Independent Sponsor · Due Diligence · Principal Investment

Deals, forged with discipline.

DuneForge Capital sources opportunities for a private network of family offices, high-net-worth investors and firms, funds the first round of diligence at its own risk, and delivers the facts. Where conviction holds, we invest our own capital alongside a private group of long-standing partners.

LMM → $100B+1
Team diligence experience
Own capital first
Initial diligence funded at our risk
Pre-seed → Growth
Venture stage coverage
ATL · Global
Metro Atlanta, global deal flow
Global Deal Desk

Where private capital is moving this week

Curated each week by our team: sovereign and private-equity deal flow across Saudi Arabia, the UAE, Latin America and the United States, with a focus on AI, data centers, medtech, software and fintech, plus the forums where these deals get made.

Updated —— stories trackedNext forum: —
Region
Sector

The Deal Desk is a news digest. Headlines and summaries are written by DuneForge in its own words from the third-party reporting linked on each story; reported deals may be unconfirmed or subject to change, and the "Live Wire" panel shows automated headlines DuneForge has not reviewed. Nothing here describes a DuneForge transaction, is a recommendation about any company or security, or is an offer or solicitation of any kind.

The Firm

An independent sponsor built on operating experience

DuneForge Capital LLC is an independent sponsor and due diligence firm. Family offices, high-net-worth investors and firms come to us looking for specific kinds of opportunities. We source and screen them, fund the first round of diligence ourselves, and tell the inquirer what we found. We are not an agent for either side of a transaction.

We put our own money at risk before anyone else's. Initial commercial, financial, operational and legal diligence is paid for by DuneForge. When the record does not hold up, we absorb the cost and walk away. When it does, the inquiring party can acquire our diligence as a starting point, and any party to the transaction can engage us for deeper work.

Our private equity focus is control and structured transactions in established businesses, including AI and data-center infrastructure, medtech, software, fintech and essential-economy companies. Our venture work runs from pre-seed through growth in space technology, AI large quantitative models and AI-enabled defense. Each investment is made through its own special-purpose vehicle with its own manager.

“DuneForge invests its own capital alongside a private group of long-standing partners. We do not offer investments to the public, and nothing on this site is an offer or solicitation.”

Corporate structure.  DuneForge Capital LLC is organized under the laws of the State of Delaware and registered as a foreign entity in the State of Georgia, with principal offices in Alpharetta, Georgia.
Depth of Diligence Experience

From the lower middle market to more than $100 billion.1

Experience our principals and specialist team, full-time and contracted, bring from current engagements and from prior firms. It is not a measure of capital managed or raised. See Note 1.

Sector focus.  AI & data-center infrastructure, medtech, software, fintech, business services and essential-economy operating companies in private equity; space technology, AI large quantitative models and AI defense in venture.
Our Role

Precisely what we do, and what we do not

We state our position plainly so that no counterparty, investor or regulator has to infer it. DuneForge is a diligence provider and, on its own deals, a principal investor. It is not a financial intermediary.

What DuneForge does

  • Sources and screens opportunities for a private network of family offices, high-net-worth investors and firms seeking specific types of investments
  • Funds initial due diligence from its own capital, at its own risk
  • Delivers factual diligence findings (financial, operational, legal and red flags) for a fixed, pre-agreed fee
  • Can be engaged by any party to a transaction for additional, scoped diligence
  • Invests its own capital alongside a private group of long-standing partners, each investment through its own SPV with its own manager
  • Serves as sponsor on its own deals after closing: governance, management transition, reporting and oversight

What DuneForge does not do

  • Does not offer investments to the public or solicit investors through this website
  • Is not a registered broker-dealer or investment adviser, and does not make buy, sell or pass recommendations
  • Does not act as agent for any buyer, seller or investor unless separately engaged in writing, with disclosure
  • Does not charge fees based on capital raised from investors
  • Does not hold or custody client funds or securities
  • Does not cold-call or market offerings
Principal investmentDuneForge invests its own capital alongside a private group of long-standing partners. We do not offer investments to the public, and nothing on this site is an offer or solicitation.
Diligence is informationOur deliverables are factual findings. Each engagement letter states that the client makes its own investment decision. DuneForge gives no buy or pass recommendation.
Partners act independentlyOur partner group includes registered investment banks and broker-dealers. They participate as independent co-investors under their own regulatory obligations; they do not act for DuneForge, and DuneForge does not act for them.
Engagements & Fees

Ways to work with us, matched to the transaction

Every engagement is scoped and priced in a written engagement letter before work begins. Choose the description that fits you to see where most clients in your position start.

Typical starting point
01

Diligence Findings Report

For investors evaluating a specific opportunity

Acquire the diligence DuneForge has already funded and completed on an opportunity, as your starting point.

  • Financial, operational, legal and red-flag findings
  • Factual report; no buy or pass recommendation
  • Available whether or not you proceed
Basis · Flat fee, set before your decision
Typical starting point
02

Additional & Confirmatory Diligence

For buyers, sellers, companies and lenders

Scoped deep-dive work commissioned by any party to a transaction, from quality-of-earnings support to data-room management and counterparty verification.

  • Defined workstreams and deliverables
  • Written disclosure to each engaging party
  • Outside counsel and specialists as needed
Basis · Fixed fee or hourly, per scope
Typical starting point
03

Diligence Access Retainer

For family offices and firms with a standing mandate

A first look at opportunities we screen against your stated criteria, plus reserved diligence capacity when you want to go deeper.

  • Criteria-matched screening
  • Priority access to completed findings
  • Not tied to whether any deal closes
Basis · Fixed annual or quarterly fee
Typical starting point
04

Sponsor Economics

On transactions DuneForge leads and invests in

Where DuneForge sponsors a transaction and commits its own capital, it earns customary sponsor economics for its services and its risk, never for bringing in capital.

  • Structuring fee paid by the company at closing
  • Ongoing monitoring fee for governance and oversight
  • Carried interest on equity DuneForge co-invests
Basis · Disclosed in each vehicle's documents
Typical starting point
05

Transaction Advisory Fee

Qualifying control sales of private companies only

A success-based fee is available only for the sale of a privately held company to a buyer who will control and actively run it, within the limits of the federal M&A broker exemption.

  • Target below the exemption's size limits
  • Not available where DuneForge or its partners finance or co-invest
  • Written engagement and disclosure to every party
Basis · Success fee, eligibility confirmed by counsel
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Not sure which fits?

Tell us about the transaction

We will recommend a structure, scope the work and confirm the fee in writing before anything begins.

    Start a conversation

    What a DuneForge diligence deliverable is, and is not

    Our reports present verified facts: the financials as they stand, how the operation actually runs, the legal position and the red flags we found. They give you a stronger starting point for your own decision. They do not tell you whether to invest.

    Statement in every engagement letterThe client makes its own investment decision. DuneForge provides factual diligence findings only and makes no recommendation to buy, sell, invest or pass.

    How our fees work

    • Diligence fees are fixed before any investment decision and are payable whether or not a transaction proceeds.
    • No fee is ever based on the amount of capital an investor commits.
    • Every fee is disclosed in writing to the party paying it.
    • Amounts are quoted per engagement and are not published.
    How We Work

    From first look to ownership

    I

    Inquiry

    A family office, investor or firm tells us what it is looking for.

    II

    Screen

    We source and screen opportunities against those criteria.

    III

    Self-funded first look

    DuneForge pays for the initial diligence. Our capital, our risk.

    IV

    Findings

    We share what we found, for a fixed fee. The decision is yours.

    V

    Deeper work

    Any party can engage us for scoped, confirmatory diligence.

    VI

    Ownership

    On our own deals, we co-invest and serve as sponsor after closing.

    When the record does not hold up, we absorb the cost and walk away.

    Our Model in Practice

    Companies we have helped, kept in confidence

    We have applied this model across closed transactions, continuing portfolio relationships and deals we stopped in diligence. The companies involved are private, and so are the details. These are the kinds of situations where our work has made the difference.

    AI & data infrastructure

    Early-stage platforms automating how data centers are run, taken from concept through funding and into recognized products.

    Financial technology

    AI applied to lending and financial workflows, from pilot programs with institutions to production deployment.

    Enterprise software

    Founder transitions and recapitalizations in established software and services firms, structured to keep sellers aligned.

    Diligence that said no

    Processes where our self-funded diligence surfaced issues that changed the picture, before our clients committed a dollar.

    References and engagement detail are available privately. Qualified counterparties can request representative engagements, outcomes and references under a mutual non-disclosure agreement.

    Request under NDA
    Private Equity

    Three disciplined strategies

    I.

    Control Acquisitions

    Majority acquisitions of established, cash-flowing businesses where professional management, systems and capital unlock the next stage of growth.

    • $100M+ enterprise value focus
    • Senior, mezzanine & equity structures
    • Government-guaranteed credit where available
    • Management transition & buildout
    II.

    Structured Growth Equity

    Minority and structured positions in high-growth companies, made through deal-specific vehicles alongside our private partner group.

    • One SPV per investment, each with its own manager
    • Preferred & hybrid instruments
    • AI, data-center, medtech, software & fintech
    • Institutional-grade diligence record
    III.

    Diligence & Structuring

    Diligence and capital-stack design for owners, investors and management teams executing acquisitions, recapitalizations and seller-financed transitions.

    • Diligence & data-room management
    • Counterparty & financial verification
    • Structure design support
    • Post-close governance design
    Venture

    Backing the technologies of the next strategic era

    DuneForge and its partner group support companies from pre-seed through later rounds where deep technology meets durable, mission-driven demand. DuneForge invests its own capital alongside a private group of long-standing partners. We do not offer investments to the public, and nothing on this site is an offer or solicitation.

    Space Technology

    Satellite platforms and constellations, in-orbit servicing, ground infrastructure, and the software that makes orbital assets commercially productive.

    AI Large Quantitative Models

    Platforms applying AI to physics, chemistry, materials and financial systems: simulation engines that compress years of R&D into computable form.

    AI Defense

    AI-enabled autonomy, sensing, decision support and secure data infrastructure for the United States and allied governments, with dual-use commercial demand.

    Stage
    Pre-seed → Growth

    From first institutional capital through later rounds.

    Structure
    Deal-specific SPVs

    Each investment held in its own vehicle with its own manager.

    Posture
    Active partner

    Board or observer participation alongside established deep-tech and defense syndicates.

    Our Partner Group

    Long-standing partners who invest alongside us

    LP Partner & Co-Investor

    Aetherix Nexus LP

    A limited-partner investor and co-investor that has participated alongside DuneForge in deal-specific vehicles. Aetherix Nexus acts independently and is not an agent or employee of DuneForge.

    Institutional Partners

    Registered investment banks & broker-dealers

    Our partner group includes registered firms that participate as independent co-investors. They operate under their own regulatory obligations and do not act on DuneForge's behalf.

    Private Partners

    Accredited private investors

    Business colleagues and long-standing relationships, all accredited investors, who co-invest privately through each deal's own vehicle. Participation is by relationship only, never by public offering.

    Leadership

    The team behind the platform

    CW

    Clint Walker

    Founder & Managing Member

    US Navy Special Operations Veteran and Columbia Business School Executive MBA, with a career spanning enterprise technology leadership, transaction diligence and board governance. Leads investment strategy, diligence standards and portfolio oversight across the firm.

    cwalker@duneforgecap.net
    MW

    Maurice Watson

    Director of Transaction Structuring

    Directs capital-stack design across the firm's own transactions, including senior and mezzanine debt discussions with lending institutions, and the sourcing and development of high-conviction opportunities.

    watson@duneforgecap.net
    SB

    Shawanda Bush

    Due Diligence Manager

    Leads diligence across commercial, financial, operational and legal workstreams. Manages the firm's data-room infrastructure and tracking programs so every engagement meets an institutional evidentiary standard.

    sbush@duneforgecap.net

    Our leadership is supported by full-time professionals and contracted specialists, including operating partners, industry advisors and national counsel engaged on a mandate-by-mandate basis.

    Contact

    Begin the conversation

    Office

    3245 N Point Pkwy, Ste. 203
    Alpharetta, GA 30005

    General Inquiries
    cwalker@duneforgecap.net
    Venture & Sector Opportunities
    sbush@duneforgecap.net

    Shawanda Bush, Due Diligence Manager

    Entity

    Delaware LLC · Georgia Registered Foreign Entity

    Inquiries are typically answered within two business days. DuneForge invests its own capital alongside a private group of long-standing partners. We do not offer investments to the public, and nothing on this site is an offer or solicitation.