The Opportunity

A Market Ready for Change

Every year, over $100B worth of opportunities fail to transact. The middle market is broken—and we're fixing it.

The Numbers Don't Lie

Traditional deal sourcing is inefficient, expensive, and outdated

$100B+

Annual failed transactions in middle-market

70%

Institutional deals from personal networks

5-10%

Traditional broker fees

30-90

Days to prepare a traditional deal

The Need for Flexibility

Performance Demands New Workflows

Capital today isn’t just sourcing deals—it’s upgrading operations, deploying software across portfolios, and navigating a fast-moving AI landscape. The winning firms are the ones who can move faster and more flexibly.

Portfolio Modernization

Many portfolio companies still run on legacy systems. To expand margins and accelerate execution, firms need the right software—and a practical path to deploy it across a portfolio.

  • Identify workflow bottlenecks and modernization targets
  • Source vendors and operators who can execute adoption
  • Build repeatable rollout playbooks that improve performance

VC × PE Convergence

AI is collapsing the boundary between “tech” and “services.” As automation eats labor, historically “hard to sell into” verticals become viable—and the worlds of VC and PE converge.

  • Funds become distribution channels for AI vendors
  • Portfolio pages become “startup idea menus”
  • New categories emerge as agents expand software TAM

AI Rollups & Consolidation

Many AI companies plateau early. Many services businesses are operationally outdated. The next wave is consolidation—pairing AI capabilities with cash-flowing operators to transform margins and scale.

  • Identify “AI-native” value creation opportunities
  • Source roll-up targets and platform fits
  • Execute through tools, expertise, or direct partnership

This is why HCG is built to be flexible.

Use us as a marketplace. Use our tools to build strategies. Run diligence yourself—or bring our team in. Need a true partner with skin in the game? We can step in through our LP arm.

Old Guard vs. New Guard

We're changing the game by bridging Wall Street relationships with AI-native technology.

The Old Guard

  • 5-10% broker fees eating into returns
  • 30-90 days just to prepare a deal
  • 70%+ deal flow from personal networks
  • Fragmented, outdated processes
  • Limited visibility and quality control

The New Guard

  • Direct access—no middlemen
  • AI-powered matching in days, not months
  • Curated, verified venture pipeline
  • Standardized diligence workflows
  • Transparent, data-driven decisions

HCG bridges both worlds: We leverage AI technology for efficiency while maintaining relationship-based trust that drives lasting partnerships.

We're Not What You Think

HCG breaks the mold of traditional deal sourcing and business marketplaces

Traditional Deal Sourcing

  • Slow, manual processes
  • Limited to local networks
  • Generic buy/sell marketplace
  • One-size-fits-all approach

AI-Native Investment Manager

  • Lightning-fast AI matching
  • High-quality, vetted ventures
  • Bespoke flexibility
  • Tech-first infrastructure