MASSACHUSETTS · ID No. 001663550

The edge is
in the discipline.

Deal Edge Holdings, LLC is an independent asset management firm built for investors who measure conviction in decades, not quarters. We underwrite private credit, real assets, and structured equity with the same discipline every cycle.

FIRM AT A GLANCE
RegisteredMA LLC
MandateAsset Management
DomicileBurlington, MA
Managing PartnerJ. Woodman
DE
01803
BURLINGTON, MA
§156C
MASS. GENERAL LAWS
100%
INDEPENDENT

A narrow mandate,
held to a wide standard.

Deal Edge Holdings, LLC was formed to manage capital the way its name suggests — at the edge of a deal, where diligence either finds the margin of safety or it doesn't. We do not chase every sector. We hold a small number of strategies to an uncompromising standard of underwriting.

Our office sits at 10 Mall Rd., Suite 301, Burlington, Massachusetts, where our investment committee reviews every position quarter over quarter — not to react to the market, but to confirm the thesis still holds.

Four ways we put capital to work.

Each strategy is managed by a dedicated desk with its own underwriting criteria, liquidity terms, and risk ceiling — reviewed independently by the investment committee.

01

Private Credit

Directly originated senior and mezzanine loans to lower-middle-market operating companies, secured by hard collateral and real cash flow.

DIRECT LENDING
02

Real Asset Allocation

Income-producing commercial real estate and infrastructure positions selected for durability of cash flow across rate cycles.

HARD ASSETS
03

Structured Equity

Preferred and convertible structures that protect downside while preserving participation in a company's long-term equity value.

DOWNSIDE-AWARE
04

Special Situations

Concentrated, event-driven positions — recapitalizations, carve-outs, and dislocations — sized to a strict single-position ceiling.

OPPORTUNISTIC
05

Advisory & Stewardship

Direct portfolio guidance for family offices and institutions seeking a single accountable partner, not a menu of products.

DISCRETIONARY
06

Capital Introductions

Selective co-investment access alongside Deal Edge's own commitments, aligned dollar-for-dollar with our clients.

CO-INVEST

Underwriting is a process, not an opinion.

The same four gates apply whether the position is a $2M credit facility or a nine-figure real asset acquisition.

i.

Source & Screen

Every opportunity is measured against a written thesis before a single hour of diligence is spent.

ii.

Independent Diligence

A desk outside the originating team stress-tests the assumptions, collateral, and downside case.

iii.

Committee Approval

No position is funded without unanimous sign-off from the investment committee, documented in writing.

iv.

Active Stewardship

Positions are reviewed on a fixed quarterly cycle for as long as capital remains deployed.

JW

John Woodman

MANAGING PARTNER

Chairs the investment committee and holds final sign-off on every position across the firm's active strategies.

One accountable signature on every deal.

Deal Edge Holdings is managed under a single point of accountability. Every position that reaches the firm's balance sheet carries the review and sign-off of its Managing Partner — not a rotating committee with no single owner.

That structure is deliberate. It is also why our clients know exactly who they are speaking with, from first introduction through the life of the investment.

Request an introduction.

OFFICE
10 Mall Rd., Suite 301
Burlington, MA 01803
United States
PHONE
+1 (781) 420-3390
EMAIL
kenji06240716@gmail.com
MANAGER
John Woodman, Managing Partner
ENTITY ID
001663550 (Massachusetts)
We respond to every qualified inquiry within two business days.