D&G Financial Group
Portal Access
The Fund

One Vehicle.
Five Sectors.
No Forced Exit.

The D&G Financial Group Diversified Evergreen Fund is a 506-C Reg-D vehicle for accredited investors seeking true diversification, institutional-grade returns, and a structure built around your interests — not a manager's exit timeline.

$250K
Minimum Investment
10%
Preferred Return
506-C
SEC Approved
Investor QuestionnaireRequest Pitch Deck
Fund Terms

Everything On The Table.
No Fine Print.

Minimum Investment
$250K
Per membership unit. Multiple units available. Early investor incentives for commitments over $2M.
Preferred Return
10%
Paid to investors first — before the fund takes any promote or profit participation.
Profit Split
80/20
After the 10% preferred return hurdle is met. 80% to investors, 20% to the fund as carried interest.
Target Gross IRR
15–20%
Based on fund projections. Historical manager average across prior vehicles: 24% gross IRR.
Lock-Up Period
24 Mo
Initial 24-month commitment. Periodic liquidity options available after lock-up at manager's discretion.
Tax Treatment
1099
You receive a 1099 — not a K-1. No pass-through complexity. FIRPTA compliant for foreign investors.

Fund structure: D&G Financial Group Diversified Evergreen Fund is structured as a 506-C Reg-D offering, approved by the SEC for public solicitation to verified Accredited Investors only. Independent oversight provided by Pointe Capital Partners LLC. Full PPM available upon request.

Request Full PPM
How It Works

From First Dollar To
Compounding Returns.

01
Qualify & Commit
Complete the Accredited Investor Questionnaire and review the PPM. Minimum commitment is $250,000 per membership unit. Early investors may qualify for enhanced terms.
02
Capital Deployed
Your capital is immediately allocated across the fund's active portfolio — Real Estate, Cannabis, Web3, Fintech, and Private Credit — based on current opportunity weighting.
03
Returns Compound
Your 10% preferred return accrues first. After the hurdle, profits split 80/20 in your favor. Returns reinvest and compound with no forced distribution timeline.
04
Periodic Liquidity
After your 24-month lock-up, periodic liquidity windows open at manager's discretion. You receive a 1099 — not a K-1 — keeping tax treatment simple at year end.
How to Invest

Three Steps.
That's It.

1
Submit Questionnaire
Complete the Accredited Investor Questionnaire. Takes 10 minutes. Confirms your eligibility and unlocks access to the full pitch deck and PPM.
2
Review the PPM
We send you the full Private Placement Memorandum. Review with your attorney and advisors. Ask us anything — we're transparent about everything.
3
Fund Your Position
Execute subscription documents and fund your membership unit. Minimum $250,000. Your capital is deployed immediately upon closing.
Submit QuestionnaireRequest Pitch DeckRequest PPM

Early investor incentives for commitments over $2M

Where We Invest

Five Sectors.
One Thesis.

Every sector was selected for the same reason — asymmetric opportunity where institutional capital is either restricted, slow, or absent.

01
Real Estate
Ground-up luxury development & commercial assets

Nashville and SW Florida are two of the fastest-growing markets in the country. Our team has 490+ builds in Nashville alone. We develop ground-up luxury residential, commercial conversions, and income-producing assets — with a pipeline that institutional buyers compete for at exit.

Why NowSun Belt migration isn't slowing. Developers with existing entitlements and builder relationships are capturing outsized margins that new entrants simply cannot replicate.
490+
Nashville Builds
$1B+
Developed
02
Cannabis
Licensed operators in capital-constrained markets

Federal banking restrictions mean cannabis operators are chronically undercapitalized. We provide structured equity and debt to licensed operators in high-growth states, capturing returns that traditional lenders are legally prohibited from offering.

Why NowSAFE Banking Act momentum and federal rescheduling are converging. Investors positioned now will capture the re-rating. Those who wait will buy in at institutional multiples.
High
Return Premium
Low
Institutional Competition
03
Web3 & Blockchain
Real asset tokenization & utility-driven ventures

Not speculation — infrastructure. We focus on blockchain ventures that tokenize real-world assets and platforms building genuine utility. This is the digitization of capital markets, positioned at the ground floor before institutional adoption accelerates.

Why NowBlackRock, Franklin Templeton, and JPMorgan are all building on-chain. Early-stage equity in the right platforms today is the equivalent of backing Nasdaq in 1990.
RWA
Real World Assets
Early
Stage Positioning
04
Fintech
Private lending platforms & payment infrastructure

The unbundling of traditional banking is accelerating. We back private lending platforms and payment infrastructure companies disrupting the $22T global banking sector — capturing fintech returns that remain inaccessible in public markets.

Why NowThe window for private market access to fintech at early valuations is narrowing as institutional capital slowly catches up.
$22T
Target Market
Private
Market Access
05
Private Credit
Where banks retreat, we advance

Banks are pulling back. Regulations are tightening. And a $1.5T wall of commercial debt is maturing with nowhere to go. We step into the gap with structured private credit, mezzanine positions, and short-duration high-yield instruments that generate current income while equity positions mature.

Why Now$1.5T in maturing CRE debt through 2026 with no obvious refinancing path. The window is open — and narrowing.
$1.5T
Maturing CRE Debt
Current
Income Generation
How to Invest

Ready When
You Are.

No unnecessary complexity — just a clear path from interest to invested. First review on a rolling basis.

Submit QuestionnaireRequest Pitch Deck