Concentrated, high-conviction positions in companies at the earliest stage we can locate them.
We invest early, privately, and permanently. Our capital is our own.
Current positions
- 001AviaryCarrier-grade last-mile logistics.
- 002CasataCoordinated acquisition of underutilized Italian homes.
- 003mngrThe decision layer for engineering organizations.
rar3 capital holds a controlling interest in each portfolio company, and in most cases the only interest.
How we invest
- I.
rar3 capital is a permanent-capital vehicle with no outside investors, no fund cycle, and no exposure to consensus.
- II.
We incubate every portfolio company in-house, which materially reduces competition for the deal.
- III.
Our diligence process completes before the company exists. At that point the outcome is largely a formality.
- IV.
We have never marked down a position.
- Portfolio companies
- 3
- all sourced proprietarily
- Aggregate audience reach
- Undisclosed
- page views across the portfolio
- Realized returns
- —
- no realization events to date
- Median time to conviction
- —
- insufficient observations to date
- Follow-on rate
- 100%
- we have participated in every subsequent round
Audience of record
The fund records audience activity across each position directly.
Ordered by conviction
| Position | 14 days | ||||
|---|---|---|---|---|---|
| — | — | — | — | — | |
| — | — | — | — | — | |
| — | — | — | — | — |
Diligence conversion: the share of completed diligence processes resolved in the company's favor. Time to conviction: median elapsed time between arrival and disclosure, measured per page.
Figures are unaudited; the engagement letter remains under negotiation.
Selected co-investors
rar3 capital does not accept inbound opportunities and does not participate in processes. Founders we intend to back are contacted directly.