outside traditional private equity or venture frameworks — but align deeply with our principles and capabilities.
These may include special situations, secondaries, co-investments, niche private market assets, or underappreciated verticals where we have an edge. We evaluate each opportunity through a familiar lens: strong fundamentals, downside protection, and the potential for meaningful long-term cash-on-cash returns.
We move deliberately — not reactively — and only deploy when we see true asymmetry: limited risk, substantial upside, and a reason we’re seeing the deal before others.
“We’re opportunistic, but never undisciplined. We say no often so we can say yes with conviction.”
Key Focus Areas
Deal Types:
Secondaries, special sits, direct co-investments, and select niche strategies
Criteria:
Cash flow visibility, structural downside protection, strategic fit
Approach:
Flexible capital + tight filter = asymmetric return profile
Hold Period:
Flexible; not bound to a fund cycle or forced exit
Alignment:
Always investing our own capital alongside our LPs