The Startup Guide to Venture Capital by Venture IntelligenceSuhas Motwani
1. Types of Investors
2. Sample Term Sheet For Early Stage Investments
3. Term Sheet for Startups: Do's and Don'ts
Law Office of Madhavan Srivatsan
3. Startups in India : Leveraging Opportunities
Economic Law Practice
4. Exit Rights: A Reality Check
Link Legal
5. Tomorrow Capital - Firm Profile
6. Directory Section containing tons of valuable data
The emerging industry of Greek start-ups has gained remarkable ground, but also a lot of government recognition and kind of support during the last years: “A strong culture of innovation and entrepreneurship drives the public and private sectors to join forces through Elevate Greece and reach out into global markets, promoting Greece as a major innovation hub in Southeast Europe” (Source: https://elevategreece.gov.gr). But start-ups need, amongst others, to get supported with alternative funding methods: at the early stages of development, raising debt capital is extremely difficult for young companies, especially those with business models that aren’t fully proven, or firms that haven’t reached their break-even.
This is where Venture Capital (VC) plays a huge role by making risky investments in start-ups and young companies in return for equity ownership. The role is not limited to the capital contribution, VC also provides mentorship, industry connections, and a support network that enables the expansion of young business models. Therefore VC is not only beneficial to entrepreneurs, but it also has a positive impact on economic and business development.
This document summarizes the essentials of VC principles, activities, and methods and is based on VC guidelines published by international associations.
The document describes Senmus Capital, an organization that promotes sustainable regional development through ecological business and cooperative capitalism. It operates a venture capital model that establishes trusts (FICEs) to gather investor funds and finance innovative, sustainable projects. Senmus Capital acts as the operator, screening projects and ensuring accountability and profitability. The model aims to create a prosperous, global capital market through strategic alliances and an online platform.
This document provides summaries of various investment concepts including private equity, venture capital, hedge funds, real estate investment trusts (REITs), pension funds, securitization, capping, collar, and other strategies. Private equity consists of equity securities in privately held companies. Venture capital provides funding to early-stage companies. Hedge funds can undertake a wide range of investments and strategies. REITs allow investors to earn income from commercial real estate ownership. Pension funds provide retirement income. Securitization involves pooling debt obligations and selling them as securities. Capping and collaring are options strategies used to limit potential gains or losses on an asset.
This document provides an overview of a private equity masterclass on deal origination, execution, and portfolio management. It discusses industry analysis, financial modeling, leveraged buyouts, due diligence, deal structuring, and portfolio company management. Specifically, it covers topics like investment strategies, industry KPIs, valuation methods, private equity returns calculations, debt financing, commercial and legal due diligence, legal deal documents, and portfolio company board representation.
This document describes an investment opportunity called Senmus Capital, which aims to create a venture capital market and regional capital formation model in Mexico. Senmus Capital will establish investment trust funds (FICEs) that pool money from investors to finance ecological and sustainable business projects. The model operates through an online platform and uses artificial intelligence. It aims to generate wealth through three phases from 2009 to 2020, starting by building infrastructure, then consolidating investments and growing portfolio value over time. The first FICE will invest in a waste-to-energy company as an anchor project. The model provides a way for entrepreneurs to gain funding while investors can earn returns through the trust structures.
Presentation on Private Equity for Women EntreprenuersVishwa Trivedi
A Noteworthy presentation laying out basics of private equity as a source of capital enabling aspiring women entrepreneurs to nurture their fledgling business- By Mr. Ranjeet Kulkarni, Sr Consultant, GDA Management Consulting Pvt Ltd. Pune
The document provides an introduction to private equity, including how it can help growing companies, the investment process, and tips for a successful relationship between a company and its private equity investor. Private equity involves medium-to-long term financing in exchange for an equity stake in high-growth companies. It can benefit companies by providing funding, management expertise, and access to networks to help with growth. The business plan is key to attracting investors, and professional advisors can help navigate the legal and financial aspects of the process.
The Startup Guide to Venture Capital by Venture IntelligenceSuhas Motwani
1. Types of Investors
2. Sample Term Sheet For Early Stage Investments
3. Term Sheet for Startups: Do's and Don'ts
Law Office of Madhavan Srivatsan
3. Startups in India : Leveraging Opportunities
Economic Law Practice
4. Exit Rights: A Reality Check
Link Legal
5. Tomorrow Capital - Firm Profile
6. Directory Section containing tons of valuable data
The emerging industry of Greek start-ups has gained remarkable ground, but also a lot of government recognition and kind of support during the last years: “A strong culture of innovation and entrepreneurship drives the public and private sectors to join forces through Elevate Greece and reach out into global markets, promoting Greece as a major innovation hub in Southeast Europe” (Source: https://elevategreece.gov.gr). But start-ups need, amongst others, to get supported with alternative funding methods: at the early stages of development, raising debt capital is extremely difficult for young companies, especially those with business models that aren’t fully proven, or firms that haven’t reached their break-even.
This is where Venture Capital (VC) plays a huge role by making risky investments in start-ups and young companies in return for equity ownership. The role is not limited to the capital contribution, VC also provides mentorship, industry connections, and a support network that enables the expansion of young business models. Therefore VC is not only beneficial to entrepreneurs, but it also has a positive impact on economic and business development.
This document summarizes the essentials of VC principles, activities, and methods and is based on VC guidelines published by international associations.
The document describes Senmus Capital, an organization that promotes sustainable regional development through ecological business and cooperative capitalism. It operates a venture capital model that establishes trusts (FICEs) to gather investor funds and finance innovative, sustainable projects. Senmus Capital acts as the operator, screening projects and ensuring accountability and profitability. The model aims to create a prosperous, global capital market through strategic alliances and an online platform.
This document provides summaries of various investment concepts including private equity, venture capital, hedge funds, real estate investment trusts (REITs), pension funds, securitization, capping, collar, and other strategies. Private equity consists of equity securities in privately held companies. Venture capital provides funding to early-stage companies. Hedge funds can undertake a wide range of investments and strategies. REITs allow investors to earn income from commercial real estate ownership. Pension funds provide retirement income. Securitization involves pooling debt obligations and selling them as securities. Capping and collaring are options strategies used to limit potential gains or losses on an asset.
This document provides an overview of a private equity masterclass on deal origination, execution, and portfolio management. It discusses industry analysis, financial modeling, leveraged buyouts, due diligence, deal structuring, and portfolio company management. Specifically, it covers topics like investment strategies, industry KPIs, valuation methods, private equity returns calculations, debt financing, commercial and legal due diligence, legal deal documents, and portfolio company board representation.
This document describes an investment opportunity called Senmus Capital, which aims to create a venture capital market and regional capital formation model in Mexico. Senmus Capital will establish investment trust funds (FICEs) that pool money from investors to finance ecological and sustainable business projects. The model operates through an online platform and uses artificial intelligence. It aims to generate wealth through three phases from 2009 to 2020, starting by building infrastructure, then consolidating investments and growing portfolio value over time. The first FICE will invest in a waste-to-energy company as an anchor project. The model provides a way for entrepreneurs to gain funding while investors can earn returns through the trust structures.
Presentation on Private Equity for Women EntreprenuersVishwa Trivedi
A Noteworthy presentation laying out basics of private equity as a source of capital enabling aspiring women entrepreneurs to nurture their fledgling business- By Mr. Ranjeet Kulkarni, Sr Consultant, GDA Management Consulting Pvt Ltd. Pune
The document provides an introduction to private equity, including how it can help growing companies, the investment process, and tips for a successful relationship between a company and its private equity investor. Private equity involves medium-to-long term financing in exchange for an equity stake in high-growth companies. It can benefit companies by providing funding, management expertise, and access to networks to help with growth. The business plan is key to attracting investors, and professional advisors can help navigate the legal and financial aspects of the process.
This document provides an overview of different forms of private equity funding. It discusses why companies need funds and when equity financing is preferred over debt. It then describes various forms of private equity including angel investors, venture capital, growth-stage private equity, buyout funds, and mezzanine debt. The document reviews recent trends in private equity deals and sectors. It also outlines the general private equity investment process, valuation methods, deal structures, exit options, and considerations for private equity funding. In the conclusion, it notes that private equity is operating in a challenging environment with a large pipeline of future exits.
Private equity and venture capital fundsLinel Dias
Private equity fundraising involves private equity firms seeking capital from investors for their funds. Investors become limited partners in the funds and benefit from investments made using the capital in that specific fund. Private equity firms also invest in their own funds, typically 1-5% of the total capital. The time it takes to raise capital depends on market conditions and the firm's past performance. There are different types of private equity funds such as leveraged buyouts and venture capital. In India, major private equity firms include ICICI Ventures, UTI Ventures, and Carlyle. Venture capital is high-risk financing provided to new businesses in exchange for equity. Venture capital funds pool money from investors to invest in risky startups
Private Equity Investments 2015 - Tunis Business SchoolHatem Chanoufi
This document provides information about private equity investments. It discusses that private equity involves purchasing equity or equity-linked securities in undervalued companies through a negotiated process with sophisticated investors who have financial and operating expertise. The goal is to realize profits in 3-5 years after acquiring and improving undervalued assets. Private equity focuses on mature companies seeking changes in ownership or financing for expansion. Venture capital focuses on riskier startups and smaller investments in early-stage companies.
Introduction to private equity & venture capitalist fundManish Poddar
Venture capital refers to investments made in startup companies and small businesses with growth potential. Venture capitalists provide funding to companies in exchange for equity and play an active role in monitoring and advising the companies. The document discusses various aspects of venture capital including the types of investors, stages of financing, activities of venture capitalists like investing, monitoring and exiting investments, and key terms in a term sheet like liquidation preferences and founders' shareholding. It provides an overview of how venture capital works and the roles and considerations of venture capitalists and the companies they fund.
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
Business angels are private investors who provide early-stage funding to startups. Angel networks help match entrepreneurs and angels and provide resources like training and syndication opportunities. Cross-border investing in Europe is increasing through networks like EASY, which facilitates international deals. Sitra, the Finnish Innovation Fund, aims to strengthen Finland's business angel domain and bridge the gap to venture capital through initiatives like INTRO, a marketplace for early investments that provides resources to entrepreneurs and angels.
This document provides information about Aegis Wealth Advisors, an independent financial advisory firm. It includes a letter from the president welcoming the reader and encouraging them to schedule a meeting. The document then provides details about the firm, including its mission to help clients optimize, preserve and protect their assets. It lists various informational materials enclosed for the reader, including the firm's profile, investment strategy, a list of "10 Things All Successful Investors Should Know", information on getting a second opinion, and client bill of rights.
While IPOs provide an attractive headline story, strategic acquisitions are viewed as a more reliable exit strategy for private equity investments in Southeast Asia. Strategic buyers understand the industry well and see value in acquiring companies, making them easier to convince than seeking a single buyer. However, finding the right strategic fit can still be challenging. Management buyouts are also considered but come with difficulties in obtaining financing. Overall, private equity investors are advised to have multiple exit options in mind and ensure management teams are aligned on clear exit strategies when investing in the region.
Private equity involves investing in non-publicly traded assets like companies. Private equity funds will purchase companies, gaining access to their assets and revenue to aim for high investment returns. For example, a private equity fund may borrow $9 billion and contribute $2 billion of its own money to purchase an underperforming company for $11 billion total. After restructuring the company, it could be sold two years later for $13 billion, yielding a $2 billion profit. Private equity transactions typically involve significant debt financing used to acquire companies that generate stable cash flows, with the goal of high returns through restructuring and eventual resale.
Private equity provides medium to long-term financing in exchange for an equity stake in potentially high-growth private companies. It encompasses both venture capital investments in seed to expansion stage companies as well as management buyouts and buyins. Private equity differs from debt in that the investors' returns depend on the growth and profitability of the company rather than guaranteed interest payments. It can help companies grow faster than other types of financing by providing capital and experienced input from private equity executives. Private equity can help business owners achieve their ambitions for their company through strategic decision making support while seeking to increase the company's value over time.
The document provides advice on common mistakes made when raising capital under Section 708 placement rules in Australia. It summarizes Morgan Cradock's report on the "Top 11 Small Scale Offer Document Mistakes", including: not being open to third party investors; believing a Small Scale Offer Document is not needed to raise capital; and providing insufficient details on the use of funds. The report aims to help businesses successfully raise capital while complying with Australian securities regulations.
Venture capital is equity or equity-featured capital that seeks investments in new companies, products, processes or services that offer potential for high returns. Venture capital firms invest mostly in early stage companies focused on technology, biotech and cleantech. Venture capital acquires a minority stake, usually less than 50%, in companies. Private equity buys mature companies across all industries, acquiring 100% ownership. Private equity deals are larger, ranging from $100 million to $10 billion, compared to under $10 million for venture capital.
KMPG Bank is an international banking group that provides corporate and private banking services. It aims to protect and manage client assets through a full range of independent products and services tailored to client needs. The bank operates through offices in several countries and offers services such as asset management, investment advice, trust and estate planning, corporate finance, and project financing. KMPG Bank targets both individual and institutional investors seeking personalized financial services and investment solutions.
Private equity consists of investors and funds that make direct investments in private companies or conduct buyouts of public companies. Capital is raised from retail and institutional investors to fund new technologies, expand working capital, make acquisitions, or strengthen balance sheets. Private equity firms partner with investment banks, investors, and management teams. Private equity investments are geared towards long-term strategies in illiquid assets, allowing more control over operations compared to hedge funds which focus on liquid securities. Exits can occur via IPOs, mergers and acquisitions, or recapitalizations. The global private equity industry manages over $2 trillion in assets and invests hundreds of billions annually.
Private equity involves long-term investing to strengthen and grow companies. It provides capital for companies in need, creates jobs, and drives economic growth and innovation while delivering steady returns for investors. Private equity managers purchase stakes in private companies and work to increase their value through strategies like leveraged buyouts, venture capital, growth investments, and turnarounds. The private equity industry invests over $1.6 trillion in thousands of companies each year.
Matar Capital Advisors Corporate BrochureMichel Habib
This document provides an overview of Matar Capital Advisors Ltd., a diversified investment firm headquartered in Tel Aviv, Israel. It discusses the company's mission, philosophy, services, management team, and partnerships. Matar Capital Advisors specializes in corporate finance, strategic advisory, equity partnering and alternative asset management solutions. It has a global presence and extensive relationships that allow it to help clients achieve their financial and strategic goals internationally.
Need to know more about private equity and hedge funds? Then you have come to the right place with this quick overview presentation. This is based on my book: "Figuring Out Wall Street". A part of a continuing series of on the financial services industry. We provide training, custom developed to your needs. Contact us to discuss your needs and get a quote.
This document provides an overview of private equity, including:
- The structure of private equity funds and typical players like PE companies, banks, and management teams.
- Common private equity transactions like leveraged buyouts, management buyouts, and buy-and-build strategies.
- The private equity deal process from finding investments to exiting.
- Factors that make a company suitable for private equity investment and reasons for buyouts from owner and management perspectives.
- How private equity deals are structured, financing is arranged, and returns are evaluated differently than corporate acquisitions.
- Potential ethical issues around conflicts of interest, employee vulnerability, restructuring impacts, and tax avoidance.
Presentación grupo bursátil aldesa 2011 englishAldesaWeb
Aldesa is a Costa Rican financial services company with over 50 years of experience. It offers brokerage services, manages mutual funds across different asset classes, provides investment banking services like mergers and acquisitions advising, and creates trust funds. Aldesa prides itself on its trust, long trajectory in the market, specialized financial knowledge, and independence.
Ascot Capital Group is an independent asset manager and financial services company that provides wealth management, corporate finance, mergers and acquisitions advisory, and fiduciary services through offices around the world. The company aims to differentiate itself through a proactive approach based on solid expertise and advice. It prides itself on its human assets and knowledge base, and seeks to provide superior risk-adjusted returns and a client-centric approach with an emphasis on long-term relationships.
Heritage Capital Latin America provides investment banking services to mid-sized companies and financial institutions in Latin America. It offers capital markets origination and structuring of bonds, securitization, private placements, and strategic advisory including corporate finance, restructuring, and mergers and acquisitions. As part of an integrated global platform, it combines local expertise in Latin America with access to international capital markets through Heritage Capital and Banque Heritage.
This document provides an overview of different forms of private equity funding. It discusses why companies need funds and when equity financing is preferred over debt. It then describes various forms of private equity including angel investors, venture capital, growth-stage private equity, buyout funds, and mezzanine debt. The document reviews recent trends in private equity deals and sectors. It also outlines the general private equity investment process, valuation methods, deal structures, exit options, and considerations for private equity funding. In the conclusion, it notes that private equity is operating in a challenging environment with a large pipeline of future exits.
Private equity and venture capital fundsLinel Dias
Private equity fundraising involves private equity firms seeking capital from investors for their funds. Investors become limited partners in the funds and benefit from investments made using the capital in that specific fund. Private equity firms also invest in their own funds, typically 1-5% of the total capital. The time it takes to raise capital depends on market conditions and the firm's past performance. There are different types of private equity funds such as leveraged buyouts and venture capital. In India, major private equity firms include ICICI Ventures, UTI Ventures, and Carlyle. Venture capital is high-risk financing provided to new businesses in exchange for equity. Venture capital funds pool money from investors to invest in risky startups
Private Equity Investments 2015 - Tunis Business SchoolHatem Chanoufi
This document provides information about private equity investments. It discusses that private equity involves purchasing equity or equity-linked securities in undervalued companies through a negotiated process with sophisticated investors who have financial and operating expertise. The goal is to realize profits in 3-5 years after acquiring and improving undervalued assets. Private equity focuses on mature companies seeking changes in ownership or financing for expansion. Venture capital focuses on riskier startups and smaller investments in early-stage companies.
Introduction to private equity & venture capitalist fundManish Poddar
Venture capital refers to investments made in startup companies and small businesses with growth potential. Venture capitalists provide funding to companies in exchange for equity and play an active role in monitoring and advising the companies. The document discusses various aspects of venture capital including the types of investors, stages of financing, activities of venture capitalists like investing, monitoring and exiting investments, and key terms in a term sheet like liquidation preferences and founders' shareholding. It provides an overview of how venture capital works and the roles and considerations of venture capitalists and the companies they fund.
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
Business angels are private investors who provide early-stage funding to startups. Angel networks help match entrepreneurs and angels and provide resources like training and syndication opportunities. Cross-border investing in Europe is increasing through networks like EASY, which facilitates international deals. Sitra, the Finnish Innovation Fund, aims to strengthen Finland's business angel domain and bridge the gap to venture capital through initiatives like INTRO, a marketplace for early investments that provides resources to entrepreneurs and angels.
This document provides information about Aegis Wealth Advisors, an independent financial advisory firm. It includes a letter from the president welcoming the reader and encouraging them to schedule a meeting. The document then provides details about the firm, including its mission to help clients optimize, preserve and protect their assets. It lists various informational materials enclosed for the reader, including the firm's profile, investment strategy, a list of "10 Things All Successful Investors Should Know", information on getting a second opinion, and client bill of rights.
While IPOs provide an attractive headline story, strategic acquisitions are viewed as a more reliable exit strategy for private equity investments in Southeast Asia. Strategic buyers understand the industry well and see value in acquiring companies, making them easier to convince than seeking a single buyer. However, finding the right strategic fit can still be challenging. Management buyouts are also considered but come with difficulties in obtaining financing. Overall, private equity investors are advised to have multiple exit options in mind and ensure management teams are aligned on clear exit strategies when investing in the region.
Private equity involves investing in non-publicly traded assets like companies. Private equity funds will purchase companies, gaining access to their assets and revenue to aim for high investment returns. For example, a private equity fund may borrow $9 billion and contribute $2 billion of its own money to purchase an underperforming company for $11 billion total. After restructuring the company, it could be sold two years later for $13 billion, yielding a $2 billion profit. Private equity transactions typically involve significant debt financing used to acquire companies that generate stable cash flows, with the goal of high returns through restructuring and eventual resale.
Private equity provides medium to long-term financing in exchange for an equity stake in potentially high-growth private companies. It encompasses both venture capital investments in seed to expansion stage companies as well as management buyouts and buyins. Private equity differs from debt in that the investors' returns depend on the growth and profitability of the company rather than guaranteed interest payments. It can help companies grow faster than other types of financing by providing capital and experienced input from private equity executives. Private equity can help business owners achieve their ambitions for their company through strategic decision making support while seeking to increase the company's value over time.
The document provides advice on common mistakes made when raising capital under Section 708 placement rules in Australia. It summarizes Morgan Cradock's report on the "Top 11 Small Scale Offer Document Mistakes", including: not being open to third party investors; believing a Small Scale Offer Document is not needed to raise capital; and providing insufficient details on the use of funds. The report aims to help businesses successfully raise capital while complying with Australian securities regulations.
Venture capital is equity or equity-featured capital that seeks investments in new companies, products, processes or services that offer potential for high returns. Venture capital firms invest mostly in early stage companies focused on technology, biotech and cleantech. Venture capital acquires a minority stake, usually less than 50%, in companies. Private equity buys mature companies across all industries, acquiring 100% ownership. Private equity deals are larger, ranging from $100 million to $10 billion, compared to under $10 million for venture capital.
KMPG Bank is an international banking group that provides corporate and private banking services. It aims to protect and manage client assets through a full range of independent products and services tailored to client needs. The bank operates through offices in several countries and offers services such as asset management, investment advice, trust and estate planning, corporate finance, and project financing. KMPG Bank targets both individual and institutional investors seeking personalized financial services and investment solutions.
Private equity consists of investors and funds that make direct investments in private companies or conduct buyouts of public companies. Capital is raised from retail and institutional investors to fund new technologies, expand working capital, make acquisitions, or strengthen balance sheets. Private equity firms partner with investment banks, investors, and management teams. Private equity investments are geared towards long-term strategies in illiquid assets, allowing more control over operations compared to hedge funds which focus on liquid securities. Exits can occur via IPOs, mergers and acquisitions, or recapitalizations. The global private equity industry manages over $2 trillion in assets and invests hundreds of billions annually.
Private equity involves long-term investing to strengthen and grow companies. It provides capital for companies in need, creates jobs, and drives economic growth and innovation while delivering steady returns for investors. Private equity managers purchase stakes in private companies and work to increase their value through strategies like leveraged buyouts, venture capital, growth investments, and turnarounds. The private equity industry invests over $1.6 trillion in thousands of companies each year.
Matar Capital Advisors Corporate BrochureMichel Habib
This document provides an overview of Matar Capital Advisors Ltd., a diversified investment firm headquartered in Tel Aviv, Israel. It discusses the company's mission, philosophy, services, management team, and partnerships. Matar Capital Advisors specializes in corporate finance, strategic advisory, equity partnering and alternative asset management solutions. It has a global presence and extensive relationships that allow it to help clients achieve their financial and strategic goals internationally.
Need to know more about private equity and hedge funds? Then you have come to the right place with this quick overview presentation. This is based on my book: "Figuring Out Wall Street". A part of a continuing series of on the financial services industry. We provide training, custom developed to your needs. Contact us to discuss your needs and get a quote.
This document provides an overview of private equity, including:
- The structure of private equity funds and typical players like PE companies, banks, and management teams.
- Common private equity transactions like leveraged buyouts, management buyouts, and buy-and-build strategies.
- The private equity deal process from finding investments to exiting.
- Factors that make a company suitable for private equity investment and reasons for buyouts from owner and management perspectives.
- How private equity deals are structured, financing is arranged, and returns are evaluated differently than corporate acquisitions.
- Potential ethical issues around conflicts of interest, employee vulnerability, restructuring impacts, and tax avoidance.
Presentación grupo bursátil aldesa 2011 englishAldesaWeb
Aldesa is a Costa Rican financial services company with over 50 years of experience. It offers brokerage services, manages mutual funds across different asset classes, provides investment banking services like mergers and acquisitions advising, and creates trust funds. Aldesa prides itself on its trust, long trajectory in the market, specialized financial knowledge, and independence.
Ascot Capital Group is an independent asset manager and financial services company that provides wealth management, corporate finance, mergers and acquisitions advisory, and fiduciary services through offices around the world. The company aims to differentiate itself through a proactive approach based on solid expertise and advice. It prides itself on its human assets and knowledge base, and seeks to provide superior risk-adjusted returns and a client-centric approach with an emphasis on long-term relationships.
Heritage Capital Latin America provides investment banking services to mid-sized companies and financial institutions in Latin America. It offers capital markets origination and structuring of bonds, securitization, private placements, and strategic advisory including corporate finance, restructuring, and mergers and acquisitions. As part of an integrated global platform, it combines local expertise in Latin America with access to international capital markets through Heritage Capital and Banque Heritage.
Heritage Capital Latin America provides investment banking services to mid-sized companies and financial institutions in Latin America. It was formed in 2008 as a subsidiary of Swiss family-owned Banque Heritage to extend its international footprint. Heritage Capital Latin America offers clients capital markets services, including bond issuance, securitization, and private placements. It also provides corporate finance and advisory services, such as restructurings, mergers and acquisitions advice. The firm combines global reach with local expertise in key emerging markets like Latin America.
The document provides an overview of the typical divisions within a multi-divisional global banking group, including investment banking, private banking, and asset management. It discusses the key services each division provides, such as mergers and acquisitions advisory, capital raising, sales and trading, wealth management, and portfolio management across asset classes. The investment banking division in particular focuses on maintaining client relationships and providing capital raising and advisory services.
Capital & Financial Advisors provides a range of financial services including private equity syndication, investment banking, financial advisory, wealth management, and developing financial technology solutions. It aims to be a one-stop provider of independent, objective advice to meet clients' unique needs. The company assists with mergers and acquisitions, fundraising, startup consulting, and more through its offices in India and the United States.
- Raintree Financial Solutions is an independent investment dealer founded in 2010 to provide alternative investment options to clients and change how Canadians think about investing.
- They source private investments across a variety of asset classes and industries, and provide objective advice to minimize conflicts of interest that are common elsewhere in the financial industry.
- Alternative investments can provide benefits like reduced volatility, capital preservation, and unique returns, and complement traditional stock and bond holdings by improving diversification.
Nimed Capital Limited is an investment banking firm established by experienced industry professionals. It provides investment management and advisory services, as well as corporate finance services. It manages funds for individuals, institutions, and pension funds. It also engages in corporate restructuring, financial restructuring, and capital raising. The company aims to generate superior risk-adjusted returns for clients and deliver innovative solutions to meet clients' financial needs. It is led by a team of professionals with extensive experience in banking, finance, and investment management.
Castleton Trading Inc. is a veteran and minority-owned algorithmic trading firm founded in 2012. It has developed a proprietary trading system integrating advanced algorithms, machine learning, and real-time data analysis to capitalize on opportunities across multiple asset classes like equities, futures, options, and forex. Led by founder T. Wayne Davis, who brings experience in engineering, finance, and government budget analysis, Castleton Trading is committed to technological innovation, risk management excellence, and achieving consistent returns for investors through its diversified strategies.
This document contains information about Shrey Vashistha including their admission number and section. It lists several reasons for investment such as keeping funds safe and secure, growing funds exponentially, earning additional income, minimizing taxes, and retirement planning. It then discusses different investment avenues like mutual funds, stocks, bonds, ETFs, fixed deposits, retirement plans, cash, and real estate. It also defines portfolio management as the selection, prioritization, and control of an organization's programs and projects to balance change initiatives while optimizing return on investment.
Three Palms, LLC is an alternative investment platform that offers diversified alternative investment strategies and products. It has a team of investment professionals with extensive experience in alternative investments. Three Palms structures customized portfolios, funds, and structured products to add value and diversification to clients' overall investment portfolios. It also provides portfolio administration, reporting, and other services to support clients' alternative investment needs.
This document discusses UBS's strategic asset allocation (SAA) methodology and portfolios. It begins by defining SAAs as the backbone of long-term investment portfolios that structure assets across classes to match risk tolerance and objectives. It then describes the quantitative and qualitative process used to construct SAAs, which involves estimating long-term returns, volatility and correlations across asset classes based on historical data and expert opinions. Finally, it provides details on UBS's SAA construction approach, which aims to optimize risk-adjusted returns through international diversification across traditional liquid asset classes.
SORTIS Invest is an investment banking boutique focused on mergers & acquisitions, private equity, venture capital and corporate finance.
Company presentation
www.sortis.bg
SORTIS Invest is a Bulgarian financial advisory firm that provides private equity, venture capital, corporate finance, and other investment banking services. It is part of the larger SORTIS Group which also includes real estate and credit advisory companies. SORTIS Invest assists both entrepreneurs seeking financing and institutional investors in structuring and executing investment deals. It has extensive experience in equity investments, mergers and acquisitions, and restructuring projects in Bulgaria and other countries.
The document discusses Transparency Finance SA, a company that aims to become a partner to clients by providing transparency and access to structured products. It outlines the company's people and organization, positioning on transparency, and services including advisory, brokerage, a structured products database, documentation, custom messages, and product follow up. The goal is to offer clients their own structured products department without the associated costs and responsibilities.
This document summarizes the investment management services of Equity Solutions. [1] Equity Solutions focuses on stock broking, business development, and consulting for startups and companies. [2] Their vision is to have a global business presence with responsible account management, trust in relationships, pride in service, and innovation. [3] Their investment philosophy focuses on identifying growth opportunities, buying at reasonable prices, and dealing with macroeconomic changes for long-term compounding of capital.
The document summarizes Loomis Sayles, an investment management firm. It highlights that Loomis Sayles has extensive resources including proprietary research teams and a collaborative process that allows portfolio managers to act decisively. It emphasizes Loomis Sayles' global perspective and ability to deliver sustainable returns through traditional and alternative investments tailored for institutional and retail investors. Loomis Sayles applies broad, deep research including macro strategies, credit research, and quantitative research to support intelligent investment decisions.
Snowball Group is a global private equity investment firm that focuses on investing in and advising private companies. It identifies investment opportunities, invests capital, and manages the investment process. Snowball Group conducts thorough due diligence on opportunities focusing on the core value proposition, management team, and financials. It works closely with portfolio companies to achieve growth objectives and realize exceptional returns for investors through events like capital raisings, M&A, and exits.
2. The Company
Patrigest SA
Created in 1994 by, and composed of, portfolio managers,
Patrigest manages the money of private and institutional
clients. Today, Patrigest employs twelve people.
Patrigest is specialized in two main activities; portfolio
management and the creation of tailor-made financial assets.
In both areas, Patrigest is used to dealing in trade stocks,
bonds, derivatives, commodities and other assets.
At Patrigest, all the portfolio managers come from top Swiss or
foreign banks. As well as long experience they also have an
excellent command of modern management techniques.
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3. Patrigest’s know-how
Our expertise includes:
Financial advices
Financial management power
Institutional financial management
Creation of tailor-made financial assets
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4. Patrigest
For our clients, we have developed a unique service:
The environment of a family group
An independent way of thinking
Acting completely freely and strictly in the client’s interest
A strong sense of entrepreneurship
A qualified and specified approach using modern portfolio
management tools
A team of 6 portfolio managers in Switzerland
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5. Patrigest’s Approach
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Standard products are outdated. Successful management of
important accounts requires a tailor-made approach,
irrespective of the amount of capital involved.
As an independent company, Patrigest acts completely freely
and strictly in the client’s interest. This means that Patrigest will
choose the best financial assets proposed by banks.
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6. Management Power
A safe way of earning money
Having chosen the bank in which you intend to deposit your funds
you may decide to ask Patrigest to manage your affairs. If so,
you authorise Patrigest to manage your capital, i.e. spread your
investments in the best possible way and determine the
opportune moment to carry out operations.
Patrigest offers three types of financial management:
The conservative approach
The balanced approach
The dynamic approach
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7. Management Power
There is one safe way of earning money and gaining
from our experience : management power
One approach, three solutions:
Dynamic Balanced Conservative
Exposure
Risk
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8. Management Power
Conservative: Specially intended for institutional
investors
Balanced: While ensuring a certain income, it
allows the most to be made of
stock market developments
Dynamic: It aims at drawing a maximum
amount of profit from financial
markets and making capital grow
Shares Bonds Deriva:ves
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9. Portfolio Management: Key Figures
Patrigest manages 300 Million USD
Corporate loans : 100 million USD
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11. What are structured products?
Patrigest creates and manages structured products
Structured products are synthetic investment instruments specially
created to meet specific needs that cannot be met by the
standardized financial instruments available in the markets.
Structured products can be used:
as an alternative to a direct investment
as part of the asset allocation process to reduce risk
exposure of a portfolio
to utilize the current market trend
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12. Creation of Financial Assets
Opportunity in
the market
Idea of product
Request for
structuring
Choose the best
proposal
Proposition to our
clients
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13. Creation of Financial Assets
Patrigest develops, launches and manages tailor-made
assets which are characterised by dynamism,
diversity, innovation
Patrigest proposes four basic categories of
structured products
Defensive Capital protection
Performance optimisation
Participation in growth
Speculative Leverage
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14. Creation of Financial Assets
Patrigest develops, launches and manages tailor-made
assets which are characterised by dynamism,
diversity, innovation
A wide range of asset class is covered by Patrigest
Commodities
US & European Stocks
Emerging Markets
Green Energies
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15. Creation of Financial Assets
Patrigest develops, launches and manages tailor-made
assets which are characterised by dynamism,
diversity, innovation
Patrigest’s products are:
Analysed by us for our clients
Structured by the best European brokers
Guaranteed by the best banks worldwide
Reserved for our clients
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17. Institutional Clients
Tailor-made products for institutional investors
Patrigest is also specialized in specific financial assets for
institutional clients.
This includes various kinds of financial assets:
Structured products on request
Equities
Bonds
Money market
Specific structured products
Corporate loans
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18. Structured products on request
Tailor-made products for institutional investors
Patrigest’s clients can also ask for a financial product on request
and in that case, they can choose from :
The underlying
Capital protection
Choice of interest rates
The currency
The guarantor/issuer
Patrigest asks for the best structuring and proposes the structured
product that fits with the client.
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19. Structured Products: Key Figures
200 structured products since 1994
More than 3.5 Billion USD
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20. Contact
Patrigest Switzerland Patrigest Turkey
Château 7 The Astoria, Tower A – Floor 9
2001 Neuchâtel Büyükdere Cad. N° 127, Istanbul
Switzerland Turkey
T: +41/32.724.31.06/08 T: +90(0)212.340.76.90
F: +41/32.724.30.33 F: +90(0)212.340.76.01
E: info@patrigestsa.ch Web: www.patrigestsa.ch
Roberto Calligaris CEO roberto.calligaris@patrigestsa.ch
Angel Casillas Associate angel.casillas@patrigestsa.ch
Davide Calligaris Manager davide.calligaris@patrigestsa.ch
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