Our Funds

Learn about our two unique tax-advantaged funds.

OC4 Venture Fund 1

Qualified Small Business Stock (QSBS)

Capital gains after five years are tax free for up to $10 million or ten times the adjusted basis of the stock, whichever is greater.

OC4 Opportunity Zone
Fund I

The fund accepts investor capital gains made in the last 6 months, and invests it into qualified businesses in Opportunity Zones, such as ones based inside the Operate Studio. Original capital gains tax is deferred for up to 7 years. After 10 years, all new gains created from the OZ fund are tax free.

Interested in investing in one of Operate’s funds?