The Texas Collective
The Texas Collective
Private investment access for families who think generationally.
Institutional diligence. Local relationships. Selective opportunities you typically won't find on national platforms.
The Opportunity Most Advisors Can't Access
The investment landscape has fundamentally changed.
Fewer than half as many companies are publicly traded today compared to two decades ago. Businesses now stay private through multiple funding rounds, often reaching billion-dollar valuations before ever considering an IPO.
The implication: much of the value creation that once happened in public markets now occurs privately, in earlier stages, smaller raises, and regional ecosystems.
For large advisory platforms, this creates a systematic constraint. Distribution mandates and scale requirements mean they can only pursue investments that fit thousands of clients. That model works for institutionalized alternatives. It doesn't work for the smaller, earlier-stage opportunities that may provide outsized returns and these unique investments may be highly suitable for families with patient capital and long time horizons.
This is where the Texas Collective operates.
We focus on private investments where scale is not the constraint, where relationships drive sourcing, and where selectivity matters more than distribution capacity.
This is not about chasing headlines or filling allocation buckets. It's about selective exposure to operating businesses and investment managers you likely wouldn't encounter otherwise, evaluated with institutional rigor and structured to complement your long-term wealth plan.
Why Texas. Why Now.
Geography matters.
Houston is Space City; home to NASA and an emerging cluster of aerospace innovation. Energy leadership spans traditional oil and gas, renewables, hydrogen, carbon capture, and grid technology. The Texas Medical Center represents the largest concentration of healthcare and life sciences research in the world. Austin, Dallas, and Houston have become magnets for technology talent, venture capital, and founder-led businesses.
Consumer product innovation is accelerating across the state, with Texas-based founders building nationally recognized brands in food, beverage, wellness, and lifestyle categories. Female founders are driving particular momentum in consumer goods, healthcare, and technology, bringing fresh perspectives to sectors historically underrepresented in venture capital.
This convergence reflects a business-friendly regulatory environment, access to capital, proximity to research institutions like Rice, UT Austin, and Texas A&M, and a culture that rewards grit and execution over credentials. What you build matters more than where you came from.
Being based in Houston positions Stavis Wealth at the center of this ecosystem.
It allows us to source opportunities directly, maintain relationships over time, and apply institutional-quality diligence to investments that may never reach the radar of large platforms constrained by scale requirements.
The Texas Collective exists because proximity matters, relationships matter, and selectivity matters.
Our Approach: Curation, Diligence & Alignment
We don't attempt to offer every private opportunity available.
The Texas Collective concentrates on investments that meet specific criteria: alignment with your objectives, meaningful downside protection considerations, manager incentive structures that prioritize long-term performance, and opportunities not available in public markets.
We favor smaller fund raises, governance structures that allow for insight and engagement, and situations where co-investment or follow-on opportunities may emerge as relationships deepen.
Diligence Process [ntd: add that Stavis able to participate in the investment committees and sit on boards of portfolio companies]
Every opportunity undergoes structured evaluation across four dimensions:
Business fundamentals: Unit economics, competitive positioning, market opportunity, and growth trajectory
Manager alignment: Track record, incentive structure, personal capital invested, and reputation within their network
Governance & transparency: Reporting standards, investor rights, and operational infrastructure
Downside scenarios: Stress-tested assumptions, exit paths, and comprehensive risk assessment
Performance history, where available, is independently verified. Projections are challenged, not accepted at face value. References are checked with other investors, co-managers, and portfolio company executives.
We don't eliminate risk. We help you understand whether the risks align with your broader financial plan.
Areas of Focus
Opportunities span multiple segments of the private markets:
Venture Capital: Early-stage and growth equity in technology, healthcare, and consumer innovation
Private Equity: Small to mid-cap opportunities in later-stage businesses
Private Credit: Non-traditional debt structures and specialty lending
Healthcare & Life Sciences: Medical device innovation, biotech platforms, and healthcare services
Energy & Industrial Innovation: Traditional energy, renewable infrastructure, carbon capture, grid technology, and industrial automation
Consumer & Founder-Led Businesses: CPG brands and female-founded businesses with national potential
Sourcing is relationship-driven. Many opportunities come through managers, founders, and operators rooted in Texas and the broader region, though portfolio companies may be located anywhere across the nation. Local relationships and intellectual capital enhance diligence and decision-making regardless of where businesses operate.
How the Texas Collective Fits Within Your Portfolio
For qualified investors, private investments accessed through the Texas Collective may complement traditional portfolios in several ways.
These opportunities are often less correlated with public markets, introducing meaningful diversification beyond stocks and bonds. Their typical 7-to-10+ year time horizon encourages patience and long-term thinking, a counterbalance to the volatility and short-term noise of public markets.
Private investments may also provide exposure to innovation and value creation that occurs before businesses reach institutional scale or public listing; opportunities that, by definition, are not available through traditional asset classes.
Access through the Texas Collective is designed to sit alongside traditional investments as part of a coordinated, long-term plan. Allocation is determined in the context of your liquidity needs, risk tolerance, estate planning objectives, and family governance considerations.
This does not replace core public-market portfolio strategies. It complements them where suitable.
Who This Is Designed For
The Texas Collective is intended for families and individuals who:
• Think across generations, with a clear vision for how capital works across them
• Understand the role of private investments within a diversified strategy and are comfortable with illiquidity, complexity, and active engagement
• Value selective access over mass-market availability
• Want exposure to businesses and sectors shaping the future, particularly those emerging from Texas's entrepreneurial ecosystem
Participation is limited, subject to eligibility and suitability considerations, and offered only when appropriate.
This is not a product. It's a framework for families who want their capital to work with intention, alignment, and the discipline that comes from local insight and institutional-quality diligence.
Frequently Asked Questions
Is the Texas Collective a fund?
No. The Texas Collective is not a fund or pooled investment vehicle. It is a framework through which Stavis Wealth evaluates and facilitates access to select private investment opportunities for eligible clients.
Is this an investment offering?
No. This page is provided for informational purposes only. It does not constitute an offer, solicitation, or recommendation to invest in any specific security or private investment. Actual investment opportunities are presented separately through appropriate offering documents.
Who is eligible to participate?
Private investments are not suitable for all investors. Eligibility depends on financial circumstances, investment experience, risk tolerance, time horizon, and regulatory requirements. Participation is evaluated individually and offered only when appropriate within the context of a broader planning relationship.
How are opportunities selected?
Opportunities are sourced through established relationships with managers, founders, and operators, many based in Texas and the surrounding region. Selection is driven by structured diligence that emphasizes business fundamentals, manager alignment, governance, and downside risk considerations—not short-term performance narratives or fundraising momentum.
What types of investments are included?
The Texas Collective focuses on private equity, venture capital, healthcare and life sciences, energy and industrial innovation, founder-led businesses, and select alternative asset classes. Investments are typically earlier-stage, smaller in fund size, and less widely marketed than institutionalized alternatives.
Are returns guaranteed?
No. Private investments involve significant risk, including potential loss of principal, illiquidity, lack of transparency, and concentration risk. Past performance, where available, is not indicative of future results. No specific outcomes can be assured.
How does the Texas Collective fit within a broader financial plan?
When appropriate, private investments accessed through the Texas Collective are considered alongside traditional asset classes as part of a coordinated wealth and estate planning strategy. Allocation is determined based on liquidity needs, risk tolerance, time horizon, and family governance objectives. Private investments complement—not replace—core portfolio components.
How do I learn more?
Contact Stavis Wealth directly to discuss eligibility, suitability, and whether private investments may fit within your overall planning relationship.
Important Disclosures
Stavis Wealth Transfer Solutions, LLC ("Stavis Wealth") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training.
This presentation is for informational purposes only and is not intended to provide investment advice. No offer or sale of any security is being made by this presentation. Investments in private funds or securities can only be made through applicable subscription agreements and offering documents and should only be made following thorough review of such documents.
Private investments involve significant risks, including loss of principal, illiquidity, and lack of regulatory oversight. Stavis Wealth does not provide tax, legal, or accounting advice. Investors should consult with their own advisors before making any investment decision.
Ready to explore whether the Texas Collective fits within your family's long-term plan?
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