The PE Gate Edge: Real Businesses, Better After-Tax Returns
Learn more about benefits for accredited individuals and corporations.
Private markets consistently outperform public markets.
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High Risk Adjusted Returns
Superior after-tax, risk-adjusted returns through intelligent structuring and proprietary opportunities.
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Direct Ownership
Own shares directly to optimize tax treatment. Pick and choose your investments.
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Secondary Market Liquidity
Built-in market for exits on your schedule.
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No Commitment Fees
Any transaction fees are transparent to investors and are to cover PE Gate and external closing costs.
Traditional PE Fund vs. PE Gate
0% on losses
How PE Gate Works
The GATE Investor Platform
What Sets Our Process Apart
Expert-Led Due Diligence
Every deal is vetted by experienced operators and industry specialists. We analyze financials, operations, and growth potential to ensure quality and reduce risk.
Strategic Value Creation
We offer more than just capital. Our team provides operational expertise, strategic guidance, and network access to help portfolio companies grow and maximize returns.
Proactive Risk Mitigation
Clear strategies and ongoing oversight reduce risk throughout the investment. We identify challenges early and implement solutions to protect investor capital.
Hear From Our Investors
Benefits of Investing Through PE Gate
Start with lower minimums (from $50K) and build a curated portfolio.
Choose your deals, gain direct ownership, decide on exits.
Registered Exempt Market Dealer (OSC) ensures oversight.
Focus on moderate leverage for a more stable portfolio.
Smarter access, stronger control, better outcomes.
Real-time tracking, data room access, and secure messaging.
Sell shares via our marketplace after six months—no long lock-ups.
No management fees. Pay only on performance distributions.
Support small businesses and community growth.
Investing through a Corporation
Related Resources:
Frequently Asked Questions
About PE Gate
What is PE Gate?
PE Gate is an Exempt Market Dealer, providing accredited investors access to vetted mid-market private equity deals. Our platform allows deal-by-deal investment decisions and digital portfolio tracking.
How is PE Gate different from traditional private equity funds?
Unlike traditional funds with large commitments and long lock-ups, PE Gate does not charge commitment fees, and offers investor-driven decisions, and secondary market liquidity after six months.
Where is PE Gate located?
PE Gate is headquartered in Toronto, Ontario, with operations and portfolio companies across Canada and international partnerships.
Liquidity & Performance
What does “Flexible Exits & Liquidity” mean?
Investors can sell shares via our platform, providing more control over capital and avoiding traditional long lock-up periods or early-exit penalties.
How does PE Gate create value in portfolio companies?
We partner with business leaders to enhance financial systems, strengthen management teams, drive marketin g and sales growth, and support strategic acquisitions to unlock value.
Does PE Gate charge fees?
We charge no commitment fees or require committed capital. Fees are performance-based and aligned with investor success, with all deal-specific charges disclosed upfront.
Investing Eligibility
Who can invest with PE Gate?
Our platform is exclusively for accredited investors, and corporations looking to invest. Minimum investments can be as low as $50,000.
How do I become an accredited investor?
Accredited investor status is defined by securities regulators, typically based on income or asset thresholds. We guide you through a simple verification process during onboarding.
Is there a minimum investment amount?
Yes, the minimum investment varies by deal but is usually $50,000, significantly lower than traditional private equity funds.
Can I co-invest alongside PE Gate?
Yes, many transactions allow members to invest directly alongside PE Gate, as either minority or majority participants, depending on the deal structure.
What’s the process to join?
Joining is simple: register on the platform, verify your accredited investor status, then access deal files and make investment commitments.
Can international investors participate?
Yes. Accredited investors outside Canada canparticipate through PE Gate, subject to localregulations. Many international investors,especially in Europe and the Middle East, alsobenefit from favorable tax treatment.
Investment Opportunities
What types of companies does PE Gate invest in?
We target established SMEs with EBITDA between $300K–$2M across diverse sectors, including CPA firms, industrial manufacturing, consumer services, and sustainable businesses.
How can I learn about upcoming deals?
New opportunities are shared through our platform and regular investor newsletters. We focus on areas like CPA firm roll-ups, pet services, and real estate development.
What returns does PE Gate target?
PE Gate opportunities aim for 25%+ IRR. Many past investments have demonstrated strong returns, including successful secondary market trades.
Are there tax benefits?
Most investments should qualify for Canada’s Lifetime Capital Gains Exemption. Consult your tax advisor for personalized advice regarding potential tax advantages.
What is PE Gate?
PE Gate is an Exempt Market Dealer, providing accredited investors access to vetted mid-market private equity deals. Our platform allows deal-by-deal investment decisions and digital portfolio tracking.
How is PE Gate different from traditional private equity funds?
Unlike traditional funds with large commitments and long lock-ups, PE Gate does not charge management fees, and offers investor-driven decisions, and secondary market liquidity after six months.
Who can invest with PE Gate?
Our platform is exclusively for accredited investors, and corporations looking to invest. Minimum investments can be as low as $50,000.
How do I become an accredited investor?
Accredited investor status is defined by securities regulators, typically based on income or asset thresholds. We guide you through a simple verification process during onboarding.
What does “Flexible Exits & Liquidity” mean?
Investors can sell shares via our GATE platform after just six months, providing more control over capital and avoiding traditional long lock-up periods or early-exit penalties.
What types of companies does PE Gate invest in?
We target established SMEs with EBITDA between $300K–$2M across diverse sectors, including CPA firms, industrial manufacturing, consumer services, and sustainable businesses.
What returns does PE Gate target?
PE Gate opportunities aim for 25%+ IRR. Many past investments have demonstrated strong returns, including successful secondary market trades.
Are there tax benefits?
Most investments should qualify for Canada’s Lifetime Capital Gains Exemption. Consult your tax advisor for personalized advice regarding potential tax advantages.
How does PE Gate create value in portfolio companies?
We partner with business leaders to enhance financial systems, strengthen management teams, drive marketin g and sales growth, and support strategic acquisitions to unlock value.
Does PE Gate charge fees?
We charge no management fees or require committed capital. Fees are performance-based and aligned with investor success, with all deal-specific charges disclosed upfront.
Where is PE Gate located?
PE Gate is headquartered in Toronto, Ontario, with operations and portfolio companies across Canada and international partnerships.
How can I learn about upcoming deals?
New opportunities are shared through our platform and regular investor newsletters. We focus on areas like CPA firm roll-ups, pet services, and real estate development.
Is there a minimum investment amount?
Yes, the minimum investment varies by deal but is usually $50,000, significantly lower than traditional private equity funds.
Can I co-invest alongside PE Gate?
Yes, many transactions allow members to invest directly alongside PE Gate, as either minority or majority participants, depending on the deal structure.
What’s the process to join?
Joining is simple: register on the platform, verify your accredited investor status, then access deal files and make investment commitments.
About PE Gate
What is PE Gate?
PE Gate is an Exempt Market Dealer, providing accredited investors access to vetted mid-market private equity deals. Our platform allows deal-by-deal investment decisions and digital portfolio tracking.
How is PE Gate different from traditional private equity funds?
Unlike traditional funds with large commitments and long lock-ups, PE Gate does not charge management fees, and offers investor-driven decisions, and secondary market liquidity after six months.
Where is PE Gate located?
PE Gate is headquartered in Toronto, Ontario, with operations and portfolio companies across Canada and international partnerships.