Willes Capital: A Utah-based private investment boutique offering financial services.
Location
Sandy, UT, US
Founded
2003
Willes Capital is a privately owned investment boutique based in Sandy, Utah, focusing on financial services. The firm typically engages in seed-stage investments, with a notable investment in Folden Lane, which has raised $835,000. Willes Capital also provides lending services through its Mountain Mezzanine division.
Key decision-makers at Willes Capital include individuals with a strong background in financial services, though specific names and affiliations are not provided. The firm emphasizes a hands-on investment philosophy, offering strategic guidance and financial support to its portfolio companies. Unique value-add services include tailored financial solutions and a commitment to community engagement through various philanthropic initiatives.
Willes Capital - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.