We are a platform using innovative finance and technology to secure $5B in assets under management for a resilient, thriving planet.
The World is Underinvesting Where It Matters Most:
- $5T annual shortfall in financing solutions building a resilient planet. Innovative finance can close the gap.
- Investors want more exposure to systemic solutions, but lack access to diversified portfolios of private market funds scaling them.
- Outdated philanthropic models keep social entrepreneurs and enterprises in survival mode.
Result: Trillions of dollars are left on the sidelines—and systemic risks are growing.
Why Now
The market is primed for a platform like LEBEC that is mainstreaming innovative finance through strategic advisory + investment management + narrative change.
The Creative Space Between
LEBEC operates in the creative space between traditional philanthropy and traditional finance—where capital is deployed strategically to scale systemic solutions.
Strategic Advisory
Guiding asset owners and social entrepreneurs on innovative finance strategies, value propositions, and solutions.
Investment Management
Building diversified private-market fund portfolios through LEBEC Capital Partners, scaling systemic solutions. Includes developing and managing fund of funds.
Narrative Change
We shift narratives on innovative finance across media and entertainment—demonstrating its vital role in scaling solutions. We're bringing a proven blended capital model to narrative change.
20+ Year Proven Track Record
Alix Lebec
Founder & CEO
Founding Executive. Co-built and led $200M+ global asset manager (WaterEquity).
Julia Wilkinson
Managing Partner & CIO
Managed $1.5B wealth management portfolio at Goldman Sachs
Rafia Qureshi
Managing Director, EMEA & Asia
Oversaw $250M annually in social investments at JPMorgan Chase
Hannah Kovich
MD & Senior Investment Analyst
15+ years in innovative finance. Founding team at WaterEquity
Three Revenue Streams
Strategic Advisory
Retainers + Project Fees
Guiding asset owners and social entrepreneurs on innovative finance strategies, value propositions, and scalable solutions that bridge philanthropy and traditional capital markets.
Investment Management
Management Fees
Building diversified private-market fund portfolios through LEBEC Capital Partners, scaling systemic solutions. Includes developing and managing fund of funds.
Narrative Change
Project + EP Fees
We shift narratives on innovative finance across media and entertainment—demonstrating its vital role in scaling solutions. We're bringing a proven blended capital model to narrative change.
Scalable, asset-light model with compounding revenue over time.
Path to Scale
LEBEC Financial Projections
Interactive multi-line chart with hover tooltips showing all metrics per year. Toggle metrics on/off below.
LEBEC Financial Projections
Financial projections data table with all metrics per year.
| Metric (000's) | Year 0 | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Year 6 | Year 7 | Year 8 | Year 9 | Year 10 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total AUM | $— | $50,700 | $100,910 | $201,183 | $401,538 | $681,999 | $1,090,599 | $1,689,779 | $2,533,992 | $3,547,150 | $4,611,295 |
| Total Revenue | $740 | $1,950 | $3,410 | $6,183 | $11,538 | $18,999 | $29,799 | $45,539 | $67,632 | $94,246 | $122,520 |
| Sub Advisory Expense | $— | $1,000 | $1,750 | $3,500 | $6,600 | $11,220 | $17,408 | $26,982 | $40,474 | $56,663 | $69,058 |
| Net Revenue | $740 | $950 | $1,660 | $2,683 | $4,938 | $7,779 | $12,391 | $18,556 | $27,159 | $37,583 | $53,462 |
| Other Expenses | $723 | $1,577 | $1,837 | $2,655 | $3,895 | $4,951 | $6,772 | $9,306 | $11,856 | $14,915 | $18,786 |
| Operating Income / EBITDA | $17 | $(627) | $(177) | $28 | $1,043 | $2,828 | $5,619 | $9,250 | $15,303 | $22,668 | $34,676 |
| Operating Income % | 2% | -32% | -5% | 0% | 9% | 15% | 19% | 20% | 23% | 24% | 28% |
| Income Tax Expense | — | — | — | $7 | $261 | $707 | $1,405 | $2,312 | $3,826 | $5,667 | $8,669 |
| Earnings after Taxes | — | — | — | $21 | $782 | $2,121 | $4,214 | $6,937 | $11,477 | $17,001 | $26,007 |
Join Our Growth
SAFE Note
Growth capital to scale our three pillars and accelerate our impact on the $5T financing gap.
Use of Funds
- Scale Strategic Advisory practice
- Launch LEBEC Capital Partners (first $50M portfolio)
- Expand Narrative Change initiatives
- Build operational infrastructure