First Position Lien + Equity Upside: Dave’s Safer Way to Invest

Dave Kotter explains how he combines the security of debt with the upside of equity in his hybrid loan strategy. By securing a first-position lien, he ensures strong downside protection. By adding equity participation, he captures growth potential.

We cover how he chooses deals, vets operators, and negotiates terms that work for both sides. If you’ve been looking for an investment approach that delivers predictable income without capping your upside, Dave’s model is worth understanding.

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Connect with Dave KotterLinkedIn: linkedin.com/in/dave-kotter/Email: dave.kotter@hybriddebtfund.comWebsites: hybriddebtfund.com