# Virgo Investment Group

> Virgo Investment Group is a California private investment firm founded in 2009 by Jesse Watson. It builds asset-based and credit businesses and backs growth in founder-led or family-owned companies, combining capital with operating, recruiting and brand-building support. Its website reports more than $2 billion raised since inception; its March 31, 2026 Form ADV reports $857.4 million in regulatory assets under management.

- **Founded:** 2009
- **Headquarters:** Burlingame, United States
- **Founders:** Jesse Watson (Founder, Managing Partner and Chief Investment Officer)
- **Products:** Credit and asset-based company building, Growth equity, Spica Alpha Unit, Porrima Unit, Zephyrus aviation platform
- **Notable:** Reports more than US$2 billion of capital raised since inception., Helped establish Transverse in 2018; the 2022 acquisition announcement by MS&AD specified a US$400 million base unit purchase price, subject to adjustments and an earn-out; the deal closed January 3, 2023., Led Swift Medical’s US$35 million Series B in 2021.

## Products & services

- **Credit and asset-based company building** — Creates and develops credit and credit-like businesses in aviation, transportation, specialty finance, insurance, and content rights and royalties.
- **Growth equity** — Invests in founder-led and family-owned companies, with stated focus areas including healthcare, media and wellness.
- **Spica Alpha Unit** — Supports portfolio companies through management and recruiting work, business-process improvement and technology implementation.
- **Porrima Unit** — Provides portfolio companies with brand building, creative content and digital marketing capabilities.
- **Zephyrus aviation platform** — A portfolio platform focused on mid- to end-of-life aircraft leasing, engine trading and global fleet management solutions.
- **Kavanah real-estate finance platform** — Described on Virgo’s industries page as an in-house platform for smaller, structured or complex real-estate-backed financings; the page does not establish current lending volume.

## Achievements

- Reports more than US$2 billion of capital raised since inception.
- Helped establish Transverse in 2018; the 2022 acquisition announcement by MS&AD specified a US$400 million base unit purchase price, subject to adjustments and an earn-out; the deal closed January 3, 2023.
- Led Swift Medical’s US$35 million Series B in 2021.
- Led Lifespark’s US$16.1 million Series A Preferred investment in 2020.

## Latest updates

- **2026-08** — Historical portfolio company 80 Acres Urban Agriculture filed for Chapter 7 liquidation on August 25, after an August 3 wind-down announcement. This is a portfolio-company event, not a Virgo bankruptcy.
- **2026-03** — Annual Form ADV amendment dated March 31 reports US$857,406,499 in regulatory assets under management, comprising US$610,220,887 discretionary and US$247,185,612 non-discretionary assets.
- **2025-02** — 80 Acres Farms disclosed US$115 million in aggregate capital raises completed in 2024, naming Virgo among investors; the amount is not Virgo’s individual check.
- **2024-01** — Swift Medical announced a US$8 million financing co-led by BDC Capital’s Women in Technology Venture Fund and Virgo-managed funds.

## Links

- Website: https://www.virgo-llc.com/
- LinkedIn: https://www.linkedin.com/company/virgo-investment-group
- Twitter/X: https://twitter.com/virgo_llc

---

Profile page: https://yespress.io/virgo-investment-group
Published by YesPress — https://yespress.io
Last updated: 2026-10-27