About
Matthew McKenzie structures capital partnerships and growth strategy for real asset backed businesses. He works across both debt and equity, partnering with family offices, UHNW investors, and institutional groups to build companies with disciplined underwriting and long term ownership at the center.
Background
Matthew is Senior Vice President, Capital Formation at Menlo Equities, where he is responsible for capital formation across Menlo's private wealth channel. His focus is developing and expanding relationships with high net worth and ultra high net worth investors, family offices, and registered investment advisors across the firm's investment platforms.
Prior to joining Menlo in 2026, he spent nearly a decade at Civitas Capital Group, most recently as Vice President, Investor Relations, where he raised capital from private wealth investors across closed-end funds, open-end perpetual vehicles, and co-investments, managing relationships across North America, the Middle East, and Asia.
In parallel, he builds production AI tooling: MCP servers and Microsoft Teams bots for restaurant operations platforms, plus integrations with consumer health data sources like Eight Sleep.
What Sets Matthew Apart
Most capital formation professionals stay in one lane. Matthew operates across three:
Investor Partnerships. Deep experience structuring and managing relationships with family offices, high net worth investors, and institutional allocators. He communicates clearly when stakes are high and builds partnerships designed to last beyond a single transaction.
Operating Strategy. He does not just raise capital. He works alongside operators to sharpen growth plans, model unit economics, and pressure test assumptions before going to market. Capital partners get clarity because the work behind the raise is rigorous.
Technical Building. Matthew builds production software that connects AI to real business operations. He has shipped MCP servers and Microsoft Teams bots that give restaurant and hospitality teams natural language access to platforms like Toast and MarginEdge. This is not a side hobby; it reflects how he thinks about leverage and scale.
Now
What I'm focused on right now:
- Capital formation across the private wealth channel at Menlo Equities
- Shipping AI operations tools for restaurant and hospitality teams (Toast, MarginEdge)
- Consumer health data integrations and sleep optimization (Eight Sleep, WHOOP)
- Health and performance: hybrid athlete focused on strength and endurance
- Sourdough baking, recipe development, and cooking