Hovis Capital Relations Program

Build Meaningful Capital Relationships.

Participate in the value you help create. The Capital Relations Program rewards the people who develop and maintain trusted investment relationships over time.

Relationships Before Opportunities

Investment Capital Arrives Through Trust

Hovis Capital has been built on a simple belief: Relationships Before Opportunities. Investment capital rarely arrives because of a single presentation — it arrives because trust has been developed over time. The Capital Relations Program was created to recognize and reward the people who develop and maintain those relationships.

Why "Capital Relations"?

We intentionally call this the Capital Relations Program rather than a referral program. A traditional referral is a single transaction — an introduction, a one-time payment, and done. A Capital Relations Member remains involved before, during, and after an investment, helping establish and maintain a productive relationship. The relationship must continue.

How the Program Works

Aligned Outcomes, Shared Economics

Hovis Capital's model is built around aligned outcomes. When an investment produces distributable cash flow, appreciation, or profits, Hovis Capital shares one-half of its profit participation with the qualified Capital Relations Member responsible for originating and maintaining the relationship.

Investment Partners
75%

Collectively receive applicable cash flow, appreciation, and profits.

Hovis Capital
25%

Allocated to Hovis Capital per the applicable investment terms.

Capital Relations Member
6.25%

25% of Hovis Capital's 25% participation — one-half of its profit share.

The Standard Structure

Investment partners collectively receive 75% of applicable cash flow, appreciation, and profits. Hovis Capital is allocated 25%, and shares one-half of that with the Capital Relations Member — generally 6.25% — retaining the remaining 18.75%.

The exact economics, definitions, duration, payment provisions, and qualifying requirements will be governed by the applicable Capital Relations Agreement and investment documents.

Enduring classical stone architecture symbolizing long-term value and durability
Enduring Value

A Long-Term Economic Interest

The program rewards enduring value rather than a one-time introduction. If you help create and maintain a valuable capital relationship, you should participate in the value that relationship creates — for as long as the originated capital remains invested and producing qualifying returns. This may include:

  • Ongoing cash-flow distributions
  • Appreciation realized at sale or refinance
  • Profits from the disposition of an asset
  • Qualifying proceeds from related investment activity
  • Additional investments by the originated investment partner when covered by the Capital Relations Agreement
Two business professionals in a trust-based conversation across a refined table
The Role & Program Standards

A Relationship Manager, Not Merely an Introducer

A Capital Relations Member remains involved before, during, and after an investment — helping establish, support, and maintain a productive relationship. They must also operate within the standards established by Hovis Capital and its counsel.

The Relationship Lifecycle
Phase 01

Before an Investment

  • Identifying individuals or families who may align with the Hovis Capital philosophy
  • Avoiding mass solicitation or indiscriminate promotion
  • Understanding the prospective investor's interests and general financial capacity
  • Providing an accurate introduction to Hovis Capital
  • Encouraging review of Hovis Capital's philosophy and materials
  • Facilitating an appropriate introduction to Hovis Capital
  • Helping establish trust without making promises or guarantees
Phase 02

During Evaluation

  • Remaining available to the prospective investor
  • Helping coordinate communication with Hovis Capital
  • Encouraging the prospective investor to review all materials carefully
  • Directing investment-specific, financial, legal, tax, and risk questions to the appropriate Hovis Capital representative or outside professional
  • Avoiding unauthorized statements regarding returns, safety, liquidity, or investment performance
  • Supporting a thoughtful, pressure-free decision-making process
Phase 03

After an Investment

  • Maintaining an appropriate relationship with the investment partner
  • Periodically checking in
  • Helping ensure communication remains open
  • Directing questions or concerns to the appropriate Hovis Capital team member
  • Reinforcing realistic expectations
  • Helping prevent misunderstandings from becoming larger problems
  • Remaining engaged throughout the life of the investment
  • Supporting future relationship development when appropriate
Boundaries

What Members Must Not Do

The role is to build and maintain relationships. Hovis Capital remains responsible for presenting and administering its investment opportunities.

Promise or guarantee returns
Describe an investment as risk-free
Provide legal, tax, accounting, or individualized investment advice
Alter or reinterpret offering documents
Accept investment funds
Sign documents on behalf of Hovis Capital
Create independent marketing materials using the Hovis Capital name
Publish investment terms publicly
Pressure someone to invest
Make statements that have not been approved by Hovis Capital
Represent themselves as an employee, officer, investment adviser, broker, or legal representative of Hovis Capital unless separately authorized
A small group of trusted professionals gathered in a private meeting room
Who We're Looking For

Trust and Judgment Matter More Than Titles

A strong Capital Relations Member has trusted relationships, good judgment, discretion, and a long-term mindset. Professional titles alone do not qualify someone — relationship quality matters more. We are seeking a limited number of well-aligned partners, not the largest possible list.

Qualities We Look For

  • Trusted relationships with financially qualified individuals or families
  • Strong personal credibility
  • Good judgment
  • Discretion
  • Clear communication skills
  • A long-term mindset
  • An understanding of private investments
  • Respect for confidentiality
  • Alignment with the Hovis Capital philosophy
  • A willingness to remain involved after an introduction is made
  • The ability to communicate without hype, pressure, or exaggeration

Potential Members

Existing Hovis Capital investment partnersBusiness ownersReal estate professionalsAttorneysCPAsFinancial professionalsInsurance professionalsMortgage professionalsEntrepreneursConsultantsCommunity leadersIndividuals with strong private relationships

The Ideal Capital Relationship

We seek well-aligned investment partners who:

  • Possess significant liquidity
  • Understand private investments
  • Think long term
  • Value conservative asset ownership
  • Appreciate disciplined management
  • Share our relationship-first philosophy
  • Are capable of making thoughtful investment decisions
  • Do not require exaggerated promises or constant sales activity

Our general Private Network standard includes at least $500,000 in available liquid capital.

Quality Over Quantity

One strong capital relationship may create more long-term value than hundreds of unqualified leads. We consider:

  • The quality of the relationship
  • The prospective investor's philosophical alignment
  • The prospective investor's liquidity
  • The level of trust already established
  • The appropriateness of the introduction
  • The Capital Relations Member's continued involvement
  • The long-term durability of the relationship

We would rather receive one thoughtful introduction than 100 names collected through mass marketing.

The Capital Relations Process

From Application to Trusted Relationship

01

Apply

A prospective Capital Relations Member completes an application describing their background, professional experience, relationship network, understanding of Hovis Capital, and how they expect to develop and maintain capital relationships.

02

Review

Hovis Capital reviews the applicant's reputation, experience, communication style, relationship quality, philosophical alignment, and ability to comply with program standards.

03

Conversation

Qualified applicants participate in an introductory conversation with Hovis Capital to confirm expectations and determine whether the relationship is appropriate.

04

Training

Approved Capital Relations Members receive orientation on Hovis Capital's history, philosophy, investment categories, no-borrowing philosophy, approved language, prohibited statements, and relationship-management expectations.

05

Agreement

Before receiving economic participation, the Capital Relations Member must execute the applicable written agreement.

06

Relationship Registration

Prospective capital relationships are documented through Hovis Capital's approved process — protecting the investor, the Member, and the integrity of the economic arrangement.

07

Introduction

The Capital Relations Member facilitates a personal introduction and helps the prospective investor begin the Hovis Private Network process.

08

Continued Management

The Capital Relations Member remains engaged throughout the relationship and any resulting investments.

Registering a Relationship

Register prospective relationships before or at the time of introduction. Hovis Capital reviews each registration and confirms whether it is accepted — submitting a name does not automatically establish ownership.

  • Prospective investor's name
  • Contact information
  • How the Capital Relations Member knows the person
  • Length and nature of the relationship
  • General investment interests
  • Estimated level of liquidity, when appropriately known
  • Date of the introduction
  • Notes regarding relevant conversations
  • Confirmation that the prospect has not already been introduced through another source

Maintaining the Relationship

Maintain professional, appropriate communication throughout the life of the relationship — not to overwhelm, but to keep it active, informed, and supported.

  • A personal check-in following the initial introduction
  • A follow-up after educational materials are reviewed
  • Communication during the evaluation of an opportunity
  • Periodic check-ins during an active investment
  • A conversation following major updates or distributions
  • Prompt attention when questions or concerns arise
  • Continued relationship development between investments

Confidentiality and Discretion

Capital relationships require trust. Members may gain access to personal, financial, and investment-related information that must be treated as confidential and never disclosed — including:

The identity of investment partnersThe amount of capital investedPersonal financial informationInvestment termsDistribution informationPrivate Hovis Capital communicationsInternal business informationDetails regarding other Capital Relations Members
Become a Capital Relations Member

Relationships Before Opportunities.

This is not a job application, a sales position, or a traditional referral program — it is the beginning of a relationship. We're intentionally building a small group of trusted Capital Relations Members who value people more than transactions. If that describes you, we'd love to get to know you.

Participation is subject to approval, written agreements, applicable investment documents, and all legal and compliance requirements established by Hovis Capital and its counsel.