Family Office Focus Third Lake Capital is a Tampa-based family office investing across private equity, real estate, and venture capital with a target of diversified, long-horizon allocations. Selling opportunity: position bundled alternative investment products or cross-asset services that appeal to family office liquidity strategies and long-term wealth preservation.

Real Estate Activity Active involvement in downtown St. Petersburg and mixed-use developments indicates appetite for real estate opportunities and adjacent services. Potential sales angle: capital partnerships, development financing, asset management platforms, and property tech solutions for upscale urban projects.

Strategic Partnerships Historical partnerships with Echelon and recent project announcements suggest openness to co-investments and advisory collaborations. Sales approach: propose joint venture structures, advisory outsourcing, and deal-sourcing collaborations to extend their deal network.

Tech Stack Modernization Current tech stack includes Microsoft 365, Google Cloud, Wix and eCommerce, and security via Barracuda. Potential upsell: cloud optimization, cybersecurity enhancements, data analytics, and workflow automation tailored for family office operations.

Scale and Growth Revenue is in the multi-millions with a relatively small headcount, indicating lean operations and potential need for scalable services, outsourced admin, and tech-enabled processes to support growth and potential fund launches or vehicle creation.