Venture out – beyond

conventional private investments Sun Mountain Capital is an asset management firm specializing in venture capital and private credit through direct and multi-manager investments

Broad expertise across venture capital and private credit

Sun Mountain Capital invests across all stages – from early-stage Seed and Series A through expansion stage growth companies This hybrid approach includes direct equity, private credit, pooled fund programs and customized investment solutions tailored to local economies

Discretionary AUM (as of June 30, 2022) GP Relationships as LPs or co-investors Venture and growth equity Pooled fund of funds programs

We discover, validate and unlock value from different vantage points

Innovation happens everywhere We venture outside of crowded markets to tap into new opportunities – offering a broad selection of investment programs to foster vibrant economies in underserved regions

From Venture to Debt

Companies require different types of capital throughout their life cycle From early-stage seed rounds to growth capital loans, our investment offerings cover the full spectrum of alternative asset financing

Our direct and manager-focused investments foster a network of mutually-beneficial partnerships with GP’s, LP’s, entreprenuers and within the local communities where we invest

Deep credit expertise meets equity analysis

All members of the Sun Mountain team have deep experience in their respective fields, including equity investing, company management and operations, private credit, structured finance, and more

Latest News & Press

Select announcements from the Sun Mountain team, our partners, and our portfolio

Air Force Looks to AI to Help Maintain Bombers, ICBMs

Badger Fund VCs have funneled $12.5M to Wisconsin startups

BayoTech Expands Distributed Hydrogen Network into Michigan in Partnership with American Center for Mobility

Innovation is everywhere.

We fund it. Broad expertise Cross-strategy solutions Sustainable outcomes

• The investment portfolio shown represents all of the direct equity investments, direct lending investments and portfolio fund managers of the funds managed by Sun Mountain Capital Advisors, LLC as of 6/30/2022, excluding certain companies due to a pre-existing non-disclosure agreement The investment portfolio is listed for illustrative purposes only Nothing on this website is intended to constitute (i) an offer, or solicitation of an offer, to purchase or sell any security, other asset or service, (ii) investment, legal, business or tax advice or an offer to provide such advice, or (iii) a basis for making any investment decision The viewer should not assume that an investment in the identified investments were or will be profitable Past performance is not indicative of future results and there can be no assurance that any fund will achieve comparable results or that any future investments will be profitable Any forward-looking statements are based upon assumptions that may not prove to be correct There is no obligation for the firm to update or alter any forward-looking statements, whether because of new information, future events, or otherwise