Our Approach
We work closely with trusted developers of great projects and only place funds into an investment that we would put our own money into. Our approach is to build a fund with a portfolio of between six and eight projects diversified amongst hospitality, multifamily, and mixed-use businesses, primarily in the Mountain West region. We are opportunistic if we find a great project in another market that fits our investment criteria.
Meet Jerry and Erik
Jerry Dunn grew up on a farm in McCammon Idaho. He built a successful training company in Draper Utah. Erik Felsted grew up in a suburb of Baltimore Maryland. In 2003, Erik became Jerry's first CFO for his training company. After building and selling different companies Jerry and Erik got together again in 2014 to start investing and building new businesses together.
Jerry Dunn
Manager
Jerry Dunn started his career in the coaching and training industry, where he excelled in sales training and management. At the age of 22, he was promoted as the sales training director for a multi-million dollar company. Soon, Jerry realized his dream of becoming financially independent would not happen as an employee. At age 26 Jerry and 2 partners founded Premier Mentoring and grew sales to over $35 million. He then helped found Whisper Creek Log Homes and was the President and CEO. During his tenure, the company was recognized as one of the fastest growing log home companies in history. They proudly served 75 dealers in the United States and Canada, with manufacturing plants in both countries, employing more than 300 people. Jerry has sought out and studied the life and habits of highly successful people and owes much of his success to those who have mentored him. Jerry invests heavily in commercial real estate and small businesses. He enjoys mentoring others in business and life and loves coaching high school basketball.
Erik Felsted
Manager
Finance Executive, CPA and Entrepreneur with over 20 years experience in all aspects of business and investment management including private equity transactions, start-up companies, corporate finance, investment advisory, mergers and acquisitions, tax and legal strategy, real estate, and more.
Founding partner in S2 Partners (www.s2.com) an early-stage entrepreneurial venture firm since 2000. Co-managed S2 portfolio company Entirenet as CFO rebuilding company after major acquisition of all major employees and founders by Veritas Software. Key team member on sale of S2 portfolio company Smartben to a private equity firm in 2014. Early investor in venture capital firm vSpring, LP. Eight years as CFO for a $40 Million coaching and training company. As co-founder and director of Agemni, a SaaS technology company, sold interest to a private equity firm in March 2014. Former Sr. manager for EY as a tax consultant to entrepreneurial and early-stage companies. Educated with a Masters Degree in Accounting (tax emphasis) at Brigham Young University, graduated in 2003.