Hello!

Below you’ll find an audio overview from our CEO and Founder, Tommy Martin. To review all the details from Mammoth’s first full quarter, please read the full update.

Please Click the Video to Listen

All Systems Go

Within 3 days of announcing the opportunity to become a partner at Mammoth Investors, LLC through our Series A raise, we had oversubscribed interest and ended up with a wait list of more than 30 people. Thank you for being a part of the beginning with us and for sharing our vision to Invest Beyond the Ordinary™.

Turning Heads

We’ve been covered well in the press since our launch. Check out some of the great coverage we’ve gotten:

Yahoo Finance

Yahoo Finance picked up our press release.
You can read it here.

RIA Intel

In October 2020, Michael Thrasher, one of RIA Intel’s lead editors published an article suggesting that venture capital may never be accessible for the advisory firm channel. Last month, he published new thoughts noting that we may just be proving him wrong.

Can My Colleagues Still Invest in Mammoth?

So many of you have asked about this and we’re grateful. Our Series A Round for investment in Mammoth Investors is closed to new investors. However, the Mammoth Health and Tech Fund remains open for new capital! We’ve moved into Phase II in our Mammoth Health and Tech Fund, where our primary focus is on working with large family office investors and other institutional advisory firms who are excited to refer their clients. We can still accommodate some direct individual investors on a limited basis. If you have colleagues who are accredited investors and may be interested in investing in the Mammoth Fund, please click the button below to invite them.

Increasing Access

Our quest to bring high quality venture capital and private investment access to a broader audience has clearly resonated with the market. We know that similar funds typically require at least a $1 million minimum. Our in house fintech and legal teams enable us to function efficiently with a much smaller minimum.

Building for Scale

As some of our first investors, your onboarding experience featured entirely outside technology and user interfaces. We have been recreating the onboarding experience for a proprietary platform that will dramatically reduce the amount of time and increase the comprehension of the process. Your feedback has been extremely helpful through the process.

In addition to onboarding, the platform will feature a more robust cap table and document storage portal. Currently, you can access your countersigned subscription agreements via the DocuSign email sent to your inbox, or simply by emailing Investor Relations if you’re unable to locate that email.

Two in One

As a reminder, you own two great businesses as a partner in Mammoth Investors, LLC. First, you own a piece of the partnership interest in our venture capital funds at Mammoth Scientific, LLC. Secondly, you own part of the private capital online platform that will launch in 2022. The new onboarding experience is the first part of this platform. We will continue to use the platform to onboard our flagship venture fund and will expand access beyond our own Mammoth Funds to other carefully curated private investment offerings.

Regulatory Compliance & an Update

In late July, Mammoth signed a purchase agreement to purchase a broker/dealer that specializes in private investment transactions for hospital systems and other medical practices. We are seeking regulatory approval of this purchase from FINRA and hope to have regulatory finalized by December of this year. The broker/dealer ownership will allow us to expand our platform offerings. We remain laser focused on manufacturing our venture capital funds in house. The broker/dealer will allow us to take what we believe to be best-in-class onboarding and make it accessible to other private investment managers.

The Roster

The Mammoth Health & Tech Fund 1 closed on our first two investments.

MiRus

You can see an overview of why we led their Series D raise of $65M by downloading this fact sheet.

MRI Guidance

You can see an overview of why we invested by downloading this fact sheet.

Exclusive MiRus Update 

Just today, Friday, August 20, 2021, MiRus received FDA clearance of their IOTM expandable interbody. This is the world’s lowest profile, largest expansion and lordosis range interbody. According to MiRus, this interbody “absolutely blows away the current market leaders”. A press release will go out next week from MiRus, but Jay authorized us for early release on this announcement to investors since we were already sending an update your way.

Tax Savings

With Washington pushing to nearly double the capital gains tax rate, venture capital is one of the best ways to access special QSBS tax treatment of investments where they can grow up to 10x on a potentially tax-free basis.[1] Not all of the Mammoth Fund’s investments will be eligible to take advantage of this special tax treatment but we will seek to utilize this when available and currently more than 65% of the companies we are evaluating would be QSBS qualified.

Please Note: Only those investors already in the Mammoth Fund at the time it makes a QSBS qualified investment are eligible for any such tax-advantaged growth or benefits.

[1] For clarity, MiRus was ineligible for QSBS treatment since the valuation has exceeded the $50mm limit since our involvement and MRI Guidance is ineligible due to being an international company.

The Right Stuff

Thanks for the tips you’ve sent our way about potential portfolio companies. As a point of clarification, we are not focused on investing in start-ups.

 

Instead, we are focused on companies with a few key features:

  1. They already have significant intellectual property.
  2. They have a viable product and likely great product market fit.
  3. They have a solid, dynamic team.

If you have connections with a company who fits that mold and you’d like our due diligence team to consider them, please have them reach out to us at the link below. Be sure to have them drop your name in the notes area, so that we know how they found us.


  • Mammoth Scientific is a venture capital company that specializes in health science and technology funds.
  • OFFICE ADDRESS
    3201 Stellhorn Road, Suite A-124
    Fort Wayne, IN 46815
  • OFFICES

    Atlanta
    Charleston
    Charlotte
    Fort Wayne
  • Disclaimer

    Mammoth Scientific, LLC, is an investment adviser to certain venture capital funds. Mammoth Scientific files as an exempt reporting adviser but that status does not imply a certain level of skill or training. Private companies and private investments involve unique risks including substantial risk of loss and are not suitable for all investors. Past performance should not be construed as an indicator of future success. Any offer of securities in the Mammoth Fund may only be made by delivery by Mammoth Scientific to the potential investor of formal offering documents. We do not provide personalized advice about investments. Mammoth Institutional Services provides private fund administration and investment technology services. Securities offered through The Securities Group, LLC dba Mammoth Research. Member FINRA/SIPC.

    The information provided on this mammoth.is website (“Site”) is provided to accredited and qualified investors to assist in evaluating investment opportunities. The Site itself and the content on the Site are not offering documents. Any offer of securities related to Mammoth Health and Tech Fund 1- Accredited, Mammoth Health and Tech Fund 1- Qualified or any of the Mammoth venture capital funds (“Mammoth Funds”) may only be made by Mammoth Scientific, LLC (“Mammoth Scientific”) as the Manager of the Mammoth Funds by delivery of definitive offering documents to the investor. Securities offered by Mammoth Scientific have not been registered under the Securities Act of 1933, as amended or the securities laws of any state or other jurisdictions in reliance upon exemptions from registration provided by the Securities Act and Regulation D Rule 506(c) and comparable exemptions.

    PRIVATE COMPANIES AND PRIVATE INVESTMENTS INVOLVE UNIQUE RISKS. YOU SHOULD BE AWARE THAT WHEN INVESTING IN PRIVATE INVESTMENTS, YOU COULD LOSE YOUR ENTIRE INVESTMENT. WE RECOMMEND INVESTORS ONLY INVEST FUNDS WHICH THEY HAVE THE FINANCIAL CAPACITY TO LOSE.

    The Securities Group LLC dba Mammoth Research (“TSG/Mammoth Research”), 3201 Stellhorn Road, Suite A-124, Fort Wayne, IN 46815, is a broker/dealer registered with the Securities and Exchange Commission (“SEC”) and a member of the Financial Industry Regulatory Authority (“FINRA”). In such capacity, TSG/Mammoth Research is the Managing Placing Agent for the Mammoth Funds. TSG/Mammoth Research and Mammoth Scientific share a common control person and are under common ownership as subsidiaries of Mammoth Investors, LLC.

    All product names, logos, and brands are property of their respective owners in the U.S. and other countries and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement. All images shown are for illustration purposes only. Actual product may vary due to product enhancements.

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