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OLP — VENTURE STUDIO / TECHNOLOGY INVESTMENT

We don't justback the future.We build it.

Where Capital, Technology, and Ambition Converge.

Our Legacy Partners brings together ambitious founders, strategic investment, mentorship, and advanced technology to build, transform, and scale the next generation of businesses.

  • Invest. Build. Transform. Scale.✦
  • Capital Meets Capability✦
  • Ideas Into Enterprises✦
  • Built for What's Next✦
  • More Than Capital. A Platform for Growth.✦
  • The Future Doesn't Build Itself✦

[01]The operating model

Invest → Incubate → Engineer → Scale

  1. 01 / 04Strategic equity

    Invest

    Identify compelling companies and strategic equity opportunities.

    We look for founders and businesses with real customers, real expertise, and a clear opening where capital plus capability can change the trajectory.

  2. 02 / 04Founder mentorship

    Incubate

    Support promising founders through mentorship, relationships, and venture development.

    Through our network of operators, technologists, and the Legacy Creators community, we aim to surround founders with the people and relationships that compress years of learning.

  3. 03 / 04Software

    Engineer

    Build the software, AI systems, and operational infrastructure required for growth.

    Create A Legacy gives us an in-house technology engine: product engineering, AI automation, and systems integration delivered alongside the team, not from a distance.

  4. 04 / 04Repeatable systems

    Scale

    Help companies develop sustainable, repeatable operating models.

    Growth that compounds comes from systems that repeat. We focus on operating models that let companies grow without growing complexity at the same rate.

[02]The ecosystem

More than capital.
A platform for growth.

One holding company. Two operating brands. A growing network of founders, investors, operators, mentors, and technology partners — brought together to build.

Holding company

Our Legacy Partners

The parent holding company. Strategy, capital, and long-term ownership across the ecosystem.

Ecosystem we're building

  • Portfolio Companies

    Companies we partner with or build. Published only once approved for disclosure.

  • Strategic Investors

    Aligned capital partners we seek long-term relationships with.

  • Technology Partners

    Platforms and specialists that extend what we can build together.

  • Mentors & Advisors

    Experienced operators and experts who share what they have learned.

  • Founders

    Builders with ambitious ideas and deep insight into their markets.

[03]For founders & owners

Great companies are built together.

Ambitious founders and business owners need more than a check. We aim to be the partner that helps you build — with the people, technology, and relationships to back it up.

01

Technology execution

A build partner that ships product, not slide decks.

02

Software engineering

Product, platform, and integration engineering through Create A Legacy.

03

AI automation

Practical AI built into workflows and products where it creates leverage.

04

Operational expertise

Operators who have built systems, teams, and processes that scale.

05

Business mentorship

Guidance from experienced builders across strategy, sales, and operations.

06

Strategic relationships

Introductions to customers, partners, advisors, and capital.

07

Investment partnerships

Capital and structures aligned with long-term company building.

08

Commercialization support

Go-to-market, positioning, and revenue systems for the next stage.

[04]For investment partners

A different approach to building enterprise value.

Most firms bring capital. We combine it with an in-house technology engine, experienced operators, and the patience of long-term ownership.

01

Capital

Strategic equity, structured around the company — not a template.

02

Technology

An in-house engine for software, AI, and infrastructure.

03

Operators

People who have built and run businesses, in the room.

04

Long-Term Ownership

Patience to compound value over years, not quarters.

Result

Enduring enterprise value

Built by improving how companies operate, not by financial engineering alone.

[05]Portfolio

Ideas into enterprises.

Our operating brands are where the building happens. Portfolio investments are published only once every party has approved.

[06]Where we focus

Industries ready to be rebuilt.

Sectors where we believe software, automation, and AI can change how companies operate. Areas of focus — not a list of existing investments.

01 / 08

Healthcare and Medical Services

Clinical and administrative operations often run on fragmented, legacy systems. Intake, scheduling, billing, and patient communication carry heavy manual workloads that well-designed automation can relieve without disrupting care delivery.

  • Patient intake and scheduling automation
  • Revenue cycle visibility
  • Practice management integration
  • Compliant patient communications
02 / 08

Financial and Professional Services

Advisory, accounting, insurance, and legal practices are built on relationships and expertise, yet much of their capacity is absorbed by document handling, data re-entry, and coordination between disconnected tools.

  • Client onboarding workflows
  • Document and data automation
  • CRM and pipeline modernization
  • Reporting and compliance visibility
03 / 08

Vertical SaaS and Industry-Specific Software

Software built for a single industry can become deeply embedded in its customers' operations. Many such platforms have loyal users but under-invested product roadmaps, creating room for modernization, AI capabilities, and new recurring revenue.

  • Product modernization
  • AI feature development
  • Platform integration and APIs
  • Go-to-market and retention systems
04 / 08

Business Services and Multi-Location Operations

Service businesses operating across locations depend on consistent execution. Standardized systems, shared data, and automated coordination can improve margins and make growth repeatable rather than proportional to headcount.

  • Cross-location operating systems
  • Dispatch and scheduling automation
  • Unified customer data
  • Management dashboards
05 / 08

Education and Workforce Development

Training providers, schools, and workforce programs face rising expectations for personalized delivery and measurable outcomes. Technology can extend instructional capacity and improve enrollment, engagement, and reporting.

  • Learning platform modernization
  • Enrollment and engagement automation
  • Outcomes reporting
  • AI-assisted instruction tools
06 / 08

Industrial Operations and Manufacturing Technology

Industrial businesses hold significant operational know-how, but quoting, scheduling, inventory, and maintenance frequently live in spreadsheets and aging systems. Connecting these workflows can unlock throughput and margin.

  • Quoting and order automation
  • Production and inventory visibility
  • Maintenance and field operations
  • Systems integration
07 / 08

Cybersecurity and Emerging Technology

As businesses adopt AI and connect more systems, the need for trustworthy infrastructure grows. Specialized security and emerging-technology companies can benefit from operational support and disciplined commercialization.

  • Commercialization support
  • Managed service platforms
  • Security operations automation
  • Responsible AI infrastructure
08 / 08

Technology-Enabled Service Businesses

Service firms that pair human expertise with proprietary systems can deliver more consistently and scale more efficiently. Embedding software into the service model can transform the economics of the business.

  • Proprietary delivery platforms
  • Workflow productization
  • Recurring revenue models
  • Client-facing portals

[07]The builders

Operators. Technologists. Builders.

Leadership across the Our Legacy Partners ecosystem. Each role is shown with the entity it belongs to.

Shawn Mahdavi

Founder, Our Legacy Partners

Founder & CEO, Create A Legacy

Mark Stolle

Director of Operations

Create A Legacy

Dr. Shika Mahdavi

Learning & Development

Create A Legacy ecosystem

Build with us

The future doesn't
build itself.

Founders, business owners, investors, and partners — if you're building what's next, we'd like to hear from you.