Josh Margulies
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Josh — congrats on launching Wind Pearl Capital. been working on outbound origination with micro-cap investors and your fund has been on my radar. would be good to connect.
Josh — though we share a PE background (you at Wind Pearl, me at Treis in London), I've seen first-hand how challenging early proprietary origination can be. Been helping funds like Mentmore and Wingman with their outbound origination — curious what email infrastructure you're using these days — still mostly on shared IPs like Instantly, or have you moved to private/dedicated senders? Happy to share what's working best for similar micro-cap funds if useful. — Russ
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Josh — hope you had a good weekend. wanted to reach out — congrats on launching Wind Pearl, always impressed by those who've taken the leap. though we share a PE background, I hope to one day do the same. in the meantime I've been working on the origination side with funds like Backer Group and Mentmore — curious how you're thinking about origination at Wind Pearl. mostly proprietary or still seeing a lot through brokers? very best, Russell linkedin.com/in/russellt23
Prospect Research
## PROSPECT INFORMATION: Name: Josh Margulies Title: Director Fund: Wind Pearl Capital LLC Background: PROSPECT SUMMARY: Current Focus: Joshua is currently an MBA Candidate at the Cornell Johnson Graduate School of Management (Class of 2026), where he is a merit-based scholarship recipient. He is preparing for an upcoming role as an Investment Banking Summer Associate at Guggenheim Partners in New York, scheduled for summer 2025. Background: Joshua has a diverse professional background spanning finance, entrepreneurship, and consulting. He was the Founder and CEO of Exxaverse Inc., a Web 3 blockchain gaming company where he raised $0.4mm in venture capital and managed a team of 15. His experience also includes roles as a Finance Associate at Civix Strategy Group, a Catalyst Analyst at Deloitte in Israel, and an Inside Sales Manager at Winncom Technologies. He holds a BBA in Finance from Ohio University. Key Skills: Financial Modeling, Venture Capital & Fundraising (Equity/Grants), Investment Banking, Strategic Sales Management, Blockchain Integration, and Market Analysis. Recent Posts: On August 3, 2024, Joshua posted about his transition to graduate school, stating: "I am incredibly excited to announce that I will attending the Cornell Johnson Graduate School of Management as a class of 2026 MBA candidate!" In the same post, he expressed gratitude for his professional mentors: "I also want to extend a very special thank you to my mentors and managers from my time at Civix Strategy Group, Abby Fleger and Laura Thibault, whose guidance and encouragement helped me to achieve this goal and so many others." He concluded by noting his focus on personal growth: "I look forward to the opportunities and challenges that lie ahead, and I am grateful for the chance to develop new passions, cultivate new interests, and undergo this journey of self-discovery and development." Fund details: - Description: Wind Pearl Capital is a private equity firm specializing in micro-cap investments. We partner with founders, management teams, and small business owners to unlock full value and scale potential in companies typically valued between $5 million and $50 million. Our approach is hands-on, long-term, and centered on operational excellence. We seek to not just provide capital, but to build. Whether by refining management systems, optimizing operations, or executing strategic add-on acquisitions (“roll-ups”), our goal is to help each portfolio company grow sustainably, profitably, and competitively. - Website: https://www.windpearlcapital.com - Location: New York, New York, United States - Lead qualification: Research: - Query: =Wind Pearl Capital LLC Josh Margulies recent investments fund thesis - Answer: Wind Pearl Capital LLC focuses on micro-cap investments, and Josh Margulies is involved in private equity and real estate. His recent investments emphasize growth in small businesses.