We invest in companies that meet the following criteria:
General Criteria
- -management team
- -first rate management team possessing complementing skills
- -they are entrepreneurial risk-takers
- -they focus on the fundamentals
- -they can operate seamlessly across borders
Market Leadership & Customer Base
- -Established market leadership position and customer base with clean competitive advantage in market place, products, technologies, distribution, or operations
- -Superior customer value proposition based primarily on none-price service-oriented attributes for which customers accept to pay a premium
Business Model & Culture
- -Profit-driven, forward-looking and adaptable business model that can weather disruptions in the business cycle
- -Entrenched culture of innovation in all aspects of business that is above all customer-focused and not solely technology-driven
- -Built-in organizational flexibility to allow for timely adaptation to (disruptive) changes in both the business cycle and product life cycle
- -Clear, streamlined and open business processes and procedures that cut across functional lines
- -Values emphasizing excellence, integrity, mutual respect and teamwork
- -Key talent program at all levels of the organization
Potential for Growth & Operational Improvement
- -Diversification in customers, products, or markets
- -Preparation and development of exit options
Reporting
- -Determination of performance metrics
- -Setting of timeline and milestones
- -Design of reporting system
Exit Preparation & Execution
The portfolio companies prepare regular updates of:
- -the exit plan under various scenarios and strategies (public offering, trade sale, refinancing) that takes into account changes in economic, market, and competitive conditions and company performance
- -due diligence data room documentation
- -the confidential information memorandum