Sundial
- Company typePrivate
- Founded2020
- HeadquartersDelray Beach, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Sundial does
Sundial is an invite-only alternative investment solutions provider and multi-family office headquartered in Delray Beach, Florida, serving founders and their high-net-worth families. The firm operates through seven subsidiaries: Sundial Holdings (evergreen B2B private equity), Sundial Real Estate Partners (direct real estate investments in value-add, flex industrial, IOS, self-storage, and specialty housing), Sundial Ventures (fund-of-funds for VC and seed-stage deals), Sundial Wealth (a Registered Investment Advisor offering hedge funds and systematic equity strategies), Sundial Advisors (accounting and consulting), Sundial Brokerage (business M&A services), and Sundial Services (small-business back-office support).
The company was founded in 2020 by Andy Hill, a serial entrepreneur who scaled and failed more than ten firms, and Greg Babij, who brings 30+ years of experience in trading, derivatives, and alternatives. After Hill's liquidity event, the two built products in private equity, commercial real estate, and systematic equity around an ethos of capital preservation with asymmetric upside. The firm explicitly rejects asset-gathering in favor of alpha, backs strategies with its own capital, and operates an evergreen fund model free of exit pressure.
Sundial's revenue mechanics span subscription-style quarterly distributions from Holdings, managed-service fees on real estate and VC vehicles, professional-services fees from advisory and multi-family office work, and transaction fees from brokerage activity. Go-to-market is high-touch and referral-driven: the firm books discovery calls through dedicated inquiry pages, targets founders seeking exclusive private alternatives, and grows primarily through word-of-mouth within aligned founder communities. Approximately 15 of the 51-100 employees are listed on the About page, covering founding leadership, member care, advisory, ventures operations, analysis, creative, and tech support.
Sundial firmographics
Firmographics- Name
- Sundial
- Legal name
- Sundial
- Website
- https://sundial.io
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Sundial industry classification
Industry- Product category
- Multi-Family Office / Alternative Investment Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Estate Planning, Trust Structuring & Governance (FSAAADAF)
- akta.pro secondary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Sundial is headquartered
LocationHeadquarters
- HQ city
- Delray Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Sundial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Private Equity - Holdings: Sundial Holdings acquires controlling interest in decades-old B2B firms and generates returns through operational improvements and cash flow distributions. Returns are not dependent on exit; value comes from durable cash flow. Quarterly distributions to Member Families from operating performance.
- Real Estate Private Equity: Direct investment platform focused on developing and buying value-add properties in high-growth markets. Revenue generated through property appreciation, rental income, and opportunistic refinancing or sales.
- Multi-Family Office Services: Invite-only multi-family office for founders and families providing advisory, brokerage, and back-office services. Bespoke services to support Member Families and Portfolio Companies.
- Advisory Services: Full-service accounting and consulting firm for founders, providing advisory and tax services.
- Business Brokerage: Business brokerage firm offering M&A services and support for buying and selling small businesses.
- Venture Capital: Exclusive entry into private VC and seed-stage deals through partnerships with exclusive VC firms and super angels. Returns are generated through portfolio company success and exits.
Go-to-market motion3 records
Distribution channels3 records
Marketing channels4 records
Sundial product offering
Product offeringCore offering
Sundial is an alternative investment solutions provider that builds and manages private investment strategies — private equity, real estate, hedge funds, systematic equities, and venture capital — for an invite-only group of founder Member Families. It wraps these strategies in a multi-family office offering that delivers bespoke investment solutions, advisory and tax services, M&A brokerage, and small-business back-office support, all with strategies co-backed by Sundial's own permanent capital.
Product overview
Sundial is a multi-family office and alternative investment solutions provider offering a unified platform of investment products designed for founders and their families. The core offering spans five alternative investment strategies: Private Equity (Sundial Holdings), Real Estate (Sundial Real Estate Partners), Hedge Funds, Equities, and Venture Capital (Sundial Ventures), all complemented by an invite-only Multi-Family Office for comprehensive wealth management. Additional services include Advisory (accounting and consulting), Brokerage (M&A services), and back-office Solutions, creating a complete ecosystem for family wealth stewardship across generations.
Differentiator
Problem solved
Functional benefit
Products and services
- Sundial Holdings Evergreen private equity fund that acquires controlling stakes in decades-old, economically resilient B2B firms and distributes quarterly cash flow to Member Families. Designed for sellers of legacy businesses and capital allocators seeking permanent-capital exposure to operational companies.
- Sundial Real Estate Partners Direct investment platform focused on ground-up development and value-add acquisitions in high-growth, supply-constrained markets, primarily in the $5M–$30M deal range across flex industrial, IOS, self-storage, and specialty housing. Built for high-net-worth investors who lack access to middle-market real estate deals.
- Sundial Hedge Funds Hedge fund platform delivering non-correlated return streams to support portfolio diversification within Member Family portfolios.
- Sundial Equities Systematic equity strategies designed to lean into market trends and step back when conditions are unfavorable, targeting capital preservation with asymmetric upside for Member Families.
- Sundial Ventures Venture fund-of-funds offering exclusive entry into private VC and seed-stage deals through deep partnerships with top-tier VC firms and super angels. Targets Member Families seeking access to oversubscribed funds and breakout rounds.
- Sundial Multi-Family Office (MFO) Invite-only multi-family office providing founders and their families with bespoke investment solutions, portfolio architecture, legacy planning, and white-glove Member Family support.
- Sundial Advisory Full-service accounting and consulting firm providing founders with advisory and tax services as a complement to Sundial's investment offerings.
- Sundial Brokerage Business brokerage firm offering M&A advisory and support for buying and selling small businesses, typically aligned with Sundial Holdings' acquisition strategy.
- Sundial Services Back-office solutions for small businesses, providing operational support services across Member Family portfolio companies and clients.
Companies that use Sundial
Customer profileSegments4 records
Ideal customer profiles4 records
Sundial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sundial partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Sundial competitors and assessment
Company assessmentDirect peers
- Laird Norton: Multi-family office offering wealth management, trust services, and private investments to HNW families across generations. Comparable in family-office DNA with private market exposure.
- Bessemer Trust: One of the largest independent multi-family offices serving ultra-high-net-worth families with investment management, advisory, and wealth planning services. Highly comparable to Sundial's MFO model targeting founders and their families.
- Versant Capital Management: Boutique wealth manager serving entrepreneurs and business owners through concentrated, alternative-inclusive portfolios. Comparable target customer (founders/HNW) and bespoke service model.
- Almanack Investment Partners: Independent RIA and multi-family office focused on alternative investments and bespoke wealth management for entrepreneurs. Closely comparable in founder-served, alts-focused offering.
- Pitcairn: Multi-family office spun out of the Rockefellers' single-family office, serving HNW families with multi-generational wealth planning and alternative investments. Comparable in providing integrated alternatives + advisory under one roof.
- Altfest Personal Wealth Management: Fee-only independent RIA serving HNW individuals and families with comprehensive wealth management. Comparable in delivering personalized, founder-style advisory without product-pushing.
Broad incumbents
- Altrata: Wealth intelligence and data platform serving the ultra-HNW and family-office ecosystem. Comparable as a broader incumbent in the family-office/wealth advisory space.
- StepStone Group: Global private markets investment firm providing fund-of-funds and co-investment access across PE, real estate, and venture. Comparable to Sundial Ventures in providing curated access to top-tier VC and PE funds.
- GCM Grosvenor: Large global alternatives and multi-asset investment manager with discretionary and non-discretionary solutions for institutional and HNW clients. Comparable in offering hedge fund, private equity, and real estate platforms to select clients.
Emerging players
- CAZ Investments: Boutique alternatives-focused investment manager for HNW individuals and family offices, providing access to private equity, real estate, and other alternatives. Comparable in alts-led offering targeted at HNW founders.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks4 records
Key highlights4 records
Customer concentration
Sundial social profiles
Digital presenceSundial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sundial leadership team
Management profileNumber of profiles
Profiles8 records
Sundial subsidiaries and ownership
Company hierarchySubsidiaries7 records
Sundial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sundial M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sundial
What does Sundial do?
Sundial is an alternative investment solutions provider that builds and manages private investment strategies — private equity, real estate, hedge funds, systematic equities, and venture capital — for an invite-only group of founder Member Families. It wraps these strategies in a multi-family office offering that delivers bespoke investment solutions, advisory and tax services, M&A brokerage, and small-business back-office support, all with strategies co-backed by Sundial's own permanent capital.
Is Sundial a public or private company?
Sundial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Sundial founded?
Sundial was founded in 2020. It employs 51 to 100 people.
Where is Sundial based?
Sundial is headquartered in Delray Beach, United States, in the North America region.
How does Sundial make money?
Six revenue lines are on record. Private Equity - Holdings are the primary driver. The others are real Estate Private Equity, multi-Family Office Services, advisory Services, business Brokerage and venture Capital.
Who are Sundial's main competitors?
Direct peers on record are Laird Norton, Bessemer Trust, Versant Capital Management, Almanack Investment Partners, Pitcairn and Altfest Personal Wealth Management. Broad incumbents are Altrata, StepStone Group and GCM Grosvenor. CAZ Investments is listed as an emerging player.
Does Sundial have an API?
No public API is recorded for Sundial.
What industry is Sundial in?
Sundial's product category is Multi-Family Office / Alternative Investment Management. Its primary akta.pro industry code is FSAAADAF, Estate Planning, Trust Structuring & Governance, with a secondary code of FSABADAF, Family Office Services (Single & Multi-Family Office). Its NAICS code is 52394 and its SIC code is 6282.