Connecting Investors with
Venture & Growth Opportunities
Venture & Growth Opportunities
Investment Circle – a Swiss-based privatley-owned financial advisory firm dedicated to helping companies and funds, active in sustainable technologies, raise capital
Investment Circle connects like-minded investors with carefully curated assets
Swiss-based privately-held investment and advisory firm. Drawing on a wide pan-European network of Family Offices and Institutional Clients, we share investment opportunities in special situations, preferred themes and engage selectively in capital raising.
It is a 2 way street, tell-us what your investment criteria are and we will “go fetch”
Buy-side driven
The pendulum has gone the other way, investors have yet again the upper-hand (I believe they always had it). The focus has gone from growth to profitability. You are flooded with investment proposals, seldom tailored to your requirements. In all this noise, it is important to have trusted parties that only come to you with relevant material.
It all starts with you
Sharing details as to the stage at which you invest, the geographies, the sectors, the financial metrics you focus-on, the role you take (lead / follower, hands-on), all contributes to a more targeted output. A strong feedback loop as to the opportunities presented (positive or negative) will further strengthen your profile and creates a virtuous circle for more highly curated future offerings
Extend your reach for free
Dedicated to helping venture capital investors extend their reach and broaden their awareness of high-potential startups that meet their investment criteria. With our expertise and network, we identify and curate promising startups that align with your investment strategy and goals. This allows you to invest in a diverse range of startups and expand your portfolio.
With this 3 step approach, you are putting the best chances of success on your side
Being investment-ready
Before seeking investment, it is crucial to ensure that your company is investment-ready. This involves a comprehensive mini due diligence process to assess your company from an investor’s perspective. With the insights gained from this process, we will work closely with you to create the most attractive investment proposition. This includes crafting a (winning) pitch deck (we have designed a comprehensive cheat sheet to help you in this process), optimizing your website, developing compelling marketing material, and enhancing your LinkedIn profile.
Finding the Right Investors
Identifying the right investors is key to securing funding for your business. We will leverage our extensive network and database of investors to identify potential investors worldwide that match your company’s specific needs, preferences, structure, innovation/technology, value, financial planning, and ambition. With 605 investors in our database who have made one or more investments in 2021 and 2022, we are well-positioned to find the best fit for your business. We will take care of reaching out to potential investors, setting up meetings, and preparing you to present your business optimally.
Supporting you till the closing
The negotiation phase with potential investors can be daunting, but we will be by your side every step of the way. We will coordinate and assist you in the due diligence and negotiation processes to ensure that you get the best possible terms and conditions for your investment. We will provide our expert views on the terms and conditions of the investment, offer feedback on documentation, and ensure that the process runs smoothly and efficiently.
Transparency, conviction, alignment
Investment Circle where people meet, exchange and cross-fertilize.
Shifting the industry into a different, more collaborative approach to investing
Network
Deep relationships built over decades with both the sell and the buy side. Capital allocators typically come from French and German speaking Europe with strives into the UK. We solely interact with qualified or professional investors.
Opportunities
Special Situations are the core of our business. Focusing on Direct Investments and helping asset managers grow their business. Private Equity, Credit, Real Estate, Asset and Wealth Management structuring are our strengths.
Team
Two Managing Partners with a combined half century of relevant experience and a broad, pan-European network. A panel of Strategic Advisers and Experts, extending the reach, complementing the know-how and enhancing the deal-flow.
“Do things that matter”
30 years experience in the Investment Bank, Asset and Wealth Management businesses. Board member of B-R & H Finance, a specialized independent Wealth Manager. Venture Partner of a well-known pioneer in the Ethical Investment space.
Before founding Investment Circle; Deputy CEO of Bank Hottinger & Cie. Board Member of RBR Capital Advisors, involved in activism campaigns (GAM, Credit Suisse). 25 years at UBS Investment Bank as MD. Deep understanding of Swiss financial company valuations. Enjoys public speaking.
Graduated from the European Business School
The Partners
William Bowdler-Raynar
“Do things that matter”
After more than 25 years in the Investment Bank, Asset and Wealth Management businesses, I co-founded Investment Circle. Specialties include: Interest rates, credit, foodtech & agtech, wealth management, asset valuation, public speaking.
Alexandre de Vaivre
“A passion for alternative investments”
25 years of experience in Capital Markets, Private Equity and Real Estate. Partner at Neuerburg Group, a Swiss private company, advising members of a German family on Alternative Investments.