AI-Native Private Equity

Scaling operators with AI insights & Yellowwood by Y Capital

Explore Yellowwood

AI-Native Private Equity

Scaling operators with AI insights & Yellowwood by Y Capital

Explore Yellowwood

How We’re Different

Technology at Our Core

Alignment with Investors

Technology at Our Core

Technology is foundational to our investment process. Yellowwood, our proprietary intelligence platform, drives how we conduct preliminary due diligence. We also share Yellowwood publicly, providing CEOs with the same data we analyze to empower CEOs and their teams.

Operator-Led Empathy

Alignment with Investors

Technology at Our Core

We’ve built and run companies ourselves. That firsthand experience shapes how we partner. We move with urgency, communicate with clarity, and truly understand what driving growth actually requires.

Alignment with Investors

We’re structured to build trust with our investors. That includes regular reporting, an open-door policy, and reducing (or even eliminating) management fees thanks to revenue from Yellowwood. Transparency is vital to our shared success.

An Investment Case Study

Creating Value in the Construction Industry

Dextall is transforming the building-envelope sector with prefabricated façade systems that install in weeks, not months. By integrating digital design workflows with precision off-site manufacturing, Dextall enables faster, more predictable construction, directly addressing labor constraints, tariff exposure, and the high cost of capital.

Using our Yellowwood platform, Y Capital quickly identified Dextall’s asset-light operating model and unique proprietary software as key drivers of value. Yellowwood’s analysis highlighted the company’s clear product–market fit, repeat customers, and robust backlog with zero churn: all strong indicators that Dextall was positioned for scalable growth and a compelling investment.

With a >50% increase in equity value over the first 12 months, Dextall is executing exceptionally well. CEO Aurimas Sabulis says, “Eric is an indispensable member of our board, and the insights from the Yellowwood platform have been transformative. Choosing Y Capital was one of the best strategic decisions we’ve made.”

See our work with Dextall >

Raising capital is one of the most important yet opaque decisions a CEO faces. Too often, leaders are left guessing about timing, structure, and investor expectations.

Yellowwood by Y Capital is a strategic finance platform designed to eliminate that uncertainty. Built for growth-minded CEOs, Yellowwood delivers investor-grade analysis, strategic clarity, and a roadmap for raising capital and optimizing operations. It applies the same rigorous criteria that we and other top-tier investors use, and we make that insight accessible to companies that rarely get this level of analysis.

Your first step is the Investor Readiness Report: a 5–6 page custom report benchmarking your company using the same standards institutional investors apply. You’ll understand where you stand today, what needs to happen to reach the next stage, and your options for capital structure and timing. Yellowwood incorporates detailed nuance across dozens of sectors and stages, whether you’re raising, exiting, or just planning ahead. (Try it free, annually.)

Try It for Yourself

Explore Yellowwood

Fund I

Fund size: $100 million

This inaugural fund is designed to make five concentrated investments, averaging $20 million each. We are focused on companies like Dextall: established businesses in traditional sectors with real traction, strong profitability, and clear, near-term opportunities for value creation. Each investment will target situations where technology can unlock long-term enterprise value.

Terms

Min Commitment: $1M (called over 4-5 years)
Management fees: offset by Yellowwood revenue, 20% carried interest
Co-investment Rights: unlimited but pro-rata when oversubscribed

Targets

Revenue: $20-$100 million
EBITDA: positive

Explore Our Dextall Investment

Frequently Asked Questions

What is Yellowwood by Y Capital?

Yellowwood is an AI-driven capital intelligence platform: a proprietary decision-support tool built for ourselves and opened up to the world to provide CEOs with investor-grade analysis, strategic clarity, and a roadmap for raising capital. Inspired by the “yellow wood” crossroads in Robert Frost’s The Road Not Taken, it’s designed to help leaders choose the right path for lasting growth.

Is Yellowwood available to companies outside of Y Capital's portfolio?

Yes. Any company can use Yellowwood. We believe great businesses deserve access to institutional-quality insight, whether or not they’re part of our investment portfolio.

What is Applied AI?

Applied AI is the branch of artificial intelligence that brings it out of the lab and into the real world, enabling computers and computer-controlled robots to execute real tasks.

Why not invest in AI companies?

We are entering the world's greatest wealth creation stage as AI moves out of the theoretical and into the real world. Currently, the only way to invest in AI is to invest in the nascent AI companies themselves. This is the world of Venture Capital. As Private Equity professionals, we believe that we can create greater value with less risk by investing in healthy, stable companies that can be transformed by AI to create new levels of growth and value.

What defines the lower middle market for Y Capital?

Companies with $20m-$100m in revenue.

What is private equity?

Private equity is an asset class that focuses on investing in healthy, stable, growing companies. It can include minority or majority positions, and it can provide founders with liquidity or be entirely deployed for growth capital.

In what industries does Y Capital invest?

Traditional industries where technology can create an inflection point in the company's growth trajectory. Industrials (e.g., Construction, Manufacturing, Infrastructure), Life Sciences, and Energy are our main areas of focus.

Do you make investments outside of the United States?

Yes, we are open to making investments outside of the United States, but North America must be the target's primary market, or they must be willing to relocate the company to North America.

What is your usual check size?

$10 million - $30 million.

Do you endorse the ILPA Private Equity Principles?

Yes, we endorse the principles created by the Institutional Limited Partners Association. The ILPA has been instrumental in establishing best practices for the private equity industry, helping to ensure alignment between GPs and LPs.

AI-Native Private Equity

AI-Native Private Equity

How We’re Different

Technology at Our Core

Alignment with Investors

Technology at Our Core

Operator-Led Empathy

Alignment with Investors

Technology at Our Core

Alignment with Investors

Alignment with Investors

Alignment with Investors

An Investment Case Study

Creating Value in the Construction Industry

Guiding CEOs at the Crossroads of Growth

Try It for Yourself

Run Your Report Annually for Free

Fund I

Fund size: $100 million

Y Capital was built at the intersection of software, private equity, and real-world operators

Frequently Asked Questions

Contact Us

Have questions? Contact us, and we'll get back to you within 24 hours.

AI-Native Private Equity

AI-Native Private Equity

How We’re Different

Technology at Our Core

Alignment with Investors

Technology at Our Core

Operator-Led Empathy

Alignment with Investors

Technology at Our Core

Alignment with Investors

Alignment with Investors

Alignment with Investors

An Investment Case Study

Creating Value in the Construction Industry

Guiding CEOs at the Crossroads of Growth

Try It for Yourself

Run Your Report Annually for Free

Fund I

Fund size: $100 million

Y Capital was built at the intersection of software, private equity, and real-world operators

Frequently Asked Questions

Contact Us

Have questions? Contact us, and we'll get back to you within 24 hours.

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