19th-century Sonoma estate at dusk
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Asset 001 · Public Diligence

A 19th-Century Estate in
Sonoma County.

140 planted acres of old-vine Cabernet and Zinfandel, a stone winery built in 1887, and a probate-driven valuation. Below is the public version of our diligence. The data room opens for vetted Founders.

Region
Sonoma County, California
Vintage class
Heritage · est. 1887
Terroir
Volcanic alluvium · maritime cooling
Status
Distressed · probate · under LOI

The Thesis

An estate the family can no longer steward.

The current owners — third-generation — entered probate in 2025. The estate's wine program has been on autopilot for a decade: under-marketed, under-priced at $32 per bottle, and selling roughly 40% of allocation through a tired DTC club. The land and the vines are exceptional. The operating story is not.

We see a clean three-act turnaround: re-credential the brand under a new winemaker, re-tier the lineup with a small-volume reserve, and convert a long-neglected stone barn into an Owner's hospitality program. The acquisition is priced as a distressed real-estate transaction — but the asset underneath is a heritage California vineyard.

Deal Framework

Indicative terms.

Final terms set in the SEC-qualified offering circular. Numbers below are the working framework presented to the Founders' Waitlist.

Target acquisition
$5.0M – $7.5M
Founder Seats
1,000 (capped)
Indicative seat
$10,000 – $15,000
Hold period
7–10 years
Distribution policy
Cash + annual allocation
Governance
1 Seat = 1 Vote on production

Timeline

From LOI to first harvest.

  1. Q1 2026
    LOI signed · environmental Phase I underway
  2. Q2 2026
    Reg-A+ qualification target · Founders' Waitlist invitations
  3. Q3 2026
    Close & take possession · capex plan ratified by Founders
  4. Q4 2026
    First owner-only Founders' Harvest

Risk Factors

What can go wrong — stated plainly.

  • Agricultural risk — frost, fire, phylloxera, drought.
  • Liquidity risk — Founder Seats are not freely tradable; secondary windows are limited.
  • Regulatory risk — alcohol licensing and SEC qualification timelines may shift.
  • Operational risk — turnaround of a distressed estate involves capex overruns and harvest variability.
  • Market risk — premium wine demand correlates with luxury cycles.

This is a partial summary. The complete risk factors will appear in the SEC-qualified offering circular. Investing in private securities is speculative and involves a high degree of risk, including the loss of all invested capital.

Want the data room?

Apply to the Founders' Waitlist. Vetted, accredited, capped at 1,000 Seats.

Apply to the Waitlist