Cork & Vines Fund I, LP
Invest in an award-winning hospitality concept led by proven operators, scaling a luxury wine bar experience to high-traffic locations across the U.S. Targeting 10% annual yield starting Year 2 paid quarterly with projected 20%+ IRR. $20M raise now open with institutional backing.
Highlights
This is an exclusive investment opportunity to reshape Southern California’s dining scene with a chic, scalable, and profitable wine bar concept. The fund targets high-potential restaurant ventures, promising exceptional returns through strategic expansions and innovative culinary concepts, leveraging proven industry expertise and a robust network. It distills and builds on the remarkable success of The Winery Restaurant Group, which thrived and expanded during challenging economic times.
Institutional Backing
Cork and Vines Fund I has already secured significant institutional commitment, including a $3.5M investment from one institutional investor and a $10M commitment from another. The fund is likely to be oversubscribed, making this a limited-time opportunity for qualified investors.
The Team
JC Clow
JC Clow is a luminary in the world of upscale dining, known for his impeccable hospitality instincts and visionary leadership. As a founding partner of The Winery Restaurant Group and the force behind Cork & Vines, JC has spent over two decades curating exceptional guest experiences defined by elegance, warmth, and finesse. His devotion to creating spaces where wine and culinary artistry converge has earned him a sterling reputation in the fine dining landscape.
William Lewis
With a distinguished palate and Level II Sommelier certification, William Lewis is the soul of Cork & Vines’ wine philosophy. As Managing Partner, he leads with a rare blend of passion and precision—curating a cellar that’s both daring and deeply refined. Known for his engaging charm and encyclopedic wine knowledge, William elevates the guest experience into a journey of taste, story, and sensory discovery.
Linkedin:
Yvon Goetz
Chef Yvon Goetz is a culinary maestro whose French heritage and California sensibilities unite to craft cuisine that is both timeless and inspired. A native of Strasbourg and graduate of the famed Ecole Hôtelière, Chef Goetz’s artistry has earned him accolades across continents—including the coveted AAA Five Diamond Award. At Cork & Vines, he weaves innovation into every dish, marrying bold flavors with refined technique to create a menu that lingers in memory.
Linda Clow
Poised at the intersection of creativity and commerce, Linda Clow is the storyteller behind the Cork & Vines brand. As Marketing Director, she blends visual elegance with strategic clarity, crafting campaigns that evoke emotion and inspire loyalty. Her refined sensibility, coupled with a pulse on the evolving luxury dining space, ensures Cork & Vines remains not just a destination—but a desire.
The Team
JC Clow
JC Clow is a luminary in the world of upscale dining, known for his impeccable hospitality instincts and visionary leadership. As a founding partner of The Winery Restaurant Group and the force behind Cork & Vines, JC has spent over two decades curating exceptional guest experiences defined by elegance, warmth, and finesse. His devotion to creating spaces where wine and culinary artistry converge has earned him a sterling reputation in the fine dining landscape.
William Lewis
With a distinguished palate and Level II Sommelier certification, William Lewis is the soul of Cork & Vines’ wine philosophy. As Managing Partner, he leads with a rare blend of passion and precision—curating a cellar that’s both daring and deeply refined. Known for his engaging charm and encyclopedic wine knowledge, William elevates the guest experience into a journey of taste, story, and sensory discovery.
Linkedin:
Yvon Goetz
Chef Yvon Goetz is a culinary maestro whose French heritage and California sensibilities unite to craft cuisine that is both timeless and inspired. A native of Strasbourg and graduate of the famed Ecole Hôtelière, Chef Goetz’s artistry has earned him accolades across continents—including the coveted AAA Five Diamond Award. At Cork & Vines, he weaves innovation into every dish, marrying bold flavors with refined technique to create a menu that lingers in memory.
Linda Clow
Poised at the intersection of creativity and commerce, Linda Clow is the storyteller behind the Cork & Vines brand. As Marketing Director, she blends visual elegance with strategic clarity, crafting campaigns that evoke emotion and inspire loyalty. Her refined sensibility, coupled with a pulse on the evolving luxury dining space, ensures Cork & Vines remains not just a destination—but a desire.
Purpose/Vision
The Fund is organized for creating, owning, and operating a network of "free-standing" wine bars or similar facilities, serving food, spirits, wine, and beer in commercial shopping centers and/or other locations. It aims to set new standards for luxury and sophistication and to create an unparalleled wine and cuisine experience combining elegance, exclusivity, and sophistication.
Strategy
The strategy involves strategic expansions and innovative culinary concepts. It leverages a proven methodology and a robust industry network. The approach is dual: launching at high-traffic locations like Stanford Mall for visibility and tapping into established customer bases, combined with identifying unique boutique opportunities. The model is described as scalable and repeatable.
How it Makes Money
The Fund generates revenue through the operation of Restaurant Locations. Projected Annual Revenue per location is between $3 - 4M. The aim is to reach $30-$50M in combined yearly revenues across 8 new locations. Distributions are made annually, in the sole discretion of the General Partner.
Distributions are made quarterly, targeting a 10% annual yield starting in Year 2.
Investment Details
Terms
Target Raise
Minimum Investment
Preferred Return
Carried Interest
Term
Drawdown Schedule
Distributions
Details
$20M
$250,000
5% annually
20% up to 20% IRR; 40% thereafter
Evergreen; 5-year redemption windows
25% per year over first 4 years
Targeting 10% Annual Yield starting in Year 2, paid quarterly
Investment Structure
Investment is in the form of Limited Partnership interests in Cork and Vines Fund I, LP, a Delaware limited partnership. Limited Partners have limited liability.
Offering Amount (Target Size)
The target total capital commitment is $20,000,000.00 ($20M).
Minimum Investment:
The minimum commitment is $250,000.00 ($250k).
Investment Structure
Investment is in the form of Limited Partnership interests in Cork and Vines Fund I, LP, a Delaware limited partnership. Limited Partners have limited liability.
Offering Amount (Target Size)
The target total capital commitment is $20,000,000.00 ($20M).
Minimum Investment:
The minimum commitment is $250,000.00 ($250k).
Investment Structure
Investment is in the form of Limited Partnership interests in Cork and Vines Fund I, LP, a Delaware limited partnership. Limited Partners have limited liability.
Offering Amount (Target Size)
The target total capital commitment is $20,000,000.00 ($20M).
Minimum Investment:
The minimum commitment is $250,000.00 ($250k).
Market Opportunity
Market Size & Growth:
Cork and Vines Fund I has already secured significant institutional commitment, including a $3.5M investment from one institutional investor and a $10M commitment from another. The fund is likely to be oversubscribed, making this a limited-time opportunity for qualified investors.
Strategic Approach / Location Advantages:
The strategy involves targeting affluent markets and securing prime, high-traffic venues for immediate visibility and engagement. The first potential location is at Simon Mall Stanford in Palo Alto, CA, a strategic, high-impact entry point with high traffic, affluent demographics, an established customer base, located in the Silicon Valley economic powerhouse and a dining destination. Plans are for 8 locations within the first 5 years.
Specific Project Details
(Example: Stanford Mall Location)
Purpose: This location represents a strategic, high-impact entry into the market and sets the stage for scalable growth and brand establishment. It is the first location.
Address: Simon Property Group’s first class Stanford Shopping Center in Palo Alto, California.
Current Status: A Lease has already been signed for this location. A summary of lease terms will be provided to each Subscriber upon request.
Team Experience & Track Record
Relevant Experience: The team has over 40 years of experience in the industry. The Winery Restaurant Group has thrived through the Great Recession and the COVID-19 pandemic, demonstrating adaptability, innovation, and resilience. JC Clow has over 30 years of experience shaping the Southern California dining landscape, including significant managerial experience. William Lewis has extensive managerial experience and oversees a multi-million dollar wine program. Chef Yvon Goetz has experience in Michelin-starred kitchens and The Ritz-Carlton. Linda Clow has over 20 years of industry experience driving successful expansions.
Awards & Recognition: The Winery Restaurant Group has received numerous accolades, including multiple "Restaurant of the Year" honors. Specific awards mentioned include "Restaurant of the Year", "Restaurateurs of the Year", "Best Restaurant", "10 Stellar Wine Lists", "Five Star Diamond Award", "Five Star Dining Award", "Diner’s Choice Award Notable Wine List", "Chef of the Year", "Chef De Cuisine of the Year", "Best Wine List", and "Sommelier of the Year".
Reporting & Administration
Investor Reporting: The General Partner shall furnish to each Limited Partner unaudited quarterly reports and annual audited financial statements or reports, as well as tax returns, tax estimates, and Schedule K-1s (or equivalent). Schedule K-1s will be provided electronically. Quarterly Statements and an Annual Meeting are planned.
Fund Administration: NAV Fund Administration Group, a proven administrator managing over $340B in assets under management (AUM).
Tax & Audit: Moss Adams LLP | Bentson, Vuona & Westersten, LLP. A Partnership Representative is appointed for tax matters \[11, 38, 14.6\].
Legal Counsel: Kroeshe Shindler LLP. Fund Attorneys represent the General Partner, UGP, Management Company, and Fund in connection with the formation and Fund Legal Matters. Limited Partners acknowledge that Fund Attorneys are not representing them. Limited Partners may need to consult their own advisors.
Legal & Subscription Process
Legal Disclaimer: Presentations and offering materials may contain "forward-looking" information and statements which are not guaranteed to be accurate, and actual results may differ materially. The Fund undertakes no obligation to update such statements. Terms described in summary materials are qualified in their entirety by reference to the Limited Partnership Agreement.
Governing Law: The Limited Partnership Agreement and the Subscription Agreement are governed by and construed in accordance with the laws of the State of Delaware. Disputes relating to the Agreement may be subject to arbitration.
Confidentiality: The Limited Partnership Agreement is provided on a confidential basis for evaluating an investment. Confidential Information regarding the Fund Entities and other Partners must be kept confidential. Confidential Information contains trade secrets and is proprietary. Disclosure of Confidential Information would cause substantial harm. Confidential Information should be used only for monitoring and evaluating the investment.
Subscription Agreement Requirements: A Subscriber agrees to become a Limited Partner by entering into the Subscription Agreement, adhering to and being bound by the terms of the Limited Partnership Agreement. The Subscriber must provide a completed Investor Qualification Statement and Tax Forms, representing that the information is true and correct. The Subscriber acknowledges receiving and relying only upon the Offering Materials (Subscription Agreement, attachments, Disclosure Statement, Fund Agreement). The Subscriber must be an "accredited investor" and may be required to assist in verifying this status. Various representations and warranties are required, including regarding age, capacity, no conflict with other obligations, sophistication, investment intent (for investment purposes only), non-solicitation, status under relevant acts (Investment Company Act, Investment Advisers Act, ERISA), AML/Sanctions compliance, and CFIUS/DPA matters. The Subscriber agrees to indemnify certain parties for breaches of representations and warranties. The Subscriber consents to electronic delivery of Schedule K-1s.
Process: Potential investors receive the Limited Partnership Agreement on a confidential basis for evaluation. The Subscriber signs the Subscription Agreement. The General Partner accepts the subscription, either in whole or in part, at one or more closings. Notice of acceptance is provided. Upon acceptance, the Subscription Agreement is generally binding and cannot be canceled. The Subscriber is obligated to fund their Commitment when called upon via Capital Calls.
Specific Project Details
(Example: Stanford Mall Location)
Purpose: This location represents a strategic, high-impact entry into the market and sets the stage for scalable growth and brand establishment. It is the first location.
Address: Simon Property Group’s first class Stanford Shopping Center in Palo Alto, California.
Current Status: A Lease has already been signed for this location. A summary of lease terms will be provided to each Subscriber upon request.
Team Experience & Track Record
Relevant Experience: The team has over 40 years of experience in the industry. The Winery Restaurant Group has thrived through the Great Recession and the COVID-19 pandemic, demonstrating adaptability, innovation, and resilience. JC Clow has over 30 years of experience shaping the Southern California dining landscape, including significant managerial experience. William Lewis has extensive managerial experience and oversees a multi-million dollar wine program. Chef Yvon Goetz has experience in Michelin-starred kitchens and The Ritz-Carlton. Linda Clow has over 20 years of industry experience driving successful expansions.
Awards & Recognition: The Winery Restaurant Group has received numerous accolades, including multiple "Restaurant of the Year" honors. Specific awards mentioned include "Restaurant of the Year", "Restaurateurs of the Year", "Best Restaurant", "10 Stellar Wine Lists", "Five Star Diamond Award", "Five Star Dining Award", "Diner’s Choice Award Notable Wine List", "Chef of the Year", "Chef De Cuisine of the Year", "Best Wine List", and "Sommelier of the Year".
Reporting & Administration
Investor Reporting: The General Partner shall furnish to each Limited Partner unaudited quarterly reports and annual audited financial statements or reports, as well as tax returns, tax estimates, and Schedule K-1s (or equivalent). Schedule K-1s will be provided electronically. Quarterly Statements and an Annual Meeting are planned.
Fund Administration: NAV Fund Administration Group, a proven administrator managing over $340B in assets under management (AUM).
Tax & Audit: Moss Adams LLP | Bentson, Vuona & Westersten, LLP. A Partnership Representative is appointed for tax matters \[11, 38, 14.6\].
Legal Counsel: Kroeshe Shindler LLP. Fund Attorneys represent the General Partner, UGP, Management Company, and Fund in connection with the formation and Fund Legal Matters. Limited Partners acknowledge that Fund Attorneys are not representing them. Limited Partners may need to consult their own advisors.
Legal & Subscription Process
Legal Disclaimer: Presentations and offering materials may contain "forward-looking" information and statements which are not guaranteed to be accurate, and actual results may differ materially. The Fund undertakes no obligation to update such statements. Terms described in summary materials are qualified in their entirety by reference to the Limited Partnership Agreement.
Governing Law: The Limited Partnership Agreement and the Subscription Agreement are governed by and construed in accordance with the laws of the State of Delaware. Disputes relating to the Agreement may be subject to arbitration.
Confidentiality: The Limited Partnership Agreement is provided on a confidential basis for evaluating an investment. Confidential Information regarding the Fund Entities and other Partners must be kept confidential. Confidential Information contains trade secrets and is proprietary. Disclosure of Confidential Information would cause substantial harm. Confidential Information should be used only for monitoring and evaluating the investment.
Subscription Agreement Requirements: A Subscriber agrees to become a Limited Partner by entering into the Subscription Agreement, adhering to and being bound by the terms of the Limited Partnership Agreement. The Subscriber must provide a completed Investor Qualification Statement and Tax Forms, representing that the information is true and correct. The Subscriber acknowledges receiving and relying only upon the Offering Materials (Subscription Agreement, attachments, Disclosure Statement, Fund Agreement). The Subscriber must be an "accredited investor" and may be required to assist in verifying this status. Various representations and warranties are required, including regarding age, capacity, no conflict with other obligations, sophistication, investment intent (for investment purposes only), non-solicitation, status under relevant acts (Investment Company Act, Investment Advisers Act, ERISA), AML/Sanctions compliance, and CFIUS/DPA matters. The Subscriber agrees to indemnify certain parties for breaches of representations and warranties. The Subscriber consents to electronic delivery of Schedule K-1s.
Process: Potential investors receive the Limited Partnership Agreement on a confidential basis for evaluation. The Subscriber signs the Subscription Agreement. The General Partner accepts the subscription, either in whole or in part, at one or more closings. Notice of acceptance is provided. Upon acceptance, the Subscription Agreement is generally binding and cannot be canceled. The Subscriber is obligated to fund their Commitment when called upon via Capital Calls.