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— Worth Investment Group, LLC —

Thanks for joining us at Worth Forum

Next dates: March 10-12, 2027.

Permanent capital. Direct owner partnerships. Class A Preferred Units.

The copper carve-out is part of the same Class A offering — the PPM is required either way.
Request the PPM
Reply to your Forum host — Daniel Cortez

What we covered

  • Why evergreen / permanent capital fits wealth-channel clients who struggle with capital calls and fund clocks
  • Worth’s model: buy lower-middle-market operators directly from owners, hold indefinitely
  • Platforms: Qualite, ACB, Curtis, RIPCo, Cascata (early)
  • Offering: Class A Preferred Units, Rule 506( c ), capacity up to $1 billion
  • Copper carve-out: capacity-constrained ~$4M within Class A @ ~1.5% (full portfolio exposure — not a separate fund or separate PPM)
  • Realization case (not indicative): Energy Systems ? Generac, July 2020

Next step

Everyone who wants to diligence Class A — including any interest in the copper carve-out — needs the PPM.

  1. Confirm accredited-investor status path (506( c ) verification)
  2. Request the PPM / subscription package
  3. Schedule a follow-up with Daniel Cortez (BD) or IR
Request the PPM

Optional (non-binding): note if you want copper carve-out capacity considered and an approximate size — still requires the same PPM.

investorrelations@worth-capital.com · (854) 264-5900

Short FAQ

What is Worth offering?
Class A Preferred Units under Rule 506( c ), capacity up to $1 billion.
What is the copper carve-out?
Capacity-constrained ~$4M Class A working-capital carve-out at ~1.5%. Full Class A portfolio exposure. Not a separate fund / not a separate PPM.
Do I need the PPM if I only care about copper?
Yes. Copper is part of Class A.
Cascata?
Early platform (founded 2025), Florida beachhead and pipeline. Zero closed add-ons as of mid-September 2026.
Informational only — not an offer. Offers only via PPM to verified accredited investors under Rule 506( c ). Indications of interest (including copper size) are non-binding. Past performance not indicative. Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. WealthForge and Worth are not affiliated.