PARTNER WITH KUBERA

The Right Partner for Every Relationship

We’ve built distinct pathways for each partner type — because a Real Estate Operator, a VC firm, Financial Planner, CPA, and an IRA custodian each need something fundamentally different from a GP.

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Financial Advisors & CPAs
Wealth Advisors, Tax Professionals & Financial Planners

Your clients are asking about private markets. You need a partner who makes you look sophisticated — not one who competes with you. Kubera provides education, deal access, and co-investment structures that let you add real alternative-asset value to your clients' portfolios.

  • Advisor education program on private markets & alternatives
  • Client-ready deal summaries and investment memos
  • Tax-efficient structures, including Specialty Programs
  • Co-investment pathways for qualified clients
  • Referral partnership program with clear economics
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Venture Capital Firms
VC Firms, Accelerators & Co-Investors

When your portfolio companies need to scale from software to physical infrastructure — energy systems, healthcare facilities, AI compute — Kubera Capital is the real-assets bridge that speaks both languages. We fund the substrate your innovations run on.

  • Co-investment for companies with our pillars
  • Enterprise customer introductions that generate real revenue
  • Operator bench of CROs and GTM leaders available to portfolio
  • Capital bridge from Series A to scale
  • Flexible co-investment structures · Deal-by-deal basis
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IRA Custodians
Self-Directed IRA & Retirement Account Partners

A growing share of accredited investors want private-market exposure inside their retirement accounts. Kubera works directly with self-directed IRA custodians to make our offerings accessible as qualified plan assets — with the documentation and reporting custodians require.

  • Subscription documents formatted for custodian intake
  • Direct coordination on funding and transfer paperwork
  • Ongoing reporting compatible with custodian recordkeeping
  • Support for investors moving 401(k) or IRA capital into private markets
  • Available across our four asset classes, subject to custodian policy
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Real Estate Operators
Developers, Sponsors & Local Market Operators

You know your submarket better than any outside capital source ever will. Kubera Capital partners with proven operators as a capital source that moves fast, underwrites like an institution, and doesn't try to run your deal for you.

  • Co-GP and joint-venture equity for workforce housing and multifamily deals
  • Deal sizes from $5M–$50M — sized for operators the mega-funds ignore
  • Fast underwriting cycle with a single decision-maker, not a committee
  • Preferred equity and mezzanine structures alongside common equity
  • Focus markets: US wide
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Founders
Operators Building in Our Four Pillars

Not every founder we back is a software company. If you're building in Autonomous Intelligence, Energy Sovereignty, Longevity & Wellness, or Community Infrastructure — whether that's a venture-backed startup, a growth-stage operating company, or a real-asset development platform — we want to hear how you're solving the problem.

  • Capital across the stack: venture equity, growth equity, and real-asset structures
  • Operator bench of GTM, ops, and enterprise-sales leaders available to portfolio companies
  • Enterprise customer introductions that generate real revenue, not just capital
  • A GP who stays engaged after the check clears — not a name on a cap table
  • Post-revenue focus · Deal-by-deal structuring across all four pillars

THE PARTNERSHIP PROCESS

How We Work Together

Introductory Conversation

A 30-minute call to understand your objectives, constraints, and what you’re trying to build. No pitch, no deck — just a conversation about whether we’re the right fit.

Calendar

Portfolio Review & Strategy Alignment

We review your current allocation or client base and identify where Kubera’s four pillars add the most value, then propose a structured access plan.

Deal Access & Subscription

You receive access to our active deal pipeline — with full investment memos, financial models, and GP commentary. Subscription documents are clear and straightforward.

Active Partnership

Quarterly reporting. GP available by phone. Deal updates as they happen. Co-investment opportunities on select deals. You are a partner, not a number in a system.

WORK WITH US

Become a Kubera Capital Partner

We accept accredited investors under Regulation D. Start your conversation with our investor relations team today.

A full-service private capital market investment firm. Investor-first stewardship across real estate, private equity, venture capital, and private credit since 2023.

CONTACT

investors@kuberacap.com

Raleigh, North Carolina

Jersey City, New Jersey

© 2026 Copyrights preserved with Kubera Capital Investments LLC.

Financial Planning and Wealth Management

provided by Trillium Square Advisors LLC

Kubera Capital Members have access to financial planning and wealth management designed for physicians to achieve their financial goals.

About Trillium Square Advisors LLC:

  • Independent, fee-based fiduciary advisor serving individuals and businesses
  • Provides financial planning and investment management services
  • Short one-time consultation or ongoing engagements
  • Access to public as well as private market investment ideas
  • Unique investment strategies to minimize market risk - long term or short term investments

Fee schedule:

Service List price Kubera Capital Member discount
Financial Consultation $ 295 per hour 20%
Financial Planning
(1 year subscription)
$ 330 per month 20%
Investment Management 0.59% to 1.19%
of assets under management
20%

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The International Entrepreneurs (TiE), was founded in 1992 in Silicon Valley by a group of successful entrepreneurs, corporate executives, and senior professionals with roots in the Indus region.

TiE Carolinas is a not-for-profit organization with a mission to foster and support entrepreneurship in the Carolinas. We have three objectives: Facilitate networking among members, foster and nurture entrepreneurship and integrate our membership with the mainstream community.

CHARTER MEMBERS

TiE Carolinas Charter Members (CMs) are successful, high-profile entrepreneurs, corporate intrapreneurs and thought leaders, who have reached a stage in their professional life when they are ready, willing and able to contribute to fellow members. CMs are the pillars of the organization and provide critical impetus that allows each Chapter to succeed in its mission to fostering entrepreneurship in its community.

TiE Carolinas’ Charter Membership is offered on a “by-invitation-only” basis in accordance with a due process specified in our Chapter By-Laws that requires two-thirds majority approval of existing CMs. It is restricted to accomplished individuals who demonstrate the ability and willingness to help entrepreneurs in our community.

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