OUR LEGACY

The First Two Pearl Funds Pioneered A New Model in Venture

With two funds since 2020, we’ve built a reputation for delivering high-quality, high-growth, tax-advantaged investments through a disciplined, boutique approach.

“One of the Top 10 Opportunity Zone Funds in America.”

— Forbes

PEARL FUNDS 1 & 2

Proven Performance, Designed for Long-Term Growth

    • Launched: 2020

    • Fund Size: < $25M (intentionally boutique)

    • Focus: Seed-stage tech companies with MVPs, early revenue, and seasoned founders

    • Impact: Created long-term, well-paying jobs in underserved communities

    • Strategy: Structured to optimize OZ and QSBS tax exemptions

    • Result: Ranked a Top 10 OZ Fund by Forbes

    • Status: Actively supporting portfolio companies through growth and exits

    • Launched: 2022

    • Strategy: Broadened reach and retained pro-rata rights to invest in Fund I’s most successful companies

    • Focus: Continuation of tech-driven, ESG-aligned investment model

    • Differentiator: Strengthened pipeline access through repeat founder networks and partnerships with state/local OZ groups

    • Status: Selective capital deployment into follow-on and new seed-stage deals

Top Investment Fund For Capital Gains Deferral

We use two separate tax incentive programs. Our investors receive significant tax free returns in as little as 5 years.

Opportunity Zone (OZ) Tax Benefits

A temporary tax deferral for capital gains reinvested in an opportunity fund.

Qualified Small Business Stock (QSBS) Tax Benefits

Provides investors tax-advantaged returns of the greater of 10X their investment or $10m tax-free.

Select Funds I & II Investments

Introducing the Pearl Bitcoin Fund

With the launch of Pearl BTC, we’re bringing our disciplined approach to a new frontier: Bitcoin.

As the first tax-free Bitcoin fund, Pearl BTC allows accredited investors to reinvest capital gains into Bitcoin and eliminate future capital gains taxes—through the same IRS-backed strategy we’ve used to build lasting investor value across our prior funds.

See if you Qualify

Interested in investing in BTC tax-free? Answer the following questions, and if you meet the IRS’s requirements our team will follow up with a video conference call