We provide introductory services to the whole food chain of professional investors.
Given our +25 years of experience in raising capital, we have deep relationships with all levels of professional investors. Over the past years, we have helped companies raise billions of $’s in all sectors of the economy. The sectors where we have had the most experience are, Infrastructure, Property, Education, Healthcare and MedTech, Quantum Computing, Ai, FinTech, Environmental, IoT Technologies, Energy, Data Security, Retail, Marine/Nautical.
We introduce companies to the investors that are relevant to the given size and type of fundraising.
These investors are good for early-stage investments, normally pre-series A.
Family offices are developing quickly and some are being run more like professional VC funds these days. This diverse range of investors are good for anything from early-stage pre-series A to series A, B, and even C.
Venture Capital Funds:
VC funds are also diverse and have different time frames for a given investment. The key is matching the right investment to the right VC funds and understanding the key components of everything from Investment Committee dynamics to whether a fund likes to lead an investment or tag along. Minimum and maximum investment bite sizes are also important to understand.
Private Equity Funds:
PE Funds are also a diverse group and these nuances need to be well understood. For example, if a PE fund is focusing on Impact Investing it may use the UN classification of 17 Sustainable Development Goals for screening investments before putting the investments through an initial investment committee process. As with VC funds, the minimum and maximum investment sizes are important to understand.
The mutual funds we deal with, like the pension funds, would tend to be invited into larger and later-stage investments. As global wealth grows and a wider spectrum of the population want to invest, mutual funds have become more important to the overall investment food chain and they can be great partners when we are looking to help companies grow, particularly if a company is looking to list and continue to grow as a listed entity.
Given the aging population in developed countries we continue to see huge growth in pension funds, and this growth in pension fund $’s looking for investments will continue. Given this growth, pension funds have plenty of capital to invest, but at the same time tend to be looking for quality long term investments with a lower level of risk-return profile than some other investments.
Sovereign Wealth Funds:
SWF’s have developed over the past 30 years as the wealth of certain nations has increased to the point where that wealth needs to be managed by a large team of diverse investment professionals. We would only tend to talk to our Sovereign Wealth Fund contacts for the larger type of investments over US$100mill and often in the billions of $’s.