Risk Tolerance Sizing.

The deal size you can actually handle. Not what sounds exciting - what works with your net worth, age, and liquidity.

On Position Size

Most partners get the deal size wrong in their first investment.

They either go too small (and the return does not move the needle) or too big (and one bad outcome rattles the household). The right size is a function of your net worth, your income, and how quickly you could replace the capital if it went to zero.

Intake

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§2 · Credentials

Almost there. See your deal size.

Enter your details to reveal the deal size range and exposure limits that fit your profile.

First Name

Last Name

Email Address

Phone

§3 · Recommended Deal Sizing

Per-Deal Cap

Total Exposure Cap

Target Deal Count

Your risk guardrails.

Three rules specific to your profile.

Ready to see deals that fit your sizing? Reply to the email we just sent and we will set up a call.

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The right deal size is the one that makes you sleep and also move the needle. That is usually 5-10% of net worth per position.

HedgeStone Business Advisors · (561) 593-3711