Invia Capital is a company.
Key people at Invia Capital.
Invia Capital was founded by Edgar Pérez García (Co-Founder & Managing Partner) and Miguel García Ruiz (Co-Founder & Managing Partner).
Invia Capital was founded by Edgar Pérez García (Co-Founder & Managing Partner) and Miguel García Ruiz (Co-Founder & Managing Partner).
InVia Capital (noting the common spelling from its official site) is a U.S.-based investment firm serving high net worth individuals and families with sophisticated, tax-efficient strategies focused on alternative real-estate and private equity investments that emphasize ethical stewardship, long-term value, and positive societal impact.[1][6] Its mission centers on maximizing financial growth while aligning with clients' values, such as environmental sustainability, community well-being (e.g., supporting foster care and anti-human trafficking initiatives), and rigorous risk management through due diligence.[1] The firm prioritizes honesty, innovation, and personalized solutions in a changing investment landscape, distinguishing it from traditional funds by integrating purpose-driven outcomes with returns.[1][6]
Distinct from similarly named entities like the Mexico-focused Invia Capital (a search fund targeting mid-market acquisitions since mid-2017) or Armenia's INVIA INVESTMENTS (a 2023 brokerage), InVia Capital's philosophy revolves around alternative assets like conservation easements and real estate, backed by founders' expertise in due diligence and diverse business experience.[1][2][3][5]
InVia Capital was founded by key figures including Mr. Pak, who previously advised specialty insurance companies on alternative real-estate transactions, engaging with DOJ and IRS officials on conservation easements and advocating for transparent structuring.[1] Mr. Pak holds a BA in political science from the University of North Florida, an MBA from Michigan State University, and a 2018 Executive Certification in Chief Risk Officer from Carnegie Mellon.[1] Complementing him is Rich, with experience owning a real estate brokerage, an import/export business, leading sales/marketing for an Inc. 5000 fintech SaaS firm, and advising the Global Mangrove Trust nonprofit.[1]
The firm's evolution stems from these founders' pre-InVia roles in high-stakes due diligence and multifaceted operations, transitioning into a purpose-aligned investment vehicle that addresses gaps in tax-efficient, impactful alternatives amid regulatory scrutiny on real estate deals.[1][6]
While not a core tech investor, InVia Capital intersects the tech ecosystem via founders' fintech SaaS experience and potential private equity plays in scalable tech-enabled services.[1] It rides trends in ESG (environmental, social, governance) investing and impact finance, where tax-efficient real estate alternatives address climate concerns (e.g., conservation) amid rising regulatory demands post-IRS scrutiny on easements.[1][6] Timing favors it as high net worth clients seek purpose-aligned portfolios amid volatile public markets, with market forces like sustainability mandates and social impact funds growing (e.g., mangrove conservation ties to climate tech).[1]
The firm influences the ecosystem by modeling ethical due diligence for tech-adjacent real estate (e.g., proptech) and private equity, potentially backing startups in fintech or green tech that fit its scalable, recurring-revenue criteria, similar to Mexico-based Invia Capital's financial services acquisition.[1][4]
InVia Capital is poised to expand in the booming impact investing space, targeting more private equity deals in climate-resilient real estate and social enterprises as global ESG assets surpass $50 trillion. Trends like AI-driven due diligence, tokenized alternatives, and post-2025 tax reforms will shape its growth, amplifying its niche in transparent, high-integrity strategies.[1][6] Its influence may evolve by partnering with tech firms for scalable impact (e.g., fintech for easement tracking), solidifying its role as a trusted steward—echoing its core promise of maximizing wealth while honoring purpose in an increasingly values-driven market.[1]
Key people at Invia Capital.
