ELEVATEO ORG· Investment & Philanthropy · Elevateo Group

We back small companies.
A share funds our foundation.

Elevateo Org is the investment and philanthropy arm of the Elevateo Group. We back founders, buy durable small businesses, and lend to operators we already know. A set share of what we earn funds the Elevateo Foundation, every year.

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INVEST

ACQUIRE

BUILD

LEND

ALLEVIATE

APPROACH

We’ve spent fifteen years building real businesses. Investment came after, not before.

We run real
businesses

RoseyCo, BoltLoop, Flooda, and Blue Pillar are operating companies with paying outside clients. Their cash flow funds the next acquisition, and the playbook we’ve built running them is the same one we hand to every company we own.

ii.

We buy small
businesses

We acquire small, founder-led companies with real customer demand. The operating team stays in place, we install our shared systems, and we hold for the long term.

iii.

We fund the
Foundation

A set share of every annual return flows to the Elevateo Foundation. It’s written into how the group is structured.

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FIVE FUNCTIONS

Five ways we work with founders and operators.

Invest

Equity in founder-led companies we plan to hold for a long time.

Acquire

We buy small businesses from owners stepping back. The operating team stays.

Build

We co-found new ventures with operators. We bring the platform; they bring the expertise.

Lend

Credit for operators we've worked with, structured for the business, not a calendar deadline.

Alleviate

A set share of group returns funds the Elevateo Foundation, every year.

SELECTED POSITIONS

A few of our current positions.

InvestPosition 01 AcquirePosition 02 BuildPosition 03 LendPosition 04

See the full portfolio →

OPERATING COMPANIES

Five companies. One group.

See how each brand operates →

THE FOUNDATION

The Elevateo Foundation is funded by a share of our annual returns.

10%+

OF GROUP RETURNS, ANNUALLY

A set share of our investment and operating returns goes to the Foundation every year. It’s built into how the group is structured, not a year-end decision.

Economic mobility

Capital for small businesses and operators outside major tech corridors.

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Public health

Programs that improve access to primary and mental health care.

iii.

Education access

Trade and post-secondary pathways for first-generation learners.

Read about the Foundation →

OPERATING PRINCIPLES

Five rules we work by.

Hold for the long term

We hold for decades, not quarters. We buy businesses with real cash flow and modest debt, then we stay out of the way when they're working.

Operate before we invest

Every brand in the group runs a real P&L. We've operated before we've invested, and we share what we learn with the companies we back.

A share goes to the Foundation

A set share of our returns goes to the Elevateo Foundation every year. It's in the charter.

Founders stay in charge

When we acquire, the operating team stays. When we invest, founders keep running their company.

Let the businesses speak

We don't issue press releases for the sake of it. The operating brands do the talking.

LATEST WRITING

What we’re writing about.

INVESTOR LETTER2026-04-155 MIN READ

The second decade is the only one that matters.

A founding letter from the operating side of the desk, why we are building Elevateo Org around hold periods, not exit windows, and what that asks of the operators we back.

BY ALLAN CHAN

Read all writing →

GET IN TOUCH

We respond within 10 business days.

We back small companies.
A share funds our foundation.