Turbine Capital Private Podcast

Tait Duryea and the Turbine Capital team share October portfolio updates with Graham Napier of StealthPoint and Cori Willett of Waypoint Energy. Graham reviews Fund I’s progress, Fund II’s launch, and potential sidecar investment opportunities. Cori outlines Waypoint’s growing well portfolio and acquisition strategy ahead of year-end. The team also previews Mytikas Living and Heartwood, explains fair market value reporting, and answers investor questions about account ownership, asset p...

Tait Duryea connects with Hunter Thompson and Tyler Lyons of Asym Capital for an update on One Thirteen West as the Phoenix multifamily acquisition approaches closing. They discuss the property’s discounted purchase price, Phoenix’s changing supply-and-demand outlook, financing terms, and the plan to improve operations. The team also answers investor questions about remaining availability, additional investments, underwriting changes, and how fixed-rate debt fits into their strategy. Th...

See how the Waypoint Energy 2026 Fund is taking shape. In this September investment webinar, the Waypoint Energy and Turbine Capital teams share the fund’s progress since launching in April, including acquisitions, portfolio development, and anticipated production timelines. Meet the specialists behind the fund’s engineering, deal sourcing, asset accounting, and tax reporting, and get a firsthand look at how investments are evaluated and negotiated. The discussion explores global energy deman...

Tait Duryea sits down with Graham Napier, Michael Shepherd, and Brian Hibbeln of StealthPoint to discuss StealthPoint Fund II, an early stage venture fund focused on technologies with both defense and commercial uses. The team shares updates from Fund I and explains how it selects companies, works alongside founders, and decides when to make larger follow-on investments. They also cover Fund II’s planned 16-company portfolio, quarterly capital calls, potential exit paths, and the risks of inv...

Tait Duryea sits down with Eli Bremer, Nathan Fisk, and Eric Bonick of Mytikas Industries to discuss the company’s progress since its initial investment round. They cover the transformation of its Colorado manufacturing facility, steel-framed housing production, national certification, and new revenue opportunities in workforce housing and commercial construction. The team also explains Mytikas’ financial position, limited debt, growing customer pipeline, upcoming equity round, investor prote...