Strategy
Crosstimbers makes direct investments in scalable, hard-asset businesses and other compelling opportunities.
We focus on making early-stage investments in scalable platform companies that acquire, develop, and operate hard assets. Our strategy is designed to produce attractive, risk-adjusted returns by uniquely combining early-stage, control investing with real asset ownership.
We target companies early in their development, when valuations are low, growth tends to come quickly, and the right capital, governance, and strategic support can meaningfully influence long-term outcomes.
Additionally, we stage our capital contributions into companies over time, with a disciplined focus on the specified use of proceeds. And by concentrating our investments into companies that deploy capital into hard assets that generate stable cash flows, we aim to have substantial collateral value underpinning our investments.
Criteria
We pursue investments where structure, stewardship, and scale align to create long-term value in the physical economy.
Sector Focus
We invest in hard-asset businesses, especially digital infrastructure, water, power, and transportation.
Sponsorship & Operator Quality
We partner with entrepreneurial operators who combine sector expertise with shared values and long-term vision.
Stage of Investment
We make early, often first-in institutional investments to build platforms from the ground up.
Proprietary Sourcing & Structural Simplicity
We source investments through trusted relationships and avoid auctions, favoring simple, aligned ownership structures.
Capital Efficiency & Alignment
We deploy capital in stages with disciplined use-of-proceeds and a strong margin of asset-backed safety.
Business Model Characteristics
We target companies with tangible assets, cash flow visibility, and scalable operating models.