Overlay is a vertical-focused fund manager investing in venture capital and private investment opportunities.
Our investment approach is bottoms-up with a macro-level filter for key secular changes we believe will be drivers of capital allocation over the next decade. Those secular trends include increased focus on and funding for 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.
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 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.