We look to invest in innovative companies with strong underlying growth. With incremental capital investment, these businesses can generate attractive returns on investment and further accelerate organic growth.
We target businesses at inflection points in their operating models and aim to identify strategic business that can become targets for acquisition. We specifically seek companies that are post VC-funding, but pre-IPO (or large scale private equity capital)
Lower Middle-Market
$25 – $200 million in Enterprise Value
$5 – $50 million investments, but will consider lower/higher investments with co-investors
Both control and minority investments
Equity or Debt/Equity investments
Impact innovation
Sustainable competitive advantages
Attractive growth opportunities
Marketed products
Regulatory Compliant
Long track record working with entrepreneurs/founders
Proven managers with successful history of driving value creation
Strong alignment of interests and equity ownership
Tech-enabled Business Services
FoodTech
Fintech
Industrial Technology
North America
Europe
We have our investing process down to a science. Each of our portfolio companies goes through a four-stage lifecycle that ensures mutual growth for all parties involved.
TIME FRAME
Completion within 1 to 2 weeks from initial contact
MATERIALS
An executive summary
OUR WORK
An internal review reveals if the company fits within our existing portfolio and meets the criteria of the fund
OUTCOME
If this initial internal review is positive, a meeting of introduction is arranged between our team and the entrepreneur and/or key business members. In many cases, introductory meetings are followed by further talks to get preliminary questions from both sides answered. Our team must unanimously support further analysis before moving forward
TIME FRAME
Completion 4 to 8 weeks from initial contact
MATERIALS
A complete business plan with financial reports, forecasts, market and competitor analysis’.
OUR WORK
Our team performs a complete verification of the business plan (including strategy and all documents mentioned above) by enlisting the help of 3rd parties and appropriate experts when needed. During this phase, our team may begin early discussions regarding potential deal structure. The team also begins to consider possible exit scenarios.
OUTCOME
Verification is deemed approved and parties move forward to the next stage, or our team communicates that we can’t pursue the opportunity
TIME FRAME
6 to 8 weeks
MATERIALS
Contact information for all business lines and complete due diligence on all relevant parts of the business.
OUR WORK
A group consisting of our core team and any relevant experts from our partnerships will make site visits to meet and interview all key members of the company at all business locations. This also a crucial time for our team to get a feel for how relationships will be built between individuals and groups at all sides of the table and to start to lay down a roadmap that would lead to the Fund exit.
OUTCOME
Productive and engaging relationships are established amongst all parties
TIME FRAME
Completion 2 to 4 weeks
MATERIALS
Parties exchange and agree on all legal documents
OUR WORK
We will pursue talks until all parties’ concerns are satisfied. Our team begins by talking to co-investors and identifying appropriate milestones and deal expectations in order to begin the closing
OUTCOME
The investment is made
TIME FRAME
Ongoing throughout the life of the partnership
MATERIALS
Quarterly reports: management analysis, forecasts, expectations and discussion
OUR WORK
Regular updates, which include meetings with management to discuss direction and strategy. Address and resolve any and all queries and concerns. Share knowledge and experience with the fund’s portfolio and expert network
OUTCOME
Develop and scale enterprises that continue to create positive social, environmental and economic returns to all stakeholders; analysis of exit scenarios.
