All Our Investee companies can access the following benefits:
OUR INVESTORS
ENVISION MORE FOR
YOUR BUSINESS
ENVISION MORE FOR YOUR BUSINESS
OUR INVESTOR COMPANIES
Strategic Support and shared service
Director appointments
Access to capital to fund growtH
Access to “venturing” opportunities
Access to networks
Governance, & technical suppoRT
All Our Investee companies can access the following benefits:
STRATEGIC SUPPORT AND SHARED SERVICES
Director appointments
Access to capital to fund growtH
Access to “venturing” opportunities
Access to networks
Governance, & technical suppoRT
INVESTOR TESTIMONIALS
INVESTOR INSIGHTS
B-BBEE INSIGHTS
Many firms that are seeking a black ownership are unaware that by partnering with Invequity and investing in a transformative Private Equity Fund that also invests into black owned businesses, our Funds can contribute to their own B-BBEE ownership targets.
Apart from achieving B-BBEE ownership objectives for all qualifying portfolio companies,
our transformative Private Equity Funds aim to provide investors with attractive returns
while at the same time investing in impact firms that are also developing and transforming
the South African economy.
We track not only the economic returns of our Private Equity Fund investee companies, but also their developmental impact, in line with the UN Sustainable Development Goals as well as our local South African metrices. Tangible examples would include people trained, scholars educated, jobs created, Black business that have been funded etc.
Improving a B-BBEE score is multi-faceted, given that the B-BBEE scorecard looks at many aspects of a firm, only one of which is ownership. Our Transformative Private Equity Funds contributes to the ownership structure. We recommend that companies should consider engaging Signa Advisors, a specialist B-BBEE consulting firm and sister company of Invequity that can provide a holistic framework to the B-BBEE scorecard.
A Private Equity Fund is a fund that buys shares in unlisted companies i.e. companies that are not listed on a stock exchange but are typically owned by private individuals. Like all commercial Private Equity Funds, the returns our investors earn are based on the performance of our investments in the underlying investee companies. If the underlying companies do well, then our investors do well, but likewise, if an underlying company struggles, then the returns our investors earn will be negatively impacted.
IMPACT SOLUTIONS INSIGHTS
Invequity specialises in customised or bespoke private equity fund management. In other
words, our Private Equity Funds are investor lead, unlike typical Private Equity Funds
where the fund manager defines the investment prospectus and investors must take or leave it.
Our Tailored Impact Solutions allow our clients or investors to define the mandate that we must follow when building the private equity fund, with the aim of achieving their specific objectives.
While many institutional investors aim to have Impact as an objective in their portfolios, the convention in the industry does not allow them to define what type of impact, in what industries, in what geographies or the preferred way they wish for the impact to be measured. We allow our clients to do just this and build portfolios that meet their specific requirements.
Our Tailored Impact Solutions allow our clients or investors to define the mandate that we must follow when building the private equity fund, with the aim of achieving their specific objectives.
While many institutional investors aim to have Impact as an objective in their portfolios, the convention in the industry does not allow them to define what type of impact, in what industries, in what geographies or the preferred way they wish for the impact to be measured. We allow our clients to do just this and build portfolios that meet their specific requirements.
Whether the impact be environmental, social, transformative or have any other objectives generally, either within the globally defined UN Sustainability Goals, or more specific to the local market, if we are able to define it with the client, we can incorporate it into a mandate, and then source investment opportunities for the fund that meet the investors objectives.
Over and above risk and return objectives, we set and define measurable Impact metrices with our clients, which ensure alignment with their strategic objectives. Our investment team then aims to allocate capital into a portfolio of investments to achieve the objectives set by the client.
Over and above risk and return objectives, we set and define measurable Impact objectives with our clients, which ensure alignment with their strategic objectives. Our investment team aims to allocate capital into a portfolio of investments that achieve the objectives set by the client.
CORPORATE SOLUTIONS INSIGHTS
The use of a bespoke Private Equity Fund is an incredibly elegant way of implementing a corporate strategy, where a firm wishes to expand into, or support role-players in its upstream or downstream value chain, without taking a direct equity position in those firms. This allows a company to build a value enhancing eco-system where active collaboration across the eco system is facilitated via the fund, to achieve both financial, but also non- financial objectives, such as transformation.
Our Corporate Solutions are attractive in any industry where it our corporate client’s wishes to serious invest into their business growth objectives. The solution allows for arm’s length investment with Invequity governing the investment under a clear mandate. The solution is perfect for corporates that do not have the management bandwidth to get directly involved in target entities, and or wish for us to facilitate an ultimate strategic objective for their value chain.
Yes – when we build a Corporate Solutions Private Equity Fund, the mandate and objective of the fund are customised to the client objectives, including investment and strategic objectives.
Firstly, we establish what the corporate client wishes to achieve, and whether this can be done via a bespoke Private Equity Fund. This entails engaging the client, understanding the company, its corporate strategy and objectives, the broader sector, and the value chain and potential target investments. If at this stage, a Private Equity Solution makes sense, then we would constitute the fund, its management structure, the mandate, objectives and investment requirements. The Fund would than be launched, and managed against clear milestones to achieve the defined objectives.
Corporate Private Equity Fund Solutions are ideal mechanism for competitors within a specific sector to collaborate in order to solve industry wide supply side or demand side challenges.
Private Equity provides a unique model of growing a franchise, and Invequity can bring capital to the table for suitably qualified and Black owned franchisee partners. Additionally, both Franchisor and Franchisees can use a Corporate Private Equity Fund Solution to invest into the franchise value chain, thereby creating common value. Keep in mind that Invequity manages all Funds in line with the B-BBEE requirements for Private Equity to ensure that all private equity investments are made as if made by a Black natural person.
