HS Capital

Capital plus capability.
Fully aligned.

HS Capital is the investment arm of Horizon Shift. We're not passive investors — we fund growth and work alongside management to execute the growth roadmap. Every deal comes with the full HS methodology: strategy, leadership, operations, technology, and growth.

Unleashing Potential  ·  Driving Growth and Scale  ·  Shifting Your Horizon

Capital with execution. Not just a cheque.

Most investors hand you capital and expect results. HS Capital does something different — we bring the methodology alongside the money. Every investment is underpinned by the same five-pillar framework we use in HS Advisory, meaning you get strategic alignment, operational improvement, and technology transformation as part of the deal.

Our incentives are fully aligned: we do well when you do well. That means we have every reason to work hard alongside your team — not just monitor from a distance.

  • Active, execution-focused investment partners
  • Full access to HS Advisory methodology
  • Sister-company link to Data Interactive (technology & AI)
  • Multiple deal structures — equity, debt, revenue-share, earn-in
  • Aligned on value creation, not just financial return
Advisory vs Capital — Which Is Right For You?

Advisory

Fee-for-service. You retain full ownership and control.

  • Fixed-price or performance engagements
  • No equity dilution
  • Flexible scope and pace
  • Exit at end of program

Capital

Investment plus execution. Aligned on long-term value creation.

  • Capital deployed into the business
  • Equity, earn-in or hybrid deal
  • Full HS methodology included
  • Multi-year alignment horizon

Four pathways. One principle.

HS Capital operates across four distinct investment structures — each designed for a different stage, deal size, or alignment model. All carry the same non-negotiable: full HS methodology integration.

A
Growth Capital

Pathway A — Minority Growth Equity

Suitable for: Revenue-generating SMEs seeking accelerated growth

A minority equity stake in an established, revenue-generating business seeking capital to accelerate growth, fund new initiatives, or de-risk the owner.

  • Minority equity (typically 15–30%)
  • Active advisory and execution role
  • Clear value creation plan agreed upfront
  • Exit pathway defined at investment
  • Full HS 5-pillar methodology
  • Co-investment optionality for future rounds
B
Earn-In

Pathway B — Earn-In Partnership

Suitable for: Businesses wanting sweat equity + capital alignment

HS earns equity over time through demonstrated value creation — rather than purchasing equity upfront. Reduces dilution risk while maintaining full performance alignment.

  • Equity earned against agreed milestones
  • Performance-gated milestone framework
  • Low-risk entry for the existing owners
  • HS executes across agreed pillars
  • Clear vesting schedule and KPIs
  • Option to convert to standard equity at trigger
C
Revenue Share

Pathway C — Revenue-Share Funding

Suitable for: Growing businesses wanting flexible, non-dilutive funding

HS deploys capital in exchange for a revenue-share return — no equity dilution, repaid from growth. Ideal for businesses with strong revenue trajectories that want to avoid traditional debt.

  • Non-dilutive capital structure
  • Revenue-share repayment (% of monthly revenue)
  • Fixed multiple cap on return
  • HS Advisory engagement included
  • No fixed repayment date — tied to revenue
  • Supports working capital or growth investment
D
Strategic Buyout

Pathway D — Strategic Acquisition

Suitable for: Owner exits, succession, or bolt-on acquisitions

HS acquires a controlling stake in a business — either as a founder exit vehicle, a bolt-on for an existing portfolio company, or a strategic acquisition with full management team retention.

  • Majority or controlling equity
  • Management retention and incentive structure
  • Structured consideration (cash + earn-out)
  • Full operational ownership with HS methodology
  • Post-acquisition 100-day plan
  • Bolt-on and build strategy optionality

What we look for

HS Capital focuses on growth-stage SMEs where the combination of capital and the HS methodology can create meaningful, measurable value.

We Prefer to See

  • Revenue-generating businesses with strong growth trajectory
  • A clear value creation opportunity we can accelerate
  • A founder or management team committed to growth
  • Some existing product-market fit and customer base
  • Appetite for strategic and operational support (not just capital)
  • A business where the HS 5 pillars can create real upside
  • B2B, services, tech-enabled services, or SaaS preferred

Not the Right Fit If…

  • Pre-revenue or very early-stage startups
  • The founder wants capital but not operational involvement
  • No willingness to be transparent with financials and KPIs
  • Business model not suited to execution-led growth
  • Primarily capital-intensive physical asset businesses
  • Sectors outside HS expertise (mining, biotech, etc.)
Sector Focus
B2B Services Tech-Enabled Services SaaS & Software Professional Services Healthcare Services Managed Services eCommerce Digital Media Education & Training NFP (selected)

From first call to first 90 days

We move fast, stay transparent, and don't waste your time. From initial conversation to term sheet typically takes 3–5 weeks.

01
Initial Call

30-min alignment call. We assess fit, you assess us. No obligation.

02
Discovery

Financials, KPIs, and business review. Typically 1–2 weeks.

03
VCP & Assessment

We build the Value Creation Plan and pathway recommendation.

04
Term Sheet

Indicative terms with structure, valuation, and governance.

05
Due Diligence

Legal, financial, and operational. Efficient and targeted.

06
Close & Execute

Capital deployed. 100-day execution plan activated.

Built-in downside protection

HS Capital structures every deal with appropriate protections — for both parties. We invest for growth, but we build the framework to protect value if conditions change.

📋
Milestone-Gated Capital

Where appropriate, capital is deployed in tranches tied to agreed performance milestones — protecting both parties from misaligned deployment.

📊
Operating Governance

Board or advisory observer rights, KPI reporting cadence, and executive operating rhythm — full visibility into performance in real-time.

🔄
Aligned Deal Structure

Our return is tied to value creation, not just time in deal. We structure the economics so HS Capital only wins significantly when the business wins.

📝
Drag and Tag Rights

Standard co-sale and drag-along provisions protect investors and founders alike in any future liquidity event or exit scenario.

🔐
Information Rights

Regular financial reporting, management accounts, and board-level access ensures we can act early if the business needs support or course-correction.

🚪
Defined Exit Pathways

Every deal includes defined exit scenarios — trade sale, management buyback, secondary sale, or strategic acquisition — agreed upfront.

Advisory + Capital in full alignment

The most powerful Horizon Shift engagements combine HS Advisory's execution capability with HS Capital's investment. When both are working together, the results compound.

Aligned Strategy

The same Value Creation Plan drives both the Advisory engagement and the investment thesis — no tension between advice and capital deployment.

Accelerated Execution

Capital removes resource constraints while Advisory drives the operating model — faster results, better outcomes, full accountability.

Single-Point Partnership

One integrated partner across strategy, operations, technology, and capital — reducing coordination overhead and ensuring consistency.

Capital Pathway Entry

Start with HS Advisory. Graduate to Capital.

Many HS Capital deals start as Advisory engagements. The Partner Assessment includes a Capital suitability assessment — and those who are the right fit receive a direct pathway introduction.

Start with Advisory

Interested in HS Capital?

We respond to every qualified enquiry within 48 hours. Tell us about your business and we'll assess fit confidentially.