Member-first access; disciplined diligence; clean execution

Private investments, curated with precision; delivered with discretion.

K-Co Finance supports qualified members seeking selective access to private opportunities. We focus on clarity of thesis, quality of diligence, and a repeatable process that aligns each allocation with your broader tax, liquidity, and legacy plan.

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Nothing on this page is an offer to sell or a solicitation to buy securities; access is subject to eligibility, suitability, and applicable law.

What members get

A consistent framework; not noise

Private

Diligence

Thesis; risks; terms; alignment

Allocation

Sizing; pacing; liquidity planning

Tax Strategy

Entity fit; capital gains; planning

Reporting

Lifecycle updates; key notices

We prioritize opportunities that are coherent with a long-term wealth plan; including liquidity horizons, downside tolerance, and the tax posture of the household.

Our investment thesis

We look for durable businesses and real assets with understandable drivers; transparent terms; and credible operators.

Quality; not quantity

We prefer fewer opportunities with deeper work. Every deal must clear the same discipline on risks, terms, and member fit.

Alignment; always

We emphasize incentives, governance, and clarity of rights. If alignment is unclear, we pass.

Integration; by design

Allocations should map to the rest of your plan; tax strategy, liquidity schedule, and legacy objectives.

Private investment offerings

Access structures vary by opportunity and eligibility. Common categories include the following.

Opportunity types

Private operating companies; seed through growth
Real assets; income-focused; value-add; thematic
Funds; SPVs; co-investments; manager diligence
Tax-aware opportunities when appropriate; e.g., credits, OZ strategies, or structured notes

Member support

Investment memo; risks; terms summary; key questions
Allocation guidance; pacing; concentration controls
Entity & tax coordination; in collaboration with your CPA and legal counsel
Lifecycle updates; capital calls; distribution notices

How access works

A simple process; designed to be compliant, repeatable, and member-ready.

Intro; profile

We learn objectives; liquidity; risk tolerance; and tax posture; then confirm whether private investing is suitable.

Eligibility; compliance

We verify eligibility where required; and ensure any access pathway matches the applicable exemption and rules.

Deal review

Members receive a memo that highlights thesis; terms; risks; and what we would need to believe for success.

Execute; monitor

Subscription coordination; documentation; notices; and ongoing updates through the life of the investment.

Eligibility; important disclosures

Private investments are illiquid and risky. This section is intentionally direct.

Who this is for

Members with long time horizons; and capacity to tolerate loss
Those seeking diversification beyond public markets; with prudent sizing
Qualified investors where required by law and offering structure

Core disclosures

No guarantees; performance can be volatile; and total loss is possible
Illiquidity is common; redemption may be limited or unavailable
Nothing here is investment, legal, or tax advice; consult your professionals

Regulatory note

Private offerings may be conducted under exemptions (e.g., Regulation D) and can involve eligibility requirements such as accredited investor status. Terms, minimums, and access vary by offering; participation is subject to review and applicable law.

Request access

Tell us what you’re seeking; we’ll respond with next steps and any required eligibility documentation.

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