Crestmont Investments

What they do

Crestmont Investments operates as a private investment firm, focusing on opportunities in decarbonization, new forms of energy, and disruptive technology. Acting as a placement agent, Crestmont Investments presents proprietary direct investments to a network of private investors and family offices. Additionally, as an independent sponsor, Crestmont Investments relies on partnerships with family offices, investment banks, and wealth advisors to source, evaluate, arrange, and structure direct investments. The firm also offers securities through Finalis Securities LLC.

What they look for

Crestmont targets growth-stage companies with cleared products, paying customers, and demonstrable revenue, taking concentrated positions through single-asset SPVs and dedicated holding vehicles with clearly defined exit paths.

Stage

Series B+

Sectors

Climate, Healthcare, Proptech

Based

New York, US