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Upward Fund of Funds Fund, L.P

Smart Capital Allocation Across Asset Classes

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Fund Overview

Access the Full Upward Ecosystem

The Upward Fund of Funds provides investors with a diversified, single-entry vehicle to access the full range of Upward-managed strategies. By allocating across multiple Upward funds including M&A, Private Debt, CRE Bond, SBA Lending, Venture Capital, and Treasury/Municipal Bond Funds investors gain exposure to a blended portfolio that balances growth, income, and stability.

The fund also reserves a portion for selecting external managers and public equities in sectors aligned with Upward themes This creates a one-stop solution for investors seeking diversified exposure.

Investment Philosophy

Diversification – Efficiency - Alignment

We believe in disciplined capital allocation, spreading investments across sectors and strategies to maximize risk-adjusted returns. Our philosophy centers on protecting investor capital while pursuing sustainable long-term growth.

Our philosophy is rooted in three core principles:

  • Diversification – By blending private equity, venture, real assets, and fixed-income strategies, we deliver a risk-adjusted portfolio designed for resilience.
  • Efficiency – Investors access multiple strategies through a single commitment.
  • Alignment – The FoF is weighted 70% to upward managed strategies, ensuring alignment of interests, with 30% reserved for external opportunities.

Funds Structure and Returns

Simplify Your Investment Journey

The Upward Fund of Funds structure combines income-producing investments with high-growth opportunities, creating balance in one fund. The Fund allows investors to participate in the upside of private equity and venture opportunities, while benefiting from the consistency of fixed-income and debt-based strategies. With a 70/30 weighting in favor of Upward -managed funds, we ensure alignment and transparency, while leveraging external managers only where they add strategic value.

Fund Snapshots

  • Fund Type: Multi-strategy, multi-asset FoF
  • Target Size: $300M
  • Investor Profile: Accredited, HNWIs, family offices, pensions, endowments
  • Return Objective: Growth + income + downside protection

Investment Objectives, Focus & Strategy

  • Deliver broad diversification through a single investment.
  • Generate consistent income from debt/bond strategies.
  • Capture growth and capital appreciation from M&A and venture allocations.
  • Build resilience by investing across asset classes, capital structures, and geographies.
  • Enhance performance with selected external co-investments and public market exposure in strategic sectors.

Investment Diversification & Approach

  • By Strategy: PE, VC, Real Estate, Bonds
  • By Risk: Balanced growth + stability
  • By Geography: Primarily U.S., with selective global/public exposure
  • By Partner: 70% Upward / 30% strategic external

What We Finance

The Upward Fund of Funds finances a diverse range of opportunities across private equity, private debt, real estate, M&A transactions, venture capital, and government-backed lending programs. This unique structure ensures that capital is always deployed in sectors with the strongest risk-adjusted opportunities.

Why Investors Choose Us

The Upward Fund of Funds is designed for investors who want access to a broad platform of private markets and fixed-income strategies all through one allocation. By blending growth and stability, the FoF simplifies portfolio construction while aligning with Upward’ proven expertise in private markets

Where We Deploy Capital

Capital is deployed across Upward’ leading funds, including M&A, Private Debt, CRE Bond Income, SBA Lending, Venture Capital, and Municipal & Treasury Bond strategies. This approach provides exposure to multiple return drivers in one vehicle.

  • Upward M&A Fund: Equity & debt in acquisition-driven growth opportunities.
  • Upward Opportunities Private Debt Fund: Income-oriented lending strategies with senior secured loans.
  • Upward CRE Bond Fund: Fixed income and equity blended back by commercial real estate.
  • Upward SBA Fund: Lending to small business/franchise operators with SBA leverage.
  • Upward Venture Fund (Hybrid SBIC model): Seed-to-growth equity and buyouts with government leverage.
  • Upward Treasury & Municipal Bond Funds: Safe-haven allocation for stability and income.
  • Data centers, cloud infrastructure, semiconductor companies, REITs, or select external PE/VC managers.
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Performance Objectives

Designed for Balance: Growth + Income

Our objective of performance is to generate mid-to-high single-digit income while capturing double-digit growth through equity exposure. By blending yield-focused debt funds with higher-upside ventures, we deliver a balanced risk-return profile.

  • Blended Net IRR: 10–14%
  • Income Yield: 3–5% annually from debt and bond sleeves.
  • Growth Allocation: 40%+ to equity (M&A, Venture, Buyouts).
  • Stability Allocation: 60% to income and structured products.
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Invest Across Upward’ Full Platform with a Single Allocation

Welcome to Upward Capital Investment Group

Thank you for your interest in investing with Upward Capital Investment Group. This intake form is designed to help us better understand your investment profile, preferences, and eligibility across our family of funds. Whether you're seeking stable income, equity growth, or diversified exposure to alternative assets, this information ensures we provide the most suitable opportunities aligned with your goals. All responses are confidential and used solely for compliance, suitability, and onboarding purposes.

Legal Disclaimer: This is not an offer to sell securities. Offers are made only through the Private Placement Memorandum (PPM). For accredited investors only. Past performance is not indicative of future results.
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