Jeff Cozad

Managing Partner at Stonerise Capital Partners

Dallas, Texas

Overview

Jeff Cozad is the Co-Founder and Managing Partner Emeritus at Stonerise Capital Partners in Dallas, Texas. Notable highlights of his career include being a Lead Angel Investor in Craftable, which was acquired by Gauge Capital, and serving as a Board Member for Schwazze, a public company. Cozad has a strong track record in early-stage venture capital investments, with successful exits and strategic advisory roles in various companies, showcasing his expertise in financial management and business growth strategies.

Work Experience

Stonerise Capital Partners

Co-Founder / Managing Partner Emeritus
2007 - Current
Founded in 2007, Stonerise Capital Partners is a San Francisco-based investment management firm that seeks to generate attractive risk-adjusted returns across full business and market cycles. The firm’s investment strategy is grounded in intensive due diligence, a concentrated portfolio and the periodic integration of active, value-creating strategies designed to maximize returns for all shareholders. Including the founding Partners' pre-Stonerise history, this strategy has been utilized in their deployment of more than $5 billion in over 150 different companies. The Stonerise Capital investment approach is characterized by: • Primary focus on North American small-to-mid cap equities; • Long-term investment time horizon, underwriting a 2-4 year holding period; • Concentrated portfolio, with typically 8-12 core long positions (>5% portfolio); • Focus on high quality businesses, while maintaining a rigorous valuation discipline; • High conviction strategy that deploys the time and resources to conduct deep fundamental business analysis, with a strong cash flow orientation; • Engagement in constructive activism, where appropriate, seeking to work collaboratively with management and serving as a change-agent for improving underlying businesses; • Long biased; • Limited fund-level leverage (average gross exposure <100% since inception); • Tax-efficient capital gains (~70% of historical gains have been long-term in nature); • Three founders have been partners together for 18 years executing the same strategy; and • Strong team with deep experience in both public and private investments.

Cozad Investments, LP

Angel / Early Stage Venture Capital Investor
2007
First or early stage active and passive family office investments in 20+ companies that range from primarily Angel to Series A and B round investments