Overlay is an asset manager and investment platform focused on advancements within the built environment.

Our investment approach is bottoms-up while first filtering for the impacts of key secular considerations including supply chain resilience, energy independence, and sustainability. As a multi-strategy fund manager, we serve investors ranging from single family offices and advisory firms, to foundations and endowments.

Overlay Capital, LLC is the fund management business of the Overlay Group, LLC. We provide open architecture portfolio support through our Overlay Build business, which provides creative solutions to growth businesses and large corporations seeking better ways to meet their efficiency and sustainability targets.

Our Story

First to see, first to act. As investors we believe our job is to look into the future and discern the trends and opportunities taking shape, then use that information to lay strategic bets - before the world at large has caught on. It’s this leading edge philosophy that is central to our story and why we formed Overlay.

Our Mission

Our mission is to provide investors access to the best theme-driven ideas in the private markets, structured into investable strategies. This mission is grounded in a core belief that the world has become less resilient to shocks and anomalies, leading to opportunities but also presenting drawdown risk. Therefore, our underwriting is focused on how durable business models are in the face of new paradigm shifts and secular themes.

Our Work

Overlay Funds

Our flagship funds provide investors with unique exposures across private markets, from innovation to infrastructure. Current strategies focus on the built environment, with secular themes including sustainable innovation, supply chain resilience, and energy independence.

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Overlay Build

Overlay Build accelerates the deployment of emerging technologies in the built world to drive: 1) productivity gains, and 2) sustainability commitments.

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Tactical Opportunities

Occasionally, we identify opportunities that do not fit perfectly within an existing strategy or mandate. We will offer these investments on a case by case basis, typically through an SPV structure.

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