Alignment Fund

Steward Forward Alignment Fund

Lower Yield Combined With Profit Participation and Long-Term Value Creation

Fund Purpose

Fund Purpose

The Steward Forward Alignment Fund is designed for investors seeking long-term participation in business growth and value creation. This structure offers lower current yield with profit participation mechanisms designed to potentially outperform traditional income strategies over time.

Capital is deployed into proven operating businesses where stewardship, alignment, and disciplined structure create durable outcomes for both investors and operators.

Overview

Fund Overview

Yield Structure

Lower current yield with profit participation

Distribution Frequency

As realized

Target Term

5–7 years

Structure

Growth capital with shared upside

Investment Focus
  • Growth and expansion capital
  • Operational improvement funding
  • Long-term value creation
Protection

Alignment & Capital Protection

Investor capital is supported through a combination of structured alignment mechanisms designed to protect downside and reinforce long-term performance.

Steward Forward co-investment
Profit participation mechanisms
Personal guarantees
Business assets and equipment
Real estate collateral where applicable
Active advisory oversight

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