August PortolaAbout us
Investment & Governance

Governance culture:  buy-in at all levels of an organization

Capital allocation:  disciplined capital preservation

August Portola invests across leveraged buyouts, publicly traded toeholds, growth equity, and debt.

We bring decades of investment and board experience to every partnership with CEOs, family offices, & private equity and private debt fund sponsors.

4Investment strategies, all anchored with preservation of capital structuring
$2.5M—$1.6BPortfolio company revenue range
01Aligned standard for partnership
Portfolio approach

Flexible capital. Consistent principles.

We are industry agnostic and scale adaptable. What remains constant is how we evaluate partnership, governance, and the path to long-term value creation.

Our portfolio companies' revenues have ranged from $2.5 million to $1.6 billion.

We pursue opportunities where disciplined capital allocation and constructive board leadership can make a material difference, while our first priority is always preservation of capital.

01Leveraged buyouts
02Publicly traded toeholds
03Growth equity
04Debt
Governance principles

The guts & glue of high-performance collaboration and coordination.

First principles act as guardrails for collaboration and coordination—from strategy, to tactics, to execution.

01

Like, trust & respect

The foundation for candid dialogue, durable relationships, and high-quality decisions.

02

Fun

The best partnerships bring fun energy to the work.

03

Hunger / mission driven

A shared commitment to the mission keeps teams moving and motivated.

04

Aligned economic incentives

Ownership and outcomes should reinforce the same long-term objective.

05

Humility

Be emotionally invested in winning—not in being right.

When first principles are established before differences surface, healthy and respectful discussion is a catalyst for better decisions.

Competing priorities can derail even the best-laid plans. When disagreements are viewed as bad faith or hidden agendas, companies may never fully recover—and the quality and volume of collaboration decline.

Trust, respect, and humility tame confirmation-bias impulses by making people much more receptive to stress testing their own assumptions.

Leadership focus

Relieved from micromanaging, leaders can focus on the macro levers that matter most.

  1. 01Allocating capital
  2. 02Recruiting & developing exceptional talent
  3. 03Strengthening competitive advantages
  4. 04Fixing bottlenecks
  5. 05Exercising strategic patience while urgently honing an agile flywheel
Jordy Spiegel · Founder & CEO

An investor’s discipline. A board leader’s perspective.

Jordy is CEO & Chairman of IKM Holdings, Executive Chairman of Meisei Tools, and Managing Member of Solugenix Lenders I LLC.

He serves on the board of The Laffer Center, a public-policy think tank, and has served on the boards of charitable and nonprofit organizations as well as private and public companies, including as chair of various committees.

Previously, Jordy was a founding partner of GESD Capital Partners, Executive Vice President of Laffer Associates, a securities analyst covering public special situations for Crowell, Weedon & Co., and a research staffer for the Democratic Senatorial Campaign Committee.

BA, Cultural AnthropologyUSC
Master of Business AdministrationHarvard Business School
Selected experience

Prior investments and board seats include:

  • Solugenix Lenders I LLC01
  • Meisei Tools02
  • IKM Holdings03
  • Tribune Publishing13D04
  • PersonalCare Physicians05
  • Inspirato06
  • BankServ07
  • FortuNet08
  • Pic ’N’ Save13D09