Client explores Private Equity to de-risk investment portfolio

Background

The client has a globally diversified portfolio of equities , fixed income & real estate investments generating the desired returns.

We met him and his next generation family members for an in-depth portfolio review and looked at current opportunities. His son expressed a higher risk appetite than the father and was willing to explore some ideas on private equity and directly investing in innovative startup companies with a compelling story.

Solution

Toledo Capital’s Alternatives Desk was able to identify & shortlist these companies with breakthrough entrepreneurial talent in the High-Tech and Medtech space. Early & late-stage companies from the Israeli Startup Ecosystem were shortlisted which demonstrated:

An exceptional leadership team
Commercialization of a breakthrough idea
Holds Patents in major markets.
Regulatory approval (FDA, CE etc.)
Generating sales across different countries
Prominent family offices, funds, or investors on cap table.
Essential due diligence completed.
Clear, defined path to exit (IPO, M&A or similar)

Result

The Relationship Manager’s client is delighted that he could bring Toledo Capital’s Swiss family office expertise conducting an in-depth review and of their family’s comprehensive wealth picture and confidently presented appropriate private equity investment ideas.

Toledo Capital was able to successfully secure a USD 2.4 million commitment cheque for the late-stage, Series-D innovative MedTech company which met their investment criteria.

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