Investments
We bring a small number of funds, direct investments, and co-investments to the platform each year. Most come through our own network of managers and sponsors. Each is evaluated by our team and the terms are negotiated for investors before it is listed.
SAMPLE OFFERINGS
We review hundreds of deals per year. These are recent examples that passed our rigorous diligence.
Closed Structured equity co-investment into a new AI company backed by OpenAI, the leading provider of large language models.
Closed Growth equity in a hyperscale data center operator with secured land and power across six Western U.S. campuses, leased long term to hyperscale, cloud, and AI tenants.
Closed A control-oriented private equity fund investing in profitable, founder-owned consumer companies in North America, managed by Topspin Consumer Partners.
Closed A multi-manager fund providing access to renewable infrastructure strategies across solar, battery, biogas, and related assets.
Closed A co-investment alongside Leon Capital Group in Turnwell’s outpatient mental health platform, offering psychiatry, therapy, and intensive outpatient programs.
Closed A preferred equity co-investment alongside an institutional credit manager in Texas battery storage facilities under construction.
Closed A growth equity fund backing energy transition platforms in solar, battery storage, electrification, and energy-as-a-service, managed by Ultra Capital.
For reference only. Disclosures.
Sign up to see current offeringsEasy to start
Digital onboarding and subscription workflows, with minimums and timing that vary by offering.
A few minutes to sign up and open the catalog of current private market offerings.
Review opportunities against client goals, tax needs, and values, then subscribe digitally.
Follow investment performance and reporting from a single view.
How we select opportunities
Most opportunities reach us through our own network of managers and sponsors. We evaluate the investment case, the terms of participation, and the risks that could affect the outcome.
We examine the underlying assets or business, the strategy, and the assumptions behind the opportunity.
We negotiate fees and participation terms with managers where possible. The result depends on the opportunity.
We examine liquidity, financing, execution, and exit assumptions alongside the potential benefits. The investment committee reviews the findings before an offering proceeds.
The investment team
Josh Hile, CFA, CPA
CEO & CIO
Ten years of investment experience. Ran investment strategy and research at Laird Norton Wealth Management, a $16 billion RIA, and fund manager due diligence at Russell Investments. B.A. and M.B.A., University of Washington Foster School of Business.
Curtis Yasutake, CFA
Director of Investments
Ten years of investment experience. Led GP-stake investing at New Catalyst Strategic Partners and Pacific Current Group, and was a Senior Research Analyst at Russell Investments. MBA, UC Berkeley Haas; B.A., Seattle University.
Due diligence
We examine how an investment is expected to work, the assumptions it depends on, and what could prevent it from meeting its objectives. Our review covers the people, economics, structure, and operations behind the opportunity.
Drawing from our network, we build a list of viable private market investments and eliminate managers with operational or regulatory issues.
In-depth review of each opportunity thesis or business plan, including market trends, financial returns, and values alignment.
We evaluate teams on experience, reputation, operational history, investment skill, resource adequacy, and team structure.
Sponsor track records, market trends, competitive environment, scenario analysis where applicable, and capital structure.
Background checks, reference calls, financial and accounting capabilities, and conversations with key vendors to gain conviction in management.
The investment committee reviews the investment thesis, material risks, and proposed risk mitigants before deciding whether to add an opportunity to the platform.
Have more questions about the process? Read our FAQs
Enhance your portfolio strategy with the unique return potential and diversification benefits of private market investments.
Citizen Mint helps advisors and their clients access private market investments across infrastructure, private credit, private equity, and real estate.
Our team sources and evaluates opportunities, reviews managers and investment structures, and brings selected offerings to the platform. Digital onboarding, subscription workflows, and reporting support implementation and ongoing monitoring.
Private market investments are not traded on public exchanges. They include investments in privately held companies, lending strategies, real estate, and infrastructure.
Their structures, reporting, and liquidity differ from publicly traded investments. Investors may need to commit capital for several years, and opportunities to sell or transfer an investment can be limited. Terms, fees, and risks vary by offering.
We review the team’s experience, track record, strategy, and operating history. Our process also includes background checks, reference calls, and evaluation of financial, accounting, and reporting capabilities.
We examine the proposed investment structure and supporting information, including the assumptions behind the business plan. These findings inform the investment committee’s review.
We review each opportunity’s return objectives alongside the assumptions and risks that could affect those outcomes. This includes the business plan, cash-flow expectations, capital structure, fees, liquidity, and proposed exit strategy.
Our diligence includes reviewing manager experience and examining scenarios where results differ from expectations. The investment committee considers these findings before deciding whether an opportunity belongs on the platform.
We accept investments from accredited investors, qualified clients, and qualified purchasers, as well as financial advisors acting on behalf of clients who meet one of those standards. Each offering states which standard applies.
Accredited investor. To be an accredited investor you must meet one of the following requirements:
Qualified client. A qualified client is an investor who, at the time of investing, either has at least $1.4 million under management with the adviser or has a net worth of more than $2.7 million, excluding the value of a primary residence. These SEC thresholds took effect June 29, 2026 and are adjusted for inflation every five years. Certain offerings that charge performance-based compensation are limited to qualified clients.
Qualified purchaser. A qualified purchaser is an individual or family-owned company that owns at least $5 million in investments, or an entity that owns and invests at least $25 million in investments on a discretionary basis. Some funds are limited to qualified purchasers.
Investors should carefully consider the investment objectives, risks, charges and expenses of each investment before investing.
Investments in the Fund are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency) and are not guaranteed by Citizen Mint or any other party.
Fees on the Citizen Mint platform range from 0.7-1.5%. Citizen Mint looks to actively negotiate with managers and sponsors on behalf of our clients to provide the best overall fee structure to any deal we underwrite and put on the platform.
A short walk-through of how Citizen Mint helps build differentiated portfolios, for accredited investors and their advisors.