DETAILED OFFER - Investors
Our objective
We provide you with the right investment solutions & funds and give you the opportunity to take a stake in the capital of promising private companies in an environment that is changing and becoming more complex, notably due to the growing number of players, asset classes, investment solutions and opportunities.
Our solution
We put you in touch with trustworthy Asset Managers, Real Estate & Private Equity firms offering you high performance, innovative and diversified investment solutions & funds, as well as promising private companies opening up their capital to investors to meet your present and future needs.
Thus, we initiate and build, relationships of trust between you and qualified Asset Managers, Real Estate & Private Equity firms.
Our approach
Investment solutions process selection:
Step 1 :
QUANTITATIVE ANALYSIS
OF STRATEGIES
2nd step :
QUALITATIVE ANALYSIS
OF STRATEGIES
Step 3:
DUE DILIGENCE OF THE
COMPANY
Creation of comparable investment universes:
Study and classification of investment strategies by comparable group
Creation of Comparable Investment Universes
Classification of Strategies:
Identification of strategies with potentials with regard to a high level quantitative screening
Classification of
Strategies
Detailed analysis of Strategies:
Detailed quantitative analysis of the short list drawn up in the previous step
Detailed Analysis of the
Strategies
Philosophy & Process:
Due diligence, understanding and integration of the management philosophy, management process and fund
Philosphy
& Process
Management & Research team:
Management and Research team due diligence
Management &
Research Team
Risk control:
Fund risk control due diligence
Risk Control
Visit Asset Managements, Real Estate & Private Equity firms firms on site
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Meet:
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the management team
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compliance
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risk
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support functions
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Tool and process analysis
Visit
Management Companies on Site
Selection process of private companies opening up their capital:
Step 1 :
INTRODUCTION AND SEARCH FOR OPPORTUNITIES
2nd step :
HIGH LEVEL
SELECTION
Step 3:
OPPORTUNITY
ANALYSIS
Creation of the universe of opportunities:
Thanks to our knowledge of our ecosystems, we have access to a network of promising companies, at different levels of maturity, whose financing needs may be opportunities.
Creation of the Universe of Opportunities
Pre-qualified Opportunities - 1st level study: Qualification of the opportunity in order to understand the market, the vision, the business model, the needs, the organisation, the financials, the management, the values, the strength and the potential...
Opportunities
Pre-qualified - 1st level
Pre-qualified Opportunities - 2nd level study: More precise analysis of the opportunity at different levels, including market, vision, business model, needs, organisation, financials, management, values, strength and potential...
Opportunities
Pre-qualified - 2nd level
Our strengths
All asset classes & investment solutions, attractive investments in private companies
All asset classes & investment solutions, attractive investments in private companies:
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All asset classes: traditional & alternative investments, private equity & debt, real asset, infrastructure...
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No limitation in the types of investment solutions
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Attractive shareholdings of capital in private companies, whatever the level of maturity and needs
Proven investments & companies opening their capital selection process
Proven investment & company opening their capital selection process :
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A robust and proven investment solutions selection & due diligence process
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A selection process of private companies opening up their capital
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Solid process of setting up qualified partnerships
Advantageous
time /cost /
opportunity
ratio
Advantageous time/cost/opportunity ratio :
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We are only remunerated by Asset Managers, Real Estate & Private Equity firms.
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Structuring and managing a team dedicated to investment selection, the search for companies opening their capital and establishment of partnerships, as well as having a good knowledge of the market is costly and time consuming
Open architecture model
Open architecture model :
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A Plug & play model / Easily unplugable
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Easily adjustable market, market penetration and capital raising strategies
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Transparency throughout the relationship
Broad view of the market
A broad view of the market :
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Thanks to our network, our knowledge of our ecosystems and our mode of intervention, we benefit from qualified advice and a precise vision of market needs and opportunities.
