Q1 2026 update: platform expansion, global engagement, and continued momentum across the portfolio. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  
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Hi, Investor.

 

Welcome

Welcome to our Q1 2026 Newsletter, which includes the following features:

  • Opening Note
  • Firm Highlights
  • Events and Global Engagement
  • Portfolio highlights
  • Looking ahead

We hope you enjoy this issue!

Opening Note

 

Q1 marked a strong start to 2026 as Boyd Street Ventures continued to advance portfolio execution, expand global relationships, and build momentum across our broader platform strategy.

 

Fund I is approaching final close, with remaining capacity aligned alongside the SSBCI program to support a focused set of high-conviction investments and follow-on opportunities.

 

We remain focused on supporting our companies through commercialization and scale, while positioning the firm for its next phase of growth through strategic initiatives and institutional engagement.

Schedule a call with James

 

Firm Highlights 

 

Boyd Street Capital Launch

During Q1, we announced the launch of Boyd Street Capital, expanding our platform into lower middle-market growth investments.

This initiative allows BSV to:

  • Support founder-led businesses beyond early-stage venture
  • Provide structured minority growth capital
  • Bridge the gap between venture capital and traditional private equity

This milestone reflects continued progress toward our long-term platform vision and reinforces our commitment to building a differentiated, multi-vehicle investment firm.

 

We invite you to read the full press release outlining Boyd Street Capital and our long-term platform strategy here.

 Events and Global Engagement

 

Web Summit Qatar – Doha | Netherlands 

James Spann completed a high-impact international trip spanning Doha and the Netherlands, focused on advancing Boyd Street Ventures’ global strategy and cross-border commercialization efforts.

  • Doha (Pre-Summit): Early ecosystem engagement and relationship-building ahead of Web Summit Qatar.
  • Netherlands: Worked closely with two medical device companies that BSV is supporting in U.S. market entry, with a focus on commercialization strategy, regulatory pathways, and go-to-market execution.
  • Doha (Web Summit Qatar): Participated in VENTURE and held meetings with key institutions including the Qatar Financial Centre, Qatar Science & Technology Park, Qatar Research, Development and Innovation Council, and Qatar Investment Authority.

This trip reinforces BSV’s commitment to building a globally connected, execution-focused platform, supporting both inbound innovation and outbound portfolio expansion.

 

RESI Conference – San Francisco

At RESI JPM 2026, James Spann joined the “First Check” VC panel, sharing practical insights with founders on securing initial institutional capital and effectively engaging early-stage investors.

 

The week also included participation in the McDermott Healthcare Conference, sponsored by Ernst & Young, along with meetings across the healthcare innovation ecosystem. A key highlight was a visit to Hitachi’s headquarters to explore opportunities across healthcare, AI, energy, and advanced manufacturing, including engagement with partners such as NVIDIA.

 

Annual Diverse & Emerging Managers Conference

Boyd Street Ventures attended the 2026 Annual Diverse & Emerging Managers Conference, hosted by the Office of the New York City Comptroller.

The event brought together institutional investors, public pensions, and emerging managers to discuss capital allocation trends and best practices for building institutional-quality investment firms.

BSV’s participation reflects our continued focus on:

  • Expanding relationships with institutional allocators
  • Positioning Fund I within the emerging manager ecosystem
  • Aligning with long-term trends in capital formation and portfolio construction

Institute for Private Investors Conference/ Campden Wealth Family Office Investment & Macro Forum – Washington, D.C.

Boyd Street Ventures participated in the IPI Family Investment & Macro Forum, engaging with leading family offices and institutional investors in a closed-door setting focused on long-term capital allocation and macro strategy.

The forum covered a range of timely themes, including:

  • Geopolitics, national security, and capital deployment
  • Emerging technologies such as AI, defense, and space infrastructure
  • Family office portfolio construction, governance, and co-investment strategies

James Spann hosted a “Needs & Leads” session, a highly curated, member-led forum where participants share active investment opportunities and challenges in a confidential setting, followed by peer-driven discussion and actionable introductions. The session is capped and invitation-only, reinforcing the depth of engagement within the IPI network.

 

Rotary Club – Oklahoma City 

James Spann spoke at the Oklahoma City Downtown Rotary on “Investing in Oklahoma’s Future: Entrepreneurship, Innovation, and Growth.”

The discussion highlighted how Boyd Street Ventures is:

  • Backing high-growth companies across Oklahoma
  • Scaling innovation beyond traditional venture hubs
  • Building a platform designed for long-term economic impact
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Portfolio Highlights 

 

Across the portfolio, companies continued to make meaningful progress in commercialization, clinical development, and operational scale, alongside strong third-party validation and industry recognition.

Ardley Technologies – Financial Performance & Industry Recognition

COO Taylor Potter was named a 2026 HousingWire Finance Leader, reflecting Ardley’s strong execution in a challenging housing market. The company has achieved double-digit organic growth and scaled to nearly $1B in application volume, demonstrating a disciplined, capital-efficient growth strategy.
→ Signal: Financial performance + capital efficiency

Ardley logo new

Luna Physical Therapy – Market Leadership & National Recognition

Luna was recognized by Forbes as the #1 startup in musculoskeletal care and a top-ranked healthcare employer. The company continues to scale nationally, surpassing 1.2M+ in-home visits and expanding partnerships with leading health systems.
→ Signal: Market leadership + operating scale

Luna_Logo

Lumata Health – Thought Leadership & Market Positioning

Lumata Health was featured in MedCity News highlighting the growing burden of chronic eye disease and the need for new care delivery models. The company is well-positioned to address a large and underserved market focused on patient access and adherence.
→ Signal: Thought leadership + market opportunity

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Moat Biotechnology – Clinical Progression

Moat Biotechnology is advancing its vaccine platform toward key clinical milestones, supported by strong institutional and strategic partnerships.

 

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Looking Ahead

As we enter Q2, our priorities include:

  • Completing the private capital match tied to the SSBCI program
  • Supporting portfolio companies through commercialization and scale
  • Advancing exit readiness across select investments
  • Continuing to build out Boyd Street Capital and our broader platform strategy

Thank You!

We appreciate your continued partnership and support. For more updates, please stay connected with Boyd Street Ventures and our team.

Read Our Past Newsletters

December 2025

October 2025

July 2025

April 2025

January 2025

November 2024

August 2024

June 2024

April 2024

February 2024

January 2024

October 2023

August 2023

Thanks for checking in!

Best,

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James & Jeff by stairs B

James Spann, Founder & CEO at Boyd Street Capital and Jeff Moore, Co-Founder & Strategic Advisor

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